NYSE$BARK

The Original Bark Co · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

BARK reported Q2 2026, revenue of $107M, a net loss of $10.7M.

For Q2 2026, BARK reported revenue of $107M, a net loss of $10.7M. Management discusses operating trends, liquidity, and strategic priorities as disclosed in the quarterly filing.

  • Revenue $107M.
  • Net loss $10.7M.
  • BARK updated clinical, capital, or portfolio priorities in the filing.

Headline financials

Total Revenue

$107M

Previous: $126M-15.2%
EPS (adj)

-$0.03

Previous: -$0.03+0.0%
Total Orders

2.5M

Previous: 3.3M-22.2%
Average Order Value

$30.87

Previous: $30.91-0.1%
DTC Gross Margin

65.6%

Previous: 64.8%+1.2%
Gross Margin

57.9%

Previous: 60.4%-4.1%
Adjusted EBITDA

-$1.44M

Previous: $3.49M-141.3%
Advertising & Marketing

$15.4M

Previous: $18.7M-17.5%
G&A Expenses

$57.2M

Previous: $63.1M-9.4%
Free Cash Flow

-$10.7M

No prior period
Net Income

-$10.7M

Previous: -$5.26M-102.8%
Operating Income

-$10.7M

Previous: -$5.7M-87.1%
Gross Profit

$62M

Previous: $76.1M-18.6%
Cash & Equivalents

$63.4M

Previous: $115M-45.0%
Total Assets

$248M

Previous: $302M-17.8%

Revenue & EPS history

Bark · Revenue · Quarterly

$107M

Q2 2026-15.2%vs Q2 2025
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Bark · $123M total across 2 segments · Q2 2024

  • Direct to Consumer
    $104M
  • Commerce
    $18.7M

Forward guidance

Management discusses BARK's outlook, capital deployment, and key risks as disclosed in the earnings materials and periodic report.

Tailwinds

  • BARK cited progress on strategic priorities in the quarterly filing.
  • Liquidity and balance sheet support continued operations and investment.

Headwinds

  • GAAP profitability remained under pressure in the reported quarter.
  • Macro, competitive, and regulatory factors may affect near-term results.
  • R&D, credit, or project timing can create quarter-to-quarter volatility.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

-3.0%

Avg return

Earnings day

-4.2%

Avg return

5 days after

-7.1%

Avg return

30 days after

48%

12 / 25 earnings

Positive

+22.3%

Q1 2023

Best reaction

-24.6%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+2.2%-13.4%
Q3 2026-2.6%-5.7%-7.6%
Q2 2026+0.0%-6.3%-16.7%
Q1 2026-6.3%-2.9%+2.6%
Q4 2025+1.6%-2.4%-34.6%
Q3 2025-6.6%+0.0%-20.9%
Q2 2025-6.0%+1.3%+53.6%
Q1 2025+11.7%+11.7%+18.2%
Q4 2024+0.8%+2.3%+30.0%
Q3 2024+13.4%+26.5%+51.6%
Q2 2024-22.3%-25.2%-22.6%
Q1 2024-9.5%-12.4%+12.4%
Q4 2023+9.6%+5.8%+27.9%
Q3 2023-24.6%-31.5%-41.9%
Q2 2023-5.6%-4.5%-12.9%
Q1 2023+22.3%+36.0%+22.3%
Q4 2020-16.2%-28.5%-50.8%
Q4 2022-16.2%-28.5%-50.8%
Q3 2022-19.5%-22.1%-33.3%
Q2 2022-13.4%-11.8%-37.7%
Q1 2021+0.8%-2.1%-7.2%
Q4 2021+0.8%-2.1%-7.2%
Q1 2022+5.9%+2.3%-6.3%
Q2 2021+3.3%+11.5%-13.9%
Q3 2021+1.0%-1.8%-25.6%
Q2 2020
Q1 2020

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