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Mar 31, 2023

Bark Q4 2023 Earnings Report

Reported fiscal fourth quarter and full year 2023 results.

Key Takeaways

BARK reported a 2% decrease in revenue year-over-year for the fiscal fourth quarter, but delivered fiscal year 2023 revenue of $535.3 million, a 5.5% increase year-over-year. The company saw improvements in gross margin and reduced its net loss compared to the previous year, and was free cash flow positive for the second quarter in a row.

Fiscal year 2023 revenue was $535.3 million, a 5.5% increase year-over-year.

Fiscal year 2023 consolidated gross margin increased 200 basis points to 57.6%.

Fourth quarter net cash provided by operating activities was $19.1 million, as compared to $(25.9) million in fiscal 2022.

The Company ended the quarter with $124.3 million of inventory and cash and cash equivalents of $177.9 million.

Total Revenue
$126M
Previous year: $129M
-2.2%
EPS
-$0.04
Previous year: -$0.15
-73.3%
Total Orders
3.62M
Previous year: 3.95M
-8.5%
Average Order Value
$32.1
Previous year: $29.8
+7.6%
DTC Gross Margin
58.9%
Previous year: 51.8%
+13.7%
Gross Profit
$71.8M
Previous year: $64M
+12.1%
Cash and Equivalents
$178M
Previous year: $199M
-10.8%
Free Cash Flow
$16.7M
Total Assets
$400M
Previous year: $434M
-7.8%

Bark

Bark

Bark Revenue by Segment

Forward Guidance

For the fiscal first quarter 2024, BARK expects total revenue of $121 to $123 million and Adjusted EBITDA of $(11) to $(10) million. For the fiscal full year 2024, BARK expects total revenue of flat to (5)% year-over-year and Adjusted EBITDA of $(8) million to $2 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income