CoverageForm 410-K10-Q8-K13D13G13F

BARK · Bark, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · BARK

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Revenue$98.45M$106.97M$102.86M$116.21M$126.45M$126.11M$120.59M$125.08M$123.04M-
Cost of Revenue$36.88M$45.01M$38.78M$42.95M$47.19M$47.39M$47.55M$47.83M$47.39M-
Gross Profit$61.56M$61.96M$64.08M$73.27M$79.26M$76.11M$73.04M$77.24M$75.64M-
R&D----------
SG&A$54.48M$57.22M$57.25M$63.43M$64.14M$63.14M$69.42M$66.12M$68.93M-
Total Operating Expenses$70.55M$72.62M$72.43M$83.86M$91.50M$81.81M$87.04M$91.21M$86.74M-
D&A--$2.52M$2.88M--$2.87M---
Operating Income($8.98M)($10.66M)($8.35M)($10.59M)($12.24M)($5.70M)($14.00M)($13.97M)($11.10M)-
Interest Expense$569.0K$559.0K$709.0K$711.0K$677.0K$687.0K($758.0K)$902.0K$1.37M-
Income Tax$0$0$0$0$0$0$0$0$0-
Net Income($8.65M)($10.67M)($7.03M)($10.04M)($11.51M)($5.26M)($11.66M)($10.11M)($10.34M)-
EPS - Basic($1.00)($1.20)($0.80)($1.20)($1.40)($0.60)($1.40)($1.20)($1.20)-
EPS - Diluted($1.00)($1.20)($0.80)($1.20)($1.40)($0.60)($1.40)($1.20)($1.20)-

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Cash & Equivalents$21.68M$63.43M$84.67M$94.02M$115.26M$115.24M$125.50M$131.28M$160.54M$177.91M
Accounts Receivable$12.13M$16.92M$7.42M$9.45M$11.41M$16.90M$7.70M$6.46M$12.39M$6.55M
Inventory$91.36M$101.02M$98.12M$88.13M$90.36M$88.44M$84.18M$98.47M$109.39M$124.34M
Accounts Payable$22.44M$32.90M$21.50M$20.36M$27.09M$33.70M$13.74M$25.59M$26.09M$34.37M
Current Assets$137.88M$193.94M$201.69M$201.64M$229.41M$231.65M$221.75M$240.64M$286.62M$312.35M
Total Assets$188.67M$247.98M$259.95M$260.63M$292.19M$301.57M$298.59M$320.63M$368.99M$400.42M
Current Liabilities$74.36M$127.30M$130.49M$124.04M$140.53M$95.89M$75.48M$90.98M$85.96M$99.60M
Long-term Debt$0--$0$0$40.13M$39.93M$39.83M$81.59M$81.22M
Total Liabilities$107.42M$161.51M$165.98M$161.11M$179.15M$178.02M$159.21M$176.28M$218.04M$229.88M
Stockholders' Equity$81.25M$86.47M$93.97M$99.53M$113.04M$123.56M$139.38M$144.35M$150.95M$170.54M
Retained Earnings($406.22M)($397.48M)($386.85M)($379.77M)($373.67M)($362.18M)($346.82M)($341.96M)($331.78M)($309.83M)

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Operating Cash Flow--($5.44M)$1.79M--($10.74M)---
Investing Cash Flow--($708.0K)($2.04M)--($2.97M)---
Financing Cash Flow--($2.13M)($4.30M)--($221.0K)---
CapEx--$708.0K$2.04M--$2.97M---
Free Cash Flow--($6.15M)($251.0K)--($13.71M)---

Ratios

MetricQ3 '26Q2 '26Q1 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Profitability
Gross margin62.5%57.9%62.3%63.0%62.7%60.4%60.6%61.8%61.5%-
Operating margin-9.1%-10.0%-8.1%-9.1%-9.7%-4.5%-11.6%-11.2%-9.0%-
EBITDA margin---5.7%-6.6%---9.2%---
Net margin-8.8%-10.0%-6.8%-8.6%-9.1%-4.2%-9.7%-8.1%-8.4%-
Free cash flow margin---6.0%-0.2%---11.4%---
FCF / Net income--0.870.03--1.18---
R&D / Revenue----------
SG&A / Revenue55.3%53.5%55.7%54.6%50.7%50.1%57.6%52.9%56.0%-
Effective tax rate----------
Return on assets-4.6%-4.3%-2.7%-3.9%-3.9%-1.7%-3.9%-3.2%-2.8%-
Return on equity-10.6%-12.3%-7.5%-10.1%-10.2%-4.3%-8.4%-7.0%-6.8%-
Return on invested capital-8.7%---8.4%-8.6%-2.7%-6.2%-6.0%-3.8%-
Liquidity
Current ratio1.851.521.551.631.632.422.942.653.333.14
Quick ratio0.630.730.790.920.991.491.821.562.061.89
Cash ratio0.290.500.650.760.821.201.661.441.871.79
Leverage
Debt / Equity0.00--0.000.000.320.290.280.540.48
Debt / Assets0.00--0.000.000.130.130.120.220.20
Debt / EBITDA----------
Interest coverage-15.8x-19.1x-11.8x-14.9x-18.1x-8.3x18.5x-15.5x-8.1x-
Equity multiplier2.322.872.772.622.582.442.142.222.442.35
Liabilities / Assets0.570.650.640.620.610.590.530.550.590.57
Efficiency
Asset turnover0.520.430.400.450.430.420.400.390.33-
Inventory turnover0.400.450.400.490.520.540.560.490.43-
Days sales outstanding45d58d26d30d33d49d23d19d37d-
Days inventory outstanding904d819d923d749d699d681d646d751d842d-
Days payable outstanding222d267d202d173d210d260d105d195d201d-
Cash conversion cycle727d610d747d606d522d470d564d575d678d-
Valuation
P / E----------
P / B25.6x32.8x31.7x49.0x57.2x46.2x31.6x19.6x28.1x-
P / S21.1x26.5x29.0x42.0x51.1x45.3x36.5x22.6x34.5x-
EV / EBITDA----------
Growth
Revenue growth (YoY)-22.1%-15.2%-11.5%-3.6%1.1%2.5%--6.9%-14.4%-
Revenue CAGR (3y)-9.8%-9.4%--4.0%6.3%1.6%----
Revenue CAGR (5y)----------
Gross profit growth (YoY)-22.3%-18.6%-12.5%0.3%2.6%0.6%--3.7%-5.8%-
Operating income growth (YoY)26.6%-87.1%21.1%24.4%12.3%48.7%-35.8%-21.4%-
Net income growth (YoY)24.9%-102.8%30.0%13.9%-13.9%49.1%-52.5%2.8%-
EPS growth (YoY)28.6%-100.0%33.3%14.3%-16.7%50.0%--900.0%-1900.0%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)---2349.4%98.2%------
FCF CAGR (5y)----------
Book value growth (YoY)-28.1%-30.0%-5.6%-28.6%-21.7%-18.1%-18.3%-20.7%-24.6%-17.3%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-03-31.

Business segments

$484.18M total
Direct To Consumer Segment$415.84M · 85.9%
Commerce Segment$68.34M · 14.1%

Product / service

$415.84M total
Toys And Accessories$262.31M · 63.1%
Consumables$147.68M · 35.5%
Product And Service Other$5.85M · 1.4%

Peer comparison

Same SIC group: Retail-Retail Stores, NEC

CompanyRevenue (last FY)Net marginROE
RENT$329.80M6.9%-62.6%
WOOF$5.96B0.2%0.8%
FLWS$1.69B-11.9%-74.5%
BBWI$7.29B8.9%-50.7%
LESL$1.24B-19.1%58.1%

Comparing Bark against the 5 most active filers in the same SIC group.