secwatch.observer — SEC 8-K summary
======================================

Issuer:     Bark, Inc. (BARK)
CIK:        0001819574
Form:       8-K
Filed at:   2025-06-04T23:59:59+00:00
Accession:  0001819574-25-000022
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1819574/000181957425000022/0001819574-25-000022-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1819574/000181957425000022/bark-20250604.htm
  HTML page:      https://secwatch.observer/filing/0001819574-25-000022

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer