BARK Inc Class A earnings date
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BARK Inc Class A (BARK) Q2 2027 Earnings Report
BARK Q2 2027 EPS Results
- Actual EPS
- $0.01
- Consensus EPS
- -$0.43
- Beat/Miss
- Beat by +$0.44
- One Year Ago EPS
- -$0.60
BARK Q2 2027 Revenue Results
- Actual Revenue
- $87.56M
- Expected Revenue
- $87.50M
- Beat/Miss
- Beat by +$63.00K
- YoY Revenue Growth
- -18.14%
Earnings Announcement Details
- Quarter
- Q2 2027
- Date
- 11/05/2026
- Time
- After Close
- Conference Call
- Thursday, November 5, 2026
BARK Inc Class A's next earnings date is estimated for February 11, 2027, based on past reporting schedules.
Q2 2027 Earnings Call Audio
Q2 2027 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2027 Earnings Call Summary
The call was broadly positive. BARK exceeded quarterly revenue guidance, returned Commerce to growth, improved retention and subscriber trends, expanded gross margin, generated positive operating cash flow, remained debt-free, and reaffirmed full-year guidance while trending toward the higher end of the revenue range. These positives were tempered by year-over-year declines in total and DTC revenue, lower gross profit dollars, legal and litigation costs, and the planned exit from BARK Air because it was not generating the required bottom-line contribution.
BARK reaffirmed full fiscal year 2027 guidance of total revenue in the range of $325 million to $340 million and adjusted EBITDA of $7 million to $10 million, saying it is “certainly trending to that -- to the higher end of that” and “probably edging ourselves towards the higher end of it even without” 1 quarter of BARK Air revenue; for the third quarter, it expects total net revenue of $88 million to $92 million and adjusted EBITDA of $1 million to $3 million, while inventory is expected to “come down meaningfully over the next 2 quarters.”
- Revenue Exceeded GuidanceSecond-quarter total revenue was $87.6 million, above the high end of the $83 million to $85 million guidance range.
- Commerce Returned to GrowthCommerce revenue increased 3.6% year-over-year to $25.7 million and represented 29% of total revenue, up from 23% a year ago. Growth was supported by retail, marketplaces, continued club-channel expansion, and the initial launch of Licksters.
- Improved Customer EconomicsDTC average order value rose to $31.40 from $30.87, an increase of $0.53 per order, while retention reached 94%, up approximately 200 basis points year-over-year. Total Q2 orders were 1.9 million.
- Selective Marketing Investment Increased SubscribersMarketing expense increased 9.4% sequentially to $10.4 million as BARK selectively invested behind improving retention and customer economics. This investment resulted in a 26% increase in subscribers compared to the first quarter of fiscal 2027.
- Positive Adjusted EBITDA and Margin ExpansionAdjusted EBITDA was positive $2.0 million, compared to negative $1.4 million in the prior-year period, an improvement of $3.4 million. Adjusted EBITDA margin improved to 2.3% from negative 1.3%, driven by lower G&A and marketing expense and gross-margin expansion.
- Gross Margin ImprovedGross margin expanded by approximately 100 basis points to 58.9% from 57.9% in the prior-year period, driven by stronger DTC margins, lower product costs, and favorable product mix.
- Lower Operating ExpensesG&A expense declined 19% to $46.4 million from $57.2 million, including shipping and fulfillment expense of $24.5 million versus $31.5 million last year. Other G&A declined 15%, driven by lower payroll, taxes, benefits, and stock-based compensation due to lower headcount.
- Stronger Cash Position and Positive Operating Cash FlowCash increased to $19.0 million from $16.1 million at the end of the first quarter, supported by $4.7 million of net cash provided by operating activities. BARK remained debt-free.
- Share Repurchases ContinuedBARK repurchased approximately 194,000 shares for $2.0 million during the quarter. The company had $37.7 million remaining under its up to $40.0 million share repurchase authorization.
- Inventory Optimization Expected to Generate CashInventory was $72.4 million, flat with the prior quarter and down from $75.5 million at fiscal year-end. Management expects inventory to come down meaningfully over the next two quarters as it converts into cash.
- Licksters Launch Shows Growth PotentialBARK launched Licksters, an enrichment-toy line developed over more than two years. The product provides more than 40 minutes of focused play, includes refill-based recurring revenue potential, and was described as performing well in DTC while beginning to enter commerce.
- Partnership and Retail Pipeline ExpandedBARK launched collaborations with Liquid Death and Crocs and had a standout activation with Dunkin'. It will begin shipping a Girl Scout cookie program and a Harry Potter-themed collection to Costco in the third quarter, representing the two largest retail orders in BARK's history.
- Greater Business DiversificationManagement said BARK is increasingly monetizing its brand and product engine across retail, marketplaces, and partnerships in addition to DTC and subscriptions, allowing it to reach customers beyond its existing subscriber base.
- Full-Year and Third-Quarter Guidance ReaffirmedFiscal 2027 guidance was reaffirmed at $325 million to $340 million of revenue and $7 million to $10 million of adjusted EBITDA. Third-quarter guidance calls for $88 million to $92 million of revenue and $1 million to $3 million of adjusted EBITDA. Management said it is trending toward the higher end of the full-year revenue range.
- Tariff Refunds ReceivedBARK received $14.4 million in IEEPA tariff refunds as of the balance-sheet date, with an additional $1.1 million received subsequently.
BARK Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 11, 2027 | 2027 (Q3) | -0.33- | -0.6 | ― | ― |
| Nov 05, 2026 | 2027 (Q2) | -0.420.01 | -0.6 | 101.83% (+0.61) | |
| Aug 06, 2026 | 2027 (Q1) | -0.51-0.20 | -0.4 | 50.00% (+0.20) | |
| Jun 09, 2026 | 2026 (Q4) | -0.350.07 | 0.2 | -65.00% (-0.13) | |
| Feb 05, 2026 | 2026 (Q3) | -0.82-0.60 | -0.4 | -50.00% (-0.20) | |
| Nov 10, 2025 | 2026 (Q2) | -0.43-0.60 | 0.2 | -400.00% (-0.80) | |
| Aug 07, 2025 | 2026 (Q1) | -0.40-0.40 | -0.4 | 0.00% (+0.00) | |
| Jun 04, 2025 | 2025 (Q4) | -0.010.20 | 0 | ― | |
| Feb 05, 2025 | 2025 (Q3) | -0.48-0.40 | -1 | 60.00% (+0.60) | |
| Nov 07, 2024 | 2025 (Q2) | 0.010.20 | -0.2 | 200.00% (+0.40) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
