Bark vs Rent The Runway
Bark is the larger business, with $395m of revenue in fiscal 2026 against $330m for Rent The Runway (1.2 times as much). Rent The Runway grew faster (7.7% against -18.5%). Rent The Runway kept more of each dollar of sales as profit: a net margin of 6.9% against -9.9%.
| Latest fiscal year | BarkBARK, 2026 | Rent The RunwayRENT, 2026 |
|---|---|---|
| Revenue | $395m | $330m |
| Revenue growth | -18.5% | 7.7% |
| Net income | −$39.0m | $22.6m |
| Operating margin | -10.2% | — |
| Net margin | -9.9% | 6.9% |
| Return on equity | -45.5% | — |
| Free cash flow | −$26.6m | — |
| Cash | $19.3m | $50.4m |
| Total debt | $0 | $157m |
| Debt to equity | 0.0% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $1.8m | — |
| Employees | 501 | 942 |
| Market value | $81.4m | $73.9m |
| Price vs our value range | — | — |
| Moat score | 44 (Weak) | 45 (Weak) |
| Insider trades, 12 months | 0 buys, 2 sales | 3 buys, 4 sales |