earnings
confidence high
sentiment positive
materiality 0.70
BARK beats Q3 revenue guidance, revenue $126.4M (+1.1% YoY); Adj EBITDA $(1.6)M improves $4.9M YoY
Bark, Inc.
2025-Q3 EPS
reported -$0.15
vs consensus -$0.31
▲ beat
(+51.0%)
- Revenue $126.4M above $123-126M guidance; commerce revenue up 43.5% to $20.3M.
- Gross margin expanded 90 bps to 62.7%; net loss $(11.5)M vs $(10.1)M last year on debt extinguishment gain.
- Adj EBITDA $(1.6)M, within $(3)M to $0M guidance; tenth consecutive YoY improvement.
- FY2025 guidance reaffirmed: revenue $490-500M, adj EBITDA $1-5M; Q4 adj EBITDA guided $0.9-4.9M.
- Cash $115.3M; repurchased $2.8M shares in quarter at avg $1.69.