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Bark (BARK) earnings and revenue breakdown

Latest: Q2 FY27 · 10-Q filed Nov 5, 2026 · Bark (BARK) Q2 FY27 earnings results →

Q2 FY27 Revenue down 18% year over year to $87.6M · 4¢ of every $1 of revenue lost · operating margin -5.9%

Bark made $87.6M in Q2 FY27 (-18% Y/Y): Direct to Consumer $61.8M, Commerce $25.7M. Operating margin -5.9%, net loss $3.8M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$87.6M
Year over year-18%
Operating margin-5.9%
Net earnings−$3.8M
Operating cash flow$4.7M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $87.6M in Q2 FY27, down 18% year over year and up 11% from the previous quarter. Direct to Consumer was the largest line at 71% of revenue. Direct to Consumer lost $20.3M year over year (down 25%), 105% of the total change.

Gross margin was 58.9%, up 1.0 points from Q2 FY26. Operating costs exceeded revenue by $5.2M, an operating margin of -5.9%. Operating expenses fell 22% while revenue fell 18%. The quarter ended with a net loss of $3.8M, after a profit of $745K the previous quarter. Non-operating items added $1.3M, -35% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $4.7M. Non-cash charges added back $1.6M of depreciation and amortization and $2.1M of share-based compensation. Working capital and other items added $4.8M. Capital expenditures of $73K left free cash flow of $4.6M.

Quarterly history

Bark revenue by quarterBark revenue by quarter$115MQ4 FY25$103MQ1 FY26$107MQ2 FY26$98.4MQ3 FY26$86.6MQ4 FY26$78.8MQ1 FY27$87.6MQ2 FY27
Bark net earnings by quarterBark net earnings by quarter−$6.1MQ4 FY25−$7.0MQ1 FY26−$10.7MQ2 FY26−$8.6MQ3 FY26−$12.7MQ4 FY26$745KQ1 FY27−$3.8MQ2 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 FY2710-QNov 5, 2026$87.6M-18%-5.9%−$3.8M$4.7M
Q1 FY2710-QAug 6, 2026$78.8M-23%0.1%$745K−$3.5M
Q4 FY2610-KJun 10, 2026$86.6M-25%-14.1%−$12.7M−$1.4M
Q3 FY2610-QFeb 5, 2026$98.4M-22%-9.1%−$8.6M$1.7M
Q2 FY2610-QNov 10, 2025$107M-15%-10.0%−$10.7M−$18.1M
Q1 FY2610-QAug 7, 2025$103M-12%-8.1%−$7.0M−$5.4M
Q4 FY2510-KJun 4, 2025$115M-5%-5.7%−$6.1M−$10.3M

Charts

Bark: revenue growth, year over year and quarter over quarterBark: revenue growth, year over year and quarter over quarterY/YQ/Q-5%Q4 FY25-12%-11%Q1 FY26-15%+4%Q2 FY26-22%-8%Q3 FY26-25%-12%Q4 FY26-23%-9%Q1 FY27-18%+11%Q2 FY27
Latest (Q2 FY27): Y/Y -18%, Q/Q +11%.
Bark: where the cash came from (+) and went (−), TTM to Q2 FY27Bark: where the cash came from (+) and went (−), TTM to Q2 FY27Cash drawn (+) / kept (−)$44.2MOther financing−$40.6MBuybacks−$2.3MTaxes on employees’ shares−$1.7MOperating cash flow$1.5MCapital spending−$1.0MExchange rates−$192KShares issued$53KOther investing$43KNet borrowing (+) / repaid (−)−$25K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Bark: profit against cash, quarter by quarterBark: profit against cash, quarter by quarterNet incomeOperating cash flow−$11.5M−$1.4MQ3 FY25−$6.1M−$10.3MQ4 FY25−$7.0M−$5.4MQ1 FY26−$10.7M−$18.1MQ2 FY26−$8.6M$1.7MQ3 FY26−$12.7M−$1.4MQ4 FY26$745K−$3.5MQ1 FY27−$3.8M$4.7MQ2 FY27
Latest (Q2 FY27): Net income −$3.8M, Operating cash flow $4.7M.
Bark: diluted shares by fiscal year (split-adjusted)Bark: diluted shares by fiscal year (split-adjusted)185MFY21156MFY22177MFY239MFY249MFY259MFY26
-95.4% since FY21: buybacks shrank the count; earlier years scaled for the 4-for-1 split before FY22.
Bark in its industry: growth against margin (12 companies, SIC 5990)Bark in its industry: growth against margin (12 companies, SIC 5990)revenue growth, year over year →↑ operating marginmedian +0%median 3%ULTABBWIWOOFSBHTITNLESLSGUFLWSRENTRMTGINHDBARK (-18%, -6%)
Retail-Retail Stores, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Bark

Unless otherwise expressly stated or the context otherwise requires, when we refer to “we,” “our,” “us,” “BARK,” or “the Company” in this annual report on Form 10-K, we mean BARK, Inc. and its consolidated subsidiaries. We believe that dogs and humans are better together and we aspire to be the world’s favorite dog brand. We are a team of dog-obsessed people committed to delivering personalization at scale by satisfying each dog’s distinct personality, preferences, and needs with the best products and services. Since our founding in 2011, we have happily served millions of dogs and their people.

In its own words, from its 10-K, filed Jun 10, 2026.

Bark against its Retail-Retail Stores, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -18% against the peers' median -2%. Operating margin: -5.9% against the peers' median 3.2%.

CompanyQuarterRevenueY/YOp. margin
BARK BarkQ2 FY27$87.6M-18%-5.9%
ULTA Ulta BeautyQ2 FY27$3.0B+9%12.5%
BBWI Bath & Body WorksQ2 FY27$1.5B-2%14.3%
WOOF Petco Health & Wellness CompanyQ2 FY27$1.5B0%3.2%
SBH Sally Beauty HoldingsQ3 FY26$935M+0.2%9.2%
TITN Titan MachineryQ2 FY27$496M-9%-0.5%
LESL Leslie'sQ3 FY26$458M-8%13.4%
SGU Star Group, L.P.Q3 FY26$358M+17%-9.5%
FLWS 1 800 FlowersQ1 FY27$171M-11%-27.1%

Source: Bark 10-Q on SEC EDGAR · CIK 1819574 · Retail-Retail Stores, NEC

Guidance and outlook

Bark Revenue: guidance against what was reportedBark Revenue: guidance against what was reportedguided rangereported (above / within / below)Q2 FY27$87.6MFY27Q3 FY27
Met or beat 1 of 1 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.
Bark: what its forward-looking statements are about (10-Q filed 2026-11-05)Bark: what its forward-looking statements are about (10-Q filed 2026-11-05)Other4Financing2
6 statements; tone -0.17 (−1 all cautious, +1 all confident); 2 hedged.
Bark: outlook statements against the filing beforeBark: outlook statements against the filing beforeCautious1

13F: who owns BARK and who is buying

Largest holders of BARK (13F)Largest holders of BARK (13F)IEQ Capital, LLC$3.5MShay Capital LLC$3.1MPrescott Group Capital Management…$3.0MVanguard Capital Management LLC$1.9MJane Street Group, LLC$1.0MAQR Capital Management LLC$924KBlackRock$814KGeode Capital Management, LLC$648KMillennium Management LLC$462KCitadel Advisors LLC$395K
Funds' net buying of BARK by quarter (13F)Funds' net buying of BARK by quarter (13F)$02025-06−$612025-09−$4922025-12$259K2026-03$20.0M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on BARK

History

Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results

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中文版：Bark（BARK）财报

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