BARK, Inc. (BARK) Stock

BARK, Inc. (BARK) is a Consumer Discretionary stock trading at $10.01 (as of 2026-08-20), with a market capitalization of $90.42M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

BARK, Inc. provides dog-focused products, services, and content, operating through Direct to Consumer and Commerce. It offers subscription box offerings and brand-specific lines covering toys and treats, personalized food and supplements, wellness products, and home items such as beds, bowls, collars, and leashes, selling via its websites and through other online and retail channels.

Understand BARK, Inc.: how it makes money

BARK, Inc. sells dog-centric subscription services and related products, including monthly themed toy and treat boxes and personalized dog food and supplements, and it also generates commerce sales through its Direct to Consumer and Commerce segments.

Profitability in BARK's model is structurally driven by monthly subscription economics, where adding new subscriptions and keeping Average Monthly Subscription Shipment Churn Rate low determine how much recurring box and consumables demand persists.

Revenue by segment (latest quarter)
DTC$0.1B
Commerce$0.0B

Business quality (Weak): The business shows strong gross profitability (gross margin 62.5%), but it is not translating that into operating profit (operating margin -9.1%), so operating execution and subscription economics matter as much as product appeal.

Bull case

  • Subscription retention is measurable and relatively low churn: Average Monthly Subscription Shipment Churn Rate is 2.5% (lower churn supports longer recurring revenue streams tied to monthly boxes and related products).
  • Product and customer sentiment appears strong: Five-Star Review Rate is 99% and retail presence includes many locations (Retail Locations Where Brand Products Are Sold: 50000).

Bear case

  • Operating losses indicate costs exceed what gross profit is generating: Operating margin is -9.1% for the period provided, despite gross margin of 62.5%.
  • Growth and revenue durability likely depend on subscription net adds: New Subscriptions Added is 218000, and subscription churn (Average Monthly Subscription Shipment Churn Rate: 2.5%) is a key variable, so deterioration in either can pressure recurring demand.
Valuation — source: SEC EDGAR (first-party)
Price$10.01
Market Cap$90.42M
Price / Book1.19
Price / Sales0.24
FCF Yield-26.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$394.84M
Net Margin-9.9%
Revenue Growth (YoY)-23.4%
EPS Growth (YoY)-300.0%
FCF Growth (YoY)-40.6%
Financial Health — source: SEC EDGAR
Altman Z-Score-0.96 (distress)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderTIFF ADVISORY SERVICES, LLC ($7.14M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOMatt Meeker
Employees708
CountryUS
IPO Date2020-12-18

Related Companies (Business model: Brick-and-Mortar Retail (incl. Omnichannel); 8 closest by market cap; US-domiciled)

  • Sally Beauty Holdings, Inc. (SBH)
  • Petco Health and Wellness Company, Inc. (WOOF)
  • Titan Machinery Inc. (TITN)
  • Star Group, L.P. (SGU)
  • Newegg Commerce, Inc. (NEGG)
  • 1-800-FLOWERS.COM, Inc. (FLWS)
  • Rent the Runway, Inc. (RENT)
  • Leslie's, Inc. (LESL)
BARK earnings history · BARK institutional & insider holders · BARK KPIs & operating metrics · BARK financials · BARK investor presentations & press releases · BARK SEC filings · BARK peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.