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.
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.
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