BARKBARK
Market Cap: 267M
About: BARK Inc is a vertically integrated, omnichannel brand serving dogs across two key categories: toys & accessories and consumables. It serves dogs nationwide with monthly subscription services, BarkBox and Super Chewer; e-commerce experience on BarkShop.com; custom collections via its retail partner network, including Target and Amazon; wellness products that meet dogs' needs with BARK Bright; and a personalized meal delivery service for dogs BARK Eats. The company's reportable segments are; Direct to Consumer (D2C), and Commerce. The majority of its revenue is generated from the Direct to Consumer segment which derives revenue from the sale of toys & accessories and consumables through BarkBox, Super Chewer, and the company's consumables website.
Employees: 708
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
152% more call options, than puts
Call options by funds: $244K | Put options by funds: $97K
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2023] → 2 (+1) [Q1 2024]
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
60% more capital invested
Capital invested by funds: $40.1M [Q4 2023] → $64.3M (+$24.1M) [Q1 2024]
10% more funds holding
Funds holding: 84 [Q4 2023] → 92 (+8) [Q1 2024]
2.29% more ownership
Funds ownership: 25.79% [Q4 2023] → 28.08% (+2.29%) [Q1 2024]
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
Research analyst outlook
1 Wall Street Analyst provided 1 year price forecasts over the past 6 months
1 analyst rating
Jefferies Kaumil Gajrawala | 25%upside $1.9 | Buy Upgraded | 5 Mar 2024 |
Financial journalist opinion
Based on 5 articles about BARK published over the past 30 days