The earnings call highlighted significant achievements such as becoming debt-free, exceeding revenue expectations, and growth in the commerce and BARK Air segments. However, challenges like declining DTC revenue, reduced gross margins, and tariff impacts were also evident. Despite these challenges, improvements in customer acquisition and retention, along with strategic partnerships, suggest positive momentum.

Company Guidance

During the second quarter of fiscal year 2026, BARK, Inc. reported total revenue of $107 million, surpassing the high end of their guidance range. The company achieved an adjusted EBITDA of negative $1.4 million, aligning with their expectations. Notably, they paid off a $45 million convertible note, rendering the company debt-free, and extended their $35 million credit line with Western Alliance Bank. The Commerce segment generated $24.8 million in revenue, marking a 6% year-over-year increase, while BARK Air reported $3.6 million, up 138% from last year. The company also achieved a consolidated gross margin of 57.9%, despite facing $7 million in tariff-related costs year-to-date. Operating expenses were managed efficiently, with marketing expenses at $15.4 million, shipping and fulfillment at $31.5 million, and G&A expenses at $25.7 million. Looking ahead, BARK, Inc. anticipates third-quarter revenue between $101 million and $104 million, with adjusted EBITDA ranging between negative $5 million and negative $1 million, while maintaining a cautious stance due to external uncertainties.

Debt-Free Status Achieved

BARK, Inc. has paid off its $45 million convertible note using cash from its balance sheet, making the company debt-free for the first time as a public company.

Revenue Exceeds Expectations

Total revenue for the second quarter was $107 million, above the high end of the company's guidance range.

Commerce Segment Growth

The Commerce segment delivered $24.8 million in revenue, up 6% year over year, representing 24% of total revenue, an all-time high revenue mix contribution.

BARK Air Revenue Surge

BARK Air delivered $3.6 million in revenue, up more than 138% from last year and 54% from the prior quarter, with a 93% seat fill rate.

Improved Customer Acquisition Costs

This quarter marked the lowest customer acquisition cost since fiscal 2023, with efficient rate investments driving both short and long-term growth.

Subscriber Retention Improvement

Six consecutive months of improvement in subscriber retention and more new subscribers opting for premium offerings.

Successful Partnerships and Diversification

New partnerships with Amazon and Chewy for distribution and the announcement of a partnership with the Girl Scouts for their annual cookie program.

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
Feb 05, 2026	2026 (Q3)	-0.04 / -	-0.02	―	―	―
Nov 10, 2025	2026 (Q2)	-0.02 / -0.03	0.01	-400.00% (-0.04)	―
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)	―

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 Feb 05, 2026, Before Open (Confirmed).

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

BARK Inc Class A (BARK) earnings time is at Feb 05, 2026, 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 (Q3) is -0.04.

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