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BARK

BARK·NYSE
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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).
EPS
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Actual
-1.33-0.09-0.07-0.12-0.15-0.09-0.03-0.09-0.04-0.05-0.01-0.050-0.020.01-0.020.01-0.02-0.03-0.03
Forecast
-0.0589-0.1048-0.14-0.055-0.13-0.075-0.0944-0.0398-0.083-0.026-0.0548-0.0146-0.03980.0005-0.0238-0.0005-0.02-0.0216-0.0413
Surprise
0.00%
-52.80%
+33.21%
+14.29%
-172.73%
+30.77%
+60.00%
+4.66%
-0.50%
+39.76%
+61.54%
+8.76%
+100.00%
+49.75%
+1900.00%
+15.97%
+2100.00%
0.00%
-38.89%
+27.36%
Revenue
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Q1,2026
Q2,2026
Q3,2026
Actual
112.20M117.61M120.16M140.81M128.83M131.15M143.81M134.33M126.02M120.59M123.04M125.08M121.48M116.21M126.11M126.45M115.41M102.86M106.97M98.45M
Forecast
--116.82M121.89M140.00M126.69M130.17M135.10M134.23M120.97M121.57M123.71M125.00M122.51M114.42M124.68M126.21M126.80M99.64M103.58M102.63M
Surprise
0.00%
+0.67%
-1.42%
+0.58%
+1.69%
+0.75%
+6.45%
+0.08%
+4.17%
-0.80%
-0.55%
+0.06%
-0.84%
+1.57%
+1.15%
+0.19%
-8.98%
+3.23%
+3.27%
-4.08%

Earnings Call