Bark Inc Stock Price, News & Analysis

BARK Air, the first dog-focused airline by BARK (NYSE: BARK), marks its first anniversary with significant expansion of services. Since its launch in May 2024, the airline has:

- Expanded from initial routes (New York, Los Angeles, London) to include Paris, Lisbon, Madrid, Seattle, South Florida, and San Francisco
- Transported over 1,000 dogs across 142 flights, covering nearly 400,000 miles
- Achieved frequent sellouts and a 12% passenger return rate
- Introduced private charter services for custom routes

The airline's dog-first approach includes a dedicated concierge team, customized in-flight experiences, and comprehensive travel support. BARK Air has also contributed to humanitarian efforts, providing free flights for dogs during emergency situations like LA County wildfire evacuations.

BARK (NYSE: BARK) has scheduled the release of its fiscal fourth quarter and full year 2025 financial results for June 4, 2025, after market close. The company will host a conference call and webcast at 4:30 p.m. ET on the same day to discuss the results. U.S. participants can join via phone at 1-888-596-4144, while international participants can dial 1-646-968-2525 (passcode: 5515653). The webcast will be available at investors.bark.co and archived for one year.

BARK (NYSE: BARK) announced its Board of Directors has authorized an additional $4.0 million for share repurchases, supplementing the $5.6 million remaining from previous authorizations totaling $22.5 million as of December 31, 2024.

The company has already repurchased over 11 million shares at an average price of $1.53. The new authorization reflects BARK's strong financial position and optimistic outlook for Fiscal 2026. The repurchase program allows for opportunistic share buybacks through open market transactions under Rules 10b-18 and 10b5-1 or through private negotiations.

The program's execution will be based on market conditions, securities laws, and other factors, with no obligation to repurchase shares and can be suspended at any time. BARK maintains its commitment to retaining financial flexibility for core operations investment.

BARK Inc. (NYSE: BARK) reported its fiscal Q3 2025 results with total revenue of $126.4 million, exceeding guidance and showing a 1.1% year-over-year increase. Commerce revenue grew significantly by 43.5% to $20.3 million, while Direct to Consumer revenue decreased 4.3% to $106.1 million.

The company posted a net loss of $(11.5) million, slightly higher than last year's $(10.1) million. Gross margin improved to 62.7%, up 90 basis points year-over-year. Adjusted EBITDA was $(1.6) million, showing a $4.9 million improvement.

BARK maintains its fiscal year 2025 guidance with expected revenue of $490-500 million and Adjusted EBITDA of $1.0-5.0 million. The company's cash position stands at $115.3 million, having repurchased $2.8 million in shares during Q3 at an average price of $1.69.

BARK (NYSE: BARK), a global omnichannel dog brand, announced preliminary financial results for Q3 FY2025 ended December 31, 2024. Total revenue was approximately $126.4 million, exceeding guidance and marking a 1.1% year-over-year increase. The net loss was approximately $(11.5) million, $1.4 million greater than the same period last year due to a $1.8 million debt extinguishment gain in the prior year. Adjusted EBITDA was approximately $(1.6) million, within guidance and a $4.9 million improvement year-over-year.

CEO Matt Meeker highlighted the company's tenth consecutive quarter of year-over-year Adjusted EBITDA growth and exceeding revenue guidance. Notable achievements include migrating paid media to the BARK.co platform, resulting in 8% growth in new subscribers, and generating $2 million in revenue from BARK Air. The commerce segment also saw over 25% year-to-date growth.

BARK reaffirmed its FY2025 guidance: total revenue of $490 million to $500 million (0-2% growth) and Adjusted EBITDA of $1.0 million to $5.0 million, a $11.6 million to $15.6 million improvement. Full financial results will be announced on February 5, 2025, followed by a live conference call.

BARK (NYSE: BARK) has announced its participation in the 2025 ICR Conference in Orlando, Florida. Co-Founder and CEO Matt Meeker and CFO Zahir Ibrahim will engage in a fireside chat on January 13, 2025, at 4:00 p.m. Eastern Time. The company plans to release its preliminary third-quarter fiscal year 2025 results before the market opens on the same day.

The fireside chat will be accessible via audio webcast on investors.bark.co, with the recording remaining available online for 90 days following the presentation.

BARK (NYSE: BARK) has announced an expansion of BARK Air, the first air travel experience designed for dogs and their owners, through direct air carrier Air Wisconsin. This expansion includes trial flights on larger CRJ-200 aircraft, doubling capacity and offering fares under $1,000. Flights will run between New York City and Miami/Fort Lauderdale starting in February 2025, and bookings are currently open. The expanded service aims to make dog-friendly travel more affordable while maintaining BARK's signature 'white paw' service. The route was chosen based on demand for winter getaways to Florida. BARK’s CEO, Matt Meeker, highlighted that this collaboration with Air Wisconsin will allow the company to serve more passengers at lower prices. Air Wisconsin will manage all aircraft operations, ensuring safety and seamless travel. BARK Air, launched in May 2024, has already offered premium flights to destinations like Los Angeles, New York, London, and Paris. For more details and bookings, visit air.bark.co.

BARK (NYSE: BARK) has announced the first-ever retail launch of its BarkBox subscription product at Target. The Rudolph the Red-Nosed Reindeer-themed box, available in three sizes for different dog sizes, features plush toy versions of holiday characters and treats. The product is available on target.com and will be in Target stores nationwide from December 1. To mark the launch, BARK is partnering with shelters across the country to spotlight adoptable 'misfit' dogs with special circumstances, providing toys, treats, food, beds, and Rudolph-themed BarkBoxes to adopted families.

BARK (NYSE: BARK) announced its financial results for the fiscal second quarter ended September 30, 2024.

Total revenue was $126.1 million, a 2.5% increase year-over-year, exceeding the high-end of the Company's guidance range. Net loss improved by 49.1% to $(5.3) million year-over-year. Adjusted EBITDA was $3.5 million, a $2.5 million improvement year-over-year, also exceeding the guidance range.

Key Performance Indicators:

• Total orders: 3,270 thousand
• Average order value: $30.91
• Gross profit: $76.1 million
• Gross margin: 60.4%

Advertising and marketing expenses increased to $18.7 million, while G&A expenses decreased to $63.1 million. Net cash provided by operating activities was $2.8 million, and free cash flow was $1.0 million.

Balance Sheet Highlights: Cash and cash equivalents were $115.2 million, and inventory was $88.4 million as of September 30, 2024.

Fiscal Third Quarter and Full Year 2025 Financial Outlook: The company reaffirmed its FY 2025 guidance with total revenue of $490 million to $500 million and Adjusted EBITDA of $1.0 million to $5.0 million.