BARK (BARK)
Offers dog products through subscriptions, online and retail channels, plus BARK Air.
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Sells dog toys, treats and chews through BarkBox and Super Chewer subscriptions, e-commerce and retail. Internal design and customer data support an omnichannel model, with BARK Air included in direct-to-consumer operations.
BarkBox and Super Chewer anchor dog toys, treats and chews. These subscription franchises remain primary revenue and brand drivers, while products move through direct-to-consumer subscriptions, e-commerce and retail.
Uses internal design and customer data to develop dog products and experiences. The lineup narrowed after kibble, dental products and certain treat lines were discontinued, focusing it on core toys, treats and chews.
The dog-travel service, BARK Air, sits in the DTC segment alongside the subscription franchises. Revenue spans DTC and commerce, and the stated operating posture concentrates on the core product lineup and investment in BARK Air.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 11, 2026 | Jefferies | Target | Target: $3 | Target: $19 |
| Jun 10, 2026 | Lake Street | Reiterate | Rating: —Target: $1.50 | Target: $12 |
| Feb 6, 2026 | Lake Street | Target | Target: $3 | Target: $1.50 |
| Feb 6, 2026 | Canaccord Genuity | Target | Target: — | Target: $1.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $16.1M · Total debt $36.2M · Total assets $168.6M · Shareholders' equity $76.2M
- Revenue
- $78.8M
- Operating income
- $66.0K
- Net income
- $745.0K
No dividends on record.
| Institutions | 23.82% | 2.15M shares | |
|---|---|---|---|
| 67 holders · as of Jun 30, 2026 | |||
| Insiders | 19.56% | 1.77M shares | |
| 11 holders · as of Sep 14, 2026 | |||
| Other | 56.62% | 5.12M shares | |
| remainder | |||
9.03M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
A stock split fell inside the quarter, so quarter-on-quarter changes are not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Matt MeekerInsiderdirector, officer: Executive Chairman | 7.62% | 688,526 | filed Aug 21, 2026 |
Henrik WerdelinInsiderdirector | 6.03% | 544,519 | filed Dec 12, 2025 |
Ieq Capital, LLCInstitution | 3.87% | 349,893 | as of Jun 30, 2026 |
Prescott Group Capital Management, L.L.C.Institution | 3.84% | 347,175 | as of Jun 30, 2026 |
Shay Capital LLCInstitution | 3.49% | 315,412 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 10, 2025 | Jim Mcginty | director | −60,000 | $0.6268 |
| Dec 10, 2025 | Henrik Werdelin | director | −50,000 | $0.6539 |
- Chewy
Pet e-commerce and autoship rival in toys, treats, and supplies
- Central Garden & Pet Common Stock
Nylabone and Cadet rival BARK in dog toys, treats, and chews
- Petco
Omnichannel pet retailer in dog products and direct commerce
- J.M. Smucker
Milk-Bone, Pup-Peroni, and Canine Carry Outs rival BARK dog snacks
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BARK | $8.75 | 0.00% | $79.0M | — | — | 0.2 | −23.4% |
| Chewy | $20.20 | −1.54% | $8.49B | 39.4 | 17.9 | 0.7 | +7.3% |
| Central Garden & Pet Common Stock | $39.94 | −0.40% | $2.51B | 15.0 | 13.4 | 0.8 | −8.2% |
| Petco | $2.42 | +1.90% | $676.8M | 23.7 | 10.3 | 0.1 | +0.1% |
| J.M. Smucker | $121.08 | +1.00% | $12.81B | 56.0 | 12.0 | 1.4 | +5.0% |
| Median | 31.6 | 12.7 | 0.7 | +2.5% |