BARKBARK
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: 691
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
242% more call options, than puts
Call options by funds: $205K | Put options by funds: $60K
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
3% more funds holding
Funds holding: 114 [Q4 2024] → 117 (+3) [Q1 2025]
2.87% less ownership
Funds ownership: 29.28% [Q4 2024] → 26.4% (-2.87%) [Q1 2025]
26% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 42
31% less capital invested
Capital invested by funds: $93.7M [Q4 2024] → $64.3M (-$29.4M) [Q1 2025]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Jefferies Kaumil Gajrawala | 264%upside $3 | Buy Maintained | 5 Jun 2025 |
Canaccord Genuity Maria Ripps | 143%upside $2 | Hold Maintained | 5 Jun 2025 |
Financial journalist opinion
Based on 4 articles about BARK published over the past 30 days









