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Dec 31, 2023

Bark Q3 2024 Earnings Report

Reported strong customer acquisition, surpassed revenue guidance, improved gross margin, and cut Adjusted EBITDA loss in half.

Key Takeaways

BARK, Inc. reported Q3 2024 results with total revenue of $125.1 million, a gross margin of 61.8%, and a net loss improvement of 52.5% to $(10.1) million. The company generated $13.3 million in free cash flow and expects to be Adjusted EBITDA positive in Q4 2024.

Total revenue was $125.1 million, ahead of guidance but a 6.9% decrease year-over-year.

Gross margin increased by 210 basis points year-over-year to 61.8%.

Net loss improved 52.5% year-over-year to $(10.1) million.

Free cash flow was $13.3 million.

Total Revenue
$125M
Previous year: $134M
-6.9%
EPS
-$0.05
Previous year: -$0.09
-44.4%
Total Orders
3.5K
Average Order Value
$31.7
Previous year: $33.1
-4.4%
DTC Gross Margin
63.8%
Gross Profit
$77.2M
Previous year: $80.2M
-3.7%
Cash and Equivalents
$131M
Previous year: $164M
-20.0%
Free Cash Flow
$13.3M
Previous year: $331K
+3918.1%
Total Assets
$321M
Previous year: $407M
-21.3%

Bark

Bark

Bark Revenue by Segment

Forward Guidance

For the fiscal fourth quarter 2024, the Company expects total revenue of $118.4 to $123.8 million and Adjusted EBITDA of $1.0 million to $3.0 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income