BARK, Inc. (BARK)

From the record

BARK, Inc.'s filings since 2020 show 5 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, 3 times, the latest 2025-12-19); a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-05-03); an auditor change (8-K item 4.01, the latest 2021-06-21) (its current reports).

From the record

BARK, Inc.'s 7 filed years say what it did: revenue went from $224 million in fiscal 2020 to $395 million in fiscal 2026, up 9.9% a year; it rose in 3 of 6 years; the deepest fall was 26% from fiscal 2023 to fiscal 2026; net income was positive in 0 of 7 of those years (its annual reports).

From the record

Return on equity: in the fiscal year ended 2026-03-31, BARK, Inc. lost about 54 cents for every dollar of shareholders' money, and gross profitability: its products earned about 142 cents per dollar of everything the company owns. Leverage: it owed about 58 cents per dollar of assets, and net share issuance: its share count shrank 2.0% over the year (the filed statements).

From the record

BARK, Inc.'s standing among 17 graded names in its industry family: revenue of $395 million in fiscal 2026 ranks in the bottom 29% by size; a net margin of -9.9% ranks in the bottom 26%; revenue growth of -9.6% a year over the last 3 filed years ranks in the bottom 15% (its annual reports).

From the record

BARK, Inc.'s leadership, from its insiders' filings and its current reports: no one files under a chief executive's title, so that part is not read; the 12 officers and directors filing in the last fifteen months have been on the record a median of 3.6 years (bottom 39%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

BARK, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $19 million against debt of $0 thousand leaves 11.3% of its assets as net cash, top 25% of its family; cash from operations less capital spending is -6.7% of revenue (bottom 26%); a gross margin of 61.3% (top 10%) (its annual report).

From the record

BARK, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew -9.6% a year over the last three filed years against 9.9% over all 7, slowing (bottom 9% of its family); the newest year grew -18.5% (bottom 9%); capital spending grew -45.7% a year (bottom 3%) (its annual reports). BARK, Inc. reported 2 lines of business in fiscal 2026: Direct to Consumer at $325 million (82%), Commerce at $70 million (18%); 1 of 2 grew against the year before (its annual report).

From the record

BARK, Inc.'s newest year against its own record: revenue of $395 million in fiscal 2026 came in 14.3% below the $460 million its prior three years' pace pointed to (bottom 10% of its family); net income of $39 million against a prior three-year average of $44 million (top 37%); a net margin of -9.9% against -8.6% before (bottom 43%) (its annual reports).