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BARK, Inc.

BARK, Inc.

NYSE•BARK
CEO: Mr. Matt Meeker
セクター: Consumer Cyclical
業種: Specialty Retail
上場日: 2020-12-18
BARK Inc., a dog-centric company, provides products, services, and content for dogs. It operates in two segments, Direct to Consumer and Commerce. The company serves dogs through monthly subscription services. It is also involved in the design of playstyle-specific toys, satisfying treats, personal meal plans with supplements, and dog-first experiences designed to foster health and happiness of dogs everywhere. In addition, the company offers monthly themed box of toys and treats under the BarkBox and Super Chewer names; personalized meal plans under the BARK Food name; health and wellness products under the BARK Bright name; and dog beds, bowls, collars, harnesses, and leashes under the BARK Home brand. Further, the company sells BARK Home products through BarkShop.com. Additionally, it offers custom collections through online marketplaces, and brick and mortar retailers. The company was formerly known as The Original BARK Company and changed its name to BARK, Inc. in November 2021. BARK Inc. was founded in 2011 and is headquartered in New York, New York.
連絡先情報
120 Broadway, 12th Floor, New York, NY, 10271, United States
855-501-2275
bark.co
時価総額
$134.81M
PER (TTM)
-4.1
27
配当利回り
--
52週高値
$1.97
52週安値
$0.53
52週レンジ
17%
順位55Top 80.0%
2.6
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 2.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q3 2026 データ

売上高

$98.45M+0.00%
直近4四半期の推移

EPS

-$0.05+0.00%
直近4四半期の推移

フリーCF

$1.56M+0.00%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Operating Loss Significantly Narrows Nine-month loss from operations improved 1.9% to $28.0M USD; 3-month loss narrowed 26.6% to $9.0M USD year-over-year.
Total Revenue Decreases Nine-month total revenue fell 16.4% to $308.3M USD; 3-month revenue dropped 22.1% to $98.4M USD compared to prior year.
Convertible Notes Fully Repurchased Company completed final repurchase of remaining $42.9M principal of 2025 Convertible Notes in November 2025, eliminating debt.
Ending Cash Position Cash and cash equivalents stood at $21.7M USD as of December 31, 2025, down from $94.0M USD at March 31, 2025.

リスク要因

NYSE Continued Listing Risk Received NYSE notice for non-compliance with $1.00 bid price requirement; seeking stockholder approval for reverse stock split.
Macroeconomic Spending Uncertainty Consumer discretionary spending vulnerable to inflation, rising rates, and economic uncertainty, potentially impacting revenue growth.
Supply Chain and Tariff Exposure Reliance on limited Asian manufacturers exposes operations to tariff impacts, geopolitical risks, and potential supply chain delays.
Intense Industry Competition Highly competitive dog products industry requires increased marketing investment to acquire customers and maintain brand relevance.

見通し

Consumables Drive Future Growth Anticipate significant long-term runway and majority of future growth driven by expanding consumables categories like kibble and dental.
Sufficient Liquidity Expected Expect current cash ($21.7M USD) plus operating cash flow sufficient to fund operations for at least next twelve months.
Investing in Unified Platform Continued investment in developing unified, scalable technology and fulfillment infrastructure to manage omnichannel complexity effectively.
Evaluating Going Private Proposals Special Committee evaluating preliminary non-binding proposals received in January 2026 for all-cash acquisition of common stock.

同業比較

売上高 (TTM)

Baozun Inc.BZUN
$1.35B
+6.1%
The Children's Place, Inc.PLCE
$1.29B
-10.1%
Red Robin Gourmet Burgers, Inc.RRGB
$1.23B
-3.6%

粗利益率 (最新四半期)

1stdibs.Com, Inc.DIBS
74.3%
+3.4pp
BARK, Inc.BARK
60.4%
-2.4pp
a.k.a. Brands Holding Corp.AKA
59.1%
+1.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
DIBS$184.90M-10.3-18.6%14.5%
BZUN$151.58M-5.1-5.4%24.5%
BARK$134.81M-4.1-35.9%20.3%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-5.2%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年6月3日
|
EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 10-Q - Q3 2026

    会計期末: 2025年12月31日|提出日: 2026年2月5日|
    売上高: $98.45M+0.0%
    |
    EPS: $-0.05+0.0%
    予想を下回る

  • Form 10-Q - Q2 2026

    会計期末: 2025年9月30日|提出日: 2025年11月10日|
    売上高: $106.97M-15.2%
    |
    EPS: $-0.06+107.6%
    予想を下回る

  • Form 10-Q - Q1 2026

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $102.86M-11.5%
    |
    EPS: $-0.04-27.4%
    予想を下回る

  • Form 10-K/A - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年7月29日|
    売上高: $484.18M-1.2%
    |
    EPS: $-0.19+9.5%
    予想を下回る

  • Form 10-K - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年6月4日|修正版データを参照

  • Form 10-Q - Q3 2025

    会計期末: 2024年12月31日|提出日: 2025年2月5日|
    売上高: $126.45M+1.1%
    |
    EPS: $-0.07+13.7%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $126.11M+2.5%
    |
    EPS: $-0.03-48.5%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年6月30日|提出日: 2024年8月7日|
    売上高: $116.21M-3.6%
    |
    EPS: $-0.06-12.8%
    予想を下回る