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Upturn AI SWOT - About
Original Bark Co (BARK)
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Upturn Advisory Summary
08/14/2025: BARK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
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  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 139.51M 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 1.88 | 52 Weeks Range 0.77 - 2.56 | Updated Date 08/15/2025 |
52 Weeks Range 0.77 - 2.56 | Updated Date 08/15/2025 | ||
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 2025-08-05 | When After Market | Estimate -0.0097 | Actual -0.02 |
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 138728013 | Price to Sales(TTM) 0.3 |
Enterprise Value 138728013 | Price to Sales(TTM) 0.3 | ||
Enterprise Value to Revenue 0.29 | Enterprise Value to EBITDA -5.81 | Shares Outstanding 169883008 | Shares Floating 103188702 |
Shares Outstanding 169883008 | Shares Floating 103188702 | ||
Percent Insiders 29.58 | Percent Institutions 43.5 |
Upturn AI SWOT
Original Bark Co
Company Overview
History and Background
Original Bark Co. (formerly BarkBox) was founded in 2011. It began as a subscription box service for dog products and has expanded into a broader omnichannel pet-focused company.
Core Business Areas
- Subscription Commerce: Recurring deliveries of curated toys, treats, and other products designed for a dog's specific needs. This includes BarkBox and Super Chewer subscriptions.
- eCommerce: Direct sales of dog products through its website and other online retailers.
- Retail: Selling dog products through partnerships with brick-and-mortar retailers.
Leadership and Structure
Manish Joneja is the CEO. The company has a typical corporate structure with departments for marketing, product development, technology, and finance.
Top Products and Market Share
Key Offerings
- BarkBox: A monthly subscription box tailored to dogs' needs and preferences, containing toys, treats, and chews. While specific market share data is unavailable, BarkBox is a leading player in the dog subscription box market. Competitors include Chewy, Petco, and PetSmart which offer similar subscription services, but BarkBox's unique selling point is its curated and themed boxes.
- Super Chewer: A monthly subscription box designed for dogs who are tough chewers, featuring durable toys and chews. Competitors include Bullymake Box and similar tough-toy subscription services. Again, specific market share is difficult to ascertain due to the fragmented nature of the market. Revenue data is not publicly broken down for Super Chewer specifically, but it contributes significantly to subscription revenue.
- Retail Products: A variety of dog toys, treats, and accessories sold through online and brick-and-mortar retail channels. The retail market is highly competitive, with major players like Petco and PetSmart. Market share varies by product category.
Market Dynamics
Industry Overview
The pet industry is experiencing steady growth, driven by increased pet ownership and a willingness to spend more on pet products and services. The market is becoming increasingly fragmented, with many small players and online retailers.
Positioning
Original Bark Co. positions itself as a premium brand offering curated, high-quality products for dogs. Its subscription model provides recurring revenue and customer loyalty. They are a key player in the subscription box service sector.
Total Addressable Market (TAM)
The U.S. pet market is estimated to be over $100 billion annually. Original Bark Co. is positioned to capture a portion of this market through its subscription and retail offerings. The TAM continues to expand due to increased pet ownership and premiumization trends.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Recurring revenue from subscription model
- Curated and unique product offerings
- Focus on dog-specific needs
- Established customer base
Weaknesses
- High customer acquisition costs
- Reliance on subscription model
- Supply chain vulnerabilities
- Profitability challenges
- Competition from larger retailers
Opportunities
- Expansion into new product categories (e.g., pet health)
- International expansion
- Partnerships with other pet-related businesses
- Increased focus on e-commerce
- Leveraging data for personalized product recommendations
Threats
- Increased competition from online retailers
- Changing consumer preferences
- Economic downturn impacting discretionary spending
- Supply chain disruptions
- Rising marketing costs
Competitors and Market Share
Key Competitors
- CHWY
- PETS
- AMZN
Competitive Landscape
Original Bark Co. faces strong competition from Chewy (CHWY), a large online pet retailer, and Petco (WOOF), a major brick-and-mortar and online retailer. Amazon (AMZN) also represents a significant competitive threat. BARK differentiates itself through its curated subscription boxes and strong brand.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been uneven due to the competitive landscape and challenges in achieving profitability.
Future Projections: Future projections are dependent on the company's ability to improve profitability, reduce customer acquisition costs, and expand its product offerings.
Recent Initiatives: Recent initiatives include focusing on profitability, streamlining operations, and expanding into new product categories such as pet health and wellness.
Summary
Original Bark Co. has a strong brand and recurring revenue through its subscription model, but it faces challenges in achieving consistent profitability and competing with larger players. The company needs to focus on reducing customer acquisition costs and expanding its product offerings to drive future growth. The market is highly competitive and consumer preferences change rapidly. It needs to streamline operations to remain competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Industry Publications
- Company Website and Investor Relations
Disclaimers:
This analysis is based on publicly available information and represents a snapshot in time. Market conditions and company performance can change rapidly. This is not financial advice.
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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