BARK, Inc. Class A (BARK)

BARK's stock price has fluctuated in the past six months. As of February 7, 2026, it traded at $0.834, within a 52-week range of $0.530 to $2.040, showing a +5.56% increase over six months but a -53.93% decrease over the past year. Key events include the Q3 Fiscal Year 2026 earnings report where BARK reported an EPS of -$0.03, meeting forecasts, but revenue of $98.4 million missed expectations by 7.59%, leading to a stock decline. The company achieved positive free cash flow and became debt-free. Q2 Fiscal Year 2026 earnings reported total revenue of $107.0 million, ahead of guidance, with BARK Air revenue increasing. Q1 Fiscal Year 2026 earnings reported total revenue of $102.9 million, exceeding guidance, despite a year-over-year decline, and narrowed its net loss. Q4 Fiscal Year 2025 earnings reported total revenue of $115.4 million and the company achieved its first full year of positive Adjusted EBITDA.

While specific details on demand seasonality are not provided, BARK sources seasonal products from China subject to tariffs. The company increased its inventory balance in anticipation of stronger sales in fiscal 2026, suggesting expected increased demand during certain periods. The "Merry Chaos" holiday campaign indicates a focus on increased consumer engagement during the holiday season.

BARK, Inc. is a dog-centric, omnichannel brand focused on making dogs happy through products, services, and content. It operates in the Consumer Discretionary sector, specifically Specialty Retail, E-Commerce, and Pet Technology. BARK offers subscription boxes like BarkBox and Super Chewer, consumables such as kibble, treats, and dental products under BARK Bright, and various accessories. The company has expanded into services with BARK Air and BARK in the Belly. Products are sold directly to consumers and through retail partners.

BARK, Inc. primarily serves millions of dogs nationwide in the United States. The company has offices in New York, New York, and Columbus, Ohio. BARK uses global third-party logistics providers for warehousing and distribution to support its domestic operations.

BARK's brand reputation is centered on making all dogs happy, using a data-driven approach to design products and experiences. The company launched the "Merry Chaos" holiday campaign, giving dogs creative control. BARK also launched the "Who's A Good Guest?" video series featuring celebrities and their dogs, triggering meal donations to dogs in need. Additionally, BARK launched BARK in the Belly, a premium dog food line with a charitable component, and appointed its first "Chairdog."

BARK, Inc. has 176 institutional owners and shareholders holding 46,524,741 shares. Approximately 6.24% of the company's stock is owned by institutional investors, 19.13% by insiders, and 6.29% by public companies and individual investors. Major institutional owners include Vanguard Group Inc and BlackRock, Inc.. Key individual insider owners include Matt Meeker, Henrik Werdelin, and Zahir Ibrahim.