BARK Q3 revenue $98.4M (-22% YoY); net loss improves to $(8.6)M; no guidance due to takeover review

Bark, Inc.

2026-Q3 EPS reported -$0.15 revenue$308,277,000

Revenue $98.4M, below guidance; DTC $79.6M (-25% YoY), commerce $18.9M (-7.2%).
Net loss $(8.6)M vs $(11.5)M prior year; adjusted EBITDA $(1.6)M within guidance range.
Fully repaid $42.9M convertible notes in cash, becoming debt-free; cash balance $21.7M.
Extended $35M credit facility with Western Alliance Bank to March 2, 2026.
No Q4 guidance provided due to Special Committee review of preliminary buyout proposals.

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