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- **Debt-Free Balance Sheet**: $45M note repayment, $63M cash post-repayment.
- **Revenue Growth Drivers**: Commerce +6% YoY, Bark Air +138% YoY.
- **Cost Efficiency**: Amazon delivery cuts costs by 1 day, 93% seat fill rate.


**【CEO Summary Section】**
- Announced repayment of $45M convertible note, achieving debt-free balance sheet.
- Q2 revenue $107M, above guidance, with 93% Amazon delivery cost savings.
- Commerce segment revenue up 6% YoY to $24.8M, Bark Air revenue +138% YoY to $3.6M.
- Subscriber retention improved 6 consecutive months.

**【CFO Financial Commentary】**
- Gross margin 57.9%, offsetting $7M tariffs; H2 gross margin expected to improve.
- Marketing expense down 18% YoY, cash $63M post-debt repayment.
- Q3 guidance: $101-104M revenue, EBITDA -$5M to -$1M.

**【Q&A Highlights】**
- Tariffs and consumer sentiment risks limit aggressive investment.
- 63% new subscribers opt for premium plans, reducing churn.
- 25% of commerce revenue from Amazon/Chewy, 93% seat fill rate.


BARK, Inc. (BARK) Q2 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BARK

BARK fundamentals

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