BARK
Offers dog products through subscriptions, online and retail channels, plus BARK Air.
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Profile
Sells dog toys, treats and chews through BarkBox and Super Chewer subscriptions, e-commerce and retail. Internal design and customer data support an omnichannel model, with BARK Air included in direct-to-consumer operations.
BarkBox and Super Chewer anchor dog toys, treats and chews. These subscription franchises remain primary revenue and brand drivers, while products move through direct-to-consumer subscriptions, e-commerce and retail.
Uses internal design and customer data to develop dog products and experiences. The lineup narrowed after kibble, dental products and certain treat lines were discontinued, focusing it on core toys, treats and chews.
The dog-travel service, BARK Air, sits in the DTC segment alongside the subscription franchises. Revenue spans DTC and commerce, and the stated operating posture concentrates on the core product lineup and investment in BARK Air.
Company facts
Key statistics
Year to date −4.9% · Average volume (30d) 51.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jun 11, 2026 | Jefferies | Target | $3 | $19 | |
| Jun 10, 2026 | Lake Street | Reiterate | Buy | $1.50 | $12 |
| Feb 6, 2026 | Lake Street | Target | $3 | $1.50 | |
| Feb 6, 2026 | Canaccord Genuity | Target | $1.50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q1 FY27 | −$0.40 | $0.08 | +120.3% | $77.5M | $78.8M | +1.7% | +22.49% |
| Jun 9, 2026Q4 FY26 | −$0.35 | $0.07 | +120.2% | $96.3M | $86.6M | −10.1% | +2.63% |
| Feb 5, 2026Q3 FY26 | −$0.83 | −$0.60 | +27.3% | $102.6M | $98.4M | −4.1% | +2.21% |
| Nov 10, 2025Q2 FY26 | −$0.02 | −$0.03 | −100.0% | $103.6M | $107.0M | +3.3% | +3.61% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $115.4M | $102.9M | $107.0M | $98.4M | $86.6M | $78.8M | |
| Gross profit | $73.4M | $64.1M | $62.0M | $59.5M | $56.4M | $57.3M | |
| Operating income | −$6.6M | −$8.4M | −$10.7M | −$8.6M | −$12.6M | $66.0K | |
| Net income | −$6.1M | −$7.0M | −$10.7M | −$8.6M | −$12.7M | $745.0K | |
| Diluted EPS | −$0.69 | −$0.83 | −$1.25 | −$1.00 | −$1.44 | $0.09 | |
| Gross margin | 63.6% | 62.3% | 57.9% | 60.4% | 65.1% | 72.7% | |
| Operating margin | -5.7% | -8.1% | -10.0% | -8.7% | -14.6% | 0.1% |
Fiscal years (4-quarter sums)FY22 $507.4M · FY23 $535.3M · FY24 $490.2M · FY25 $484.2M · FY26 $394.8M
Revenue by product · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $16.1M · Total debt $36.2M · Total assets $168.6M · Shareholders' equity $76.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 9.03M · Float 5.46M · 60.5% free float
A split settled inside the quarter being compared, so quarter-on-quarter change is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Matt Meeker · director, officer: Executive Chairman | 688.5K | 7.62% | Form 4 | Aug 21, 2026 |
| Ieq Capital, LLC | 349.9K | 3.87% | 13F | Aug 11, 2026 |
| Prescott Group Capital Management, L.L.C. | 347.2K | 3.84% | 13F | Aug 7, 2026 |
| Shay Capital LLC | 315.4K | 3.49% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 187.8K | 2.08% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 10, 2025 | Jim Mcginty | director | −60,000 | $0.6268 |
| Dec 10, 2025 | Henrik Werdelin | director | −50,000 | $0.6539 |
Peers
- Chewy
Pet e-commerce and autoship rival in toys, treats, and supplies
- Central Garden & Pet Common Stock
Nylabone and Cadet rival BARK in dog toys, treats, and chews
- Petco
Omnichannel pet retailer in dog products and direct commerce
- J.M. Smucker
Milk-Bone, Pup-Peroni, and Canine Carry Outs rival BARK dog snacks
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BARK | $10.92 | −0.46% | $98.6M | — | — | 0.3 | −23.4% |
| Chewy | $23.28 | +0.04% | $9.63B | 50.6 | 26.5 | 0.8 | +7.7% |
| Central Garden & Pet Common Stock | $43.59 | −0.38% | $2.74B | 16.3 | 14.7 | 0.9 | −8.2% |
| Petco | $2.71 | +0.56% | $771.0M | 144.4 | 11.2 | 0.1 | +0.2% |
| J.M. Smucker | $132.34 | −0.00% | $14.14B | 61.8 | 13.0 | 1.5 | +5.0% |
| Median | 56.2 | 13.9 | 0.8 | +2.6% |