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BARK (BARK) investor relations material
BARK Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary10 Nov, 2025
Executive summary
Q2 FY26 revenue was $107 million, exceeding guidance but down 15.2% year-over-year due to a decline in Direct to Consumer sales and fewer subscriptions.
Net loss widened to $10.7 million from $5.3 million year-over-year, reflecting lower revenue and gross profit.
The company fully repaid its $45 million convertible note in cash by November 2025, becoming debt-free, and extended its $35 million credit line for added flexibility.
Commerce revenue grew 5.6% to $24.8 million, and BARK Air revenue surged 138% to $3.6 million.
Maintained bottom-line discipline with adjusted EBITDA at negative $1.4 million, within guidance.
Financial highlights
Gross profit was $62 million, down 18.6% year-over-year; gross margin declined to 57.9% from 60.4% due to higher input costs and customer mix.
Adjusted EBITDA was negative $1.4 million, including a $1 million incremental marketing investment.
Free cash flow for the quarter was negative $19.9 million, reflecting negative operating cash flow and capital expenditures.
Cash and cash equivalents at quarter-end were $63.4 million, with inventory at $101 million.
D2C gross margin, excluding BARK Air, improved by 80 basis points to 65.6%.
Outlook and guidance
Q3 FY26 guidance: total revenue between $101 million and $104 million, adjusted EBITDA between negative $5 million and negative $1 million.
No full-year guidance provided due to tariff and macroeconomic uncertainties.
Management expects cash, operating cash flow, and borrowing capacity to fund operations for at least the next 12 months.
Expectation to exit FY26 as a stronger, more diversified, and resilient company, with improving gross margins in H2.
Anticipates continued growth in consumables and BARK Air segments.
Capital allocation strategy for future growth?
Diversification's impact on future gross margin?
How do supply chain wins improve customer value?
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Q3 20264 Feb, 2026
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Frequently asked questions
The Original BARK Company markets and sells dog subscription services and related pet products; and subscriptions are sold via the BarkBox, Super Chewer, and BARK Eats brands through mobile applications and websites. It provides subscription boxes that include toys, treats, hygiene items, collars, leashes, beds, bowls, apparel, and grooming supplies; personalized meal plans; crates; dog apparel and accessories; crates; live training courses; behavioral training courses; doggy daycare membership plans. The company also offers health and wellness products under the BARK Bright name. The company operates in the United States.
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