BARK Inc Class A (BARK) AI Stock Analysis

• Market Cap: $134.21M
• Dividend Yield: N/A
• Average Volume (3M): 1.09M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.20
• Revenue Growth: -3.08%
• EPS Growth: 14.42%
• Country: US
• Employees: 708
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): -0.03
• Shares Outstanding: 169,883,120
• 10 Day Avg. Volume: 1,181,596
• 30 Day Avg. Volume: 1,087,691
• PEG Ratio: 0.78
• Price to Book (P/B): 2.45
• Price to Sales (P/S): 0.50
• P/FCF Ratio: -18.40
• Enterprise Value/Market Cap: 0.00
• Enterprise Value/Revenue: 0.00
• Enterprise Value/Gross Profit: 0.00
• Enterprise Value/Ebitda: 0.00
• 1Y Price Target: $2.00
• Price Target Upside: 153.16% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 50 Neutral
• Price Target: $1.00 ▲(26.58% Upside)

BARK Inc.'s overall stock score reflects a challenging financial performance with persistent losses and negative profit margins. The technical analysis indicates a bearish trend, while valuation metrics are unattractive due to a negative P/E ratio. However, the earnings call provided some optimism with achievements like becoming debt-free and strategic growth in certain segments, which slightly offset the negative aspects.

Positive Factors

Debt-Free Status

Becoming debt-free enhances financial flexibility, reduces interest expenses, and strengthens the balance sheet, allowing BARK to invest in growth opportunities.

Subscriber Retention Improvement

Improved retention and premium subscriptions indicate strong customer loyalty and the potential for stable, recurring revenue, supporting long-term growth.

Commerce Segment Growth

Growth in the Commerce segment highlights successful diversification and expansion efforts, contributing to a more balanced revenue stream.

Negative Factors

Decline in DTC Revenue

A decline in DTC revenue suggests challenges in maintaining customer base and market share, potentially impacting future revenue stability.

Gross Margin Decline

A decline in gross margins indicates increased cost pressures, which could affect profitability and limit reinvestment in business growth.

Tariff and Macro Environment Challenges

Tariff costs and macroeconomic uncertainties can strain profitability and create headwinds for operational efficiency, impacting long-term performance.

BARK Inc Class A Business Overview & Revenue Model

Company Description

BARK Inc Class A (BARK) is a leading pet-focused company primarily known for its subscription-based services that deliver a variety of dog products directly to consumers. Operating in the pet consumer sector, BARK offers a range of products including toys, treats, and grooming supplies, as well as engaging content aimed at dog owners. The company's flagship product, the BarkBox, is a monthly subscription box filled with curated toys and treats, tailored to meet the needs of dogs of all sizes and breeds.

How the Company Makes Money

BARK generates revenue primarily through its subscription model, with customers paying a monthly fee for the BarkBox service. This model allows the company to build a stable and recurring revenue stream. In addition to subscription sales, BARK earns money through direct sales of its products on its e-commerce platform, which includes individual toys and treats. The company has also explored partnerships with various brands and retailers to expand its product offerings and reach more customers. Furthermore, BARK benefits from customer loyalty and retention, as the subscription service encourages repeat purchases and fosters a strong community of pet owners.

BARK Inc Class A Financial Statement Overview

Summary

BARK Inc. faces challenges with declining revenue and persistent losses, as reflected in its negative profit margins. While the company maintains a reasonable debt-to-equity ratio, its negative return on equity indicates difficulty in generating shareholder value. Cash flow metrics show improvement in free cash flow growth, but negative operating cash flow remains a concern. Overall, BARK Inc. needs to address profitability and cash generation to improve its financial health.

Income Statement

BARK Inc. shows a declining revenue trend with a negative revenue growth rate of -2.76% in the TTM period. The company has a strong gross profit margin of 62.19%, indicating efficient cost management. However, the net profit margin is negative at -6.34%, reflecting ongoing losses. The EBIT and EBITDA margins are also negative, suggesting challenges in achieving operational profitability.

Balance Sheet

The debt-to-equity ratio is 0.89, indicating moderate leverage. The return on equity is negative at -27.78%, highlighting the company's struggle to generate returns for shareholders. The equity ratio stands at 36.14%, suggesting a reasonable level of equity financing relative to total assets.

Cash Flow

The company has a positive free cash flow growth rate of 44.55% in the TTM period, but operating cash flow remains negative. The operating cash flow to net income ratio is -0.11, indicating insufficient cash generation from operations. The free cash flow to net income ratio is 1.34, suggesting some ability to cover net losses with free cash flow.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	451.69M	484.18M	490.18M	535.32M	507.41M	378.60M
Gross Profit	278.65M	301.99M	302.15M	308.12M	282.11M	225.94M
EBITDA	-29.46M	-18.87M	-20.06M	-46.66M	-58.43M	-18.06M
Net Income	-35.28M	-32.88M	-37.01M	-61.52M	-68.30M	-31.39M
Balance Sheet
Total Assets	247.98M	260.63M	298.59M	400.42M	434.06M	254.71M
Cash, Cash Equivalents and Short-Term Investments	63.43M	94.02M	125.50M	177.91M	199.40M	306.62K
Total Debt	82.57M	85.17M	87.82M	133.94M	138.94M	115.73M
Total Liabilities	161.51M	161.11M	159.21M	229.88M	217.00M	50.98M
Stockholders Equity	86.47M	99.53M	139.38M	170.54M	217.06M	203.74M
Cash Flow
Free Cash Flow	-40.02M	-13.24M	-2.77M	-16.63M	-193.51M	-24.44M
Operating Cash Flow	-35.16M	-7.08M	6.06M	4.69M	-172.34M	-19.62M
Investing Cash Flow	-4.87M	-6.16M	-8.83M	-21.14M	-21.17M	-4.83M
Financing Cash Flow	-16.15M	-19.87M	-49.62M	-2.10M	355.46M	54.50M

BARK Inc Class A Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 0.79
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

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 0.79 is below the 20-day moving average (MA) of 0.84, below the 50-day MA of 0.84, and below the 200-day MA of 1.13, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 42.87 is Neutral, neither overbought nor oversold. The STOCH value of 8.67 is Positive, 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
JD	72 Outperform	$51.02B	8.98	17.26%	3.12%	14.61%	32.78%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
CHWY	54 Neutral	$13.98B	95.09	34.48%	―	9.04%	-56.79%
ETSY	53 Neutral	$5.83B	41.31	―	―	1.98%	-20.98%
BARK	50 Neutral	$134.21M	―	-33.59%	―	-3.08%	14.42%
WOOF	50 Neutral	$874.40M	―	-2.48%	―	-2.83%	97.94%
FLWS	39 Underperform	$215.83M	-0.98	-67.22%	―	-8.07%	-2206.16%

BARK Inc Class A Corporate Events

BARK Inc Promotes Michael Black to President

On September 3, 2025, BARK, Inc. announced the promotion of Michael Black to President, Core Business. Black, who joined the company in 2024 as Chief Revenue Officer, will lead the direct-to-consumer and commerce segments, aiming to expand BARK’s reach and strengthen its connection with dog families. His previous experience includes significant roles in the pet industry, contributing to BARK’s growth and momentum. Matt Meeker, Co-Founder and CEO, will continue to oversee the company’s long-term strategic vision and growth initiatives.

The most recent analyst rating on (BARK) stock is a Hold with a $1.00 price target. To see the full list of analyst forecasts on BARK Inc Class A stock, see the BARK Stock Forecast page.

BARK Inc Reports Strong Q1 Earnings Amid Challenges

BARK Inc’s recent earnings call painted a picture of robust growth and strategic caution. The company reported significant revenue growth that exceeded expectations, a positive adjusted EBITDA, and strong performance across various segments. However, challenges such as high tariffs impacting margins and a cautious forward guidance due to external uncertainties were also highlighted.