BARK Inc
BARK
$0.672 -1.32%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Specialty Retail
Q1 2026
Published: Aug 7, 2025

Earnings Highlights

  • Revenue of $102.86M down 11.5% year-over-year
  • EPS of $-0.04 increased by 27.5% from previous year
  • Gross margin of 62.3%
  • Net income of -7.03M
  • ""We're building BARK to show up in new ways across new channels and for more dog parents than ever before." - Matt Meeker, CEO" - Matt Meeker
BARK
BARK Inc

Executive Summary

In Q1 2026, BARK Inc reported a revenue of $102.9 million, exceeding expectations and reflecting a solid start to the fiscal year. The company posted a modest positive adjusted EBITDA of $100,000 amidst macroeconomic uncertainties, which signals effective cost management and a pivot towards enhanced customer retention strategies. A notable trend included the further diversification of revenue sources, with approximately $16 million generated from non-D2C channels, nearly doubling revenue from this segment compared to the previous year. Additionally, BARK Air demonstrated rapid growth, contributing $2.3 million in revenue and achieving a 300% increase year-over-year. Despite challenges posed by tariffs and increased competition in the specialty retail sector, BARK is strategically positioned to enhance profitability through cross-selling initiatives and its emerging consumables line.

Key Performance Indicators

Revenue
Decreasing
102.86M
QoQ: -10.87% | YoY: -11.49%
Gross Profit
Decreasing
64.08M
62.29% margin
QoQ: -12.64% | YoY: -8.96%
Operating Income
Increasing
-8.35M
QoQ: -26.24% | YoY: 21.14%
Net Income
Increasing
-7.03M
QoQ: -15.87% | YoY: 29.97%
EPS
Increasing
-0.04
QoQ: -19.60% | YoY: 27.45%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 106.97 -0.06 -15.2% View
Q1 2026 102.86 -0.04 -11.5% View
Q4 2025 115.41 -0.03 -5.0% View
Q3 2025 126.45 -0.07 +1.1% View
Q2 2025 126.11 -0.03 +2.5% View