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BARK, Inc. 8-K Filings

BARK NYSE

Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.

Rhea-AI Summary

BARK, Inc. (BARK) reported a change in its Board of Directors. On August 19, 2026, Jim McGinty resigned from the Board, with the resignation effective August 21, 2026. The company stated that Mr. McGinty had no disagreement with management, operations, policies, procedures, the Board, or any Board committee.

Following his resignation, the size of the Board will be reduced from eight to seven members. The company expressed appreciation for Mr. McGinty’s service during his tenure.

Rhea-AI Summary

BARK, Inc. reported fiscal first quarter 2027 revenue of $78.8 million, down 23.4% year-over-year, as it deliberately prioritized profitability over growth. Direct to Consumer revenue fell to $66.7 million and Commerce revenue to $12.1 million, while BARK Air contributed $3.2 million, up 37% year-over-year. Despite lower sales, gross profit was $57.3 million and reported gross margin expanded to 72.7%, or 63.4% excluding a one-time fiscal 2026 tariff refund benefit.

Operating expenses declined sharply, with advertising and marketing at $9.5 million and G&A at $47.8 million, supporting a swing to net income of $0.75 million from a $(7.0) million loss. Adjusted EBITDA improved to $0.6 million and subscriber metrics strengthened, including 92.8% retention and higher average order value. Cash and equivalents were $16.1 million as of June 30, 2026, and the company remained debt-free while continuing share repurchases. For fiscal 2027, BARK reiterated revenue guidance of $325.0–$340.0 million, below $394.8 million in 2026, but expects Adjusted EBITDA to increase to $7.0–$10.0 million, with Commerce and BARK Air together generating over $100 million of revenue.

Rhea-AI Summary

BARK, Inc. appointed Anya Hamill as Chief Financial Officer, effective September 8, 2026. Her compensation includes a $450,000 base salary, an annual target bonus of 75% of base salary (generally 50% cash and 50% stock), and a guaranteed nine‑month bonus for fiscal 2027 with a different cash/stock mix.

Hamill will receive 37,500 restricted stock units and 37,500 stock options under the 2021 Equity Incentive Plan, vesting over four years, plus a $100,000 sign‑on bonus paid in two installments. A Severance and Change in Control Agreement provides up to 12 months salary and partial equity acceleration upon an Involuntary Termination, and enhanced benefits—two times base salary plus target bonus, full time‑based equity vesting and up to 24 months COBRA coverage—if such termination occurs in connection with a Change in Control. Interim CFO Brian Dostie will resign from the interim CFO role on September 8, 2026 and continue as Vice President, Accounting and Controller.

Rhea-AI Summary

BARK, Inc. reported fiscal 2026 results showing a smaller, more focused business but continued losses, alongside a newly authorized $40 million share repurchase program to be funded by ongoing free cash flow.

Revenue for fiscal 2026 was $394.8 million, down 18.5% year-over-year, as the company deliberately cut marketing by $24.5 million to prioritize profitability. The year’s net loss was $39.0 million, compared with a $32.9 million loss last year, while Adjusted EBITDA was $0.2 million, marking a second consecutive year of positive Adjusted EBITDA.

Management highlighted a stronger, though smaller, Direct to Consumer subscriber base, the exit of kibble and toppers, and growing contributions from Commerce and BARK Air. BARK guided fiscal 2027 revenue to $325–$340 million with Adjusted EBITDA of $7–$10 million, and began fiscal 2027 debt-free with cash and cash equivalents of $19.3 million as of March 31, 2026.

Rhea-AI Summary

BARK, Inc. appointed James Gagne to its Board of Directors as a Class A director, effective immediately, for a term running through the 2028 annual meeting of stockholders. He will serve as a non-employee director under the company’s existing director compensation program.

The Board also named Mr. Gagne to its Corporate Governance and Nominating Committee, and he will receive an additional annual cash retainer of $7,500 for this role, paid in quarterly installments. In connection with his appointment, the Board size increased from seven to eight members, and BARK will enter into its customary indemnity agreement with him.

Rhea-AI Summary

BARK, Inc. effected a one-for-twenty reverse stock split of its common stock effective April 1, 2026. This means every 20 pre-split shares were combined into 1 share, while the total authorized common shares remained 500 million.

The reverse split also proportionately adjusted shares available under BARK’s stock and employee purchase plans, as well as outstanding equity awards and warrants, including both share counts and exercise or purchase prices. No fractional shares were issued; instead, amounts were rounded down and cash will be paid in lieu of fractional shares.

BARK’s common stock began trading on the New York Stock Exchange on a split-adjusted basis on April 1, 2026, continuing under the symbol “BARK”. The split followed prior stockholder approval granting the board discretion to choose a reverse split ratio within a specified range.

Rhea-AI Summary

BARK, Inc. announced that Chief Financial Officer Zahir Ibrahim will step down and leave the company, effective April 17, 2026, following a mutual agreement. His departure is stated not to involve any disagreement over accounting, financial reporting, or internal controls.

Subject to signing the company’s standard separation and release agreement, he will receive severance benefits under his existing Severance and Change in Control Agreement. Brian Dostie, 51, currently Vice President, Accounting and Controller and principal accounting officer, will become Interim Chief Financial Officer and principal financial officer on April 17, 2026, while the company conducts an external search for a permanent CFO.

Rhea-AI Summary

BARK, Inc. reported results of its 2025 annual stockholder meeting and a major capital action. Stockholders approved all proposals, including electing two Class A directors, ratifying Deloitte & Touche LLP as auditor, and an advisory approval of executive compensation.

Investors also approved a reverse stock split, and the board subsequently set the ratio at 1-for-20. The split is expected to take effect on April 1, 2026 and is intended to raise the share price to regain NYSE minimum bid compliance. The company highlighted prior actions aimed at improving profitability, targeting up to $28 million in annualized cost savings, and disclosed approximately $15.4 million in incremental tariffs to date, with $10.5 million allocated to cost of goods sold for the fiscal year ending March 31, 2026.

Rhea-AI Summary

BARK, Inc. reported significant cost-cutting moves and a possible benefit from tariff refunds. The company completed fourth-quarter fiscal 2026 initiatives expected to generate up to $28 million in annualized cost savings, mainly from workforce reductions, operating efficiencies, automation, and a smaller corporate office footprint.

BARK also highlighted potential refunds of tariffs previously paid under the International Emergency Economic Powers Act. It has paid about $15.4 million in incremental tariffs, including $10.5 million recorded in cost of goods sold for the fiscal year ending March 31, 2026. Refund timing and amounts remain uncertain due to ongoing administrative implementation and possible further legal proceedings.

Rhea-AI Summary

BARK, Inc. disclosed that its Board’s Special Committee has ended its review of previously disclosed takeover proposals and decided not to pursue a transaction. An unsolicited preliminary non-binding offer from Great Dane Ventures was withdrawn, and a separate unsolicited proposal from the GNK/Lemonis Group was rejected as not adequately reflecting the Company’s value.

The Special Committee concluded that concluding the current review and continuing BARK’s existing standalone strategy is in stockholders’ best interests. BARK states it remains open to evaluating future strategic opportunities while emphasizing disciplined execution, sustainable growth, profitability, and enhancing long-term stockholder value.

Rhea-AI Summary

BARK, Inc. reported that Chief Executive Officer and Executive Chair Matt Meeker has voluntarily withdrawn as a member and equity holder of Great Dane Ventures, LLC, an entity formed by certain BARK stockholders to submit a preliminary non-binding proposal to acquire the company. After discussions with a Special Committee of the Board, Meeker chose to step away from this investor group while continuing in his leadership roles at BARK. The company states that he remains fully committed to executing BARK’s strategy and delivering value for shareholders. The Special Committee continues to evaluate any potential acquisition proposals alongside BARK’s standalone value with help from independent financial and legal advisors, and notes there is no assurance any definitive offer or transaction will occur.

Rhea-AI Summary

BARK, Inc. adopted a new Severance and Change in Control Agreement for Chief Executive Officer Matt Meeker, effective upon Board approval on February 18, 2026. The agreement provides 12 months of salary continuation, a pro-rated target bonus, 12 months of accelerated vesting of time-based equity awards, and 12 months of COBRA health coverage if he is involuntarily terminated outside a change in control context.

If he is involuntarily terminated within six months before or 18 months after a change in control, he would instead receive a lump sum equal to two times annual base salary plus target bonus, full vesting of time-based equity awards, and 24 months of COBRA coverage, subject to signing and not revoking a release of claims. The company notes this structure is generally consistent with other executive agreements but with higher multiples reflecting his CEO role.

Rhea-AI Summary

BARK, Inc. is updating investors on its special committee’s review of strategic alternatives, including two preliminary all-cash buyout proposals. One group led by Great Dane Ventures has indicated interest at $0.90 per share, while the GNK/Marcus Lemonis group has indicated interest at $1.10 per share.

A special committee of independent, disinterested directors is evaluating all proposals alongside BARK’s standalone value, with Moelis & Company as financial advisor and Sidley Austin as legal counsel. Any bidder seeking non-public information must sign a confidentiality agreement with a customary standstill, and the committee emphasized it will take the time needed to run an orderly, value-focused process.

The company cautions there is no assurance any definitive offer, agreement, or transaction will result from these preliminary, non-binding proposals and does not commit to further updates beyond legal requirements.

Rhea-AI Summary

BARK, Inc. filed a current report to note it has released a press release with financial results for its fiscal third quarter ended December 31, 2025. The company furnished this press release as Exhibit 99.1, meaning it is provided for information but is not treated as formally filed under certain Exchange Act provisions.

Rhea-AI Summary

BARK, Inc. filed a report describing an update from its Board’s special committee. On February 2, 2026, the special committee engaged a financial advisor and a legal advisor to help review previously disclosed preliminary non-binding indicative proposal letters and any proposals from other parties. The advisors will assist the committee in evaluating whether these proposals are in the best interests of the company and all stockholders. The company also issued a press release about this update, attached as an exhibit.

Rhea-AI Summary

BARK, Inc. disclosed that it received a preliminary, non-binding proposal from Great Dane Ventures, LLC to acquire all outstanding shares of its common stock that are not already beneficially owned by a group of existing stockholders for $0.90 per share in cash. This stockholder group includes Chief Executive Officer and Executive Chairman Matt Meeker and several investment firms.

The company’s Board of Directors has created a special committee of independent and disinterested directors to carefully evaluate this proposal and any alternative proposals from other parties. The special committee will determine whether a potential transaction is in the best interests of BARK and all of its stockholders.

Rhea-AI Summary

BARK, Inc. reports that the New York Stock Exchange has started proceedings to delist the company’s warrants and has immediately suspended trading in those warrants because of “abnormally low selling price” levels under NYSE rule 802.01D. Each warrant is exercisable for one share of common stock at an exercise price of $11.50 per share under the ticker “BARK-WS,” and the company does not plan to appeal the NYSE’s determination. The NYSE will apply to the SEC to complete the warrant delisting process.

Trading in BARK’s common stock will continue on the NYSE under the ticker “BARK” and is stated to be unaffected by this action, subject to ongoing compliance with other listing standards. BARK also expects to hold its 2025 Annual Meeting of Stockholders on March 25, 2026, and has set a deadline of December 29, 2025, for stockholders to submit proposals or director nominations under Rule 14a-8, its bylaws, or for inclusion on a universal proxy card.

Rhea-AI Summary

BARK, Inc. reported that it issued a press release announcing financial results for its fiscal second quarter ended September 30, 2025. The press release is furnished as Exhibit 99.1 to this Form 8-K under Item 2.02 and, as stated, is not deemed “filed” under the Exchange Act unless expressly incorporated by reference.

Rhea-AI Summary

BARK, Inc. announced on September 3, 2025 the promotion of Michael Black to President, Core Business. In this role, Black will lead the company’s direct-to-consumer and commerce segments and work with the leadership team to expand BARK’s reach and deepen connections with dog families. Matt Meeker, Co-Founder and Chief Executive Officer, will continue to oversee the company’s long-term strategic vision, including its services business and future growth initiatives. The press release announcing the promotion is attached as Exhibit 99.1 and is incorporated by reference into this Current Report on Form 8-K.

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