Short answer
Bark, Inc. (BARK) filed its Q4 2025 10-Q quarterly report on Feb 5, 2026 for the quarter ended Dec 31, 2025. Quarterly revenue was $98M (down 22.1% year over year) with net income of −$9M.
Q4 2025 key financials · XBRL
- Revenue
- $98M
- −22.1% YoY · −8.0% QoQ
- Net income
- −$9M
- +24.9% YoY · +19.0% QoQ
- Operating margin
- -9.1%
- Gross margin
- 62.5%
- EPS (diluted)
- −$0.05
- +16.7% YoY · +16.7% QoQ
Source: XBRL data from the Bark, Inc. (BARK) Q4 2025 10-Q on SEC EDGAR. USD.
Bark, Inc. Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $98.4M, down 22.1% YoY from $126.4M
- Gross margin 62.5% vs 62.7% YoY; operating loss $9.0M vs $12.2M
- Best segment Commerce: gross margin 46.3% vs 44.0%; worst Direct to Consumer revenue $79.6M, down 25.0%
- Direct-to-Consumer gross margin 66.4% vs 66.3%; excluding BARK Air, 69.2% vs 67.4%
- Tariffs and lower consumer spending remained near-term headwinds; mitigation included sourcing diversification and select pricing adjustments
Risk Factors
- Tariff exposure heightened by recent and potential U.S. trade-policy changes, increasing costs for internationally sourced products including China-made toys
- Supplier concentration risk, with no alternative or replacement providers and limited long-term supply contracts
- Competitive pressure from larger pet retailers and brands using aggressive pricing, broader resources, and AI technologies
- Platform dependence risk from changing search and social-media algorithms reducing customer reach and increasing acquisition costs
- Payment compliance risk from evolving card-network and PCI DSS requirements, potentially causing fines or higher transaction fees
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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