By Mill Chart
Last update: Aug 7, 2025
BARK Inc (NYSE:BARK) reported mixed results for its fiscal first quarter of 2026, with revenue exceeding expectations but earnings per share (EPS) falling short of analyst estimates. The company posted revenue of $102.9 million, down 11.5% year-over-year but slightly above the consensus estimate of $101.6 million. Meanwhile, the net loss of $7.0 million translated to an EPS of -$0.02, missing the estimated -$0.0153.
Following the earnings release, BARK shares saw a pre-market surge of ~4.18%, suggesting investor optimism despite the EPS miss. This reaction may be attributed to the company’s better-than-expected revenue performance and progress in profitability improvements, including reduced net losses and positive Adjusted EBITDA. However, the stock has declined ~5.45% over the past week and ~22.31% over the past two weeks, reflecting broader market volatility and potential concerns over declining total revenue.
CEO Matt Meeker emphasized the company’s focus on profitability and diversification beyond subscription boxes, noting strong growth in the Commerce segment (including retail partnerships with Costco, Amazon, and Chewy) and BARK Air surpassing $2M in revenue.
For Q2 FY2026, BARK provided guidance of:
The lack of full-year guidance due to tariff-related uncertainties may weigh on investor sentiment, though management remains committed to long-term strategic initiatives.
While BARK’s revenue outperformed expectations, the EPS miss and cautious near-term outlook highlight ongoing challenges. Investors appear cautiously optimistic, balancing the company’s margin improvements against macroeconomic headwinds.
For more detailed earnings estimates and historical performance, view the full earnings analysis here.
Disclaimer: This article is for informational purposes only and does not constitute investment advice.
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