BARK (NYSE:BARK – Get Free Report) issued its quarterly earnings data on Tuesday. The company reported $0.07 earnings per share for the quarter, topping the consensus estimate of ($0.35) by $0.42, FiscalAI reports. BARK had a negative net margin of 7.65% and a negative return on equity of 25.73%. The business had revenue of $86.57 million during the quarter, compared to analysts’ expectations of $96.30 million. During the same quarter in the previous year, the company earned $0.01 EPS.
Here are the key takeaways from BARK’s conference call:
- BARK delivered its second consecutive year of positive Adjusted EBITDA, with full-year Adjusted EBITDA of about $0.2 million, and management expects another profitable year in fiscal 2027.
- Full-year revenue fell to $394.8 million as the company intentionally cut marketing and promotions by more than $24 million to prioritize margin durability over near-term growth.
- The company highlighted improving business quality, including higher retention rates, stronger average order values, and a D2C gross margin of 68%, up more than 200 basis points year over year.
- Management sees Commerce and BARK Air as important diversification drivers, with Commerce expected to approach nearly one quarter of FY2027 revenue and the two businesses combined to exceed $100 million.
- The board authorized a up to $40 million share repurchase program, and the company ended the year debt-free with $19 million of cash, signaling confidence in the balance sheet and free cash flow outlook.
BARK Trading Up 1.7%
Shares of NYSE:BARK opened at $10.04 on Thursday. The firm has a 50 day moving average of $9.39 and a 200-day moving average of $12.86. The stock has a market capitalization of $86.75 million, a PE ratio of -2.79 and a beta of 1.93. BARK has a 12 month low of $8.15 and a 12 month high of $22.60.
Key BARK News
- Positive Sentiment: BARK reported adjusted quarterly EPS of $0.07, beating analysts’ expectations of a loss, and management authorized a new $40 million share repurchase program, which can support shareholder value. BARK Reports Fiscal Fourth Quarter and Full Year 2026 Results
- Positive Sentiment: The company said it expects adjusted EBITDA of $7 million to $10 million in fiscal 2027, pointing to a path toward better operating performance. BARK forecasts $7M-$10M adjusted EBITDA in FY 2027 as it authorizes a $40M share repurchase
- Neutral Sentiment: Earnings call coverage highlighted BARK’s effort to navigate toward profitability, but also noted ongoing revenue pressure and a strategic tradeoff between growth and margins. BARK Inc (BARK) Q4 2026 Earnings Call Highlights: Navigating Profitability Amid Revenue Challenges
- Negative Sentiment: Revenue fell 25% year over year to $86.6 million, and management said the decline reflected a deliberate reduction in marketing investment, which raises concerns about slower customer growth. BARK Reports Fiscal Fourth Quarter and Full Year 2026 Results
- Negative Sentiment: Updated fiscal 2027 and first-quarter 2027 revenue guidance was well below consensus, signaling a softer top-line outlook and likely pressuring the stock. BARK forecasts $7M-$10M adjusted EBITDA in FY 2027 as it authorizes a $40M share repurchase
Analyst Upgrades and Downgrades
Several brokerages have weighed in on BARK. Canaccord Genuity Group dropped their price objective on shares of BARK from $30.00 to $15.00 and set a “hold” rating for the company in a research note on Thursday, April 2nd. Wall Street Zen upgraded shares of BARK from a “sell” rating to a “hold” rating in a research note on Saturday, June 6th. Lake Street Capital set a $12.00 price objective on shares of BARK and gave the stock a “buy” rating in a research note on Wednesday. Finally, Weiss Ratings cut shares of BARK from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $13.50.
Check Out Our Latest Research Report on BARK
Hedge Funds Weigh In On BARK
Hedge funds and other institutional investors have recently made changes to their positions in the company. Brevan Howard Capital Management LP acquired a new position in shares of BARK in the 2nd quarter valued at approximately $32,000. NewEdge Advisors LLC acquired a new position in BARK during the 1st quarter worth approximately $65,000. BNP Paribas Financial Markets increased its position in BARK by 323.4% during the 3rd quarter. BNP Paribas Financial Markets now owns 50,438 shares of the company’s stock worth $42,000 after purchasing an additional 38,526 shares in the last quarter. Cerity Partners LLC increased its position in BARK by 58.1% during the 2nd quarter. Cerity Partners LLC now owns 55,405 shares of the company’s stock worth $49,000 after purchasing an additional 20,359 shares in the last quarter. Finally, XTX Topco Ltd acquired a new position in BARK during the 4th quarter worth approximately $38,000. 28.76% of the stock is currently owned by institutional investors and hedge funds.
BARK Company Profile
BARK is a consumer products and services company focused on the canine market, offering a suite of subscription-based and direct‐to‐consumer offerings designed to meet the everyday needs of dogs and their owners. The company’s core business revolves around carefully curated boxes of toys, treats and chews, which are delivered monthly to subscribers through its flagship BarkBox service. Over time, BARK has expanded its reach beyond subscription, tapping into e-commerce and wholesale channels to broaden its customer base.
In addition to BarkBox, the company operates BarkShop, an online storefront that allows customers to purchase toys, grooming supplies and nutrition products on an a la carte basis.
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