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NYSE · Consumer Discretionary

Bark, Inc. (BARK)

As-reported financials and SEC filings for Bark, Inc. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Bark, Inc.

Bark, Inc. designs and develops proprietary dog products under its BarkBox and Super Chewer brands, offering toys, treats, and chews tailored to individual dogs' needs. The company sells these products through direct-to-consumer subscriptions and a broad retail network including major stores and online marketplaces. Bark also provides a dog-focused air travel service called BARK Air, targeting premium dog services alongside its product offerings.

Snapshot

Revenue
$394.8M
Revenue growth (YoY)
-18.5%
Net income
$-39.0M
Diluted EPS
$-4.57
Gross margin
61.3%
Operating margin
-10.2%
Net margin
-9.9%
FCF margin
-6.7%
ROE
-54.2%
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$98.6M
Long-term debt / equity
0.00×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended March 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Bark

  • Revenue fell 18.5% to $395M in FY2026, after a 1.2% decline the year before.
  • Operating margin is -10.2% in FY2026, +8.4 pp against -18.6% in FY2022.
  • Most recent quarter Q1 FY2027: revenue $79M, down 23.4% from Q1 FY2026.
  • Free cash flow was negative $27M in FY2026.
  • Net loss widened to $39M in FY2026, from $33M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Bark’s fundamentals sit among the 403 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin61.3%
89th percentile of 275
Operating margin-10.2%
13th percentile of 348
Net margin-9.9%
15th percentile of 377
FCF margin-6.7%
9th percentile of 351
Revenue growth (YoY)-18.5%
8th percentile of 394
ROE-54.2%
11th percentile of 343
Long-term debt / equity0.00×
1st percentile of 234
Short interest7.04d
80th percentile of 401

Bark’s long-term debt to equity of 0.00 ranks in the 1st percentile of the 234 Consumer Discretionary companies reporting it. Bark’s revenue growth of -18.5% ranks in the 8th percentile of the 394 Consumer Discretionary companies reporting it. Bark’s FCF margin of -6.7% ranks in the 9th percentile of the 351 Consumer Discretionary companies reporting it.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 4 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+4 quant / multi-strat
Initiated / added
4
4 new, 0 added
Reduced / exited
0
0 trimmed, 0 exited
Combined position
$2.1M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$924,28892.6KNew
Millennium ManagementquantQ2 2026$462,08446.3KNew
Citadel AdvisorsquantQ2 2026$394,60939.5KNew
Point72 Asset ManagementquantQ2 2026$297,84329.8KNew

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
481.5K
settled 2026-08-14
Change vs prior
-12.7%
vs previous settlement
Days to cover
7.04
at avg daily volume
Avg daily volume
68.4K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-14481.5K-12.7%7.04
2026-07-31551.3K-3.3%13.23
2026-07-15570.3K-5.0%10.04
2026-06-30600.4K-18.1%3.71
2026-06-15733.0K+8.5%6.27
2026-05-29675.3K-2.6%12.79
2026-05-15693.4K-8.3%16.67
2026-04-30756.1K-2.3%12.89

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$394.8M$484.2M$490.2M$535.3M$507.4M
Gross profit$241.9M$302.0M$302.2M$308.1M$282.1M
Operating income$-40.2M$-35.1M$-45.5M$-63.8M$-94.2M
Net income$-39.0M$-32.9M$-37.0M$-61.5M$-68.3M
Diluted EPS$-4.57$-3.77$-4.18$-7.00$-8.80

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$-23.2M$-7.1M$6.1M$4.7M$-172.3M
Capital expenditure$3.4M$6.2M$8.8M$21.3M$21.2M
Free cash flow$-26.6M$-13.2M$-2.8M$-16.6M$-193.5M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$78.8M-23.4%$745,000
Q4 FY2026$86.6M-25.0%$-12.7M
Q3 FY2026$98.4M-22.1%$-8.6M$-0.05
Q2 FY2026$107.0M-15.2%$-10.7M$-0.06
Q1 FY2026$102.9M-11.5%$-7.0M
Q4 FY2025$115.4M-5.0%$-6.1M
Q3 FY2025$126.4M1.1%$-11.5M$-0.07
Q2 FY2025$126.1M2.5%$-5.3M$-0.03

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Discretionary
SIC industryRetail-Retail Stores, NEC
Latest annual periodFY2026 (ended March 31, 2026)
Latest reported quarterQ1 FY2027 (ended June 30, 2026)
Oldest indexed filing2020
SEC CIK1819574

Selected SEC filings

10-K/A2026-07-29
View on EDGAR →
10-K2026-06-10
View on EDGAR →
10-Q2026-08-06
View on EDGAR →
10-Q2026-02-05
View on EDGAR →
8-K2026-08-24
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-07-28
View on EDGAR →
8-K2026-06-09
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.