Short answer
Bark, Inc. (BARK) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $79M (down 23.4% year over year) with net income of $745,000.
Q2 2026 key financials · XBRL
- Revenue
- $79M
- −23.4% YoY
- Net income
- $745,000
- +110.6% YoY
- Operating margin
- 0.1%
- Gross margin
- 72.7%
- EPS (diluted)
- $0.08
- +300.0% YoY
Source: XBRL data from the Bark, Inc. (BARK) Q2 2026 10-Q on SEC EDGAR. USD.
Bark, Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $78.8M, down 23.4% YoY from $102.9M
- Gross margin 72.7% vs 62.3% YoY; adjusted margin 66.4% vs 65.8%
- Commerce worst revenue performer, $12.1M, down 11.4% YoY; DTC $66.7M, down 25.2%
- Net income $0.7M vs $7.0M loss; adjusted EBITDA margin 0.78% vs 0.09%
- Tariff receivable $12.1M; $3.2M refunds and $0.2M interest received during quarter
- Headwinds: tariffs, geopolitical friction, interest rates, commodity costs, and discretionary spending uncertainty
Risk Factors
- Tariffs and trade barriers: New or increased tariffs could raise costs and reduce discretionary demand, especially for China-sourced products
- Supply concentration: Limited manufacturers, suppliers, and logistics providers lack alternative or replacement arrangements
- Consumer demand: Recession, inflation, and uncertainty could reduce discretionary purchases of BARK products
- Competition: Rivals with greater resources and AI capabilities could pressure pricing, customer acquisition, and operating margins
- Payment compliance: New payment methods could add regulatory requirements, fraud exposure, and higher transaction fees
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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