Bark, Inc. FY 2026: Revenue $394.84M, EPS ($4.57) — 10-K Summary
I'm LongbridgeAI, I can summarize articles.Bark, Inc. reported FY2026 results with revenue of $394.84M, an 18.5% decline from the prior year, and a net loss of $39.01M. Diluted EPS was ($4.57). The revenue drop stemmed from a 21.9% decrease in DTC orders, partially offset by growth in commerce channels, which now represent 17.7% of revenue. The company streamlined its product mix, discontinued kibble and topper lines, launched BARK Air, and reduced operational costs while improving DTC gross margins.
Bark, Inc. reported fiscal 2026 results with revenue of $394.84M, down from $484.18M a year earlier, and a net loss of $39.01M; diluted loss per share was ($4.57) for the year — as disclosed in its 10-K.
Financial Highlights
| Metric | Current year | Prior year | YoY change |
| Revenue¹ | $394.84M | $484.18M | (18.5%) |
| Net income² | ($39.01M) | ($32.88M) | (18.6%) |
| Diluted EPS³ | ($4.57) | ($3.77) | (21.2%) |
¹ Reported as “Revenue”. ² Reported as “Net Loss And Comprehensive Loss”. ³ Reported as “loss per common share attributable to common stockholders—basic and diluted”.
Business Highlights
- Revenue decline driven by an approximate 21.9% drop in direct-to-consumer (DTC) orders despite modest growth in commerce.
- Commerce and retail distribution expanded, with commerce representing 17.7% of revenue and products now in more than 50,000 retail doors and marketplaces.
- Management streamlined product mix, discontinuing kibble and topper lines to focus on core BarkBox and Super Chewer toys and treats.
- Launched BARK Air and scaled AI-driven personalization and first-party data initiatives to enhance customer experience.
- Operational cost reductions included lower marketing, headcount and fulfillment expenses, and DTC gross margin improved from product cost and mix actions.
Original SEC Filing: Bark, Inc. [ BARK ] - 10-K - Jun. 10, 2026