secwatch.observer — SEC 8-K summary
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Issuer:     Bark, Inc. (BARK)
CIK:        0001819574
Form:       8-K
Filed at:   2025-11-10T23:59:59+00:00
Accession:  0001819574-25-000045
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

BARK beats Q2 revenue guidance, repays $42.9M notes, net loss widens to $10.7M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1819574/000181957425000045/0001819574-25-000045-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1819574/000181957425000045/bark-20251110.htm
  HTML page:      https://secwatch.observer/filing/0001819574-25-000045

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