BARK Inc. released its quarterly report for the period ending December 31, 2025. The company reported that Direct to Consumer revenue, which includes revenue from BARK Air, represented 81.4% of total revenue for the nine months ended December 31, 2025. Direct to Consumer revenue decreased by 20.5% to USD 251.78 million for the nine-month period, primarily due to a 22.4% decline in total orders, partially offset by an increase in BARK Air revenue, which contributed USD 9.3 million and accounted for 3.7% of Direct to Consumer revenue. Commerce revenue increased by USD 4.4 million during the same period, driven mainly by sales growth from existing and new customers. Commerce accounted for 18.6% of total revenue. The majority of BARK Inc.'s revenue in the toys category continues to derive from its subscription products, BarkBox and Super Chewer, which deliver monthly themed boxes of toys and treats directly to customers. The company also offers incremental products through its "ATB" program, cross-selling across its portfolio, including kibble, treats, toppers, and dental products. BARK Inc. reaffirmed its commitment to delivering personalization at scale and highlighted its focus on expanding its reach through both direct-to-consumer and retail commerce channels.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Bark Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001628280-26-005799), on February 05, 2026, and is solely responsible for the information contained therein.