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Upturn AI SWOT - About
Original Bark Co (BARK)

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Upturn Advisory Summary
10/22/2025: BARK (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $2.33
1 Year Target Price $2.33
| 3 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong 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 | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 151.21M USD | Price to earnings Ratio - | 1Y Target Price 2.33 |
Price to earnings Ratio - | 1Y Target Price 2.33 | ||
Volume (30-day avg) 4 | Beta 1.86 | 52 Weeks Range 0.73 - 2.56 | Updated Date 10/22/2025 |
52 Weeks Range 0.73 - 2.56 | Updated Date 10/22/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -6.34% | Operating Margin (TTM) -8.12% |
Management Effectiveness
Return on Assets (TTM) -7.51% | Return on Equity (TTM) -26.91% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 136689415 | Price to Sales(TTM) 0.32 |
Enterprise Value 136689415 | Price to Sales(TTM) 0.32 | ||
Enterprise Value to Revenue 0.29 | Enterprise Value to EBITDA -5.81 | Shares Outstanding 169883114 | Shares Floating 102527857 |
Shares Outstanding 169883114 | Shares Floating 102527857 | ||
Percent Insiders 31.02 | Percent Institutions 42.41 |
Upturn AI SWOT
Original Bark Co
Company Overview
History and Background
Original Bark Co. (BARK) was founded in 2011 with the mission to make dogs happy. Originally starting with a subscription box service, BarkBox, the company has expanded into a multi-channel pet platform offering a variety of products and services.
Core Business Areas
- Direct-to-Consumer: The direct-to-consumer segment involves products sold directly through Bark's website, including toys, treats, and other pet essentials.
- Retail: Bark sells its products through partnerships with major retailers like Target and Amazon, expanding its reach to a wider customer base.
- Subscription Products: BarkBox is the company's flagship subscription box service, offering curated toys, treats, and chews tailored to dogs' size and preferences. Super Chewer is a more durable toy-focused subscription.
Leadership and Structure
The leadership team includes key executives in roles such as CEO, CFO, and Chief Marketing Officer. The organizational structure involves functional departments covering product development, marketing, operations, and technology.
Top Products and Market Share
Key Offerings
- Bark Eats: Personalized meal plans with customized blends of food that meet the needs of each dog based on breed, weight, age, and allergies. Competitors: The Farmer's Dog, Nom Nom.
- BarkBox: BarkBox is the core subscription service, offering a monthly delivery of themed toys, treats, and chews. The subscription model provides recurring revenue and customer loyalty. Competition includes Chewy's Goody Box and PupBox. Number of subscribers varies per quarter.
- Super Chewer: Super Chewer is a subscription box designed for dogs that are tough chewers, offering more durable toys and chews. It caters to a specific niche within the dog owner market. Competitors: Bullymake Box.
Market Dynamics
Industry Overview
The pet industry is experiencing significant growth, driven by increased pet ownership, humanization of pets, and rising disposable incomes. There is a growing demand for premium pet products and services.
Positioning
Original Bark Co. is positioned as a leading provider of innovative and engaging products for dogs, leveraging its subscription model, strong brand, and data-driven approach to personalization.
Total Addressable Market (TAM)
The global pet market is estimated to be in the hundreds of billions of dollars. BARK is positioned to capture a portion of this TAM through its subscription services, direct-to-consumer sales, and retail partnerships.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Subscription-based revenue model
- Data-driven personalization
- Multi-channel distribution (DTC, retail)
Weaknesses
- High customer acquisition costs
- Subscription churn rate
- Dependence on third-party suppliers
- Profitability concerns
Opportunities
- Expansion into new product categories (e.g., pet health, insurance)
- International market expansion
- Strategic partnerships with retailers
- Increased personalization and customization
Threats
- Increased competition from established players (e.g., Chewy, Petco)
- Fluctuations in raw material costs
- Changes in consumer preferences
- Economic downturn impacting discretionary spending
Competitors and Market Share
Key Competitors
- CHWY
- PETCO
- AMZN
Competitive Landscape
Original Bark Co. competes with large, established players in the pet industry, as well as smaller, niche competitors. BARK's advantages include its strong brand and subscription model, while disadvantages include its smaller scale and profitability challenges.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been characterized by rapid expansion of the subscription base followed by periods of slowing growth and challenges in maintaining profitability.
Future Projections: Future growth projections vary based on analyst estimates, with potential for increased revenue through new product launches and market expansion.
Recent Initiatives: Recent initiatives include partnerships with major retailers, expansion of product offerings, and investment in marketing and customer acquisition.
Summary
Original Bark Co. has strong brand recognition and a unique subscription-based model, but it faces challenges in customer acquisition, profitability, and competition. While the pet industry is growing, maintaining subscriber growth and managing costs are critical. The company needs to focus on improving retention and expanding its product offerings to achieve long-term success. BARK also needs to improve its market share against major competitors like Chewy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Earnings calls transcripts
- Industry reports
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, and past performance is not indicative of future results.
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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