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Jun 30, 2025
Bark Q1 2026 Earnings Report
Bark reported its first quarter fiscal year 2026 results, with total revenue of $102.9 million, a net loss of $(7.0) million, and positive adjusted EBITDA of $0.1 million.
Key Takeaways
BARK, Inc. delivered a solid start to fiscal year 2026, with total revenue exceeding guidance at $102.9 million, despite an 11.5% year-over-year decline. The company significantly improved its net loss to $(7.0) million and achieved positive adjusted EBITDA of $0.1 million, demonstrating progress on profitability and diversification beyond subscription boxes, particularly with strong 49.5% growth in its Commerce segment.
Total revenue for Q1 FY26 was $102.9 million, surpassing the company's guidance range.
Net loss improved by $3.0 million year-over-year, reaching $(7.0) million.
Adjusted EBITDA turned positive at $0.1 million, a $1.9 million improvement from the prior year.
Commerce revenue saw substantial growth, increasing by 49.5% to $13.7 million, driven by strong performance across key retail partners.
Revenue by Segment
Forward Guidance
For the fiscal second quarter of 2026, BARK expects total revenue to be between $102.0 million and $105.0 million, and Adjusted EBITDA to range from $(2.0) million to $2.0 million. The company is not providing full-year guidance due to ongoing uncertainty surrounding tariffs and their impact on demand and operating costs.
Positive Outlook
- Expected total revenue for Q2 FY26 is between $102.0 million and $105.0 million, indicating stable performance.
- Adjusted EBITDA is projected to be between $(2.0) million and $2.0 million, with a potential to remain positive.
- The company remains focused on executing its strategic initiatives to deliver long-term value.
- Management is actively evaluating market conditions to provide updates as the macroeconomic landscape clarifies.
- The company's focus on maintaining positive adjusted EBITDA and accelerating diversification beyond subscription boxes is expected to continue.
Challenges Ahead
- The company is not providing full-year guidance due to ongoing uncertainty.
- Uncertainty surrounding tariffs is impacting overall demand and operating costs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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