BARK Inc. (BARK) Earnings Live: Turnaround in Sight but Stock Under Scrutiny
Live Updates Live Coverage Updates appear automatically as they are published. Consensus Snapshot 2:31 pm by Joel South Q4 EPS Estimate: -$0.0046 Q4 Revenue Estimate: $126.74M YoY Revenue Growth: +4.3% EBITDA Estimate: $3.08M EBITDA Margin: 2.43% Short Interest: 7.18% of float Expectations are low but stable. The Street sees revenue growing just over 4% YoY […] The post BARK Inc. (BARK) Earnings Live: Turnaround in Sight but Stock Under Scrutiny appeared first on 24/7 Wall St..
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Consensus Snapshot
- Q4 EPS Estimate: -$0.0046
- Q4 Revenue Estimate: $126.74M
- YoY Revenue Growth: +4.3%
- EBITDA Estimate: $3.08M
- EBITDA Margin: 2.43%
- Short Interest: 7.18% of float
Expectations are low but stable. The Street sees revenue growing just over 4% YoY — modest but consistent with recent guidance and seasonal softness post-holiday. EPS is projected to hover near breakeven, marking the second consecutive quarter of near-neutral net income. More importantly, BARK is expected to show positive EBITDA of $3 million — signaling cost control and improving efficiency in customer fulfillment and logistics.
Gross margin expansion is a key lever. The company is projecting further improvement from Q3’s 60.6% figure, driven by lower fulfillment costs, reduced packaging waste, and higher take rates on curated SKUs. Analysts will also look for improved net revenue per subscriber and a return to sequential subscriber growth after a period of stagnation.
BARK enters its Q4 FY2025 earnings event in the early stages of a potential turnaround. The company’s stock has rebounded 18.8% over the past month but remains down ~30% year-to-date. While the low nominal share price and microcap status keep institutional ownership thin, the equity setup has improved thanks to consistent (albeit small) EPS beats and a pivot toward EBITDA discipline. A clean Q4 could reignite interest, particularly if margin expansion and unit economics signal a move away from pandemic-era inefficiencies.
CEO Matt Meeker has leaned into product diversification and pricing architecture refinement over the past 12 months. This includes an increased focus on BarkBox add-ons, multi-pet plans, and personalized toy rotation. Perhaps most notably, BARK’s strategy is shifting toward omni-channel with expanded Petco and Walmart partnerships. These retail footholds are expected to lower CAC and extend reach beyond DTC-only economics. However, that transition also introduces margin variability and complicates LTV calculations.
The market wants proof that BARK’s cohort quality is improving — i.e., higher retention, larger baskets, and embedded growth mechanics that make CAC spend more efficient. Q4 will be scrutinized not just on revenue, but on cohort health and gross margin leverage.
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