NYSE$BARK
The Original Bark Co · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
BARK reported fiscal Q4 2025 revenue of $115.4M with a net loss of $32.9M and first full-year positive adjusted EBITDA.
Q4 revenue fell 5% to $115.4M as the company reduced DTC marketing amid tariffs and macro uncertainty. Net loss was $32.9M; adjusted EBITDA was $5.2M, the best quarterly result to date, and the company achieved its first full-year positive adjusted EBITDA.
- Q4 revenue $115.4M; FY25 revenue $484.2M.
- Q4 adjusted EBITDA $5.2M; FY25 adjusted EBITDA $5.4M.
- Commerce revenue +26.5% YoY in Q4 on new retail partners.
- Q1 FY26 revenue guide $99–$101M reflects cautious marketing spend.
- BARK Air and new product lines diversify revenue.
Headline financials
Revenue & EPS history
Bark · Revenue · Quarterly
$115M
Revenue by segment
Bark · $123M total across 2 segments · Q2 2024
- Direct to Consumer$104M—84.8%
- Commerce$18.7M—15.2%
Forward guidance
Consumer and aftermarket operators cite demand trends, tariffs, and adjusted EBITDA or margin goals alongside GAAP results.
Tailwinds
- Adjusted profitability milestones in pet and food niches.
- New channels and product lines support growth.
- Cash flow and debt reduction where applicable.
Headwinds
- Tariffs and macro headwinds on volumes and margins.
- Marketing spend trade-offs affecting near-term revenue.
- Inventory and freight timing on reported earnings.
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 Q4 2025
-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
| Quarter | Report date | Reaction (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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