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Bark, Inc. (BARK) stock

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NYSE: BARK NYSE Other Specialty Retail Next results ~November 5, 2026

D Fundamentals grade

Bark, Inc. is a US-listed company in the other specialty retail industry. Its financial year ends in March.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$2.6

Price-to-sales vs peers

Base case. Range ~$2.6–$30. Sales per share times peers' typical price-to-sales; used only when earnings are negative.

Price vs value

No Buy/Hold/Sell rating is issued: only 1 valuation models apply; a rating needs 3.

Bark, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 2 selling0 purchases and 2 sales by directors and officers, last 12 monthsInsider trades

Value diary

Our note on each quarter Bark files

Where Bark stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $371m, down 21.2% on a year earlier, a steeper fall than the 18.5% decline a quarter earlier. That puts it 24 of 24 for growth among the other specialty retail companies we cover. Free-cash-flow margin fell to -6.5% from -4.1% a year earlier. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 3 financial-health checks. Our price-to-sales vs peers value is $7.87 a share, against a share price of $8.18.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Bark, Inc.'s trailing-twelve-month revenue fell 21.2% year on year, with a free-cash-flow margin of -6.5%. Where it stands out: long-term debt as % of assets of 0.0% ranks 1 of 26 other specialty retail companies we cover. Where it lags: revenue growth of -21.2% ranks 34 of 35 other specialty retail companies we cover.

Current signal Revenue growth decelerating: TTM revenue growth slowed to -21.2% (-2.8pp vs the prior quarter), the 6th consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

Nothing in Bark, Inc.'s latest figures clears our strength thresholds.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 21.2% over the last 12 months.
  • Loss-making. Operating margin is -8.6%: costs exceed revenue.
  • Burning cash. Free cash flow was -6.5% of revenue over the last 12 months.
  • Volatile shares. Over the past year the shares showed annualised volatility of 74% and a beta of 1.2 against the S&P 500.
  • Growth easing. The growth rate is 2.8 points lower than a quarter earlier.

Latest results: FY2027 Q1

Filed August 6, 2026
Earnings per share
-$0.20 against an average estimate of -$0.73: beat by 72.6%
Revenue
$79m, down 23.4% on a year earlier
Share reaction
+20.8% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Guidance given
total revenue $83m to $85m (second quarter of fiscal 2027); adjusted EBITDA $1m to $3m (second quarter of fiscal 2027)
Next report
November 5, 2026; average EPS estimate -$0.42

Bark's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+3.6%
  • 1 week+2.3%
  • 1 month+2.1%
  • This year-31.3%
  • 1 year-54.4%
  • 5 years-94.2%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$371M
Operating margin
-8.6%
Net margin
-8.4%

Growth

Revenue growth
−21.2%
Change in growth rate
−2.8 pts

Cash

Free cash flow (TTM)
-$24.1M
FCF margin
-6.5%
Stock pay % of revenue
3.7%

Earnings

Last results
August 6, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Leadership
  3. Results
  4. Guidance
  5. Leadership

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Bark, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 1 valuation models apply; a rating needs 3.

Valuation models

We value Bark, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.08 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$2.6 ~$5.7–$30 Included, half weight
Combined value Weighted average of the models that apply: the primary model (price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$2.6 ~$2.6–$30 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Bark, Inc. with Other Specialty Retail in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 202120222023202420252026
Share price$222.40$74.00$29.00$24.80$27.80$10.14
Market value$515m$578m$256m$220m$242m$87m
+ Net debt (− = net cash)$83m−$120m−$97m−$86m−$51m−$19m
Enterprise value$598m$458m$160m$134m$191m$67m
Multiples
Price / sales 1.4x1.1x0.5x0.4x0.5x0.2x
Price / earnings ——————
Price / free cash flow ——————
EV / EBITDA ——————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

44 /100

Weak moat

How hard Bark's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -12.8% of total assets over 6 years.

  • Pricing power 19 / 20

    Gross margin has been a median 60.6%, moving by 2.8 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -8.8%; its worst year was -18.7%.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (49 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, after the close. Analysts expect revenue of $88m and EPS of −$0.42 (range −$0.52 to −$0.33) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$1.37 −5% $335m −15%
Next −$0.99 +27% $352m +5%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +95.7% on 90 days ago. In the last 30 days, 0 analysts raised Bark, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Bark, Inc., last 90 days
−$3.00 −$2.00 −$1.00 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$0.70 Current fiscal year, 60 days ago: −$0.70 Current fiscal year, 30 days ago: −$2.18 Current fiscal year, 7 days ago: −$2.18 Current fiscal year, Now: −$1.37 −$1.37 Next fiscal year, 30 days ago: −$1.55 Next fiscal year, 7 days ago: −$1.55 Next fiscal year, Now: −$0.99 −$0.99

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$0.70−$1.55
60 days ago −$0.70−$1.55
30 days ago −$2.18−$0.99
7 days ago −$2.18$0.00
Now −$1.37$0.00

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.73 −$0.20 +72.6%
Mar 2026 −$0.40 $0.07 +117.5%
Dec 2025 −$0.80 −$0.60 +25.0%
Sept 2025 −$0.30 −$0.60 −100.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026
  • Total revenue full year of fiscal 2027 $325m to $340m Maintained
    “Total revenue of $325.0 million to $340.0 million, compared to $394.8 million in fiscal 2026.” source
  • Total revenue second quarter of fiscal 2027 $83m to $85m
    “Total revenue of $83.0 million to $85.0 million, as compared to $107.0 million for the comparable period last year.” source
  • Adjusted EBITDA full year of fiscal 2027 $7m to $10m Non-GAAP Maintained
    “Adjusted EBITDA of $7.0 million to $10.0 million, compared to $0.2 million in fiscal 2026.” source
  • Commerce and BARK Air revenue full year of fiscal 2027 about $100m Maintained
    “Commerce and BARK Air are expected to collectively represent over $100 million of revenue, with Commerce growing as a percentage of total revenue as the Company expands across wholesale and marketplace channels.” source
  • Adjusted EBITDA second quarter of fiscal 2027 $1m to $3m Non-GAAP
    “Adjusted EBITDA of $1.0 million to $ 3 .0 million, compared to $(1.4) million for the comparable period last year.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

2 analysts, Oct 2026
Buy2100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202622

Counts of recommendations published by analysts covering Bark, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
10.6%
of tradable shares
Days to cover
12.61
at average volume
Short interest, 1 month
+8%
to October 15, 2026
Held by institutions
40%
of shares
Held by insiders
26.9%
of shares
Employees
501
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −54.4%

$18.16 on October 31, 2025 to $8.29

ThenNowEffect
Revenue (last 12 months) $471m $371m −21.2%
P/S multiple 0.3x 0.2x −42.6%
Share count 9m 9m +1.1%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −61.3%

$21.40 on November 3, 2023 to $8.29

ThenNowEffect
Revenue (last 12 months) $525m $371m −29.3%
P/S multiple 0.4x 0.2x −46.8%
Share count 9m 9m +3.0%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
BARK−71%−65%−46%+128%−67%−31%
Industry peers (median)+44%−27%+3%−23%−10%−17%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
BARK25%33%42%58%33%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
BARK−75%−73%−67%−30%−74%−60%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since December 18, 2020: 98% from December 24, 2020 to October 19, 2026. Getting back needed a 4860% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$7.46 – $18.78
From 52-week high
−55.9%
vs 50-day average
−5.4%
vs 200-day average
−23.9%
Volatility (1 year)
74%
Beta vs S&P 500
1.16

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±10.5%
After a week
7 up, 5 down
typical move ±11.6%
After a month
7 up, 5 down
typical move ±23.1%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +20.8% +0.5% +12.4% +15.6%
February 5, 2026 −0.5% +0.6% −7.8% −8.4%
November 10, 2025 +3.7% +1.8% −8.5% −16.7%
August 7, 2025 −7.6% +0.7% −4.0% +6.9%
June 4, 2025 −27.3% −0.5% −34.4% −30.8%
February 5, 2025 −3.7% +0.8% +4.2% −18.4%
January 13, 2025 −3.0% +0.3% −5.0% −2.0%
November 7, 2024 −6.0% +1.2% +4.6% +58.9%
August 7, 2024 +11.7% +1.6% +13.1% +18.2%
June 3, 2024 +0.8% +0.2% +9.2% +30.0%
February 7, 2024 +13.4% +0.9% +26.5% +51.6%
January 8, 2024 +27.8% +1.3% +9.9% +19.8%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Bark, Inc. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Bark, Inc.
$350M $400M $450M $500M $550M FY24 Q2 FY25 Q1 FY25 Q4 FY27 Q1 Revenue (TTM), FY24 Q2: $504M Revenue (TTM), FY24 Q3: $494.7M Revenue (TTM), FY24 Q4: $490.2M Revenue (TTM), FY25 Q1: $485.8M Revenue (TTM), FY25 Q2: $488.9M Revenue (TTM), FY25 Q3: $490.3M Revenue (TTM), FY25 Q4: $484.2M Revenue (TTM), FY26 Q1: $470.8M Revenue (TTM), FY26 Q2: $451.7M Revenue (TTM), FY26 Q3: $423.7M Revenue (TTM), FY26 Q4: $394.8M Revenue (TTM), FY27 Q1: $370.8M $370.8M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY24 Q2 $504M
FY24 Q3 $494.7M
FY24 Q4 $490.2M
FY25 Q1 $485.8M
FY25 Q2 $488.9M
FY25 Q3 $490.3M
FY25 Q4 $484.2M
FY26 Q1 $470.8M
FY26 Q2 $451.7M
FY26 Q3 $423.7M
FY26 Q4 $394.8M
FY27 Q1 $370.8M
Revenue growth, TTM YoY Bark, Inc.
-30% -20% -10% 0% FY24 Q2 FY25 Q1 FY25 Q4 FY27 Q1 Revenue growth, TTM YoY, FY24 Q2: -7.5% Revenue growth, TTM YoY, FY24 Q3: -8.1% Revenue growth, TTM YoY, FY24 Q4: -8.4% Revenue growth, TTM YoY, FY25 Q1: -7.4% Revenue growth, TTM YoY, FY25 Q2: -3.0% Revenue growth, TTM YoY, FY25 Q3: -0.9% Revenue growth, TTM YoY, FY25 Q4: -1.2% Revenue growth, TTM YoY, FY26 Q1: -3.1% Revenue growth, TTM YoY, FY26 Q2: -7.6% Revenue growth, TTM YoY, FY26 Q3: -13.6% Revenue growth, TTM YoY, FY26 Q4: -18.5% Revenue growth, TTM YoY, FY27 Q1: -21.2% -21.2%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q2 -7.5%
FY24 Q3 -8.1%
FY24 Q4 -8.4%
FY25 Q1 -7.4%
FY25 Q2 -3.0%
FY25 Q3 -0.9%
FY25 Q4 -1.2%
FY26 Q1 -3.1%
FY26 Q2 -7.6%
FY26 Q3 -13.6%
FY26 Q4 -18.5%
FY27 Q1 -21.2%
Operating margin (TTM) Bark, Inc.
-15% -10% -5% 0% FY24 Q2 FY25 Q1 FY25 Q4 FY27 Q1 Operating margin (TTM), FY24 Q2: -11.8% Operating margin (TTM), FY24 Q3: -10.5% Operating margin (TTM), FY24 Q4: -9.3% Operating margin (TTM), FY25 Q1: -8.7% Operating margin (TTM), FY25 Q2: -7.5% Operating margin (TTM), FY25 Q3: -7.1% Operating margin (TTM), FY25 Q4: -7.3% Operating margin (TTM), FY26 Q1: -7.0% Operating margin (TTM), FY26 Q2: -8.4% Operating margin (TTM), FY26 Q3: -8.2% Operating margin (TTM), FY26 Q4: -10.2% Operating margin (TTM), FY27 Q1: -8.6% -8.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q2 -11.8%
FY24 Q3 -10.5%
FY24 Q4 -9.3%
FY25 Q1 -8.7%
FY25 Q2 -7.5%
FY25 Q3 -7.1%
FY25 Q4 -7.3%
FY26 Q1 -7.0%
FY26 Q2 -8.4%
FY26 Q3 -8.2%
FY26 Q4 -10.2%
FY27 Q1 -8.6%
FCF margin (TTM) Bark, Inc.
-10% -5% 0% 5% FY24 Q2 FY25 Q1 FY25 Q4 FY27 Q1 FCF margin (TTM), FY24 Q2: 0.8% FCF margin (TTM), FY24 Q3: 3.5% FCF margin (TTM), FY24 Q4: -0.6% FCF margin (TTM), FY25 Q1: 2.2% FCF margin (TTM), FY25 Q2: 2.2% FCF margin (TTM), FY25 Q3: -0.9% FCF margin (TTM), FY25 Q4: -2.7% FCF margin (TTM), FY26 Q1: -4.1% FCF margin (TTM), FY26 Q2: -8.9% FCF margin (TTM), FY26 Q3: -8.6% FCF margin (TTM), FY26 Q4: -6.7% FCF margin (TTM), FY27 Q1: -6.5% -6.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q2 0.8%
FY24 Q3 3.5%
FY24 Q4 -0.6%
FY25 Q1 2.2%
FY25 Q2 2.2%
FY25 Q3 -0.9%
FY25 Q4 -2.7%
FY26 Q1 -4.1%
FY26 Q2 -8.9%
FY26 Q3 -8.6%
FY26 Q4 -6.7%
FY27 Q1 -6.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2020 Mar 2020 2021 Mar 2021 2022 Mar 2022 2023 Mar 2023 2024 Mar 2024 2025 Mar 2025 2026 Mar 2026 LTM Jun 2026
Income
Revenue 224 379 507 535 490 484 395 371
Gross profit 135 226 282 308 302 302 242 235
EBITDA −25 −18 −90 −54 −33 −24 −31 −23
Operating income −27 −21 −94 −64 −46 −35 −40 −32
Net income −31 −31 −68 −62 −37 −33 −39 −31
Diluted EPS −$14.00 −$13.60 −$0.44 −$0.35 −$4.18 −$3.77 −$4.57 —
Growth (year on year)
Revenue — +68.8% +34.0% +5.5% −8.4% −1.2% −18.5% −21.2%
Margins
Gross margin 60.4% 59.7% 55.6% 57.6% 61.6% 62.4% 61.3% 63.4%
EBITDA margin −11.2% −4.8% −17.7% −10.2% −6.7% −4.9% −7.9% −6.3%
Operating margin −11.9% −5.4% −18.6% −11.9% −9.3% −7.3% −10.2% −8.6%
Net margin −14.0% −8.3% −13.5% −11.5% −7.6% −6.8% −9.9% −8.4%
Free-cash-flow margin — −6.5% −38.1% −3.1% −0.6% −2.7% −6.7% −6.5%
Cash flow
Cash from operations −20 −20 −172 5 6 −7 −23 −21
Capital spending — 5 21 21 9 6 3 3
Free cash flow — −24 −194 −17 −3 −13 −27 −24
Stock-based pay 2 7 18 15 13 13 14 14
Free cash flow after stock pay — −31 −211 −31 −16 −26 −41 −38
Balance sheet
Cash 10 38 199 178 125 94 19 16
Total debt 0 122 79 81 40 43 0 0
Net debt (negative = net cash) −10 83 −120 −97 −86 −51 −19 −16
Diluted shares 2m 2m 8m 9m 9m 9m 9m —
Returned to shareholders
Buybacks 0 0 0 0 6 19 2 0
Total returned 0 0 0 0 6 19 2 0

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · June 30, 2026
What it owns · $169m
Short-term assets $123mLonger-term assets $45m
What it owes, and who funded it · $169m
Short-term liabilities $61mLonger-term liabilities $31mShareholders' equity $76m
  • Short-term assets cover short-term liabilities $123m of assets due within a year against $61m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $123m short-term assets against $31m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$32m against $1m of interest.

From Bark, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2027 Q1 TTM
Buybacks (TTM)
$233,000
Returned to shareholders
-1%
of free cash flow
Buybacks, last 3 fiscal years
$26.5M
Total shareholder yield
0.3%
dividends 0.0% + buybacks 0.3% of market value
Days sales outstanding
20 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in other specialty retail
Last 12 months unless stated BARK TKLF RENT HITI LIVE ELA Median
Revenue, last 12 months $371m $373m $367m $424m $434m $293m $1.2bn
Revenue growth, last 12 months −21.2% 77.6% 21.2% 10.5% −2.2% 47.7% 4.0%
Revenue growth, 3-year average −10.9% — 6.6% — 10.1% 14.8% 2.6%
Revenue growth, latest quarter −23.4% — 20.8% — −3.2% 3.5% 2.3%
Gross margin 63.4% 0.4% 74.7% 25.8% 33.1% 21.7% 36.5%
Operating margin −8.6% 0.9% −12.3% −2.4% 2.4% 9.6% 2.2%
Operating margin, 3-year average −8.1% — −18.3% — 0.6% 6.5% 1.5%
Net margin −8.4% 0.2% 11.8% −8.5% −0.6% 7.6% 0.8%
Cash from operations / revenue −5.7% −2.8% 0.2% 4.0% 4.9% 8.8% 5.5%
Free-cash-flow margin −6.5% −2.8% — 2.3% 3.2% 8.2% 3.0%
Free-cash-flow margin, 3-year average −2.8% — — — 2.7% 4.9% 2.7%
Stock pay / revenue 3.7% — 1.0% 0.7% 0.0% 0.0% 0.6%
Change in share count 1.6% 0.2% 18.2% 3.3% 9.7% −0.2% 0.7%

Median of all 35 companies we cover in other specialty retail. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

35 other specialty retail companies
Measure Company Peer median Rank
Revenue growth Growth -21.2% 4.0% 34 of 35
Change in growth rate Growth -2.8pp -0.2pp 30 of 35
Gross margin Profitability 63.4% 36.5% 5 of 31
Operating margin Profitability -8.6% 2.2% 28 of 33
Net margin Profitability -8.4% 0.8% 29 of 35
Free-cash-flow margin Cash generation -6.5% 3.1% 31 of 34
Stock pay as % of revenue Cash generation 3.7% 0.7% 28 of 30
Long-term debt as % of assets Balance sheet 0.0% 14.2% 1 of 26
Days sales outstanding Balance sheet 20 days 13 days 14 of 20

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to March 31, 2026
Segments
Line of business Revenue Share YoY
Direct To Consumer $325M 82.3% ▼ 21.9%
Commerce $69.9M 17.7% ▲ 2.3%

From Bark, Inc.'s 10-K filed June 10, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

13F filings for June 30, 2026
Reported value
$20.1M
Institutions reporting
61
Shares held vs prior quarter
▲ 293.7%
Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Ieq Capital, LLC $3.5M 350K 17.4% New
Prescott Group Capital Management, L.L.C. $3.5M 347K 17.2% New
Shay Capital LLC $3.1M 315K 15.7% New
Vanguard Capital Management LLC $1.9M 188K 9.3% New
Jane Street Group, LLC $1M 104K 5.2% New
AQR Capital Management LLC $924,288 93K 4.6% New
Blackrock, Inc. $814,058 82K 4.0% New
Geode Capital Management, LLC $648,121 65K 3.2% New
Millennium Management LLC $462,084 46K 2.3% New
Citadel Advisors LLC $394,609 40K 2.0% New
Commonwealth Equity Services, LLC $364,660 37K 1.8% New
Vanguard Fiduciary Trust Co $350,617 35K 1.7% New

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Bark, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $70,300 2 trades by 2 insiders · 0% under pre-set plans
Net ▼ $70,300 net selling
Insider Date Trade Shares Price Value
Mcginty Jim Director December 10, 2025 Sell 60,000 $0.63 $37,800
Werdelin Henrik Director December 10, 2025 Sell 50,000 $0.65 $32,500

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • February 5, 2026
  • November 10, 2025
  • August 7, 2025
  • June 4, 2025
  • February 5, 2025

Recent SEC filings

Data status

When each part of this page on Bark, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Bark, Inc. in brief

What does Bark, Inc. do?
Bark, Inc. is a US-listed company in the other specialty retail industry. Its financial year ends in March.
What is Bark, Inc.'s stock ticker?
Bark, Inc. trades under the ticker BARK on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Bark, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Bark, Inc. reported revenue of $371M, 21.2% lower than a year earlier, according to its SEC filings.
What is Bark, Inc.'s free cash flow?
Bark, Inc.'s free-cash-flow margin is -6.5% of revenue over the trailing twelve months, ranking 31 of the 34 other specialty retail companies we cover.
Who are Bark, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Ieq Capital, LLC, Prescott Group Capital Management, L.L.C. and Shay Capital LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Bark, Inc.'s market cap?
On March 31, 2026, Bark, Inc.'s market capitalisation was about $86.6M and net debt of -$19.3M. Market figures come from third-party market data and may be delayed.
Who are Bark, Inc.'s competitors?
In our Other Specialty Retail peer group, the companies closest to Bark, Inc. are Tokyo Lifestyle Co., Ltd., Rent The Runway, Inc., High Tide Inc., Live Ventures Inc and Envela Corp. The side-by-side comparison below sets their revenue, margins and growth against Bark, Inc.'s.
Are insiders buying or selling Bark, Inc. stock?
Over the last 12 months, Bark, Inc.'s directors and officers reported 0 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.
When is Bark, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Bark, Inc. announces its own schedule.