BARK
BARK 1-star rating from Upturn Advisory

Original Bark Co (BARK)

Original Bark Co (BARK) 1-star rating from Upturn Advisory
$0.66
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Upturn Advisory Summary

11/20/2025: BARK (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

1 star rating from financial 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

Analysts Price Target For last 52 week
$2.33 Target price
52w Low $0.66
Current$0.66
52w High $2.56

Analysis of Past Performance

Type Stock
Historic Profit -12.61%
Avg. Invested days 31
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/20/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 113.42M 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 0.66 - 2.56
Updated Date 11/21/2025
52 Weeks Range 0.66 - 2.56
Updated Date 11/21/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.2

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-11-05
When -
Estimate -0.0216
Actual -0.03

Profitability

Profit Margin -7.81%
Operating Margin (TTM) -9.96%

Management Effectiveness

Return on Assets (TTM) -8.93%
Return on Equity (TTM) -33.59%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 138347254
Price to Sales(TTM) 0.25
Enterprise Value 138347254
Price to Sales(TTM) 0.25
Enterprise Value to Revenue 0.31
Enterprise Value to EBITDA -5.81
Shares Outstanding 171592421
Shares Floating 104190918
Shares Outstanding 171592421
Shares Floating 104190918
Percent Insiders 30.69
Percent Institutions 39.81

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Original Bark Co

Original Bark Co(BARK) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo 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.

Company business area logo 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 logo 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

Product Key Offerings logo 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 logo 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 competitor logo 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.

Similar Stocks

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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 691

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.