BARK Inc Class A (BARK) AI Stock Analysis

• Market Cap: $142.70M
• Dividend Yield: N/A
• Average Volume (3M): 706.62K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.08
• Revenue Growth: -3.08%
• EPS Growth: 14.42%
• Country: US
• Employees: 708
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): -0.02
• Shares Outstanding: 169,883,120
• 10 Day Avg. Volume: 813,815
• 30 Day Avg. Volume: 706,619
• 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: 1.01
• Enterprise Value/Revenue: 0.30
• Enterprise Value/Gross Profit: 0.49
• Enterprise Value/Ebitda: -7.06
• 1Y Price Target: $2.00
• Price Target Upside: 138.10% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2

• Rating: 51 Neutral
• Price Target: $1.00 ▲(19.05% Upside)

BARK Inc.'s overall stock score is primarily influenced by its financial performance challenges, including declining revenue and persistent losses. The earnings call provided a positive outlook with strong revenue growth and strategic initiatives, but valuation concerns and mixed technical indicators weigh on the score. The absence of corporate events further focuses the analysis on these key factors.

Positive Factors

Revenue Diversification

BARK's revenue diversification, with significant growth in non-D2C sources, strengthens its market position and reduces reliance on a single revenue stream, enhancing long-term stability.

Positive Adjusted EBITDA

Achieving positive adjusted EBITDA indicates improved operational efficiency and financial health, providing a foundation for sustainable growth and profitability.

Product Line Expansion

Expanding product lines with new initiatives like SPARK and BARK in the Belly enhances BARK's market offering, potentially increasing customer engagement and revenue.

Negative Factors

Declining Revenue Trend

A declining revenue trend poses a risk to long-term growth, indicating challenges in maintaining market share and competitive positioning.

Negative Profit Margins

Negative profit margins highlight the company's struggle to achieve profitability, which could limit reinvestment opportunities and financial flexibility.

Tariff Challenges

High tariffs on products can erode margins and increase costs, posing a long-term risk to profitability and pricing strategies.

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 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	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: 0.84
• 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 0.84 is below the 20-day moving average (MA) of 0.86, below the 50-day MA of 0.88, and below the 200-day MA of 1.32, indicating a bearish trend. The MACD of -0.01 indicates Positive momentum. The RSI at 46.64 is Neutral, neither overbought nor oversold. The STOCH value of 21.75 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	69 Neutral	$16.45B	111.91	38.76%	―	9.04%	-56.79%
WOOF	55 Neutral	$980.90M	-33.69	-9.14%	―	-2.83%	97.94%
BARK	51 Neutral	$142.70M	―	-26.91%	―	-3.08%	14.42%
BBBY	46 Neutral	$539.62M	-2.31	-159.03%	―	-26.63%	45.71%
BQ	44 Neutral	―	-7.49	-28.52%	―	-34.36%	59.23%
CHPT	42 Neutral	$253.15M	-0.92	-367.24%	―	-9.95%	39.66%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%

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 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.