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BARK: On The Path To Reignite Growth
Seeking Alpha· 2025-04-02 12:45
A few months ago, I rated BARK, Inc. (NYSE: BARK ) as a “Buy.” I liked that the business was still led by their co-founder, who was purchasing more stock in the company and I thought BARK had severalAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking A ...
Bark(BARK) - 2025 Q3 - Earnings Call Transcript
2025-02-06 03:05
BARK, Inc. (NYSE:BARK) Q3 2025 Earnings Conference Call February 5, 2025 4:30 PM ET Company Participants Mike Mougias - VP, IR Matt Meeker - Co-Founder and CEO Zahir Ibrahim - CFO Conference Call Participants Maria Ripps - Canaccord Ryan Meyers - Lake Street Capital Kaumil Gajrawala - Jefferies Ygal Arounian - Citigroup Operator Ladies and gentlemen, thank you for standing by, and welcome to BARK's Third Quarter Fiscal Year 2025 Earnings Call. [Operator Instructions] I will now hand today's call over to Mik ...
Bark(BARK) - 2025 Q3 - Quarterly Report
2025-02-05 22:08
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, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39691 BARK, INC. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organ ...
Bark(BARK) - 2025 Q3 - Quarterly Results
2025-02-05 21:07
Revenue Performance - Total revenue for Q3 FY2025 was approximately $126.4 million, a 1.1% year-over-year increase, surpassing the high-end of the company's guidance range[10] - BARK Air generated $2 million in revenue during Q3 FY2025, showing encouraging progress[7] - The commerce segment grew over 25% year-to-date, contributing to strong momentum heading into fiscal 2026[7] - For FY2025, the company reaffirmed its revenue guidance of $490 million to $500 million, reflecting flat to 2.0% year-over-year growth[17] Profitability and Losses - Net loss for Q3 FY2025 was approximately $(11.5) million, $1.4 million greater than the same period last year, primarily due to a $1.8 million gain from debt extinguishment in the prior year[10] - Adjusted EBITDA for Q3 FY2025 was approximately $(1.6) million, within the company's guidance range and a $4.9 million year-over-year improvement[10] - Adjusted EBITDA guidance for FY2025 is $1.0 million to $5.0 million, reflecting a year-over-year improvement of $11.6 million to $15.6 million[17] Subscriber Growth and Marketing - New subscribers increased by 8% year-over-year, driven by strategic marketing investments[7] - The company migrated all paid media to the BARK.co platform, with initial results exceeding expectations[7] Technology and Operational Costs - Technology modernization costs, including consulting fees and payroll, were $545,000 for Q3 FY2025, considered discrete and non-recurring[23]
BARK (BARK) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-01-17 14:52
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase ...
Zacks Industry Outlook DICK'S Sporting Goods, Five Below, Sally Beauty and BARK
ZACKS· 2024-12-30 08:16
For Immediate ReleaseChicago, IL – December 30, 2024 – Today, Zacks Equity Research DICK'S Sporting Goods, Inc. (DKS) , Five Below, Inc. (FIVE) , Sally Beauty Holdings, Inc. (SBH) and BARK, Inc. (BARK) .Retail-Miscellaneous Industry 2025: 4 Stocks to Add to Your WatchlistIndustry: Retail – MiscellaneousLink: https://www.zacks.com/commentary/2388690/retail-miscellaneous-industry-2025-4-stocks-to-add-to-your-watchlistAs we step into 2025, the Retail – Miscellaneous industry remains at a crossroads, shaped by ...
Retail-Miscellaneous Industry 2025: 4 Stocks to Add to Your Watchlist
ZACKS· 2024-12-27 15:31
Industry Overview - The Retail – Miscellaneous industry is facing persistent challenges and evolving opportunities as it enters 2025, influenced by shifting consumer preferences and intense competition [1] - Inflationary pressures are easing slightly but continue to impact consumer spending, leading to cautious purchasing behavior [1] - Rising operational costs, including wages and input prices, are expected to remain a concern in early 2025 [1] - Restoring consumer confidence and purchasing power, along with strategic innovations and operational efficiencies, will be crucial for the industry's momentum [1] Key Industry Trends - Soft demand due to inflation and geopolitical concerns is impacting consumer spending, with the Conference Board's consumer confidence index dropping to 104.7 in December from 112.8 in November [4] - Companies are competing on price, product variety, and speed to market, leading to high costs that pressure margins [5] - There is a focus on expanding product assortments and enhancing online shopping experiences to boost sales [6] - Digitization is becoming essential for growth, with retailers investing in digital platforms and improving supply chains [7][8] Company Strategies - Companies like DICK'S Sporting Goods, Five Below, Sally Beauty, and BARK are enhancing their product strategies and omnichannel capabilities to adapt to the changing consumer environment [2] - Five Below is focusing on customer-centric innovation and operational efficiency, with initiatives like Five Beyond driving growth [17] - DICK'S Sporting Goods is investing in next-generation store formats and a growing digital ecosystem to enhance customer loyalty and drive long-term growth [20] - Sally Beauty is strengthening consumer connections through initiatives like Licensed Colorist OnDemand and partnerships with digital platforms [28] - BARK is expanding its product offerings and market penetration, with notable growth in its commerce segment through partnerships with major retailers [25] Market Performance - The Zacks Retail – Miscellaneous industry has underperformed the broader Retail – Wholesale sector and the S&P 500 over the past year, advancing only 8.4% compared to the S&P 500's 27.4% and the broader sector's 30% [13] - The industry's current valuation is at a forward 12-month price-to-earnings (P/E) ratio of 18.43X, lower than the S&P 500's 22.66X and the sector's 25.18X [15] Earnings Outlook - The industry's earnings estimate has declined by 6.1% since July 2024, indicating a negative outlook for earnings growth potential [11] - Companies in the industry are focused on mitigating cost-related challenges through operational improvements and effective pricing policies [5]
Fast-paced Momentum Stock BARK (BARK) Is Still Trading at a Bargain
ZACKS· 2024-12-03 14:50
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...
BARK: Tails Are Waging Once Again
Seeking Alpha· 2024-11-26 01:58
As I noted in my first article about BARK, Inc. (NYSE: BARK ) the company's stock has declined since their debut on the public markets back in 2020. However, things are starting to turn atAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ha ...
Is BARK (BARK) Stock Outpacing Its Retail-Wholesale Peers This Year?
ZACKS· 2024-11-20 15:41
For those looking to find strong Retail-Wholesale stocks, it is prudent to search for companies in the group that are outperforming their peers. BARK Inc. (BARK) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Retail-Wholesale sector should help us answer this question.BARK Inc. is one of 210 individual stocks in the Retail-Wholes ...