BARKBARK
Market Cap: $281M
About: BARK Inc is a vertically integrated, omnichannel brand serving dogs across two key categories: toys & accessories and consumables. It serves dogs nationwide with monthly subscription services, BarkBox and Super Chewer; e-commerce experience on BarkShop.com; custom collections via its retail partner network, including Target and Amazon; wellness products that meet dogs' needs with BARK Bright; and a personalized meal delivery service for dogs BARK Eats. The company's reportable segments are; Direct to Consumer (D2C), and Commerce. The majority of its revenue is generated from the Direct to Consumer segment which derives revenue from the sale of toys & accessories and consumables through BarkBox, Super Chewer, and the company's consumables website.
Employees: 708
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
481% more call options, than puts
Call options by funds: $633K | Put options by funds: $109K
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
37% more capital invested
Capital invested by funds: $64.8M [Q1] → $88.9M (+$24.1M) [Q2]
33% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 24
8% more funds holding
Funds holding: 92 [Q1] → 99 (+7) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
0.35% less ownership
Funds ownership: 28.32% [Q1] → 27.96% (-0.35%) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for BARK.