earnings
confidence high
sentiment negative
materiality 0.70
BARK beats Q2 revenue guidance, repays $42.9M notes, net loss widens to $10.7M
Bark, Inc.
2026-Q2 EPS reported
-$0.10
revenue$209,831,000
- Revenue $107.0M above guidance $102-105M; Commerce up 5.6% to $24.8M, BARK Air up 138% to $3.6M.
- Net loss $(10.7)M vs $(5.3)M last year; Adjusted EBITDA $(1.4)M vs $3.5M last year, within guidance.
- On Nov 6 repaid $42.9M convertible notes plus $2.2M interest, making BARK debt-free; extended $35M credit line.
- Q3 FY2026 guidance: revenue $101-104M, Adjusted EBITDA $(5)M to $(1)M; no full-year guide due to tariffs.
- Gross margin 57.9% vs 60.4% on higher Commerce/Air mix and input costs.