Bark (BARK) Q1 Revenue Falls 11.5%
Bark (NYSE:BARK), the dog-centric consumer products and services company best known for its BarkBox subscription boxes, released its first quarter fiscal 2026 results on August 7, 2025. The key news was a significant revenue shortfall compared to Wall Street estimates, with GAAP total revenue of $102.9 million versus the analyst estimate of $107.18 million, with reported GAAP revenue of $102.9 million against the $107.18 million consensus, an 11.5% decline from the prior year period. Despite the revenue miss, Bark managed a notable profit improvement, with adjusted EBITDA swinging to a positive $0.1 million from a $(1.8) million loss last year. The quarter reflects Bark’s ongoing push for profitability amid persistent top-line pressure and supply chain headwinds, all while the company continues its shift toward new channels and product categories. Overall, the period showcased margin improvement and disciplined cost control, but lingering questions remain about sluggish core growth and rising inventories.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q4 2025 earnings report.
Bark is a pet-focused company offering subscription boxes, toys, treats, and services such as BARK Air, an airline service for dogs and their owners. Its core business has historically been direct-to-consumer subscription products, including the BarkBox and Super Chewer lines featuring monthly assortments of dog toys and treats shipped to customers’ doors.
Source Fool.com
