PresentationI would now like to turn the conference over to Mike Mougias, Vice President of Investor Relations and FP&A. You may begin.Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the BARK Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions]Michael MougiasVice President of Investor Relations Good afternoon, everyone, and welcome to BARK's Third Quarter Fiscal Year 20 ...

BARK (NYSE:BARK) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsMatt Meeker - CEOMike Mougias - VP of Investor RelationsZahir Ibrahim - CFOOperatorLadies, and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference Operator today. At this time, I would like to welcome everyone to the BARK Third Quarter Fiscal Year 2026 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. Please note that there will be no question-an ...

BARK (NYSE:BARK) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsMatt Meeker - CEOMike Mougias - VP of Investor RelationsZahir Ibrahim - CFOOperatorLadies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the BARK third quarter fiscal year 2026 earnings conference call. All lines have been placed on mute to prevent any background noise. Please note that there will be no question-and ...

BARK (NYSE:BARK) Q3 2026 Earnings call February 05, 2026 04:30 PM ET Speaker2Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the BARK third quarter fiscal year 2026 earnings conference call. All lines have been placed on mute to prevent any background noise. Please note that there will be no question-and-answer session on today's call. The call will conclude following the company's prepared remark ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR Commission File Number: 001-39691 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to BARK, INC. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organ ...

BARK Reports Third Quarter Fiscal Year 2026 Results Third Quarter Fiscal Year 2026 Highlights Versus Prior Year "As we approach the end of fiscal 2026, our priorities remain—running the business with discipline, protecting profitability, and continuing to diversify the ways we serve dog parents," said Matt Meeker, Co-Founder and Chief Executive Officer of BARK. "This quarter reflected that focus. We delivered adjusted EBITDA toward the high-end of our guidance range, generated positive free cash flow as inv ...

NEW YORK--(BUSINESS WIRE)--BARK, Inc. (NYSE: BARK) ("BARK†or the "Company†), a leading global omnichannel dog brand with a mission to make all dogs happy, today announced that the special committee (the "Special Committee†) of the Company's Board of Directors has retained Moelis & Company LLC as financial advisor and Sidley Austin LLP as legal advisor to assist the Special Committee in the review and evaluation of the previously disclosed preliminary non-binding indicative proposal letters the Company h ...

NEW YORK--(BUSINESS WIRE)--BARK (NYSE: BARK), a leading global omnichannel dog brand on a mission to make all dogs happy, today announced the launch of Who's A Good Guest?, a new video series hosted by entertainment journalist Josh Horowitz, produced by BARK and Horowitz. Season one features a star-studded lineup of dog parents, including Zoey Deutch, Dylan O'Brien, Bob Odenkirk, Johnny Knoxville, Ginnifer Goodwin, and Patrick Wilson. The first episode, featuring O'Brien and his dog Tony, debut. ...

Valuation and Financial Performance - BARK trades at approximately 0.31× price/sales compared to a 1.15× specialty-retail median, with a price/book ratio near multi-year lows at 1.6×, indicating potential upside if subscriber growth stabilizes and margins improve [1] - In Q2, BARK reported revenue of $107 million, a 15% year-over-year decline, driven by fewer subscription orders, while direct-to-consumer sales fell 20% [11] - The net loss widened to $10.7 million from a $5.3 million loss in the prior year, and free cash flow was negative $19.9 million, with cash on hand at $63.4 million [11][12] Market Activity and Investor Sentiment - BARK shares fell about 50% over the past year due to slowing growth, softening demand, and rising costs, but a recent 30% rally was sparked by takeover speculation [2] - A non-binding take-private proposal at $0.90 per share from an insider group led by CEO Matt Meeker sent shares surging over 30%, putting BARK back on traders' radar [6][8] - Analyst sentiment is mixed, with Canaccord Genuity adopting a cautious stance and lowering its price target to $2, while Lake Street Capital Markets maintains a "Buy" rating with a target of $3, reflecting a potential upside of 150% to 400% [13][14] Strategic Initiatives and Challenges - BARK introduced a Subscriber Perks package valued at approximately $1,500 annually for BarkBox members to enhance subscriber value and monetization [3] - The company is focused on cost discipline and diversification, having repaid a $45 million convertible note, making it debt-free, and extending its $35 million line of credit [12] - The consumer-discretionary sector faces pressure from economic uncertainty, inflation, and tariffs, impacting margins and leading to choppy trading for pet and subscription-based retailers [7]

Core Viewpoint - GNK Holdings LLC, along with Marcus Lemonis, has submitted a preliminary, non-binding indication of interest to acquire BARK, Inc. for $1.10 per share in an all-cash transaction valued at approximately $188.7 million, representing a 22% premium over a previous proposal by Great Dane Ventures, LLC [1][2]. Company Overview - BARK, Inc. is being targeted for acquisition due to its strong brand and customer loyalty, with the Group believing it presents a compelling opportunity for value creation through improved operational execution and customer engagement [3][5]. - GNK Holdings LLC is a private investment firm focused on consumer and retail investments, emphasizing operational value creation and disciplined capital deployment [6]. Proposed Transaction Details - The proposed acquisition values BARK at an implied enterprise value of around $188.7 million, with the offer of $1.10 per share representing a 22% premium [2]. - The transaction is subject to customary conditions, confirmatory due diligence, and the negotiation of definitive agreements, with an accelerated timeline for completion expected within approximately 30 days [8]. - Financing for the transaction will be sourced through equity capital and debt [8].