earnings
confidence high
sentiment positive
materiality 0.75
BARK Q1 FY2027 revenue $78.8M (-23% YoY); net income $0.75M vs loss $7.0M
Bark, Inc.
- Revenue $78.8M, down 23.4% YoY, at high end of guidance ($77-79M).
- Net income $0.75M vs net loss $7.0M prior year; includes $7.4M tariff refunds.
- Adjusted EBITDA $0.6M, within guidance of $0-1M, up from $0.1M prior year.
- DTC revenue $66.7M (-25.2% YoY); subscriber retention improved 170 bps, AOV up $0.45.
- Q2 FY2027 guidance: revenue $83-85M, Adj. EBITDA $1-3M; full year revenue $325-340M, Adj. EBITDA $7-10M.