BARK
BARK·NYSE
--
--(--)
--
--(--)
BARK fundamentals
BARK (BARK) released its earnings on Feb 5, 2026: revenue was 98.45M (YoY -22.14%), missed estimates; EPS was -0.03 (YoY -50.00%), beat estimates.
Revenue / YoY
98.45M
-22.14%
EPS / YoY
-0.03
-50.00%
Report date
Feb 5, 2026
BARK Earnings Call Summary for Q3,2026
- Revenue Underperformance but Profitable: $98.4M revenue below expectations, yet EBITDA stable at -$1.6M and free cash flow positive $1.6M.
- Gross Margin Expansion: D2C (66.4%) and Commerce (46.3%) margins up YoY, driven by cost cuts and higher-quality customers.
- Customer Quality Focus: 40% YoY CAC reduction, 71% Air segment growth, and AOV at 2-year high ($31.41) signal shift to profitable retention.
- Operational Efficiency: $13.4M YoY expense savings, Amazon shipping cost reductions, and office downsizing ($2M annual savings).
Earnings
EPS
Revenue
Revenue & Expenses
BARK has released its 2026 Q3 earnings report, with revenue of 98.45M, reflecting a YoY change of -22.14%, and net profit of -8.65M, showing a YoY change of 24.88%. The Sankey diagram below clearly presents BARK's revenue sources and cost distribution.
Key Indicators
BARK (BARK) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
BARK (BARK)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
Balance Sheet
BARK (BARK)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown
Cash Flow
BARK (BARK)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown
Revenue Breakdown
Where does BARK (BARK) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:
Dividend
Track BARK (BARK) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What were the key takeaways from BARK’s earnings call?What does BARK do and what are its main business segments?What were the key takeaways from BARK's earnings call?What is the market's earnings forecast for BARK next quarter?What guidance did BARK's management provide for the next earnings period?What is BARK's gross profit margin?What factors drove the changes in BARK's revenue and profit?Did BARK beat or miss consensus estimates last quarter?
