The earnings call highlighted strong revenue growth, positive adjusted EBITDA, and successful strategic initiatives, such as revenue diversification and product launches. However, challenges such as tariff impacts and guidance uncertainty due to external factors present ongoing risks.

Company Guidance

The recent earnings call for BARK outlined several key metrics and strategic initiatives for fiscal year 2026. The company reported first-quarter revenue of $103 million, surpassing guidance expectations, with $16 million generated from non-direct-to-consumer (non-D2C) sources. The D2C revenue amounted to $89.2 million, including $2.3 million from BARK Air, marking a 300% increase over the previous year. The company maintained a 99% 5-star rating, reflecting strong customer satisfaction. The subscription business saw a notable shift towards the higher-priced Super Chewer product, enhancing both average order value and a gross margin of 67%, up 250 basis points year-over-year. In the commerce segment, revenue grew by 50% year-over-year to approximately $14 million. The company also achieved positive adjusted EBITDA for the quarter, improving by nearly $2 million from the previous year. Looking ahead, BARK is focused on maintaining positive adjusted EBITDA and accelerating revenue diversification, with plans to launch a new consumables line, BARK in the Belly, and expand its retail footprint with partners like Walmart, Costco, and Amazon.

Strong Revenue Growth

BARK delivered $103 million in revenue, exceeding guidance, with over $16 million from non-D2C sources, nearly double from last year.

Positive Adjusted EBITDA

The company reported positive adjusted EBITDA for the quarter, improving by nearly $2 million from last year.

D2C Segment Performance

D2C revenue was $89.2 million, with a 300% improvement in BARK Air revenue from last year and a 67% gross margin, up 250 basis points year-over-year.

Shift in Product Mix

Super Chewer accounted for roughly 2/3 of new subscribers, improving average order value and D2C gross margin.

Commerce Segment Growth

Commerce segment revenue was approximately $14 million, up almost 50% year-over-year, driven by expanded retail footprint.

Launch of New Initiatives

Introduction of the SPARK brand platform and the upcoming BARK in the Belly consumables line, aiming to unify the product line and support dogs in need.

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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