BARK Inc Class A (BARK) AI Stock Analysis

• Market Cap: $141.05M
• Dividend Yield: N/A
• Average Volume (3M): 783.83K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.17
• Revenue Growth: -3.08%
• EPS Growth: 14.42%
• Country: US
• Employees: 708
• Sector: Consumer Cyclical
• Sector Strength: 75
• Industry: Specialty Retail
• EPS (TTM): -0.02
• Shares Outstanding: 169,883,120
• 10 Day Avg. Volume: 849,743
• 30 Day Avg. Volume: 783,834
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.02
• Enterprise Value/Revenue: 0.30
• Enterprise Value/Gross Profit: 0.49
• Enterprise Value/Ebitda: -7.06
• 1Y Price Target: $2.00
• Price Target Upside: 143.90% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 4

• Rating: 44 Neutral
• Price Target: $1.00 ▲(21.95% Upside)

BARK Inc.'s overall stock score is primarily impacted by its weak financial performance, characterized by declining revenue and persistent losses. The technical analysis indicates a bearish trend, further weighing down the score. Valuation metrics are unfavorable due to a negative P/E ratio and lack of dividends. While the earnings call provided some positive insights, such as revenue growth and improved EBITDA, these are overshadowed by the risk of NYSE non-compliance and potential delisting.

Positive Factors

Customer Experience

The transition from Bark.co to Shopify has streamlined the user experience, boosting conversion rates and enabling more effective cross-sell and upsell opportunities.

Financial Performance

BARK's financial profile has improved significantly, with the company generating a $5M adj. EBITDA gain in FY25, vs. an adj. EBITDA loss of $58M in FY22.

Strategic Growth

BARK’s Commerce business has emerged as a key strategic growth driver, with fiscal 1Q26 revenue up 50% year-over-year.

Negative Factors

Revenue Decline

Total revenue decreased 11.5% y/y to $102.9M, largely reflecting lower marketing spend.

Revenue Guidance

Fiscal Q1 revenue guidance was well below expectations as BARK expects a mid-teens y/y decline, reflecting a continuation of the aforementioned dynamics.

Stock Performance

BARK shares are down over 25% YTD and the stock is under pressure after hours amidst the reduced forward visibility and top line pressure.

BARK Inc Class A Business Overview & Revenue Model

Company Description

BARK Inc., a dog-centric company, provides products, services, and content for dogs. It operates in two segments, Direct to Consumer and Commerce. The company serves dogs through monthly subscription services. It is also involved in the design of playstyle-specific toys, satisfying treats, personal meal plans with supplements, and dog-first experiences designed to foster health and happiness of dogs everywhere. In addition, the company offers monthly themed box of toys and treats under the BarkBox and Super Chewer names; personalized meal plans under the BARK Food name; health and wellness products under the BARK Bright name; and dog beds, bowls, collars, harnesses, and leashes under the BARK Home brand. Further, the company sells BARK Home products through BarkShop.com. Additionally, it offers custom collections through online marketplaces, and brick and mortar retailers. The company was formerly known as The Original BARK Company and changed its name to BARK, Inc. in November 2021. BARK Inc. was incorporated in 2011 and is headquartered in New York, New York.

How the Company Makes Money

BARK Inc makes money through a diversified revenue model that includes subscription services, direct-to-consumer sales, and partnerships. The primary revenue stream comes from BarkBox, a monthly subscription service where customers receive curated boxes filled with dog toys, treats, and chews. Additionally, the company's online retail platform, BarkShop, generates sales by offering a wide range of dog-related products. BARK Inc also earns revenue from BarkEats, providing personalized dog food plans delivered directly to customers' doors. Strategic partnerships with other pet and retail companies further enhance BARK's earnings by expanding its product offerings and market reach. These combined revenue streams allow the company to maintain a strong presence in the competitive pet industry.

BARK Inc Class A Financial Statement Overview

Summary

BARK Inc faces financial challenges with declining revenues and profitability, negative net profit margins, and persistent negative cash flow. The balance sheet shows moderate leverage but weakening financial metrics. Strategic improvements are needed to enhance revenue growth, profitability, and cash generation.

Income Statement

BARK Inc has faced declining revenues and profitability over the years. Although the gross profit margin remains relatively strong at 62.36% for the most recent year, the company struggles with negative net profit margins and EBIT margins, indicating ongoing operational challenges. The recent revenue growth rate is negative, highlighting a contraction in sales. These factors suggest a need for strategic improvements to enhance revenue and profitability.

Balance Sheet

The balance sheet reflects moderate financial health with a debt-to-equity ratio of 0.86, suggesting reasonable leverage. However, a declining return on equity (ROE) and equity ratio indicate weakening shareholder value and financial stability. The company has a significant cash position which helps mitigate some risks, but overall, the balance sheet shows mixed signals of strength and vulnerability.

Cash Flow

Cash flow analysis reveals persistent negative free cash flow, indicating that BARK Inc struggles to generate sufficient cash from operations to cover capital expenditures. The volatile operating cash flow to net income ratio shows challenges in converting earnings into cash. These factors suggest liquidity issues and underline the importance of improving cash generation capabilities.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	470.83M	484.18M	490.18M	535.32M	507.41M	378.60M
Gross Profit	292.80M	301.99M	302.15M	308.12M	282.11M	225.94M
EBITDA	-20.34M	-18.87M	-20.06M	-42.82M	-54.60M	-18.06M
Net Income	-29.87M	-32.88M	-37.01M	-63.58M	-42.42M	-42.58M
Balance Sheet
Total Assets	259.95M	260.63M	298.59M	400.42M	434.06M	254.71M
Cash, Cash Equivalents and Short-Term Investments	84.67M	94.02M	125.50M	177.91M	199.40M	306.62K
Total Debt	83.89M	85.17M	87.82M	133.94M	110.10M	115.73M
Total Liabilities	165.98M	161.11M	159.21M	229.88M	217.00M	50.98M
Stockholders Equity	93.97M	99.53M	139.38M	170.54M	217.06M	203.74M
Cash Flow
Free Cash Flow	-19.13M	-13.24M	-2.77M	-16.63M	-193.51M	-24.44M
Operating Cash Flow	-14.31M	-7.08M	6.06M	4.69M	-172.34M	-19.62M
Investing Cash Flow	-4.82M	-6.16M	-8.83M	-21.14M	-21.17M	-4.83M
Financing Cash Flow	-17.70M	-19.87M	-49.62M	-2.10M	355.46M	54.50M

BARK Inc Class A Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 0.82
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BARK, the sentiment is Negative. The current price of 0.82 is below the 20-day moving average (MA) of 0.91, below the 50-day MA of 0.90, and below the 200-day MA of 1.45, indicating a bearish trend. The MACD of -0.04 indicates Positive momentum. The RSI at 40.70 is Neutral, neither overbought nor oversold. The STOCH value of 28.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BARK.

BARK Inc Class A Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CHWY	72 Outperform	$15.03B	44.14	76.24%	―	7.64%	369.79%
Sector *	61 Neutral	$17.24B	11.48	-5.97%	3.08%	1.37%	-15.54%
WOOF	51 Neutral	$954.14M	―	-5.90%	―	-2.37%	95.07%
BYON	50 Neutral	$519.52M	―	-105.72%	―	-26.63%	45.71%
BARK	44 Neutral	$141.05M	―	-26.91%	―	-3.08%	14.42%
CHPT	44 Neutral	$275.37M	―	-135.29%	―	-15.71%	47.94%
BQ	41 Neutral	$6.67M	―	-25.20%	―	-34.36%	59.23%

BARK Inc Class A Corporate Events

BARK Inc Faces NYSE Non-Compliance Notice

On July 10, 2025, BARK, Inc. received a notice from the New York Stock Exchange indicating non-compliance with listing standards due to its stock price averaging below $1.00 over 30 trading days. The company has six months to rectify this by increasing its stock price, potentially through measures like a reverse stock split. The notice does not immediately affect BARK’s stock listing or operations, and the company plans to address the issue while continuing to meet other NYSE standards.

The most recent analyst rating on (BARK) stock is a Buy with a $2.00 price target. To see the full list of analyst forecasts on BARK Inc Class A stock, see the BARK Stock Forecast page.