Every 10-Q that BARK, Inc. (BARK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow BARK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BARK filings page.
BARK, Inc. reported revenue of $78.8 million for the quarter ended June 30, 2026, down 23.4% year over year as Direct to Consumer sales fell 25.2% on 28.0% fewer orders; BARK Air contributed $3.2 million. Commerce revenue declined 11.4%, but consolidated gross margin rose to 72.7%, helped by IEEPA tariff refunds.
The company generated net income of $0.7 million versus a $7.0 million loss a year earlier and Adjusted EBITDA of $0.6 million, driven by lower shipping, compensation, and marketing costs. Cash and cash equivalents were $16.1 million with no borrowings on a $35.0 million credit facility; free cash flow was negative $3.7 million. A new $40.0 million share repurchase program was authorized, and several putative class actions, including TCPA and email-marketing cases, are in progress.
BARK, Inc. reported lower revenue but a smaller loss for the quarter ended December 31, 2025. Quarterly revenue fell to $98.4 million from $126.4 million, mainly as Direct to Consumer orders dropped, while Commerce sales were roughly stable.
Net loss improved to $8.6 million from $11.5 million as BARK cut advertising and shipping costs and slightly raised gross margin to about 62.5%. For the first nine months, revenue was $308.3 million with a net loss of $26.3 million, similar to last year.
Cash, cash equivalents and restricted cash declined to $27.2 million at December 31, 2025 from $120.0 million a year earlier, reflecting negative operating cash flow of $21.8 million and repayment of $42.9 million of 2025 convertible notes, leaving no debt outstanding. BARK Air contributed $3.4 million in quarterly revenue and $9.3 million year-to-date.
BARK, Inc. reported lower results for the quarter ended September 30, 2025. Revenue was $106.97 million, down 15.2% year over year, as Direct to Consumer fell to $82.15 million and Commerce rose to $24.82 million. Gross profit was $61.96 million (57.9% of revenue). Net loss widened to $10.67 million and loss per share was $0.06.
Direct to Consumer softness reflected fewer orders, partially offset by BARK Air, which contributed $3.6 million (4.4% of DTC revenue). Operating expenses decreased, with lower general and administrative and marketing spend.
Cash and cash equivalents were $63.43 million with inventory at $101.02 million. Operating cash flow used was $23.51 million for the six-month period. Deferred revenue was $20.04 million. Post quarter-end, on November 6, 2025, the company repurchased the remaining $42.9 million of 2025 convertible notes for a total cash purchase price of $45.1 million including accrued interest, with no gain or loss recognized. A class action related to the 2021 SPAC transaction was certified; potential liability is not quantified.