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BARK
BARK (BARK) investor relations material
BARK Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Revenue for the quarter was $98.4 million, down 22.1% year-over-year, primarily due to reduced marketing spend and fewer subscriptions, with a net loss of $8.6 million, a 24.9% improvement from the prior year period.
Adjusted EBITDA was -$1.6 million, within guidance and consistent with the prior year.
Positive free cash flow of $1.6 million as inventory levels normalized and marketing spend was reduced.
Fully repaid $45 million in 2025 Convertible Notes, resulting in a debt-free balance sheet.
Prioritized profitability and operational discipline, exiting the quarter with improved financial flexibility.
Financial highlights
Total revenue was $98.4 million, below guidance, with Commerce and BARK Air representing up to 22.5% of revenue.
Gross profit was $61.6 million, down 22.3% year-over-year; gross margin remained stable at 62.5%.
Direct-to-Consumer revenue was $79.6 million, down 25% year-over-year; Commerce revenue was $18.9 million, down 7.2%.
Direct-to-Consumer gross margin improved to 69.2% (excluding BARK Air), up 180 basis points year-over-year.
Ended the quarter with $21.7 million in cash and no outstanding debt.
Outlook and guidance
Management expects cash and cash equivalents, operating cash flow, and available credit to be sufficient to fund operations for at least the next 12 months.
Continued focus on profitability, cash conversion, disciplined investment, and ongoing inventory optimization.
No fourth quarter guidance provided due to ongoing review of preliminary non-binding proposal letters by the Board's Special Committee.
Positioned to exit fiscal 2026 stronger and more resilient.
When D2C subscriber base expected to stabilize?
BARK Air growth strategy beyond Q3?
Quantify Amazon shipping cost reduction
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Next BARK earnings date
Q4 20263 Jun, 2026
BARK
Next BARK earnings date
Q4 20263 Jun, 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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