Welcome to our dedicated page for Bark SEC filings (Ticker: BARK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
BARK, Inc. filings document the public-company record for a NYSE-listed Delaware corporation with common stock trading under BARK. Its SEC disclosures cover material events, operating and financial results, capital-structure matters, shareholder voting outcomes, and amendments affecting its common stock and equity plans, including the completed one-for-twenty reverse stock split.
The company’s filings also record governance and compensation matters, including board composition, committee service, executive employment and severance arrangements, and leadership transitions. Other 8-K disclosures address cost-reduction initiatives, tariff-related refund matters, strategic-review updates, material agreements, risk factors, and Regulation FD communications tied to BARK’s dog-focused consumer business.
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.
BARK, Inc. is a dog-focused omnichannel brand whose mission is to “make all dogs happy.” It designs and sells proprietary BARK-branded toys, accessories, and consumables through direct-to-consumer subscriptions and more than 50,000 retail doors, including Target, Walmart, Petco, and PetSmart.
In fiscal 2025, direct-to-consumer represented 85.9% of revenue, while commerce partners contributed 14.1%, or $68 million, up 27.2% year over year. Toys & accessories generated about $262.3 million, down 8%, as the company reallocates resources toward higher-potential consumables and services.
Consumables now account for roughly one-third of revenue and are largely sourced domestically, reducing exposure to tariffs and geopolitical risk. BARK also launched BARK Air, a dog-first charter flight service, which produced $5.8 million of revenue in its first year and anchors a broader push into premium services.
Management highlights an ever-growing first-party data asset used for personalization, in-house product design supporting gross margins, and a unified Shopify-based Bark.co platform to enhance cross-selling. The company reports its first full year of positive Adjusted EBITDA and outlines extensive risk factors spanning customer acquisition costs, supply chain concentration, tariffs, macroeconomic pressures, competition, data privacy, and regulatory compliance.
Bark, Inc.’s Chief Legal Officer Allison Koehler had 8,334 shares of common stock withheld on February 10, 2026 at $0.79 per share to cover tax obligations from a restricted stock unit vesting. This was a tax-withholding disposition, not an open market sale. Following the transaction, Koehler directly beneficially owned 712,682 common shares.
Bark, Inc.'s Chief Revenue Officer Michael Scott Black reported an automatic share disposition related to tax withholding. On 02/10/2026, the company withheld 9,389 shares of common stock at $0.79 per share to cover tax obligations from a restricted stock unit vesting.
After this tax-withholding transaction, Black beneficially owned 1,311,699 shares of Bark, Inc. common stock, held directly. The footnote clarifies this was not an open market sale, but an administrative share withholding to satisfy associated tax liabilities.
Bark, Inc. officer Brian Dostie reported a tax-withholding disposition of common stock related to a restricted stock unit vesting. On February 10, 2026, the issuer withheld 4,501 shares of common stock at $0.79 per share to cover tax obligations, which was not an open market sale.
Following this transaction, Dostie beneficially owned 349,460 common shares directly. This total includes 10,000 shares acquired through the company’s Employee Stock Purchase Plan on December 9, 2025.
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. 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.
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.
BARK, Inc. has issued a preliminary proxy for its 2025 annual meeting on March 25, 2026, held virtually. Stockholders are being asked to elect two Class A directors, ratify Deloitte & Touche LLP as auditor for the year ending March 31, 2026, and approve an advisory “say‑on‑pay” vote on executive compensation.
A key item is approval of a reverse stock split at a ratio between 1:2 and 1:30, at the Board’s discretion, without reducing authorized shares. The Board states the primary goal is to regain compliance with the NYSE’s $1.00 minimum share price requirement after a July 2025 deficiency notice, and to preserve the company’s listing.
The proxy also discloses going‑private interest. A stockholder group called Great Dane Ventures, including CEO Matt Meeker and several existing investors, has submitted a preliminary non‑binding proposal to acquire shares they do not already own for $0.90 per share in cash. Separately, GNK Holdings LLC has submitted a preliminary, non‑binding indication of interest to acquire the company for $1.10 per share in cash. The Board has formed a special committee of independent and disinterested directors to evaluate these proposals and any others.
The filing describes a seven‑member classified Board with five independent directors, committee structures, director compensation, and performance‑based pay programs for executives tied to net revenue and adjusted EBITDA, along with extensive governance, risk oversight, ESG and human‑capital disclosures.
Bark, Inc. insider tax withholding transaction: Chief Revenue Officer Michael Scott Black reported that on 01/10/2026, the company withheld 3,662 shares of common stock at a price of $0.62 per share. These shares were retained by the issuer to cover tax obligations from the vesting and settlement of a restricted stock unit award and were not an open market sale. After this withholding, Black beneficially owned 1,321,088 shares of Bark, Inc. common stock directly.