BARK (NYSE:BARK) Issues Quarterly Earnings Results, Misses Estimates By $0.01 EPS

BARK (NYSE:BARK) announced its earnings results on Thursday. The company reported ($0.43) earnings per share for the quarter, missing the consensus estimate of ($0.42) by ($0.01), FiscalAI reports. The firm had revenue of $87.56 million during the quarter, compared to analyst estimates of $87.50 million. BARK had a negative net margin of 8.42% and a negative return on equity of 35.66%.

Here are the key takeaways from BARK’s conference call:

• Revenue was $87.6 million, above guidance, though down from $107 million a year earlier as the planned marketing pullback reduced the DTC subscriber base. Commerce returned to growth, up 3.6% to $25.7 million and representing 29% of revenue.
• Profitability and cash generation improved: adjusted EBITDA was $2.0 million versus a $1.4 million loss a year ago, gross margin expanded about 100 basis points to 58.9%, and operating activities generated $4.7 million in cash. BARK ended the quarter with $19 million in cash and no debt.
• Management reaffirmed fiscal 2027 guidance of $325 million–$340 million in revenue and $7 million–$10 million in adjusted EBITDA, saying results were trending toward the higher end of the revenue range. Third-quarter guidance is $88 million–$92 million in revenue and $1 million–$3 million in adjusted EBITDA.
• BARK highlighted Licksters, a new enrichment-toy line with recurring refill potential, and said its two largest retail orders to date will begin shipping in the third quarter. Management sees these products, partnerships, and broader retail reach as ways to diversify growth beyond subscriptions.
• BARK reached a preliminary understanding to sell the BARK Air customer list and license its brand, subject to definitive documentation and completion. Management said the business showed customer demand but was not generating enough bottom-line contribution to justify further investment, and plans to redirect resources to other priorities.

BARK Stock Performance

Shares of NYSE:BARK traded up $0.97 during trading on Friday, hitting $9.33. The company’s stock had a trading volume of 61,433 shares, compared to its average volume of 35,384. The company has a market capitalization of $84.26 million, a PE ratio of -3.32 and a beta of 1.99. BARK has a fifty-two week low of $7.39 and a fifty-two week high of $19.80. The stock’s 50-day moving average price is $8.62 and its two-hundred day moving average price is $10.80.

Key Stories Impacting BARK

Here are the key news stories impacting BARK this week:

• Positive Sentiment: BARK forecast fiscal Q3 revenue of $88 million to $92 million, above the $87.5 million consensus estimate. The company also said Q2 revenue of $87.56 million exceeded the high end of its guidance range. BARK Q3 outlook and brand licensing plans
• Positive Sentiment: The company plans to begin licensing the BARK Air brand on January 1, 2027, which could create a new source of revenue. BARK Q3 outlook and brand licensing plans
• Neutral Sentiment: Fiscal 2027 revenue guidance is $325 million to $340 million, a range that includes analysts’ $335.4 million estimate. However, its $332.5 million midpoint is below consensus. BARK Q2 2027 earnings call transcript
• Negative Sentiment: BARK reported a loss of $0.43 per share, narrowly missing analysts’ $0.42 loss estimate. The company also continues to report negative net margins and return on equity. BARK quarterly earnings results

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Wall Street Zen raised shares of BARK from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. Weiss Ratings downgraded shares of BARK from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Monday, October 26th. Two equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $15.33.

About BARK

BARK, Inc is a New York-based company focused on developing products, services and experiences for dogs and their owners. The company operates a digitally led, omnichannel business that combines subscription offerings, e-commerce and retail distribution.

Its brands and products include BARKBox, a subscription service offering themed boxes of toys and treats; Super Chewer, which provides more durable toys and treats; and BARK Bright, an oral-care line for dogs. BARK also sells toys, treats, food, beds, apparel and other dog-related products through its website, retail partners and other channels.

Founded in 2011, BARK serves customers primarily in the United States and has expanded its products through both direct-to-consumer and retail channels.