BARK · Bark, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q1 FY27 earnings call · Aug 6, 2026TL;DR. BARK reported Q1 revenue of $78.8M at the high end of guidance, with Adjusted EBITDA of $0.6M and improved Subscriber Retention (+170 bps) and AOV (+$0.45), while reiterating full-year guidance and issuing Q2 revenue guidance of $83M–$85M and Adjusted EBITDA of $1M–$3M.
- + Q1 revenue of $78.8M landed at the high end of the $77M–$79M guidance range
- + Adjusted EBITDA of $0.6M came in within guidance and improved from $0.1M a year ago
- + DTC underlying health strengthened, with Subscriber Retention up 170+ bps and AOV up $0.45, lifting subscriber LTV to a public-company high
- + Company entered fiscal 2027 debt-free and maintained a $16.1M cash balance with continued share repurchases under its $40M program
- + Operating expenses and marketing spend were cut sharply, with marketing down 37% to $9.5M and G&A down to $47.8M from $57.3M, driving net income of $0.75M vs. a $(7.0)M loss
- − DTC volume weakness persists, with Total Orders down ~28% YoY (2,031K vs. 2,819K) tied to a smaller subscriber base from last year's marketing pullback
- − Normalized gross margin of 63.4% was slightly below the 63.8% prior-year comparable, with the $7.4M IEEPA tariff refund a non-recurring benefit excluded from Adjusted EBITDA
- − Cash declined to $16.1M from $19.3M and net cash used in operations was $(3.5)M, with the tariff refund sitting in receivables and not yet collected in cash
- − Full-year guidance is reiterated at revenue of $325M–$340M, implying a meaningful year-over-year decline from $394.8M in fiscal 2026
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BARK
this stock
Bark, Inc.
|
$74.71M | — | -18.5% | — | 6.0% |
|
WSM
Williams Sonoma Inc
|
$27.31B | +27.6% | +1.2% | 23.8 | 4.9% |
|
ULTA
Ulta Beauty, Inc.
|
$23.31B | -9.7% | +9.7% | 19.9 | 5.7% |
|
CASY
Caseys General Stores Inc
|
$22.17B | +10.1% | +10.2% | 28.9 | 4.1% |
|
BBY
Best Buy Co Inc
|
$18.61B | +31.8% | +0.4% | 14.8 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BARK | +2.8% | -21.7% | -2.8% | -20.4% | -29.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +3.5% | -21.8% | -14.9% | -19.8% | -41.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.