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 Q4 regulatory filings by fund managers ($100M+ AUM)
341% more call options, than puts
Call options by funds: $366K | Put options by funds: $83K
130% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 20
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
12% more capital invested
Capital invested by funds: $83.6M [Q3] → $93.7M (+$10.1M) [Q4]
8% more funds holding
Funds holding: 105 [Q3] → 113 (+8) [Q4]
0.28% less ownership
Funds ownership: 29.56% [Q3] → 29.27% (-0.28%) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Citigroup Ygal Arounian 41% 1-year accuracy 9 / 22 met price target | 79%upside $2.50 | Buy Maintained | 3 Jan 2025 |
Financial journalist opinion









