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Consumer Cyclical - Specialty Retail - NYSE - US
$ 1.49
-5.7 %
$ 259 M
Market Cap
-8.28
P/E
1. INTRINSIC VALUE

BARK Inc., a dog-centric company, provides products, services, and content for dogs. It operates in two segments, Direct to Consumer and Commerce. The company serves dogs through monthly subscription services. It is also involved in the design of playstyle-specific toys, satisfying treats, personal meal plans with supplements, and dog-first experiences designed to foster health and happiness of dogs everywhere. In addition, the company offers monthly themed box of toys and treats under the BarkBox and Super Chewer names; personalized meal plans under the BARK Food name; health and wellness products under the BARK Bright name; and dog beds, bowls, collars, harnesses, and leashes under the BARK Home brand.[ Read More ]

The intrinsic value of one BARK stock under the base case scenario is HIDDEN Compared to the current market price of 1.49 USD, BARK, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BARK

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FINANCIALS
490 M REVENUE
-8.43%
-45.5 M OPERATING INCOME
28.69%
-37 M NET INCOME
39.84%
6.06 M OPERATING CASH FLOW
29.10%
-8.83 M INVESTING CASH FLOW
58.24%
-49.6 M FINANCING CASH FLOW
-2263.74%
126 M REVENUE
8.52%
-5.7 M OPERATING INCOME
46.22%
-5.26 M NET INCOME
47.57%
2.77 M OPERATING CASH FLOW
54.80%
-1.81 M INVESTING CASH FLOW
11.50%
-2.18 M FINANCING CASH FLOW
49.26%
Balance Sheet Decomposition BARK, Inc.
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Current Assets 222 M
Cash & Short-Term Investments 125 M
Receivables 7.7 M
Other Current Assets 88.6 M
Non-Current Assets 76.8 M
Long-Term Investments 0
PP&E 58.3 M
Other Non-Current Assets 18.5 M
Current Liabilities 75.5 M
Accounts Payable 13.7 M
Short-Term Debt 10.6 M
Other Current Liabilities 51.2 M
Non-Current Liabilities 83.7 M
Long-Term Debt 82.5 M
Other Non-Current Liabilities 1.2 M
EFFICIENCY
Earnings Waterfall BARK, Inc.
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Revenue 490 M
Cost Of Revenue 188 M
Gross Profit 302 M
Operating Expenses 348 M
Operating Income -45.5 M
Other Expenses -8.51 M
Net Income -37 M
RATIOS
61.64% GROSS MARGIN
61.64%
-9.29% OPERATING MARGIN
-9.29%
-7.55% NET MARGIN
-7.55%
-26.55% ROE
-26.55%
-12.40% ROA
-12.40%
-24.66% ROIC
-24.66%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis BARK, Inc.
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Net Income -37 M
Depreciation & Amortization 12.6 M
Capital Expenditures -8.83 M
Stock-Based Compensation 12.9 M
Change in Working Capital 12.5 M
Others -4.09 M
Free Cash Flow -2.77 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets BARK, Inc.
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Wall Street analysts predict an average 1-year price target for BARK of $3.25 , with forecasts ranging from a low of $2 to a high of $5 .
BARK Lowest Price Target Wall Street Target
2 USD 34.23%
BARK Average Price Target Wall Street Target
3.25 USD 118.12%
BARK Highest Price Target Wall Street Target
5 USD 235.57%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership BARK, Inc.
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Sold
0-3 MONTHS
175 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
51.8 K USD 1
0-3 MONTHS
53.5 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
48.9 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
6 days ago
Nov 11, 2024
Bought 51.8 K USD
Meeker Matt
Executive Chairman
+ 34000
1.5237 USD
2 months ago
Aug 27, 2024
Sell 175 K USD
Werdelin Henrik
Director
- 100000
1.7539 USD
5 months ago
Jun 05, 2024
Bought 53.5 K USD
Meeker Matt
Executive Chairman
+ 38461
1.3918 USD
1 year ago
Nov 13, 2023
Bought 48.9 K USD
Meeker Matt
Executive Chairman
+ 61700
0.792 USD
1 year ago
Sep 07, 2023
Sell 191 K USD
Kamenetzky David
Director
- 123456
1.55 USD
1 year ago
Sep 11, 2023
Sell 132 K USD
Kamenetzky David
Director
- 83000
1.5956 USD
1 year ago
Sep 12, 2023
Sell 133 K USD
Kamenetzky David
Director
- 82933
1.602 USD
2 years ago
Jun 10, 2022
Bought 83.9 K USD
Kamenetzky David
Director
+ 53419
1.57 USD
1 year ago
Aug 31, 2023
Sell 142 K USD
Kamenetzky David
Director
- 91832
1.55 USD
1 year ago
Jun 05, 2023
Bought 108 K USD
Ibrahim Zahir
Chief Financial Officer
+ 100000
1.0784 USD
1 year ago
Feb 17, 2023
Bought 62.4 K USD
MCGINTY JIM
Director
+ 40000
1.5597 USD
1 year ago
Feb 13, 2023
Bought 49.6 K USD
Meeker Matt
Executive Chairman
+ 34700
1.43 USD
1 year ago
Feb 13, 2023
Bought 155 K USD
Ibrahim Zahir
Chief Financial Officer
+ 100000
1.55 USD
1 year ago
Nov 22, 2022
Bought 25.2 K USD
Meeker Matt
Executive Chairman
+ 14950
1.687 USD
2 years ago
Aug 19, 2022
Bought 24.8 K USD
Meeker Matt
Executive Chairman
+ 11400
2.1787 USD
2 years ago
Aug 17, 2022
Bought 227 K USD
Kamenetzky David
Director
+ 91832
2.4671 USD
2 years ago
Jun 14, 2022
Bought 143 K USD
LEDECKY JONATHAN J
Director
+ 100000
1.43 USD
2 years ago
Jun 14, 2022
Bought 286 K USD
LEDECKY JONATHAN J
Director
+ 200000
1.43 USD
2 years ago
Jun 14, 2022
Bought 82 K USD
Kamenetzky David
Director
+ 57689
1.4219 USD
2 years ago
Jun 13, 2022
Bought 82.5 K USD
Kamenetzky David
Director
+ 54825
1.5051 USD
2 years ago
Jun 06, 2022
Bought 6.55 K USD
Werdelin Henrik
Director
+ 3700
1.77 USD
2 years ago
Jun 06, 2022
Bought 22.5 K USD
Werdelin Henrik
Director
+ 13150
1.7096 USD
2 years ago
Jun 06, 2022
Bought 47.8 K USD
Meeker Matt
Executive Chairman
+ 28089
1.7001 USD
2 years ago
Jun 03, 2022
Bought 36.4 K USD
MCGINTY JIM
Director
+ 20000
1.8198 USD
3 years ago
Nov 12, 2021
Sell 3.59 M USD
Novotny Mike
President of BARK Eats
- 559056
6.4248 USD
7. News
BARK Launches BarkBox in Retail for the First-Time with Target NEW YORK--(BUSINESS WIRE)--BARK (NYSE: BARK), a leading global omnichannel dog brand with a mission to make all dogs happy, today announced it is launching its flagship subscription product BarkBox in retail for the first time for the holidays. The Rudolph the Red-Nosed Reindeer-themed BarkBox is available online starting today at target.com and will be available in Target stores nationwide on December 1, while supplies last. Created by BARK's in-house design team, the Rudolph-themed BarkBox fe. businesswire.com - 1 week ago
BARK, Inc. (BARK) Q2 2025 Earnings Call Transcript BARK, Inc. (NYSE:BARK ) Q2 2025 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Mike Mougias - VP, IR Matt Meeker - Co-Founder & CEO Zahir Ibrahim - CFO Conference Call Participants Maria Ripps - Canaccord Genuity Ryan Meyers - Lake Street Operator Thank you for standing by. My name is Bailey, and I will be your conference operator today. seekingalpha.com - 1 week ago
BARK and Crocs Unleash Highly Anticipated Crocs for Dogs NEW YORK--(BUSINESS WIRE)--BARK (NYSE: BARK), the leading global omnichannel dog brand with a mission to make all dogs happy, today announced the release of the highly anticipated Pet Crocs, created in collaboration with Crocs (NASDAQ: CROX). New and current subscribers of BarkBox, a monthly themed surprise of toys and treats, and Super Chewer, a monthly subscription of tough toys for dogs who play harder, can add the shoes to their next box. Dog parents can also shop the matching human and dog. businesswire.com - 3 weeks ago
BARK to Announce Second Quarter Fiscal Year 2025 Financial Results on November 7, 2024 NEW YORK--(BUSINESS WIRE)--BARK, Inc. (NYSE: BARK) (“BARK” or the “Company”), a leading global omnichannel brand with a mission to make all dogs happy, today announced it will report its second quarter fiscal year 2025 financial results after market close on Thursday, November 7, 2024. Management will host a live conference call and webcast to discuss the Company's financial results at 4:30 p.m. ET the same day. The conference call can be accessed by dialing 1-888-596-4144 for U.S. participants. businesswire.com - 1 month ago
BARK Is Ready To Fetch Returns: Strong Business, Good Buy BARK, Inc. is a rapidly growing, vertically integrated pet company that offers a diverse range of products and services for dogs, with significant growth potential in an enormous market. BARK is achieving significant growth with positive EBITDA, improved gross margins, and rising subscriber numbers, signaling strong momentum for future success. BARK is in a strong financial position with $118 million in cash, substantial cash flow, and ongoing share buybacks, positioning the company for long-term growth and market share expansion. seekingalpha.com - 1 month ago
BARK: Ready To Bite Back A new partnership with Chewy gives BARK access to 20 million potential customers. Subscription orders dropped 6.5% in FY24 due to aggressive promotions attracting price-sensitive customers who leave after the promotion period ends. However management is now cutting promotions, which should improve margins, though I don't expect immediate subscriber growth over the next quarters. seekingalpha.com - 1 month ago
From Pet Crocs to a Life-Sized Crocs Costume, Croctober Makes Fans' Wildest Dreams a Reality This season, the innovative global footwear brand is celebrating the creativity of its community by bringing some of its most widely requested fan creations to life. BROOMFIELD, Colo. prnewswire.com - 1 month ago
4 Retail-Miscellaneous Stocks to Seize Opportunities Amid Industry Woes While challenges prevail in the Retail - Miscellaneous industry, players such as DICK'S Sporting, MarineMax, Build-A-Bear and BARK look well-poised due to their business operating model and prospects. zacks.com - 1 month ago
BARK Relaunches Fan-Favorite Advent Calendar for Dogs NEW YORK--(BUSINESS WIRE)--BARK (NYSE: BARK), a leading global omnichannel dog brand with a mission to make all dogs happy, today announced the return of its Season's Sweetings Advent Calendar for dogs and dog parents to partake in this holiday season. Available exclusively at Costco stores and on costco.com, BARK's extra large advent calendar features eight holiday-themed BARK toys and 16 treats, now available while supplies last. Last year, BARK's Season's Sweetings Advent Calendar debuted on. businesswire.com - 1 month ago
BARK® and Dunkin'® Celebrate Five Years of Partnership with Pumpkin Spice Dog Toys That Support a Great Cause NEW YORK--(BUSINESS WIRE)--BARK (NYSE: BARK), a leading global omnichannel dog brand with a mission to make all dogs happy, today announced it is releasing a new collection of dog toys in partnership with Dunkin', the largest coffee and donuts brand in the United States, and the Dunkin' Joy in Childhood Foundation, just in time for pumpkin spice season. Together, BARK and Dunkin' have raised over $10 million for the charitable foundation since launching their partnership in 2020. Now in its fif. businesswire.com - 2 months ago
BARK, Inc. (BARK) Q1 2025 Earnings Call Transcript BARK, Inc. (NYSE:BARK ) Q1 2025 Earnings Conference Call August 7, 2024 4:30 PM ET Company Participants Mike Mougias - VP, IR Matt Meeker - Co-Founder & CEO Zahir Ibrahim - CFO Conference Call Participants Maria Ripps - Canaccord Genuity Ryan Meyers - Lake Street Kaumil Gajrawala - Jefferies Operator Good afternoon. My name is Emma, and I will be your conference operator today. seekingalpha.com - 3 months ago
Why Fast-paced Mover BARK (BARK) Is a Great Choice for Value Investors BARK (BARK) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen. zacks.com - 3 months ago
8. Profile Summary

BARK, Inc. BARK

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COUNTRY US
INDUSTRY Specialty Retail
MARKET CAP $ 259 M
Dividend Yield 0.00%
Description BARK Inc., a dog-centric company, provides products, services, and content for dogs. It operates in two segments, Direct to Consumer and Commerce. The company serves dogs through monthly subscription services. It is also involved in the design of playstyle-specific toys, satisfying treats, personal meal plans with supplements, and dog-first experiences designed to foster health and happiness of dogs everywhere. In addition, the company offers monthly themed box of toys and treats under the BarkBox and Super Chewer names; personalized meal plans under the BARK Food name; health and wellness products under the BARK Bright name; and dog beds, bowls, collars, harnesses, and leashes under the BARK Home brand. Further, the company sells BARK Home products through BarkShop.com. Additionally, it offers custom collections through online marketplaces, and brick and mortar retailers. The company was formerly known as The Original BARK Company and changed its name to BARK, Inc. in November 2021. BARK Inc. was incorporated in 2011 and is headquartered in New York, New York.
Contact 221 Canal Street, New York, NY, 10013 https://bark.co
IPO Date Dec. 18, 2020
Employees 708
Officers Mr. Henrik Werdelin Co-Founder, Chief Strategy Officer & Director Ms. Allison Koehler Chief Legal Officer, General Counsel & Secretary Mr. Michael Parness CMO & GM of Play Mr. Michael Novotny President of Food Ms. Carly Strife Co-Founder Mr. Michael Black Chief Revenue Officer & GM of Consumables Mr. Matt Meeker Co-Founder, Chief Executive Officer & Executive Chairman Mr. Brian Dostie Vice President of Accounting & Controller Mr. Zahir M. Ibrahim Chief Financial Officer Mr. Michael K. Mougias Vice President of Investor Relations