Bark Inc Stock Price, News & Analysis

BARK (NYSE: BARK) reported Q2 FY2026 results for the quarter ended Sept. 30, 2025 with revenue $107.0M, above guidance, and total revenue down 15.2% YoY. Commerce revenue was $24.8M (+5.6% YoY), BARK Air $3.6M (+138.0% YoY), and DTC revenue $82.1M (-19.9% YoY). Gross profit was $62.0M and gross margin 57.9%. Net loss was $(10.7)M; Adjusted EBITDA was $(1.4)M, within guidance. Cash and equivalents were $63.4M as of Sept. 30, 2025; inventory was $101.0M. On Nov. 6, 2025 BARK repurchased remaining convertible notes, becoming debt-free, and on Nov. 3 extended a $35M line of credit. Q3 revenue guidance: $101M–$104M; Adjusted EBITDA guidance: $(5.0M)–$(1.0M).

BARK (NYSE: BARK) launched Subscriber Perks on October 28, 2025, a no‑cost membership benefit for monthly BarkBox and Super Chewer subscribers that advertises up to $1,500 in annual value through partner offers, discounts and free trials across travel, wellness, dog care, food and lifestyle.

Key perks include exclusive pricing on BARK in the Belly premium dog food, $300 off BARK Air flights, 15% off Companion Concierge, and partner offers from Dogtopia, Fi, Embark, Outdoorsy, Wagmo and Dutch. Perks are automatically included with active six‑ and 12‑month subscriptions and accessed via the BARK subscriber portal.

BARK (NYSE:BARK) will report its second quarter fiscal year 2026 financial results before market open on Monday, November 10, 2025. Management will host a live conference call and webcast to discuss results at 8:30 a.m. ET the same day.

U.S. participants can dial 1-888-596-4144, international participants can dial 1-646-968-2525, and the conference call passcode is 5515653. A live audio webcast will be available at https://investors.bark.co/ and the webcast will be archived for one year.

Shay Capital to BARK (NYSE: BARK) — Oct 21, 2025

Major shareholder Shay Capital urges the board to take immediate actions to unlock shareholder value, citing $85M cash, $98M paid-for inventory (totaling $183M in liquid/tangible holdings) and an estimated $150M equity value above the current market capitalization of $137M. Shay praises adjusted-EBITDA positivity and recent promotion of Michael Black while demanding three steps: a minimum $25M share buyback, inventory financing against the $98M stock, and accelerated product expansion (vitamins, DNA tests, wellness) leveraging a proprietary dataset on 6 million dogs. The letter asks the board to report concrete progress within weeks.

BARK (NYSE: BARK) announced it will host BARK Live, a free immersive "Farmer's Barket" pop-up experience for dogs on September 27, 2025 at Domino Park in Brooklyn. The event, running from 1:00 PM to 5:00 PM ET, will feature dog-height displays, toy-filled stalls, treats, and interactive activities including a ball pit with hidden prizes.

The event marks the official debut of BARK's newly appointed Chairdog, Hendrix, and celebrates the company's new "Co-Owned by Dogs" initiative. Attendees can sample BARK in the Belly, the company's new premium dog food line that donates 100% of profits to dogs in need. Nancy Mello, BARK's official dog communicator, will be present to provide special dog readings.

BARK (NYSE: BARK) has promoted Michael Black to President, Core Business, where he will lead the company's direct-to-consumer and commerce segments. Black, who joined BARK in 2024 as Chief Revenue Officer, has been instrumental in driving the company's 27% year-over-year growth in its Commerce segment during fiscal 2025.

Matt Meeker, Co-Founder and CEO, will continue overseeing BARK's long-term strategic vision and growth initiatives. Black brings over two decades of pet industry experience, including roles as CEO of Outward Hound and Senior Buyer at Walmart, positioning him to strengthen BARK's market presence and customer relationships.

BARK (NYSE: BARK) has announced the return of its popular dog toy collaboration with Dunkin' on National Dog Day. The 2025 collection features two limited-edition toys - a Dunkin' Cold Brew Toy and a Chocolate Frosted Donut toy - available at participating Dunkin' locations and online at bark.co/dunkin for a $16 donation.

The partnership, now in its sixth year, has raised over $12.5 million for the Dunkin' Joy in Childhood Foundation since 2020. Donations support programs including Dogs for Joy®, which places trained facility dogs in children's hospitals. The foundation has supported 50 facility dogs across 33 hospitals, with 11 new facility dogs currently in training.

BARK (NYSE: BARK) has launched BARK in the Belly, a premium dog food and consumables line, with a unique philanthropic mission. The company has pledged 100% of profits from this food line to combat canine hunger through the BARK Gives program.

Launching on August 26, 2025, the line features two high-protein recipes made with real chicken and beef as primary ingredients, including prebiotics, probiotics, and nutrients for hip, joint, and heart health. The products will be initially available on bark.co, with expansion to Amazon and Chewy planned for fall.

As part of its "Co-Owned by Dogs" initiative, BARK has appointed its first Chairdog, Hendrix, a three-legged rescue dog who will help guide the company's philanthropic efforts and product development through quarterly leadership meetings.

BARK (NYSE:BARK), a leading global omnichannel dog brand, has successfully migrated its subscription services to Ordergroove and Shopify platforms. This strategic move consolidates BARK's extensive subscriber base, which generated 13 million direct-to-consumer orders in fiscal year 2025 and hundreds of millions in recurring revenue.

The migration unifies BARK's customer experience across BarkBox, Super Chewer, and BARK Bright onto a single tech stack. The company reported its strongest direct-to-consumer gross margin quarter in fiscal Q1 2025. The new infrastructure enables enhanced capabilities including bundles, memberships, prepaid programs, and advanced promotional features, while reducing operational complexity and technical debt.