Filing Flows › Bark (BARK) › Q2 FY27 › vs Q2 FY26
Bark (BARK) Q2 FY27 vs Q2 FY26 (year over year)
Bark's revenue fell $19.4M (-18%) from $107M in Q2 FY26 to $87.6M in Q2 FY27. The biggest changes: Direct to Consumer −$20.3M (-25%); Commerce +$893K (+4%).
Bark, Q2 FY27: revenue $87.6M (-18% year over year), operating margin -5.9%, net loss $3.8M, operating cash flow $4.7M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q2 FY27 | Q2 FY26 | Change | |
|---|---|---|---|
| Free cash flow margin | 5.3% | -18.6% | +23.9 pts |
Every line
| Line | Q2 FY27 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Direct to Consumer | $61.8M | $82.1M | −$20.3M | -25% |
| Commerce | $25.7M | $24.8M | $893K | +4% |
| Revenue | $87.6M | $107M | −$19.4M | -18% |
| Other income, net | $1.3M | −$13K | $1.3M | — |
| Net loss | $3.8M | $10.7M | −$6.8M | -64% |
| Costs & expenses | $92.7M | $118M | −$24.9M | -21% |
| Operating costs | $92.7M | $118M | −$24.9M | -21% |
| Cost of revenue | $36.0M | $45.0M | −$9.0M | -20% |
| Sales & marketing | $10.4M | $15.4M | −$5.0M | -33% |
| General & admin | $46.4M | $57.2M | −$10.9M | -19% |
| Operating cash sources | $8.5M | −$7.4M | $15.9M | — |
| Depreciation & amortization | $1.6M | $2.6M | −$936K | -36% |
| Share-based compensation | $2.1M | $3.7M | −$1.6M | -43% |
| Working capital & other | $4.8M | −$13.7M | $18.5M | — |
| Net loss absorbed | $3.8M | $10.7M | −$6.8M | -64% |
| Operating cash flow | $4.7M | −$18.1M | $22.8M | — |
| Free cash flow (OCF − capex) | $4.6M | −$19.9M | $24.5M | — |
| Capital expenditures | $73K | $1.9M | −$1.8M | -96% |
Questions
How much did Bark's revenue grow year over year in Q2 FY27?
Bark's revenue fell $19.4M (-18%) from $107M in Q2 FY26 to $87.6M in Q2 FY27.
What drove Bark's revenue change in Q2 FY27?
Direct to Consumer −$20.3M (-25%); Commerce +$893K (+4%).