BARKBARK
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 Q3 regulatory filings by fund managers ($100M+ AUM)
574% more call options, than puts
Call options by funds: $499K | Put options by funds: $74K
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
48% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 23
6% more funds holding
Funds holding: 99 [Q2] → 105 (+6) [Q3]
1.45% more ownership
Funds ownership: 28.11% [Q2] → 29.56% (+1.45%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
6% less capital invested
Capital invested by funds: $89.3M [Q2] → $83.6M (-$5.74M) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Citigroup Ygal Arounian 64% 1-year accuracy 14 / 22 met price target | 34%upside $2.50 | Buy Maintained | 3 Jan 2025 |
Canaccord Genuity Maria Ripps 76% 1-year accuracy 22 / 29 met price target | 34%upside $2.50 | Hold Maintained | 2 Dec 2024 |