BARK, Inc. Class A (BARK)

In the past six months, BARK's stock has experienced notable events, including downgrades from Wall Street Zen and Weiss Ratings to "sell". Despite these downgrades, the stock opened at $0.87 on October 27, 2025, with a market capitalization of approximately $148.31 million. The company's stock has shown significant volatility, with a 12-month low of $0.73 and a 12-month high of $2.56. As of November 25, 2024, BARK's stock was up over 100% year-to-date and over 30% in the preceding six months, driven by a recovery in revenue growth after eight quarters of decline. Other recent events include BARK regaining compliance with NYSE continued listing standards on March 1, 2024. The company is also scheduled to announce its second-quarter fiscal year 2026 financial results on November 10, 2025, and a letter to the board from Shay Capital was issued on October 21, 2025.

Demand for BARK's products and services, particularly its subscription boxes, experiences a notable seasonal increase around major shopping holidays. The company saw an 8% increase in subscription rates during the 2024 Black Friday and Cyber Week compared to the previous year. BARK also strategically launches holiday-themed products, such as the Rudolph-themed BarkBox at Target for the holidays in November 2024, to capitalize on seasonal consumer spending. The broader pet subscription box market is driven by factors like increasing pet humanization and busy lifestyles, suggesting a generally consistent demand, but with clear spikes during holiday periods.

BARK, Inc. is a dog-centric company focused on making dogs happy through various products, services, and content, operating in the Specialty Retail sector, specifically the Pet Care and Pet Economy industry. Its major product offerings include monthly subscription services like BarkBox and Super Chewer, BARK in the Belly, a premium dog food and consumables line, and BARK Air, an air travel experience designed for dogs. Additionally, BARK offers personalized meal plans under the BARK Food name, health and wellness products through BARK Bright, and dog home essentials under the BARK Home brand. These products are available directly to consumers and via retail partners like Target, Chewy, and Amazon.

BARK primarily serves the United States, loyally serving millions of dogs nationwide through its direct-to-consumer channels and extensive retail partnerships.

BARK maintains a positive brand reputation, centered around its mission to "make all dogs happy" and its self-description as "the world's most dog-centric company". Recent positive brand activities include hosting an immersive pop-up experience in NYC called "Farmer's Barket" in September 2025, designed entirely for dogs. In August 2025, BARK also collaborated with Dunkin' to celebrate National Dog Day with the return of a beloved dog toy collection, benefiting children in need. No significant events negatively impacting BARK's brand reputation in the past year were found in the search results.

BARK, Inc.'s ownership is a mix of institutional, insider, and retail investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Potrero Capital Research LLC, Geode Capital Management, Llc, State Street Corp, Prescott Group Capital Management, L.l.c., and Shay Capital LLC. Key individual and insider owners include Rre Ventures GP V LLC, Matt Meeker, Henrik Werdelin, and Zahir Ibrahim. Institutional investors hold approximately 25.91% of the stock, while insiders own about 32.20%, and retail investors hold 41.89%.