BARK Q4 revenue falls 5% to $115.4M; Adj. EBITDA $5.2M beats guidance; Q1 outlook weak on tariffs

Bark, Inc.

Q4 revenue $115.4M (-5% YoY); DTC $100.1M (-8.5%), Commerce $15.4M (+26.5%).
Q4 net loss ($6.1M) versus ($4.9M) last year; includes $1.5M non-cash impairment.
Q4 Adj. EBITDA $5.2M, ahead of guidance $0.9-4.9M; full-year Adj. EBITDA $5.4M, first positive year.
Cash $94.0M; repurchased $10.5M of stock in Q4 at avg $1.71/share.
Q1 FY2026 guidance: rev $99-101M (vs $116.2M), Adj. EBITDA ($1M)-$1M; no FY guidance due to tariffs.

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