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BARK (BARK) Stock News

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BARK, Inc. reports developments for a dog-focused consumer brand built around subscriptions, e-commerce and retail commerce. Company updates commonly address BarkBox and Super Chewer subscriptions, toys and accessories, consumables, Commerce activity, and newer revenue categories such as BARK Air.

Recurring news also covers quarterly operating results, customer acquisition and marketing discipline, cost-reduction initiatives, tariff-related refund matters, board and executive governance changes, shareholder meeting outcomes, capital-structure actions, and the company’s standalone strategy following its review of strategic proposals.

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BARK (NYSE: BARK) expanded its Crocs partnership beyond pet footwear with a collection covering dog beds, walking accessories and toys. The Crocs Snore Mode dog bed is available on bark.co and as an add-to-box option for new and current BarkBox and Super Chewer subscribers. It will be available on crocs.com in late October. The collection also adds an Espresso brown colorway of Pet Crocs shoes.

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GNK Holdings, a shareholder of BARK (BARK), is evaluating a potential $11.00-per-share cash tender offer for BARK stock.

GNK is requesting non-binding indications of interest from shareholders by October 9, 2026 to assess possible participation and determine whether to proceed. Shareholders may indicate how many shares they might sell at that price. No tender offer has commenced, and GNK has not decided whether to launch one. Its size, structure and other terms remain undetermined. An indication does not commit shareholders to sell or GNK to buy shares.

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GNK Holdings released an open letter to BARK (BARK) shareholders criticizing BARK's Board for rejecting GNK's earlier all-cash acquisition proposal and calling for greater accountability and a clearer path to shareholder value.

GNK recounts that it submitted a preliminary, non-binding proposal to acquire BARK for $1.10 per share, equivalent to $22.00 per share after BARK's subsequent 1-for-20 reverse stock split, which it states was a 22% premium to a prior $0.90 per-share proposal from a group that included BARK's CEO and Executive Chairman. The Special Committee rejected GNK's offer, asserting the standalone strategy would better maximize long-term value. GNK highlights that BARK's shares closed at $9.19 on September 14, 2026, which it calculates is about 58% below its proposed split-adjusted price, and says it will continue evaluating avenues to protect its investment and advocate for BARK shareholders.

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BARK (BARK) announced a first-of-its-kind partnership with Girl Scouts of the USA to launch Patch Pals, the first Girl Scout cookie made specifically for dogs, with national availability starting January 2027.

Patch Pals is a soft-baked, blueberry muffin-flavored dog treat made with real blueberries and formulated to avoid more than 95% of the most common dog allergens, based on BARK’s research. Each 8-ounce box includes four cookie shapes, three themed “patches” symbolizing community, exploration, and play, plus a trefoil referencing the Girl Scouts logo.

Patch Pals will be sold exclusively online through local Girl Scouts or troops with direct shipping, and all BarkBox and Super Chewer subscribers will receive a sample in their January 2027 boxes. All proceeds from Patch Pals sales stay local to support Girl Scout troops’ experiences and opportunities.

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Girl Scouts of the USA and BARK (BARK) will debut Patch Pals™, their first dog cookie, and Girl Scout Sparkables™, the first allergy-friendly Girl Scout Cookie, for the 2027 Girl Scout Cookie® season.

Patch Pals is a soft-baked, blueberry muffin-flavored dog cookie developed with BARK and features four patch designs tied to Girl Scout experiences. Girl Scout Sparkables, developed with Partake® in a facility designed to avoid the nine major food allergens, is a crunchy oatmeal cookie with chocolate chips and sprinkles. Both products will be sold exclusively online for direct shipping beginning January 12, 2027, alongside the national cookie lineup.

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BARK (BARK) launched a limited-edition BARK x Liquid Death collection of toys, beds, consumables and apparel for dogs and their humans, available to new and existing BarkBox (starting at $27/month) and Super Chewer (starting at $29/month) subscribers.

The lineup features Ram Chop, the collaboration’s mascot squeaky toy, plus themed items such as the Sleep When You’re Fed bed, Feed the Beast consumables bundle, Skull of Eternal Fetch rubber toy, Dogtor Death Can, Marcus the Carcass, Dead Head burrow toy and additional toys and apparel like the Vest in Peace jacket and Ram Chop Snood Hood.

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BARK (NYSE: BARK) announced the seventh year of its collaboration with Dunkin' and the Dunkin' Joy in Childhood Foundation, which has raised over $15 million and sold more than 1 million dog toys to date. For 2026, the partners are launching the new Dunkin’ x BARK dog toy collection and Dunkin’s first official dog drive-thru experience.

On Wednesday, August 26, from 10 a.m. to 1 p.m. ET, a Dunkin' in Quincy, Massachusetts will host a “Dunkin’ for Dogs” drive-thru, where donations to the Joy in Childhood Foundation unlock BARK x Dunkin’ plush toys and bandanas. Select locations nationwide will also offer limited-edition toys and bandanas on National Dog Day, with specific toys available for $14, $16, and $20 donations benefiting foundation programs, including Dogs for Joy.

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BARK (NYSE: BARK) reported fiscal Q1 2027 revenue of $78.8 million, down 23.4% year-over-year but at the high end of guidance. Direct to Consumer revenue fell 25.2% to $66.7 million, including $3.2 million from BARK Air, up 37% year-over-year, while Commerce revenue declined 11.4% to $12.1 million.

Gross profit was $57.3 million and gross margin rose to 72.7%, boosted by a one-time tariff refund; normalized gross margin was 63.4%. Net income was $0.75 million versus a $7.0 million loss a year ago, and Adjusted EBITDA improved to $0.6 million. Subscriber retention increased to 92.8% and Average Order Value to $31.25. BARK ended the quarter with $16.1 million in cash, no debt, and inventory of $72.4 million, and continued repurchasing shares under its $40 million authorization. For Q2 2027, BARK guides revenue to $83–85 million and Adjusted EBITDA to $1–3 million; for full-year 2027 it reiterates revenue of $325–340 million and Adjusted EBITDA of $7–10 million, versus $394.8 million and $0.2 million in fiscal 2026.

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BARK (NYSE: BARK) announced the appointment of Anya Hamill as Chief Financial Officer, effective September 8, 2026. Hamill brings over 20 years of strategic finance experience across public consumer packaged goods and private equity-backed companies, including CFO roles at Laird Superfood and Little Secrets Chocolates.

According to BARK, Hamill has led functions such as financial planning and analysis, SEC reporting, treasury, investor relations, capital markets, M&A, and internal controls, and has driven profitability, cash flow, and operational transformation initiatives. She will report to Co-Founder, Executive Chairman, and CEO Matt Meeker, while interim CFO Brian Dostie returns to his role as Vice President, Accounting and Controller.

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BARK (NYSE: BARK) announced the return of its interview series Who’s A Good Guest? for Season two, hosted by entertainment journalist Josh Horowitz and produced by BARK and Horowitz. New episodes will begin streaming on Wednesday, July 22, with weekly releases on YouTube and Spotify.

According to BARK, Season two features guests Jake Johnson, Jacob Batalon, Alexandra Daddario, Karen Gillan, Chase Stokes, and Joey King, each appearing with their dogs. Every episode again ends with a dog-business pitch that BARK will transform into a humorous pop-up brand with its own microsite, where every click helps fund meals for dogs in need. The company also said Season three has already been greenlit.

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FAQ

What is the current stock price of BARK (BARK)?

BARK (BARK) last closed at $8.22.

What is the market cap of BARK (BARK)?

The market cap of BARK (BARK) is approximately $74.3M.