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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
787% more call options, than puts
Call options by funds: $133K | Put options by funds: $15K
0.63% less ownership
Funds ownership: 26.41% [Q1] → 25.78% (-0.63%) [Q2]
7% less funds holding
Funds holding: 118 [Q1] → 110 (-8) [Q2]
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
40% less capital invested
Capital invested by funds: $64.3M [Q1] → $38.4M (-$25.9M) [Q2]
43% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 47
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Jefferies Kaumil Gajrawala | 238%upside $3 | Buy Maintained | 5 Jun 2025 |
Canaccord Genuity Maria Ripps | 125%upside $2 | Hold Maintained | 5 Jun 2025 |
Financial journalist opinion
Based on 7 articles about BARK published over the past 30 days









