Key PointsBARK, Inc. issued a guidance update with revenue and cash flow above target.The stock surged 20% and may continue higher, but how high is questionable. The outlook is good but competition is fierce, and the short-sellers are in the mix. 5 stocks we like better than BARKBARK, Inc. NYSE: BARK has been in the doghouse for years. The combination of overblown expectations and the SPAC implosion left little direction for the stock price but lower. Now, it’s down 95% from its lows but may be ready to com ...

NEW YORK--(BUSINESS WIRE)--BARK, Inc. (“BARK” or the “Company”) (NYSE: BARK), a leading global omnichannel dog brand with the mission to make all dogs happy, announced today its preliminary third quarter fiscal year 2024 revenue ahead of its scheduled presentation at the ICR Conference. Total revenue was approximately $125 million, ahead of the high-end of its previously provided guidance range of $123 million to $119 million. The Company also reported that it delivered its strongest customer acquisition qu ...

Company Announcement - BARK, Inc. announced that Nari Sitaraman will step down as Chief Technology Officer (CTO) effective January 19, 2024, and Eric Picard will take over his responsibilities [1][2] Leadership Transition - Nari Sitaraman has been a significant asset in evolving BARK's technology organization over the past two years, contributing to the expansion of the product portfolio and the launch of the unified platform at BARK.co [2] - Eric Picard, with experience in high-growth technology startups and established companies like Pandora and Microsoft, is expected to continue the evolution of BARK's technology initiatives [2] Company Overview - BARK is dedicated to making dogs happy through a variety of products, services, and content, focusing on a data-driven approach to design dog-specific toys, treats, and meals [3] - Founded in 2011, BARK offers subscription services like BarkBox and BARK Super Chewer, custom product collections through retail partners such as Target and Amazon, and specialized dog food and dental care products [3]

BARK, Inc. (NYSE:BARK) Q2 2024 Earnings Conference Call November 8, 2023 4:30 PM ET Company Participants Mike Mougias - Vice President, Investor Relations Matt Meeker - Co-Founder and Chief Executive Officer Zahir Ibrahim - Chief Financial Officer Conference Call Participants Maria Ripps - Canaccord Genuity Ryan Meyers - Lake Street Capital Markets Ygal Arounian - Citigroup Max Rakhlenko - TD Cowen Operator Ladies and gentlemen, good afternoon. My name is Abby and I’ll be your conference operator today. At ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.0001 BARK New York Stock Exchange Warrants, each warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share BARK WS New York Stock Exchange 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 September 30, 2023 OR ...

BARK, Inc. (NYSE:BARK) Q1 2024 Results Conference Call August 8, 2023 4:30 PM ET Company Participants Mike Mougias - VP, IR Matt Meeker - Co-Founder, CEO Zahir Ibrahim - CFO Conference Call Participants Maria Ripps - Canaccord Ryan Meyers - Lake Street Capital Markets Ygal Arounian - Citi Max Rakhlenko - TD Cowen Operator Good morning, good afternoon, and good evening. My name is Robert McArthur, I'll be your conference operator today. At this time, I'd like to welcome everyone to BARK's Fiscal First Quar ...

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 June 30, 2023 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) Delaware 85-1872418 (State or Other Jurisdiction of Incorp ...

BARK, Inc. (NYSE:BARK) Q4 2023 Earnings Conference Call June 1, 2023 4:30 PM ET Company Participants Matt Meeker - Co-Founder, Chief Executive Officer Zahir Ibrahim - Chief Financial Officer Mike Mougias - Vice President of Investor Relations Conference Call Participants Maria Ripps - Canaccord Ryan Meyers - Lake Street Capital Markets Ygal Arounian - Citigroup Corey Grady - Jefferies Operator Good afternoon, and thank you for attending today's BARK's Fiscal Fourth Quarter and Full Year 2023 Earnings Call. ...

Financial Performance - Total revenue for fiscal 2023 was approximately $348 million, with a 4.3% increase compared to fiscal 2022[16] - Direct-to-consumer (DTC) business represented 88.2% of total revenue, while commerce business accounted for 11.8%[14] - Cross-selling revenue reached $41 million, up 35% compared to the prior year[15] Market Insights - The U.S. pet products market was valued at approximately $137 billion in 2022, reflecting an increase of over $13 billion, or nearly 11%, from 2021[12] - E-commerce sales of pet products accounted for an estimated 36% in 2022, projected to rise to 45% by 2026[12] Product Development and Strategy - BARK's consumables category is expected to drive significant future growth, with plans to introduce treats in retail by the end of fiscal 2024[26] - The company is unifying its brand under the bark.co domain to enhance customer experience and cross-selling capabilities[27] - BARK products are sold in over 40,000 retail doors, including major retailers like Target and Walmart[14] Operational Insights - At the end of fiscal 2023, BARK employed approximately 900 full-time and part-time employees[29] - The company utilizes global third-party logistics providers for warehousing and distribution, managing inventory levels through demand forecasting[37] Financial Position - As of March 31, 2023, the company had cash and cash equivalents of approximately $177.9 million, consisting of bank deposits and money market accounts[242] - The company has no outstanding borrowings under the Credit Facility as of March 31, 2023, indicating a strong liquidity position[243] Risk Management - The company does not believe inflation has had a material effect on its business, but acknowledges potential risks if costs rise significantly[244] - The company operates primarily within the United States and executes most transactions in U.S. dollars, limiting foreign exchange risk[245] Corporate Culture and Values - The company emphasizes a culture of inclusiveness and diversity, focusing on recruitment, continuous learning, and employee resource groups[33] - The company is committed to fair employee compensation, regularly reviewing equity grants for parity across gender and race[34] Relationships and Compliance - The company maintains long-standing relationships with a diverse base of manufacturers, ensuring compliance with specifications and applicable laws[36] Competitive Landscape - The dog products industry is highly competitive, with key factors including product selection, customer service, and brand loyalty[41] Intellectual Property - The company believes its intellectual property, including trademarks and domain names, significantly contributes to its brand recognition and market success[40]

BARK, Inc. (NYSE:BARK) Q3 2023 Earnings Conference Call February 3, 2023 4:30 PM ET Company Participants Mike Mougias - Vice President of Investor Relations Matt Meeker - Co-Founder and Chief Executive Officer Zahir Ibrahim - Chief Financial Officer Conference Call Participants Maria Ripps - Canaccord Genuity Corey Grady - Jefferies Ryan Meyers - Lake Street Capital Markets Ygal Arounian - Citigroup Operator Good afternoon. Thank you for attending today's BARK's Third Quarter Fiscal 2023 Earnings Call. My n ...