secwatch.observer — SEC 8-K summary
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Issuer:     Bark, Inc. (BARK)
CIK:        0001819574
Form:       8-K
Filed at:   2025-08-07T23:59:59+00:00
Accession:  0001819574-25-000038
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

BARK reports Q1 FY2026 revenue of $102.9M, ahead of guidance; adjusted EBITDA turns positive at $0.1M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1819574/000181957425000038/0001819574-25-000038-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1819574/000181957425000038/bark-8xkearningsq1fy26.htm
  HTML page:      https://secwatch.observer/filing/0001819574-25-000038

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