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Upturn AI SWOT - About
Original Bark Co (BARK)
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Upturn Advisory Summary
06/27/2025: BARK (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
4 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $2.38
Year Target Price $2.38
| 3 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.59% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 144.61M USD | Price to earnings Ratio - | 1Y Target Price 2.33 |
Price to earnings Ratio - | 1Y Target Price 2.33 | ||
Volume (30-day avg) - | Beta 2.02 | 52 Weeks Range 0.77 - 2.56 | Updated Date 06/29/2025 |
52 Weeks Range 0.77 - 2.56 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.19 |
Earnings Date
Report Date 2025-06-05 | When - | Estimate 0.0046 | Actual 0.01 |
Profitability
Profit Margin -6.79% | Operating Margin (TTM) -5.73% |
Management Effectiveness
Return on Assets (TTM) -7.86% | Return on Equity (TTM) -27.52% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 135757579 | Price to Sales(TTM) 0.3 |
Enterprise Value 135757579 | Price to Sales(TTM) 0.3 | ||
Enterprise Value to Revenue 0.28 | Enterprise Value to EBITDA -5.81 | Shares Outstanding 169328992 | Shares Floating 111424958 |
Shares Outstanding 169328992 | Shares Floating 111424958 | ||
Percent Insiders 25.89 | Percent Institutions 44.24 |
Analyst Ratings
Rating 4.5 | Target Price 2.38 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Original Bark Co
Company Overview
History and Background
Original Bark Co., founded in 2011, started as BarkBox, a subscription service for dog products. It has evolved into a multi-channel platform offering a wide range of products and services for dogs.
Core Business Areas
- Subscription Services: BarkBox and Super Chewer subscriptions deliver curated boxes of toys, treats, and chews monthly.
- E-Commerce: BarkShop offers a wide variety of dog-related products available for purchase online.
- Physical Retail: Partnerships with retailers such as Target provide Bark products in physical stores.
- Bark Home: Branded beds, bowls, and other essential items.
- Bark Eats: Personalized meal plans for dogs.
- Bark Bright: Dental health products for dogs.
Leadership and Structure
Manish Joneja is the CEO. The organizational structure includes teams dedicated to product development, marketing, customer service, and operations.
Top Products and Market Share
Key Offerings
- BarkBox: Monthly subscription box of toys and treats. Competitors include Chewy, Petco, and Petsmart's subscription offerings. Estimated BarkBox revenue is a significant portion of total subscription revenue. Market share data for specific subscription boxes is fragmented and difficult to obtain precisely.
- Super Chewer: A more durable subscription box for power chewers. Competitors include Bullymake Box and similar offerings. Revenue and market share figures are not publicly broken out, but contribute meaningfully to subscription revenue.
- Bark Eats: Personalized dog food subscription service. Competitors include Ollie, The Farmer's Dog. Exact market share figures are not publicly available.
Market Dynamics
Industry Overview
The pet industry is experiencing steady growth, driven by increasing pet ownership and a willingness to spend more on pets. E-commerce is a major driver, but brick and mortar stores remain important.
Positioning
Original Bark Co. is positioned as a brand focused on creating innovative and engaging products for dogs. It distinguishes itself through its strong brand and unique product offerings.
Total Addressable Market (TAM)
The total addressable market for pet products and services is estimated to be hundreds of billions of dollars globally. Original Bark Co. aims to capture a larger share through its subscription model and expanding product line.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Loyal Customer Base
- Subscription Model Provides Recurring Revenue
- Innovative Product Development
Weaknesses
- Customer Acquisition Costs
- Subscription Churn Rate
- Dependence on Third-Party Logistics
- Limited Profitability
Opportunities
- Expanding Product Lines
- Strategic Partnerships
- International Expansion
- Personalized Product Offerings
Threats
- Increased Competition
- Changing Consumer Preferences
- Economic Downturn
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- CHWY
- PETS
- WOOF
Competitive Landscape
Original Bark Co. competes in a crowded market. Its strengths lie in its brand and product innovation, but it faces challenges in customer acquisition and retention compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Growth has been uneven. Subscriber acquisition has been a key driver, but retention remains a challenge.
Future Projections: Analyst projections vary, but generally anticipate continued growth in revenue. Profitability improvements are expected but not guaranteed.
Recent Initiatives: Expansion into new product categories (e.g., food), partnerships with major retailers, and marketing campaigns aimed at increasing brand awareness.
Summary
Original Bark Co. has a strong brand and innovative products, but faces profitability and customer retention challenges. Its subscription model provides recurring revenue, however, high customer acquisition cost is holding it back. To improve performance, the company should reduce costs, increase product profitability, and improve customer retention. The pet industry is expected to continue to grow, providing opportunities for expansion, but it will remain a competitive market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Market conditions are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Original Bark Co
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2020-12-18 | Co-Founder, CEO & Executive Chairman Mr. Matt Meeker | ||
Sector Consumer Cyclical | Industry Specialty Retail | Full time employees 691 | Website https://bark.co |
Full time employees 691 | Website https://bark.co | ||
BARK, Inc., a dog-centric company, provides products, services, and content for dogs. The company operates in two segments, Direct to Consumer and Commerce. It provides subscription products, including monthly themed boxes of toys and treats to a dog's home, as well as kibble, treats, chews, toothpastes, sprinkles, broths, bites, hip and joint support products, skin and coat support products, beds, leashes, apparel, and other accessories and products under the BarkBox, Super Chewer, and BARK Bright names. The company also offers air travel experience to dogs under the BARK Air name. The company sells its products through a network of retail partners, as well as directly to consumers. BARK, Inc. was founded in 2011 and is headquartered in New York, New York.
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