BARK Inc Class A (BARK) AI Stock Analysis

• Market Cap: $114.13M
• Dividend Yield: N/A
• Average Volume (3M): 1.00M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.24
• Revenue Growth: -7.61%
• EPS Growth: -18.41%
• Country: US
• Employees: 708
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): -0.03
• Shares Outstanding: 171,592,420
• 10 Day Avg. Volume: 729,568
• 30 Day Avg. Volume: 1,004,301
• 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: 1.36
• Enterprise Value/Revenue: 0.34
• Enterprise Value/Gross Profit: 0.56
• Enterprise Value/Ebitda: -6.01
• 1Y Price Target: $2.00
• Price Target Upside: 203.03% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2
• EPS Forecast (FY): -0.1
• Revenue Forecast (FY): $412.82M

• Rating: 47 Neutral
• Price Target: $0.50 ▼(-24.24% Downside)

BARK Inc's overall stock score is primarily impacted by its financial performance challenges, including declining revenues and profitability issues. Technical analysis also indicates bearish momentum. However, the earnings call provides some optimism with achievements like becoming debt-free and strategic partnerships, which could support future growth.

Positive Factors

Debt-Free Status

Becoming debt-free enhances financial flexibility, allowing BARK to allocate resources towards growth initiatives and strategic investments, improving long-term stability.

Subscriber Retention Improvement

Improved subscriber retention and premium adoption indicate strong customer loyalty and satisfaction, supporting sustained revenue growth and market presence.

Successful Partnerships

Strategic partnerships expand distribution channels and brand visibility, enhancing BARK's market reach and potential for revenue diversification.

Negative Factors

Declining Revenue Growth

Declining revenue growth can hinder BARK's ability to invest in innovation and compete effectively, impacting its long-term market position and profitability.

Gross Margin Decline

A declining gross margin indicates rising costs or pricing pressures, which can erode profitability and limit BARK's ability to reinvest in business growth.

Tariff and Macro Environment Challenges

Tariff-related costs and macroeconomic uncertainties can strain BARK's cost structure and profitability, posing long-term challenges to financial 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 financial challenges with declining revenues and profitability issues. While the company maintains a stable gross profit margin, operational inefficiencies and cash flow management remain critical areas for improvement. The balance sheet reflects moderate leverage, but the negative return on equity underscores the need for enhanced financial performance.

Income Statement

BARK Inc's income statement reveals challenges in profitability, with negative net profit margins and declining revenue growth. The gross profit margin remains relatively stable, indicating efficient cost management. However, negative EBIT and EBITDA margins highlight ongoing operational inefficiencies.

Balance Sheet

The balance sheet shows a moderate debt-to-equity ratio, suggesting manageable leverage. However, the negative return on equity indicates that the company is not generating sufficient returns on shareholder investments. The equity ratio is stable, reflecting a balanced asset structure.

Cash Flow

Cash flow analysis indicates significant challenges, with negative operating and free cash flows. The free cash flow growth rate is volatile, and the operating cash flow to net income ratio is negative, highlighting cash flow management issues. The free cash flow to net income ratio suggests some ability to cover net losses.

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	-25.94M	-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	150.86M
Cash, Cash Equivalents and Short-Term Investments	63.43M	94.02M	125.50M	177.91M	199.40M	38.28M
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	309.83M
Stockholders Equity	86.47M	99.53M	139.38M	170.54M	217.06M	-158.97M
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: 0.66
• 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 0.66 is below the 20-day moving average (MA) of 0.74, below the 50-day MA of 0.79, and below the 200-day MA of 1.04, indicating a bearish trend. The MACD of -0.04 indicates Positive momentum. The RSI at 35.27 is Neutral, neither overbought nor oversold. The STOCH value of 28.61 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
JD	70 Outperform	$43.65B	10.11	13.68%	3.26%	16.17%	-4.37%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
ETSY	55 Neutral	$5.41B	38.32	―	―	1.98%	-20.98%
CHWY	54 Neutral	$14.43B	98.17	34.48%	―	9.04%	-56.79%
WOOF	54 Neutral	$852.01M	―	-0.19%	―	-3.85%	97.87%
BARK	47 Neutral	$114.13M	―	-33.59%	―	-7.61%	-18.41%
FLWS	43 Neutral	$217.10M	―	-67.22%	―	-8.07%	-2206.16%

BARK Inc Class A Corporate Events

BARK Inc. Reports Q2 2026 Results, Achieves Debt-Free Status

BARK Inc., a company dedicated to providing dog-centric products and services, has reported its financial results for the second quarter of fiscal year 2026, highlighting its efforts to become debt-free and extend its financial flexibility. The company operates primarily in the pet industry, offering subscription-based toys, treats, and other dog-related products.

BARK Inc. Earnings Call: Debt-Free and Revenue Surpasses Expectations

In the recent earnings call, BARK Inc. showcased a mix of triumphs and challenges, reflecting a generally positive sentiment. The company celebrated becoming debt-free and surpassing revenue expectations, alongside notable growth in its commerce and BARK Air segments. However, the call also highlighted hurdles such as declining direct-to-consumer (DTC) revenue, reduced gross margins, and the impact of tariffs. Despite these challenges, BARK Inc. demonstrated positive momentum through improved customer acquisition and retention, as well as strategic partnerships.

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.