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Bark, Inc. BARK Direct to Consumer: — Cost of revenue

Other segment segments

Commerce:
$7.45M-6.6%

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Other financials

Income statement

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Revenue$86.6M-25.0%
Gross profit$54.3M-26.0%
Operating income-$12.2M-84.1%
Net income-$12.7M-109%
EPS (diluted)-$4.42-22.1%

Balance sheet

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Cash & equivalents$19.3M-80.2%
Total debt$37.7M-55.8%
Total equity$72.0M-27.6%
Total assets$170.0M-34.8%

Cash flow

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Operating cash flow-$1.4M+86.8%
CapEx$713.0K-58.8%
Free cash flow-$2.1M+82.8%

Valuation

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Market cap$87.75M-42.4%
Enterprise value$106.15M-27.8%
P/S0.2×-0.1×

Profitability

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Gross margin61.3%-1.1pp
Operating margin-10.2%+6.8pp
Net margin-9.9%+8.2pp
FCF margin-7.1%-18.9pp

Returns & leverage

See full
Return on equity-45.5%+85.4pp
Debt / equity0.5×-0.3×
Current ratio1.9×+0.2×

Where this comes from

Reported directly by Bark, Inc. in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The official record: Bark, Inc.’s 10-K, filed June 10, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Bark, Inc.'s direct to consumer: — cost of revenue?
Bark, Inc. (BARK) reported direct to consumer: — cost of revenue of $24.83M in Q1 2026.
How has Bark, Inc.'s direct to consumer: — cost of revenue changed year-over-year?
Bark, Inc.'s direct to consumer: — cost of revenue decreased by 27.1% year-over-year, from $34.08M to $24.83M.
What is the long-term trend for Bark, Inc.'s direct to consumer: — cost of revenue?
Over 4 years (2022 to 2026), Bark, Inc.'s direct to consumer: — cost of revenue has grown at a -12.3% compound annual growth rate (CAGR), from $187.99M to $111.18M.
What does direct to consumer: — cost of revenue mean?
Includes the direct costs attributable to the production, fulfillment, and delivery of goods sold through the direct-to-consumer channel. This encompasses expenses such as raw materials, manufacturing labor, shipping, and packaging specific to direct orders. Monitoring this metric is essential for assessing the variable cost structure and operational efficiency of the direct sales model.