BARK, Inc.
- Open
- 9.26
- Day high
- 9.26
- Day low
- 9.18
- Prev close
- 9.33
- Volume
- 1K
- Mkt cap
- $79M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 1.1
- P/S
- 0.2
- Yield
- —
- Per share
- —
BARK, Inc. (BARK) is a Consumer Cyclical company listed on NYSE. The stock is down 51% over the past year.
BARK, Inc. (BARK) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
BARK earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 9, 2026 | $-0.35 | $0.07 | +120.2% | $87M | -10.1% |
| Feb 5, 2026 | $-0.04 | $-0.03 | +27.3% | $98M | +2.2% |
| Aug 7, 2025 | $-0.01 | $-0.02 | -100.0% | $103M | +0.0% |
| Jun 4, 2025 | $0.01 | $0.01 | +0.0% | $115M | -6.3% |
| Feb 5, 2025 | $-0.02 | $-0.02 | +0.0% | $126M | -0.2% |
| Nov 7, 2024 | $-0.02 | $0.01 | +150.0% | $126M | +2.8% |
| Jun 3, 2024 | $-0.01 | $-0.02 | -100.0% | $121M | -0.8% |
| Feb 7, 2024 | $-0.05 | $-0.05 | +0.0% | $125M | +2.2% |
| Jun 1, 2023 | $-0.02 | $-0.04 | -78.7% | $126M | +4.2% |
| Feb 9, 2023 | $-0.09 | $-0.09 | +0.0% | $134M | +0.1% |
| Nov 9, 2022 | $-0.06 | $-0.03 | +50.0% | $144M | +6.5% |
| May 31, 2022 | $-0.05 | $-0.15 | -200.0% | $129M | +1.7% |
BARK insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 13, 2026 | Black Michael Scottofficer: Chief Revenue Officer | Tax | 156 | $9.60 |
| Jul 7, 2026 | Black Michael Scottofficer: Chief Revenue Officer | Grant | 50,000 | — |
| Jun 11, 2026 | Black Michael Scottofficer: Chief Revenue Officer | Tax | 156 | $10.13 |
| Jun 10, 2026 | Dostie Brianofficer: VP Accounting, Controller | Tax | 1,584 | $9.56 |
| Jun 10, 2026 | Dostie Brianofficer: VP Accounting, Controller | Grant | 4,707 | — |
| Jun 10, 2026 | Black Michael Scottofficer: Chief Revenue Officer | Tax | 2,238 | $9.56 |
| Jun 10, 2026 | Black Michael Scottofficer: Chief Revenue Officer | Grant | 7,496 | — |
| Jun 10, 2026 | Black Michael Scottofficer: Chief Revenue Officer | Tax | 1,784 | $9.56 |
| Jun 10, 2026 | Black Michael Scottofficer: Chief Revenue Officer | Grant | 6,018 | — |
| Jun 10, 2026 | Meeker Mattdirector, officer: Executive Chairman | Tax | 8,915 | $9.56 |
| Jun 10, 2026 | Meeker Mattdirector, officer: Executive Chairman | Grant | 36,611 | — |
| Jun 10, 2026 | Koehler Allisonofficer: Chief Legal Officer | Tax | 3,823 | $9.56 |
| Jun 10, 2026 | Koehler Allisonofficer: Chief Legal Officer | Grant | 10,460 | — |
| May 22, 2026 | Meeker Mattdirector, officer: Executive Chairman | Grant | 67,884 | — |
| May 22, 2026 | Meeker Mattdirector, officer: Executive Chairman | Tax | 1,378 | $9.10 |
Source: BARK SEC Form 4 filings, latest Jul 13, 2026. For informational purposes only — not investment advice.
See the full BARK insider & 13F page →BARK, Inc. company profile
Overview
BARK, Inc. (NYSE:BARK) is a dog-centric specialty retail company that provides products, services, and content designed specifically for dogs and their owners. Founded in 2011 as The Original BARK Company and rebranded to BARK, Inc. in November 2021, the company went public in December 2020. Headquartered in New York, BARK has evolved from a subscription box service into a comprehensive dog lifestyle brand offering toys, treats, food, health products, and even travel services. The company operates through two primary segments: Direct-to-Consumer and Commerce, serving millions of dog owners across multiple channels including its own websites, retail partnerships, and online marketplaces.
Business
BARK operates in the specialty pet retail industry, focusing exclusively on products and services for dogs. The company's core business model centers around understanding individual dogs' personalities and preferences to deliver customized experiences and products. The company's primary offering is BarkBox, a monthly subscription service that delivers themed boxes containing toys and treats tailored to each dog's size, play style, and dietary preferences. For power chewers, BARK offers Super Chewer, a specialized subscription featuring more durable toys and longer-lasting treats. These subscription services represent the foundation of BARK's Direct-to-Consumer segment, which generates approximately 84% of total revenue. Beyond subscription boxes, BARK has expanded into several product categories. BARK Food provides personalized meal plans and supplements based on individual dog profiles. BARK Bright focuses on dental health and wellness products. BARK Home encompasses lifestyle products including beds, bowls, collars, harnesses, and leashes. The company also operates BarkShop.com, where customers can purchase individual items without subscriptions. The Commerce segment, representing approximately 16% of revenue, involves selling BARK products through third-party retailers and online marketplaces. This includes partnerships with major retailers like Chewy, Amazon, Target, Costco, T.J. Maxx, and international expansion into European markets through Amazon Europe. Most recently, BARK launched BARK Air, a premium travel service that provides dog-friendly flights between major cities, representing the company's expansion into experiential services. This asset-light model partners with aviation companies to offer specialized travel experiences for dogs and their owners.
Revenue model
BARK generates revenue through multiple business models, with subscription services as the primary driver. The Direct-to-Consumer segment operates on a recurring subscription model where customers pay monthly fees for BarkBox ($35-45 per month) or Super Chewer subscriptions. This creates predictable, recurring revenue streams with high customer lifetime value. The company also generates revenue from one-time purchases through BarkShop.com and cross-selling additional products like food and wellness items to existing subscribers. The Commerce segment operates on a wholesale model, selling products to retail partners who then sell to end consumers. This includes traditional retail markups and revenue sharing arrangements with online marketplaces. BARK Air operates on a premium service fee model, charging significantly higher prices than traditional airlines for specialized dog-friendly travel experiences. The company's paying customers are primarily affluent dog owners who view their pets as family members and are willing to pay premium prices for high-quality, personalized products. The average BARK customer tends to be urban or suburban, with higher disposable income, and treats pet spending as non-discretionary. Several factors influence BARK's margins positively and negatively. Margin expansion drivers include economies of scale in manufacturing and fulfillment, improved product mix toward higher-margin consumables, operational efficiency gains from platform consolidation, and premium pricing power due to brand loyalty. Margin pressure comes from rising raw material costs, increased shipping expenses, promotional pricing to attract new customers, inventory write-offs from seasonal or slow-moving products, and competitive pressure in the broader pet industry. Macroeconomic factors like consumer discretionary spending trends, supply chain disruptions, and inflation in manufacturing costs also significantly impact profitability.
Competitive moat
BARK's competitive moat is moderate but faces several challenges. The company's primary defensive position stems from its data-driven personalization capabilities and strong brand loyalty among existing customers. BARK has accumulated extensive data on individual dogs' preferences, play styles, and consumption patterns, allowing for increasingly sophisticated product curation and personalization that would be difficult for new entrants to replicate immediately. The subscription model creates some customer stickiness through convenience and habit formation, while the company's focus on high-quality, innovative toy designs and treats provides product differentiation. BARK's established relationships with manufacturing partners and fulfillment infrastructure represent operational advantages, and the brand has developed significant recognition within the premium pet segment. However, BARK's moat is not particularly strong. The pet products industry has low barriers to entry, with numerous competitors offering similar subscription services, toys, and treats. Large retailers like Chewy, Amazon, and traditional pet stores can leverage their scale and distribution advantages to compete directly. The core products—toys and treats—are not technologically sophisticated and can be replicated relatively easily by competitors with sufficient capital. The company faces competitive pressure from both direct competitors like Chewy's subscription offerings and indirect competition from traditional pet retailers, independent pet stores, and even general merchandise retailers expanding their pet sections. The personalization advantage may diminish as competitors develop their own data capabilities, and customer acquisition costs continue to rise as the market becomes more saturated. The recent expansion into services like BARK Air represents an attempt to build additional differentiation, but it's too early to determine whether this will create meaningful competitive advantages.
Risks & safety
BARK demonstrates moderate financial safety with some concerning trends but adequate liquidity position. • Liquidity and Cash Position: Strong cash position of $115 million with minimal debt, providing substantial runway for operations and strategic investments • Profitability Trajectory: Company achieved first adjusted EBITDA positive quarters in recent periods and expects first full-year EBITDA positive performance, indicating improving operational efficiency • Cash Flow: Free cash flow has turned positive in recent quarters after historically negative performance, though still volatile quarter-to-quarter • Debt Level: Low debt-to-equity ratio of 0.76, primarily consisting of convertible debt rather than traditional bank debt • Valuation Metrics: Trading at low multiples due to recent losses - P/E of -7.0x (based on losses), EV/EBITDA of -6.0x, suggesting potential value if profitability trajectory continues • Revenue Trends: Concerning revenue decline of 8-10% year-over-year in recent periods, though management expects stabilization • Working Capital: Healthy current ratio of 1.63 and quick ratio of 0.99, indicating adequate short-term liquidity management • Other Considerations: Inventory management has improved significantly with 45% reduction, releasing cash for operations; share buyback program indicates management confidence in valuation
Recent development
Over the past few years, BARK has undergone significant strategic transformation focused on achieving profitability and diversifying revenue streams. The company brought in new senior leadership across key functions, including a new Chief Marketing Officer (Michael Parness), Chief Revenue Officer (Michael Black), and Chief Direct-to-Consumer Officer (Meghan Knoll), signaling a strategic shift toward more disciplined growth and operational efficiency. A major technological initiative involved transitioning from legacy platforms to Shopify, unifying the customer experience under bark.co and improving conversion efficiency. This platform consolidation allows for better data integration and more sophisticated marketing capabilities, including AI-generated creative content and full-funnel marketing approaches rather than just bottom-of-funnel tactics. The Commerce segment has become a key growth driver, with BARK aggressively expanding retail partnerships. The company launched products on Chewy with 150 SKUs, expanded its Amazon presence including international markets, and secured shelf space in Target and PetSmart for cereal treats. Management expects the Commerce segment to grow from approximately 16% to 30-35% of total revenue over the next few years. Perhaps most notably, BARK launched BARK Air, a premium dog-friendly airline service operating flights between major cities like New York, Los Angeles, and London. This represents a bold expansion into experiential services, leveraging the brand's premium positioning to command significantly higher prices than traditional airlines. While still experimental with $2-4.5 million in ticket sales, it demonstrates BARK's ambition to become a comprehensive lifestyle brand for affluent dog owners. The company has also shifted its product mix strategy, emphasizing higher-margin consumables like food, treats, and wellness products while reducing reliance on lower-margin toys. This includes expanding personalized meal plans under BARK Food and introducing new treat lines in retail channels. Operationally, BARK has focused intensively on inventory management, reducing inventory levels by 45% to release cash and improve working capital efficiency.
BARK company profile · for informational purposes only — not investment advice.
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