BARK, Inc.
$8.27+1.0%YTD-29.0%1Y-49.3%
Price updated 4h ago·X counts updated 2d ago
On X
The complete picture of $BARK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
47X posts · last 7 days
Chatter Meter
1×
How loud $BARK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 73% of tracked names.
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $BARK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Specialty Retail sits in its cycle right now — and what that implies for $BARK.
Specialty Retail
No material change from last week — Consumer discretionary bifurcation deepens as XRT falls -7.
What this means for $BARK
Partial — Dog-focused subscription and retail brand delivering monthly toy-and-treat boxes, food, and dental products direct to consumers.
Top industry ETF
$XRTSPDR S&P Retail ETF
-4.3%YTD
-5.0%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-3.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
-28.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
-8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
-23.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
-39.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
63.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.08$-0.40+120.3%
Q1 2026Jun 9, 2026$0.07$-0.35+120.2%
Q4 2025Feb 5, 2026$-0.60$-0.83+27.3%
Q3 2025Nov 10, 2025$-0.60$-0.01-3900.0%
Next earningsMon, Nov 9·consensus EPS $-0.42
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$78.8M-23.4%72.7%0.1%$0.09$-3.7M
Q4 FY26$86.6M-25.0%65.1%-14.6%$-1.44$-2.1M
Q3 FY26$98.4M-22.1%60.4%-8.7%$-1.00$1.6M
Q2 FY26$107.0M-15.2%57.9%-10.0%$-1.25$-19.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$404.4M$401.9M – $407.0M-$2.23-$2.25 – -$2.222
FY27$335.4M$333.3M – $337.5M-$1.37-$1.38 – -$1.361
FY28$352.1M$349.8M – $354.3M-$0.99-$1.00 – -$0.991
FY29$379.0M$376.6M – $381.4M$1.04$1.03 – $1.051
FY30$403.0M$400.5M – $405.5M$1.46$1.45 – $1.471
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-28.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatTiny float · 5.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
3New insider — initial holdingsSep 93
AI summary
8-KOfficer or director changeAug 248-K — Item 5.02: Officer or director change
AI summary
8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary
8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change
+ 5 other (2 10-Ks · 1 10-Q · 1 earnings 8-K · 1 routine 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
GNK Holdings Issues Open Letter to BARK Shareholders Calling for Greater Accountability and a Clear Path to Shareholder ValueBARK and Girl Scouts® Introduce Patch Pals™ -- The First-Ever Girl Scout Cookie Made for DogsBARK and Liquid Death Launch Limited-Edition Collection for Dogs and Their HumansBARK and Liquid Death Launch Limited-Edition Collection for Dogs and Their HumansBARK® and Dunkin'® Launch Dunkin's First Official Dog Drive-Thru Experience and New Dog Toy Collection
More in Specialty Retail
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