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: 708
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
341% more call options, than puts
Call options by funds: $366K | Put options by funds: $83K
130% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 20
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
13% more capital invested
Capital invested by funds: $83.2M [Q3] → $93.7M (+$10.5M) [Q4]
8% more funds holding
Funds holding: 105 [Q3] → 113 (+8) [Q4]
0.13% less ownership
Funds ownership: 29.41% [Q3] → 29.27% (-0.13%) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for BARK.
Financial journalist opinion









