earnings
confidence high
sentiment neutral
materiality 0.70
BARK reports Q1 FY2026 revenue of $102.9M, ahead of guidance; adjusted EBITDA turns positive at $0.1M
Bark, Inc.
2026-Q1 EPS reported
-$0.04
revenue$102,861,000
- Total revenue $102.9M, down 11.5% YoY but above guidance; commerce revenue up 49.5% to $13.7M.
- DTC gross margin 67.0% (+250 bps), driven by Super Chewer mix; net loss improved to $(7.0)M from $(10.0)M.
- Adjusted EBITDA $0.1M, improving $1.9M YoY; cash $84.7M after $10M inventory build and $1.8M buybacks.
- Q2 FY2026 guidance: revenue $102-105M, adjusted EBITDA $(2)-$2M; no full-year guidance due to tariff uncertainty.
- BARK Air surpassed $2M in revenue; shares repurchased $1.8M in the quarter.
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