BARK Inc
BARK
$0.672 -1.32%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Specialty Retail
Q4 2025
Published: Jun 4, 2025

Earnings Highlights

  • Revenue of $115.41M down 5% year-over-year
  • EPS of $-0.03 decreased by 24.4% from previous year
  • Gross margin of 63.6%
  • Net income of -6.07M
  • "Matt Meeker: 'We've proven we can do that with a positive bottom line. We know how to do it, and we have a plan to remain EBITDA positive in the years ahead.'" - Matt Meeker
BARK
BARK Inc

Executive Summary

BARK Inc (BARK) reported its Q4 2025 results with revenues of $115.4 million, a decrease of 5% year-over-year, predominantly influenced by heightened tariffs and an overall softening in consumer sentiment. Despite these challenges, management achieved a milestone with a positive adjusted EBITDA of $5.2 million for the quarter and $5.4 million for the full year, marking the company's first-ever annual EBITDA positive result since inception. The improved performance reflects BARK's strategic pivot towards enhancing gross margins and diversifying revenue streams away from traditional subscriptions, which currently represent about 85% of total revenues. Moving forward, management emphasized a commitment to maintaining financial health and further developing growth avenues, particularly in commerce and new product lines.

Key Performance Indicators

Revenue
Decreasing
115.41M
QoQ: -8.73% | YoY: -5.00%
Gross Profit
Decreasing
73.35M
63.56% margin
QoQ: -7.46% | YoY: -3.04%
Operating Income
Decreasing
-6.62M
QoQ: 45.96% | YoY: -2.57%
Net Income
Decreasing
-6.07M
QoQ: 47.28% | YoY: -23.77%
EPS
Decreasing
-0.03
QoQ: 47.02% | YoY: -24.37%

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