The Original BARK Company (BARK -2.11%) may be better known by the name of its best-known product, Barkbox, a monthly subscription service that provides premium toys and treats for dogs. The company went public through a special-purpose acquisition company (SPAC) in a merger completed in June 2021.
Revenue growth has faded from the pandemic boom, and fell 18.5% in fiscal 2026, which ended in March 2026, to $394.8 million. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) was also down, falling from $5.4 million to $0.2 million as the company's subscriber base appears to be eroding.
Bark offers a number of subscription products, including Bark Eats, a monthly meal plan; Bark Bright, a health subscription that starts with a dental kit; and Super Chewer, durable dog toys for larger dogs.
Bark aims to continue growing by expanding to new categories, increasing brand awareness, and broadening its subscriber base. With an attractive business model and a unique subscription program that selects products for customers, Bark could have a promising future ahead, despite its recent struggles.
The company has received multiple buyout offers to go private, though the board chose not to move forward with those offers. However, a buyout is a possibility if the company continues to struggle.