BARK Company (NYSE: BARK) reported Q4 EPS of $0.01, in-line with the analyst estimate of $0.01. Revenue for the quarter came in at $115.4 million versus the consensus estimate of $126.78 million.

For the first quarter of fiscal 2026, the Company expects:

Total revenue of $99.0 million to $101.0 million, as compared to $116.2 million last year. The year-over-year decline is largely due to a deliberate reduction in DTC marketing given the uncertain macro environment. Additionally, the Company anticipates lower growth in Commerce revenue in the first quarter as certain retail partners opted to delay placing orders for imported product under the previously announced 145% tariffs on goods from China.
Adjusted EBITDA of $(1.0) million to $1.0 million reflecting a year-over-year improvement of approximately $1.8 million at the midpoint of the range.

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