The earnings call highlighted significant revenue growth exceeding expectations, positive adjusted EBITDA, and strong performance across various segments. However, challenges such as high tariffs impacting margins and cautious forward guidance due to external uncertainties were noted.

Company Guidance -

Q2 2026

During the BARK First Quarter Fiscal Year 2026 Earnings Conference Call, the company provided several key metrics and guidance, highlighting their strong start to the fiscal year. BARK reported $103 million in revenue, exceeding guidance and driven by $89.2 million from their D2C segment, including $2.3 million from BARK Air, marking a 300% year-over-year increase. The company also achieved a positive adjusted EBITDA, improving by nearly $2 million from the previous year. BARK's Commerce revenue grew by 50% year-over-year to $14 million, with expanded retail partnerships. Their D2C gross margin improved to 67%, up 250 basis points year-over-year, while overall gross margin stood at 62.3%. Marketing expenses were reduced by 25%, and G&A expenses decreased by 12% year-over-year. For the second quarter, BARK expects revenues between $102 million and $105 million, with an adjusted EBITDA range of negative $2 million to positive $2 million, while maintaining a cautious stance on full-year guidance due to ongoing macroeconomic uncertainties and tariff volatility.

Record Revenue Exceeding Guidance

BARK delivered $103 million in revenue for the first quarter, exceeding the guidance range of $99 million to $101 million.

Significant Growth in Non-D2C Revenue

Non-D2C revenue reached over $16 million, nearly doubling from the previous year, driven by expanded retail partnerships.

Positive Adjusted EBITDA

The company achieved positive adjusted EBITDA for the quarter, improving by nearly $2 million year-over-year.

Strong Performance in D2C Segment

Direct-to-Consumer (D2C) revenue was $89.2 million, with a gross margin of 67%, up 250 basis points year-over-year.

Commerce Segment Growth

The Commerce segment revenue increased by nearly 50% year-over-year, reaching approximately $14 million.

BARK Air Revenue Growth

BARK Air generated $2.3 million in revenue, marking a 300% improvement from the previous year.

Introduction of New Brand Platform and Product Line

The company launched a new brand platform, SPARK, and announced the upcoming launch of BARK in the Belly, a new line of consumables.

BARK Inc Class A (BARK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BARK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2026 (Q2)	-0.02 / -	0.01	―	―	―
Aug 07, 2025	2026 (Q1)	-0.02 / -0.02	-0.02	0.00% (0.00)	―
Jun 04, 2025	2025 (Q4)	>-0.01 / 0.01	0	―	―
Feb 05, 2025	2025 (Q3)	-0.02 / -0.02	-0.05	60.00% (+0.03)	―
Nov 07, 2024	2025 (Q2)	<0.01 / 0.01	-0.01	200.00% (+0.02)	―
Aug 07, 2024	2025 (Q1)	-0.04 / -0.02	-0.05	60.00% (+0.03)	―
Jun 03, 2024	2024 (Q4)	-0.01 / 0.00	-0.04	―	―
Feb 07, 2024	2024 (Q3)	-0.06 / -0.05	-0.09	44.44% (+0.04)	―
Nov 08, 2023	2024 (Q2)	-0.03 / -0.01	-0.03	66.67% (+0.02)	―
Aug 08, 2023	2024 (Q1)	-0.08 / -0.05	-0.09	44.44% (+0.04)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BARK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$0.85	$0.80	-5.88%
Jun 04, 2025	$1.35	$0.95	-29.63%
Feb 05, 2025	$1.96	$1.83	-6.63%
Nov 07, 2024	$1.48	$1.42	-4.05%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does BARK Inc Class A (BARK) report earnings?

BARK Inc Class A (BARK) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is BARK Inc Class A (BARK) earnings time?

BARK Inc Class A (BARK) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BARK EPS forecast?

BARK EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.

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