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AI brief of an SEC Form 8-K · Bark, Inc. (BARK)

BARK Q2 revenue of $87.6 million tops guidance; net loss narrows to $3.8 million

Mixed Impact 3 of 5 earnings Written later

BARK reported fiscal second quarter 2027 results for the period ended September 30, 2026. Net revenue of $87.6 million exceeded the top of its $83.0 million to $85.0 million guidance range but fell from $107.0 million a year earlier, while the net loss narrowed to $3.8 million from $10.7 million. The company reaffirmed its full-year fiscal 2027 guidance and said it has a preliminary, non-binding understanding to sell BARK Air's assets and license the brand starting January 1, 2027.

Key points

  • Net revenue was $87.6 million, above the guidance high end of $85.0 million, but down from $107.0 million in the prior-year quarter.
  • Net loss was $3.8 million, or $(0.43) per share, versus a $10.7 million loss, or $(1.25) per share, a year earlier.
  • Adjusted EBITDA was $2.0 million, compared with $(1.4) million a year earlier; cash rose to $19.0 million with no outstanding debt.
  • Full-year fiscal 2027 guidance was reaffirmed at $325.0 million to $340.0 million in net revenue and $7.0 million to $10.0 million in Adjusted EBITDA; the BARK Air arrangement remains subject to definitive documentation.

The filing

CompanyBark, Inc. (BARK)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:23 PM ET
Accession number0001628280-26-071107

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.