Q3 2026 Bark Inc Earnings Call Transcript

Feb 5, 2026 / 09:30 PM GMT

Release Date Price: $16.32 (-2.65%)

Transcript 10-Q8-K

Key Points

Positve

BARK Inc (BARK) reported an adjusted EBITDA of $1.6 million, consistent with last year and within their guidance range.
The company generated $1.6 million of positive free cash flow, aided by inventory normalization.
BARK Inc (BARK) achieved a consolidated gross margin of 62.5%, with improvements in both direct-to-consumer and commerce segments.
The average order value reached $31.41, marking the strongest quarter in nearly two years.
The transition of last-mile delivery to Amazon is expected to reduce shipping costs and improve delivery speed.

Negative

Total revenue of $98.4 million came in below guidance, partly due to a deliberate reduction in marketing spend.
Marketing expenses were reduced by approximately $11 million compared to the third quarter last year, impacting revenue growth.
The subscriber base has been shrinking over time, pressuring direct-to-consumer revenue.
Commerce segment revenue was $18.8 million, roughly $1.5 million below last year, partly due to timing shifts.
The company ended the quarter with $22 million in cash, following the repayment of a $45 million convertible note, indicating a significant cash outflow.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BARK.N - Bark Inc
Q3 2026 Bark Inc Earnings Call
Feb 05, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today.

At this time, I would like to welcome everyone to the BC 3rd quarter fiscal year 2026 earnings conference call.

All lines have been placed on mute to prevent any background noise.

Please note that there will be no question-and-answer session on today's call. The call will conclude following the company's prepared remarks.

Thank you. And I would now like to turn the conference over to Mike Muis, Vice President of Investor relations and FPNA. You may begin.

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Unidentified_2 [2]
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