Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BARK
Strong SellSinkerBARK, Inc. · Consumer Cyclical · United States · $99M · Avg Vol: $502K/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% | 370.8M | 335.4M | 352.1M | -5.6% |
| EPS | -7.00 | -4.18 | -3.87 | -4.57 | — | -3.66 | -2.18 | -1.55 | — |
| Shares | 8.9M | 8.8M | 8.5M | 8.7M | -2.2% | 9.0M | — | — | — |
| Debt | 133.9M | 87.8M | 85.2M | 37.7M | -34.5% | 36.2M | — | — | — |
| Equity | 170.5M | 139.4M | 99.5M | 72.0M | -25.0% | — | — | — | — |
| Op CF | 4.7M | 6.1M | -7.1M | -23.2M | 29.1% | -21.3M | — | — | — |
| 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) | $99M | 15 | Strong Sell |
| CHPT | ChargePoint Holdings, Inc. | $144M | 21 | Sell |
| GRWG | GrowGeneration Corp. | $95M | 31 | Sell |
| FLWS | 1-800-FLOWERS.COM, Inc. | $239M | 20 | Strong Sell |
| SPWH | Sportsman's Warehouse Holdings, Inc. | $51M | 28 | Sell |
| ARKO | Arko Corp. | $490M | 22 | Sell |
| EVGO | EVgo, Inc. | $434M | 1 | Strong Sell |
| ONEW | OneWater Marine Inc. | $186M | 49 | Hold |
| BBW | Build-A-Bear Workshop, Inc. | $374M | 57 | Hold |
| WINA | Winmark Corporation | $1.2B | 43 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%