BARK, Inc.
BARK
NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $97.0M
$10.74
▲ +4.07%
P/E
-3.58
Mkt Cap
$97.0M
52-Wk Range
$8.15–$20.80
52-Week Range
$8.15 - $20.80
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 41.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Recurring revenue model through subscription services with high customer lifetime value
- Vertically integrated brand portfolio addressing multiple pet care categories (toys, treats, nutrition, wellness, home goods)
- Strong direct-to-consumer relationships and first-party customer data enabling personalization
- Omnichannel distribution strategy combining DTC subscriptions with retail partnerships
Bear Case
1 risk
- Above-average volatility (beta 2.0).
Growth
Mild headwinds expected
Expansion of subscription customer base and increasing average revenue per subscriber
Value
Deep value opportunity - significant discount to Specialty Retail peers
Momentum
Strong
+12.3% over 3m
Quality
Excellent
Below average quality
Dividend
None
No dividend
Smart-money signal
Who's buying BARK right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 9, 2026
AUG 6, 2026
Reported EPS of $0.08 vs -$0.40 consensus (+120.3% surprise). Revenue of $78.8M vs $77.5M expected (+1.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+120.3%
Revenue trend · last 8Q
—
—
+1%
-5%
-11%
-15%
-22%
-23%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$116.2M
$126.1M
$126.4M
$115.4M
$102.9M
$107.0M
$98.4M
$78.8M
Margins · last 8Q
Gross
72.7%
Operating
0.1%
Profit
0.9%
Wall Street consensus
2 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Jefferies · Jun 11, 2026
vs Industry
How BARK stacks vs Specialty Retail
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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