- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
Original Bark Co (BARK)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/04/2025: 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 -12.61% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 116.79M 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 12/5/2025 |
52 Weeks Range 0.66 - 2.56 | Updated Date 12/5/2025 | ||
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 138450210 | Price to Sales(TTM) 0.26 |
Enterprise Value 138450210 | Price to Sales(TTM) 0.26 | ||
Enterprise Value to Revenue 0.31 | Enterprise Value to EBITDA -5.81 | Shares Outstanding 171592421 | Shares Floating 104120565 |
Shares Outstanding 171592421 | Shares Floating 104120565 | ||
Percent Insiders 30.67 | Percent Institutions 39.88 |
Upturn AI SWOT
BARK, Inc.
Company Overview
History and Background
Original Bark Co., founded in 2011, began with BarkBox, a monthly subscription box of dog toys and treats. It has since expanded to offer a wider range of products and services for dogs.
Core Business Areas
- BarkBox & Bite: Monthly subscription service delivering toys and treats to dog owners.
- Retail & Other: Direct sales of dog products through retail partnerships and online platforms.
- Bark Eats: Personalized meal plans designed for dogs, offering customized nutrition.
- Bark Home: A range of dog beds, bowls, and other home goods.
Leadership and Structure
The CEO is Matt Meeker. The organizational structure includes departments for marketing, product development, technology, and customer service. The board of directors oversees strategic direction.
Top Products and Market Share
Key Offerings
- BarkBox: Monthly subscription box of toys and treats. Competitors include Chewy, Petco, and other subscription box services. Market share of dog subscription box services is fragmented.
- Market Share: Approximately 10% within the dog subscription box market segment.
- Bark Eats: Personalized dog food meal plans. Competitors include Ollie, Farmer's Dog. Market share in personalized dog food is growing, but still relatively small.
- Market Share: Less than 5% within the personalized dog food market.
- Bark Bright: Dental kits which consist of dental chews. Competitors include Greenies and other dental chews.
- Market Share: Less than 5% within the personalized dog dental care product segment.
Market Dynamics
Industry Overview
The pet industry is experiencing steady growth, driven by increased pet ownership and willingness to spend on premium products and services. E-commerce is a significant channel.
Positioning
Original Bark Co. positions itself as a brand focused on creating unique and engaging experiences for dogs and their owners. Competitive advantages include brand recognition and subscription model.
Total Addressable Market (TAM)
The global pet care market is estimated to be $350 Billion in 2023. Original Bark Co is positioning within the premium segment of this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Subscription-based revenue model
- Loyal customer base
- Data-driven product development
Weaknesses
- Dependence on subscription renewals
- Relatively high customer acquisition costs
- Limited international presence
- Profitability concerns
Opportunities
- Expansion into new product categories
- International expansion
- Strategic partnerships with retailers
- Increased focus on personalized products and services
Threats
- Increased competition from established players
- Changing consumer preferences
- Economic downturn
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- CHWY
- PETS
- AMZN
Competitive Landscape
Original Bark Co. faces competition from large e-commerce players (AMZN), specialized pet retailers (PETS), and other subscription services (CHWY). The company's competitive advantage lies in its brand and customer loyalty.
Major Acquisitions
Bright Dental
- Year: 2019
- Acquisition Price (USD millions): 18
- Strategic Rationale: To expand into the dog dental care market and enhance subscription box offerings.
Growth Trajectory and Initiatives
Historical Growth: Original Bark Co. experienced rapid growth in its early years, driven by the popularity of BarkBox. Growth has slowed more recently.
Future Projections: Analyst projections vary, with some expecting continued growth driven by new product categories, while others anticipate slower growth due to increased competition.
Recent Initiatives: Recent initiatives include expanding Bark Eats and Bark Home offerings, as well as partnerships with major retailers.
Summary
Original Bark Co. has established a strong brand in the pet subscription box market, but faces challenges regarding profitability and competition. Its subscription model provides a reliable revenue stream, but customer acquisition costs remain a concern. The company's expansion into new product categories like Bark Eats and Bark Home presents growth opportunities, but it must navigate the competitive landscape and evolving consumer preferences to sustain long-term success. Ultimately, focusing on innovation and customer loyalty will be essential for Original Bark to thrive.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change. 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 BARK, Inc.
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

