BARK Inc Class A ( (BARK) ) has released its Q3 earnings. Here is a breakdown of the information BARK Inc Class A presented to its investors.
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BARK, Inc., a leading global omnichannel dog brand, is committed to making dogs happy through a variety of products and services, including playstyle-specific toys, treats, and dog-first experiences. Based in New York, BARK operates in the pet industry, offering themed toys and treats subscriptions and collaborating with major retail partners like Target and Amazon.
In its fiscal third quarter of 2025, BARK reported a total revenue of $126.4 million, surpassing its guidance range. The company experienced a significant increase in commerce revenue by 43.5% year-over-year, though it faced a net loss of $11.5 million, slightly higher than the previous year. Despite this, BARK achieved a $4.9 million improvement in Adjusted EBITDA compared to last year, reflecting positive operational adjustments.
Key financial metrics highlight BARK’s strong commerce revenue growth, fueled by new partnerships and expanded product offerings, which contributed to a gross margin of 62.7%. The company saw a 4.3% year-over-year decrease in direct-to-consumer revenue, attributed to a reduction in total orders. Meanwhile, BARK managed to reduce general and administrative expenses by decreasing headcount, despite increased advertising and marketing costs due to an 11% rise in new subscriptions.
The company’s cash position remains robust, with $115.3 million in cash and cash equivalents. BARK’s inventory increased to $90.4 million, anticipating stronger sales in fiscal 2026. Looking forward, BARK aims to achieve a positive Adjusted EBITDA for the first full year, reaffirming its revenue guidance of $490 million to $500 million for fiscal 2025, reflecting a modest growth forecast.
BARK’s management is optimistic about the future, focusing on sustainable growth and long-term value creation. With a foundation of strong leadership and strategic initiatives, the company is poised to continue delivering positive financial results while expanding its reach in the pet industry.
