BARK Inc. reported its third quarter (Q3) fiscal year 2026 results, highlighting a total revenue of USD 98.4 million, representing a 22.1% decrease year-over-year as the company reduced marketing spend to focus on profitability. Direct-to-Consumer (DTC) revenue for the period was USD 79.6 million, down 25.0% year-over-year, primarily due to carrying fewer subscriptions into the quarter compared to the prior year. Commerce revenue reached USD 18.9 million, a 7.2% decrease year-over-year. Gross profit for Q3 was USD 61.6 million, declining 22.3% year-over-year. The company’s Direct-to-Consumer gross margin was 66.4%, while Commerce gross margin improved to 46.3%. Net loss for the quarter was USD 8.6 million, narrowing from the same period last year. Adjusted EBITDA stood at negative USD 1.6 million, within the company’s guidance range. During the quarter, BARK fully repaid its outstanding 2025 Convertible Notes in cash, leaving the company debt free. Commerce and BARK Air together represented 22.5% of total revenue. The company also reported its lowest customer acquisition cost quarter in nearly three years and generated positive free cash flow as inventory levels began to normalize. Management emphasized continued progress in diversifying revenue streams and operational efficiency, positioning the company for greater resilience and profitability moving forward.

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