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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
BARK
BARK (BARK) investor relations material
BARK Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary5 Nov, 2026
Executive summary
Q2 revenue was $87.6M, above guidance; net loss narrowed to $3.8M and Adjusted EBITDA was $2.0M.
Commerce returned to growth, reaching 29.4% of revenue; DTC retention was 94%.
FY27 guidance was reaffirmed; a preliminary BARK Air customer-list sale and brand-license arrangement remains subject to definitive documentation.
Financial highlights
Revenue fell 18.1% YoY to $87.6M, mainly reflecting a smaller DTC subscriber base after planned marketing reductions, partly offset by Commerce growth.
Gross profit was $51.6M vs. $62.0M; gross margin rose ~100 bps YoY to 58.9%.
Net loss narrowed to $3.8M, or $0.43 per share, from $10.7M, or $1.25 per share; operating loss narrowed to $5.2M from $10.7M.
Adjusted EBITDA was $2.0M vs. a $1.4M loss YoY; adjusted EBITDA margin was 2.29% vs. negative 1.34%.
Marketing expense fell 32.5% YoY to $10.4M; G&A declined 19% to $46.4M, including lower shipping and fulfillment costs.
Outlook and guidance
FY27 guidance was reaffirmed at revenue of $325M–$340M and Adjusted EBITDA of $7M–$10M; results were trending toward the higher end, even excluding expected BARK Air revenue.
Q3 guidance is revenue of $88M–$92M and Adjusted EBITDA of $1M–$3M.
Inventory is expected to decline meaningfully over the next two quarters, supporting cash generation and flexibility into FY28.
Net income guidance was not provided due to uncertainty in stock-based compensation and related tax effects.
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Latest events from BARK
- Revenue was $78.8M, net income positive, and margins improved on tariff refunds and cost controls.BARK
Q1 2027 - Revenue fell 18.5% as profitability and diversification efforts drove positive Adjusted EBITDA.BARKQ4 2026
- All agenda items, including director elections and a reverse stock split, were approved.BARKAGM 2026
- Key votes include director elections, auditor ratification, and a proposed reverse stock split.BARKProxy Filing
- Key votes include director elections, auditor ratification, and a possible reverse stock split.BARKProxy Filing
- Shareholders will vote on director elections, auditor ratification, executive pay, and a reverse stock split.BARKProxy Filing
- Revenue fell 22% to $98.4M, gross margin was 62.5%, and all debt was repaid.BARKQ3 2026
- Record gross margin, improved profitability, and strong cash flow marked Q1 FY2025.BARKQ1 2025
- Q3 revenue up 1.1% to $126.4M, commerce surged 43.5%, and positive Adjusted EBITDA is expected.BARKQ3 2025
Next BARK earnings date
Q3 20274 Feb, 2027
BARK
Next BARK earnings date
Q3 20274 Feb, 2027
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Frequently asked questions
The Original BARK Company markets and sells dog subscription services and related pet products; and subscriptions are sold via the BarkBox, Super Chewer, and BARK Eats brands through mobile applications and websites. It provides subscription boxes that include toys, treats, hygiene items, collars, leashes, beds, bowls, apparel, and grooming supplies; personalized meal plans; crates; dog apparel and accessories; crates; live training courses; behavioral training courses; doggy daycare membership plans. The company also offers health and wellness products under the BARK Bright name. The company operates in the United States.