Short answer
Bark, Inc. (BARK) filed its Q3 2025 10-Q quarterly report on Nov 10, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $107M (down 15.2% year over year) with net income of −$11M.
Q3 2025 key financials · XBRL
- Revenue
- $107M
- −15.2% YoY · +4.0% QoQ
- Net income
- −$11M
- −102.8% YoY · −51.8% QoQ
- Operating margin
- -10.0%
- Gross margin
- 57.9%
- EPS (diluted)
- −$0.06
- −100.0% YoY · −50.0% QoQ
Source: XBRL data from the Bark, Inc. (BARK) Q3 2025 10-Q on SEC EDGAR. USD.
Bark, Inc. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $107.0M, down 15.2% YoY from $126.1M
- Gross margin 57.9% vs 60.4% YoY
- Commerce strongest segment, revenue $24.8M, up 5.6% YoY
- Direct-to-Consumer weakest segment, revenue $82.1M, down 19.9% YoY
- Cash reduced interest income to $0.7M from $1.4M amid lower interest-bearing deposits
- Tariffs and inbound shipping costs emerging headwinds, with mitigation through sourcing, packaging, assortment, and pricing changes
Risk Factors
- Tariff exposure expanded: new or increased trade barriers could raise cost of goods sold, especially for products manufactured in China
- Customer-acquisition risk: higher marketing costs could reduce margins if acquisition and retention spending exceeds expectations
- Supply-chain concentration: limited suppliers and no alternative providers increase disruption risk
- Competitive pressure: larger rivals may deploy AI, stronger fulfillment, and aggressive pricing, reducing operating margins
- Payment compliance: new payment methods could add regulations, fraud exposure, and PCI-related compliance costs
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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