BARK Earnings Prediction
The chart below shows how BARK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BARK sees a -2.44% change in stock price 10 days leading up to the earnings, and a -2.82% change 10 days following the report. On the earnings day itself, the stock moves by -0.72%. This data can give you a slight idea of what to expect for the next quarter's release.
BARK Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
121.48M
-3.60%
-2.87%
Gross Margin
62.75%
10.18%
1.60%
Operating Margin
-5.31%
-47.74%
-52.46%
Net Margin
-4.04%
-64.15%
-50.00%
EPS
-0.03
-62.50%
-50.00%
No Data Available
BARK Earnings Analysis
Bark Inc Corporation (BARK.N) Earnings Conference Call
Positive
Revenue Surpasses Expectations: Surpassed revenue expectations with total revenue of $126.4 million, marking a 1% year-over-year increase and the second consecutive quarter of revenue growth after eight quarters of declines.
Commerce Segment Revenue Surge: Achieved a significant 43% year-over-year revenue growth in the Commerce segment, contributing over $20 million in revenue last quarter, driven by new partnerships and expanded shelf space.
Adjusted EBITDA Improvement: Delivered a $4.9 million year-over-year improvement in adjusted EBITDA, marking the tenth consecutive quarter of improvement and positioning the company for its first full year of adjusted EBITDA profitability.
Gross Margin Improvement: Achieved a consolidated gross margin of 63%, an improvement of 90 basis points compared to last year, reflecting ongoing operational efficiencies and cost management efforts.
Share Repurchase Success: Successfully repurchased approximately $17 million worth of shares, totaling over 11 million shares, demonstrating confidence in the company's value and commitment to returning capital to shareholders.
Negative
Quarterly Revenue Stagnation: Total revenue for the quarter was $126,400,000, reflecting only a 1% increase year over year, indicating a stagnation in growth after eight consecutive quarters of decline.
B2C Revenue Decline: The B2C segment revenue declined by 4% year over year, contributing $106,100,000, which highlights ongoing challenges in customer retention and engagement despite recent platform transitions.
Quarterly Adjusted EBITDA Loss: Adjusted EBITDA for the quarter was negative $1,600,000, although this was an improvement of $4,900,000 compared to last year, it still reflects ongoing operational losses.
Negative Free Cash Flow: Free cash flow for the quarter was negative $2,000,000, and negative $1,200,000 year to date, indicating liquidity challenges and reliance on external financing to sustain operations.
Shipping Expense Increase: Shipping and fulfillment expenses increased by 3.4% to $36,700,000, which includes $2,400,000 in warehouse restructuring costs, suggesting inefficiencies in cost management during the transition phase.
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BARK Earning Call Sentiment
Earnings call transcript: BARK Inc Q4 2024 meets EPS forecast, stock drops
BARK.N
0.59%Positive
The earnings call reflects positive sentiment due to revenue growth, strong commerce segment performance, improved gross margins, and a significant share repurchase program. Despite some risks, such as platform transition and supply chain issues, the optimistic guidance for future growth and profitability, along with the expanding partnerships and strategic investments, support a positive outlook. The Q&A section also highlighted potential growth areas, like international commerce and Chewy partnership, reinforcing the positive sentiment.
