Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BARK
STRONG SELLBARK, Inc. · Consumer Cyclical · United States · $75M · Avg Vol: $785K/d
COMPANY DESCRIPTION
BARK, Inc. is a leading dog-centric subscription and retail company that designs and distributes customized toys, treats, and wellness products under brands like BarkBox and Super Chewer. The company utilizes a direct-to-consumer subscription model to generate highly recurring revenue, complemented by strategic partnerships with major physical retailers. Its competitive advantage lies in its proprietary product design, data-driven personalization, and strong brand loyalty among pet owners.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 535.3M | 490.2M | 484.2M | 394.8M | -9.6% | 394.8M | 331.0M | 393.8M | -0.1% |
| EPS | -7.00 | -4.18 | -3.87 | -4.57 | — | -4.59 | — | — | — |
| Shares | 8.9M | 8.8M | 8.5M | 8.7M | -2.2% | 8.8M | — | — | — |
| Debt | 133.9M | 87.8M | 85.2M | 37.7M | -34.5% | 37.7M | — | — | — |
| Equity | 170.5M | 139.4M | 99.5M | 72.0M | -25.0% | — | — | — | — |
| Op CF | 4.7M | 6.1M | -7.1M | -23.2M | 29.1% | -23.2M | — | — | — |
| Inv CF | -21.1M | -8.8M | -6.2M | -3.4M | — | — | — | — | — |
| Fin CF | -2.1M | -49.6M | -19.9M | -45.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of BARK are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BARK | BARK, Inc.(you) | $75M | 13 | STRONG SELL |
| CHPT | ChargePoint Holdings, Inc. | $133M | 22 | SELL |
| GRWG | GrowGeneration Corp. | $83M | 33 | SELL |
| SPWH | Sportsman's Warehouse Holdings, Inc. | $51M | 28 | SELL |
| FLWS | 1-800-FLOWERS.COM, Inc. | $245M | 25 | SELL |
| EVGO | EVgo, Inc. | $446M | 2 | STRONG SELL |
| ONEW | OneWater Marine Inc. | $186M | 47 | HOLD |
| SVV | Savers Value Village, Inc. | $1.4B | 28 | SELL |
| ARHS | Arhaus, Inc. | $1.1B | 40 | HOLD |
| ARKO | Arko Corp. | $890M | 45 | HOLD |
Peer medians: ROE 10.0% · P/E 22.6x · Gross margin 37.5%