Q4 2026 Bark Inc Earnings Call Transcript

Jun 9, 2026 / 08:30 PM GMT

Release Date Price: $9.87 (+3.24%)

Transcript 10-K

Key Points

Positve

BARK Inc (BARK) achieved a positive adjusted EBITDA of $0.2 million for the year, marking its second consecutive year of profitability.
The company successfully diversified its revenue streams, with commerce and air representing 21% of total revenue, up from 15% the previous year.
BARK Inc (BARK) maintained a healthy consolidated gross margin of 61% for the year.
The company reduced its total marketing investment by over $24 million year-over-year, focusing on bottom-line durability.
BARK Inc (BARK) ended the year with a debt-free balance sheet and $19 million in cash, positioning it well for future growth.

Negative

Total revenue for the year was $395 million, reflecting a decline due to a deliberate pullback on marketing and promotions.
The company is entering fiscal 2027 with a smaller D2C subscriber base, impacting near-term top-line growth.
Fourth quarter revenue was $86.6 million, down from $115.4 million in the prior year period.
BARK Inc (BARK) does not expect significant revenue growth in its Bark Air segment over the next year, focusing instead on improving unit economics.
The company is sunsetting certain products, such as its kibble and toppers lines, due to inadequate returns.

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

BARK.N - Bark Inc
Q4 2026 Bark Inc Earnings Call
Jun 09, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today.

At this time, I would like to welcome everyone to the BARC Fiscal Fourth Quarter and Full Year 2026 Earnings Conference Call.

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

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during that time, simply press *, then the number one on your telephone keypad.

I would now like to turn the call over to Mike Mooges, Vice President of Investor Relations. Mike, please go ahead.

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Unidentified_2 [2]
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