--- title: "Bark | 10-Q: FY2026 Q2 Revenue Beats Estimate at USD 106.97 M" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/265170374.md" datetime: "2025-11-10T13:49:12.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/265170374.md) - [en](https://longbridge.com/en/news/265170374.md) - [zh-HK](https://longbridge.com/zh-HK/news/265170374.md) --- > 支持的语言: [English](https://longbridge.com/en/news/265170374.md) | [繁體中文](https://longbridge.com/zh-HK/news/265170374.md) # Bark | 10-Q: FY2026 Q2 Revenue Beats Estimate at USD 106.97 M Revenue: As of FY2026 Q2, the actual value is USD 106.97 M, beating the estimate of USD 103.57 M. EPS: As of FY2026 Q2, the actual value is USD -0.06, missing the estimate of USD -0.03. EBIT: As of FY2026 Q2, the actual value is USD -10.63 M. ### Direct to Consumer Segment - **Revenue**: $82.1 million for the three months ended September 30, 2025, compared to $102.6 million for the same period in 2024, a decrease of 19.9%. - **Cost of Revenue**: $30.2 million for the three months ended September 30, 2025, compared to $37.1 million for the same period in 2024, a decrease of 18.6%. - **Gross Profit**: $52.0 million for the three months ended September 30, 2025, compared to $65.5 million for the same period in 2024, a decrease of 20.7%. - **Gross Margin**: 63.3% for the three months ended September 30, 2025, compared to 63.9% for the same period in 2024. ### Commerce Segment - **Revenue**: $24.8 million for the three months ended September 30, 2025, compared to $23.5 million for the same period in 2024, an increase of 5.6%. - **Cost of Revenue**: $14.8 million for the three months ended September 30, 2025, compared to $12.9 million for the same period in 2024, an increase of 14.9%. - **Gross Profit**: $10.0 million for the three months ended September 30, 2025, compared to $10.6 million for the same period in 2024, a decrease of 5.7%. - **Gross Margin**: 40.2% for the three months ended September 30, 2025, compared to 45.0% for the same period in 2024. ### Consolidated Financial Metrics - **Total Revenue**: $107.0 million for the three months ended September 30, 2025, compared to $126.1 million for the same period in 2024, a decrease of 15.2%. - **Total Cost of Revenue**: $45.0 million for the three months ended September 30, 2025, compared to $50.0 million for the same period in 2024, a decrease of 10.0%. - **Total Gross Profit**: $62.0 million for the three months ended September 30, 2025, compared to $76.1 million for the same period in 2024, a decrease of 18.6%. - **Total Gross Margin**: 57.9% for the three months ended September 30, 2025, compared to 60.4% for the same period in 2024. ### Operational Metrics - **Net Loss**: $10.7 million for the three months ended September 30, 2025, compared to $5.3 million for the same period in 2024. - **General and Administrative Expenses**: $57.2 million for the three months ended September 30, 2025, compared to $63.1 million for the same period in 2024, a decrease of 9.4%. - **Advertising and Marketing Expenses**: $15.4 million for the three months ended September 30, 2025, compared to $18.7 million for the same period in 2024, a decrease of 17.5%. ### Cash Flow - **Net Cash Used in Operating Activities**: $23.5 million for the six months ended September 30, 2025, compared to net cash provided by operating activities of $4.6 million for the same period in 2024. - **Net Cash Used in Investing Activities**: $2.6 million for the six months ended September 30, 2025, compared to $3.9 million for the same period in 2024. - **Net Cash Used in Financing Activities**: $2.8 million for the six months ended September 30, 2025, compared to $6.5 million for the same period in 2024. ### Future Outlook and Strategy - **Core Business Focus**: The company plans to continue investing in its core Direct to Consumer and Commerce segments, with a focus on improving product cost efficiencies and optimizing marketing spend to drive customer acquisition and retention. - **Non-Core Business**: The company is exploring new product categories and services, such as BARK Air, to diversify its revenue streams and expand its market presence. - **Priority**: Emphasis on maintaining and improving gross margins through cost management and strategic pricing initiatives, while also investing in technology and infrastructure to support long-term growth. ### 相关股票 - [Bark (BARK.US)](https://longbridge.com/zh-CN/quote/BARK.US.md) ## 相关资讯与研究 - [BARK (NYSE:BARK) Shares Scheduled to Reverse Split on Wednesday, April 1st](https://longbridge.com/zh-CN/news/280865296.md) - [Audos.com ACQUIRES NO CAP AND ANNOUNCES FIRST COHORT OF SOLOPRENEURS BUILDING MILLION-DOLLAR AI-NATIVE BUSINESSES | BARK Stock News](https://longbridge.com/zh-CN/news/280638219.md) - [Wealth First Promoters Confirm 74% Stake With No Encumbrance in FY26](https://longbridge.com/zh-CN/news/281530653.md) - [BARK Determines Not to Pursue Transaction Following Review of Previously Disclosed Proposals | BARK Stock News](https://longbridge.com/zh-CN/news/279947453.md) - [BARK Ends Strategic Review, Reaffirms Standalone Growth Strategy](https://longbridge.com/zh-CN/news/279950413.md)