BARK, Inc. Class A (BARK)

Over the past six months, BARK's stock price has experienced a significant decline. Key events include receiving a NYSE notice for non-compliance with the $1 minimum share price requirement in July 2025. In August 2025, BARK reported Q1 revenue fell 11.5% year-over-year but beat revenue estimates. Michael Black was promoted to President, Core Business, in September 2025. In November 2025, BARK announced its Q2 2026 financial results, reporting total revenue of $107.0 million, exceeding guidance, with Commerce revenue up 5.6% and BARK Air revenue up 138.0%, while net loss was $(10.7) million. The company also repaid its $45 million convertible note with cash on hand, becoming debt-free, and extended its $35 million line of credit. Also in November 2025, the company debuted a holiday ad which generated a 14% lift in conversions for BarkBox subscriptions and a 20% lift for Super Chewer in an A/B test.

BARK's business model aims to generate recurring revenue and foster customer loyalty, which can help stabilize demand. The company also engages in retail partnerships and e-commerce sales, which can be influenced by broader retail trends. The holiday season is a significant period for retail, and BARK has actively engaged in holiday-themed campaigns, such as "Merry Chaos," to drive sales and subscriptions. The company also anticipates stronger sales in fiscal year 2026, leading to an increase in inventory in anticipation of demand.

BARK, Inc. is a dog-centric company operating in the Consumer Discretionary sector, specifically within the Specialty Retail industry. The company's business is segmented into Direct to Consumer (DTC) and Commerce. Its major products and services include monthly themed subscription boxes of toys and treats under the BarkBox and Super Chewer brands, as well as kibble, treats, chews, toothpastes, sprinkles, broths, bites, hip and joint support products, skin and coat support products, beds, leashes, apparel, and other accessories and products under the BARK Bright name. BARK also offers a personalized meal delivery service called BARK Eats and an air travel experience for dogs under the BARK Air name. Products are sold directly to consumers through subscriptions and e-commerce, and through a network of retail partners including Target and Amazon.

BARK, Inc. is headquartered in New York, New York, United States, and primarily operates in North America, serving dogs nationwide. The company utilizes global third-party logistics providers for warehousing and distribution to support its domestic operations.

BARK maintains a reputation as a leading player in the pet industry, recognized for its commitment to quality and creativity in products and services tailored for dogs. The company aims to be the world's favorite dog brand, focusing on making all dogs happy and serving their unique needs. Events affecting its reputation in the past year include regaining compliance with the NYSE's continued listing requirements in March 2024. Also in March 2024, BARK expanded its consumables business with the launch of "The Snack Pack," and collaborated with Girl Scouts for co-branded human cookies and dog treats. In August 2025, BARK appointed Hendrix, a three-legged supermutt, as its first "chairdog." In November 2025, BARK launched its "Merry Chaos" holiday commercial, entirely directed by a dog, which was part of a broader "Dogs Own the Holidays" campaign.

BARK Inc. Class A stock ownership is a mix of institutional, retail, and individual investors. Approximately 19.14% of the company's stock is owned by Institutional Investors, 12.49% by Insiders, and 68.37% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Key individual insiders include co-founders Matt Meeker (CEO), Henrik Werdelin (Chief Strategy Officer), and Carly Strife. Matt Meeker owns the most shares among individual insiders.