BARK Dirección
Dirección controles de criterios 2/4
El CEO de BARK es Matt Meeker , nombrado en Oct 2011, tiene una permanencia de 14.58 años. compensación anual total es $3.34M, compuesta por 18% salario y 82% primas, incluidas acciones y opciones de la empresa. posee directamente un 6.09% de las acciones de la empresa, por valor de $4.76M. La antigüedad media del equipo directivo y de la junta directiva es de 4.6 años y 4.2 años, respectivamente.
Información clave
Matt Meeker
Chief Executive Officer (CEO)
US$3.3m
Compensación total
| Porcentaje del salario del CEO | 17.96% |
| Permanencia del CEO | 14.6yrs |
| Participación del CEO | 6.1% |
| Permanencia media de la dirección | 4.6yrs |
| Promedio de permanencia en la Junta Directiva | 4.2yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización del análisis • May 10
BARK: Lowered Expectations And Cost Control Will Set Up Future Upside
Analysts have reduced their price target on BARK by $15, reflecting updated views on the company's near-term earnings potential and valuation. Analyst Commentary Bullish Takeaways Bullish analysts view the lower price target as a recalibration of expectations rather than a breakdown in the long term story, with room for upside if BARK executes consistently on its earnings plans.Actualización del análisis • Apr 21
BARK: Reset Expectations While Reverse Split And Margin Execution Drive Future Upside
Analysts have trimmed their price targets on BARK, with recent cuts such as the $15 and $0.50 reductions cited in Street research. These changes are shaping a slightly lower implied P/E and a modestly higher discount rate in updated valuation work.Actualización del análisis • Apr 07
BARK: Reset Expectations And Margin Execution Will Drive Future Upside
Analysts have revised their fair value estimate for BARK from $2.00 to $35.00, reflecting updated assumptions around discount rates, profit margins, and a lower future P/E that are consistent with recent price target cuts cited in Street research. Analyst Commentary Recent Street research on BARK has generally moved toward lower price targets, which aligns with the reset in the fair value estimate.Actualización del análisis • Mar 24
BARK: Margin Execution And Buyout Interest Will Support Future Upside Potential
Analysts have trimmed their price targets on BARK by $0.50 to reflect slightly lower profit margin expectations and a modestly higher future P/E assumption, while their long term fair value estimate remains at $2.00. Analyst Commentary Recent research updates on BARK focus on how slightly lower profit margin expectations and a modestly higher future P/E assumption affect the near term setup while keeping the long term fair value view at US$2.00 intact.
Actualización del análisis • Mar 11
Why Marcus Lemonis will insist on the acquisition of BARK
BARK Inc. aligns well with Marcus Lemonis’s investing profile, and recent events confirm this, he is actively pursuing an acquisition of the company for $1.10 per share.Actualización del análisis • Mar 08
BARK: Buyout Proposal And Margin Execution Will Drive Future Upside Repricing
Analysts trimmed their BARK price target by $0.50, citing updated assumptions around discount rates, margin expectations, and P/E multiples reflected in recent research from multiple firms. Analyst Commentary Recent Street research on BARK centers on how updated assumptions around discount rates, margin potential, and P/E multiples feed into a slightly lower price target, rather than a major shift in the core thesis.Actualización del análisis • Feb 22
BARK: Revised Deal Proposal And Margin Outlook Will Support Future Upside Repricing
Analysts have trimmed their price target on BARK by $0.50, reflecting updated views on revenue growth, discount rate, profit margin, and future P/E, as seen in recent research from firms such as Lake Street and Canaccord. Analyst Commentary Recent research updates on BARK focus less on a single headline change in the price target and more on the inputs behind that move, including revenue growth assumptions, discount rates, profit margins, and future P/E expectations.Actualización del análisis • Feb 07
BARK: Lowered Price Assumptions Will Set Up Potential Upside Repricing
Analysts have trimmed their price target on BARK from about $2.33 to $2.00, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. Analyst Commentary Recent Street research on BARK focuses on how updated expectations around growth and profitability flow through to a lower price target of about US$2.00, with both supportive and cautious themes emerging.Artículo de análisis • Jan 08
Is BARK (NYSE:BARK) Weighed On By Its Debt Load?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Nov 13
Analysts Have Been Trimming Their BARK, Inc. (NYSE:BARK) Price Target After Its Latest Report
As you might know, BARK, Inc. ( NYSE:BARK ) recently reported its second-quarter numbers. Revenues of US$107m beat...Artículo de análisis • Oct 21
Investor Optimism Abounds BARK, Inc. (NYSE:BARK) But Growth Is Lacking
There wouldn't be many who think BARK, Inc.'s ( NYSE:BARK ) price-to-sales (or "P/S") ratio of 0.3x is worth a mention...Artículo de análisis • Aug 29
Is BARK (NYSE:BARK) Using Debt In A Risky Way?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Aug 10
BARK, Inc. (NYSE:BARK) Just Reported, And Analysts Assigned A US$2.33 Price Target
Shareholders might have noticed that BARK, Inc. ( NYSE:BARK ) filed its first-quarter result this time last week. The...Artículo de análisis • Jul 04
Some BARK, Inc. (NYSE:BARK) Shareholders Look For Exit As Shares Take 30% Pounding
The BARK, Inc. ( NYSE:BARK ) share price has fared very poorly over the last month, falling by a substantial 30%. The...
Nuevo análisis • Mar 30
Shopify Transition And Global Partnerships Will Yield Future Success
Transitioning to Shopify will boost D2C revenue growth by lowering acquisition costs and increasing conversion rates.Seeking Alpha • Feb 02
BARK, Inc.: Making Progress
Summary BARK, Inc. has seen more than a 25% stock increase post-2QFY25 financials, driven by insider buying and a positive revenue quarter after two years. The company is consolidating its brands under one platform to enhance cross-selling, and has shifted focus to Commerce sales to boost brand awareness. With a strong balance sheet and recent share repurchases, BARK is positioned to continue its turnaround, supported by bullish analyst ratings and CEO confidence. An updated analysis around BARK, Inc. follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
BARK: Tails Are Waging Once Again
Summary BARK, Inc. has shown significant recovery, with its stock up over 100% year-to-date, driven by revenue growth after eight quarters of decline. The company’s commerce revenue grew by 25% year-over-year, bolstered by a new partnership with Chewy and expanding existing partnerships. Despite being unprofitable, BARK's improved financials, including reduced net loss and positive cash flow, indicate a promising turnaround, supported by a strong balance sheet. Read the full article on Seeking AlphaArtículo de análisis • Oct 25
BARK (NYSE:BARK) Has Debt But No Earnings; Should You Worry?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Oct 10
BARK: Ready To Bite Back
Summary A new partnership with Chewy gives BARK access to 20 million potential customers. Subscription orders dropped 6.5% in FY24 due to aggressive promotions attracting price-sensitive customers who leave after the promotion period ends. However management is now cutting promotions, which should improve margins, though I don’t expect immediate subscriber growth over the next quarters. BARK's profitability and cash flow are improving, with positive adjusted EBITDA expected in FY25. Despite mixed valuations and low insider buying activity, I maintain a buy rating due to better fundamentals and the recent partnership with Chewy. Read the full article on Seeking AlphaArtículo de análisis • Sep 05
Further Upside For BARK, Inc. (NYSE:BARK) Shares Could Introduce Price Risks After 31% Bounce
BARK, Inc. ( NYSE:BARK ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...Artículo de análisis • Jul 23
Is BARK (NYSE:BARK) Weighed On By Its Debt Load?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jul 18
BARK, Inc.: Waiting For The Bite
Summary BARK, Inc. stock has dropped 90% since going public via SPAC, and the company expects flat to single-digit revenue growth for the upcoming year. BARK is led by the company's co-founder, who owns a decent share of the company and recently purchased more shares. The company is focusing on growth opportunities like BARK Air and expanding its consumables business. Read the full article on Seeking AlphaSeeking Alpha • Jun 04
BARK: No Growth And Weak Profitability Keeps Me Away
Summary Shares have performed well this year as the company has shown improving margins and reduced cash burn. However, revenue has been declining and management sees no growth in the upcoming fiscal year. The company’s net cash represents more than a third of its market cap, and management has begun to return its cash through share repurchases. Read the full article on Seeking AlphaArtículo de análisis • May 31
BARK, Inc.'s (NYSE:BARK) P/S Still Appears To Be Reasonable
With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...Artículo de análisis • Apr 15
Is BARK (NYSE:BARK) Using Debt Sensibly?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 08
BARK: 'Show Me' Story Is Improving, Path To Profitability In Sight
Summary The company's financial strength is notable, with about 40% of its market cap in net cash. Despite concerns about the sustainability of free cash flow from inventory liquidation, BARK doesn't exhibit significant cash flow challenges. Evidenced by improving EBITDA margins, from negative 3% in fiscal Q4 2023 to an expected 2% in Q4 2024, BARK appears on a trajectory toward profitability. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
BARK: Fighting For Support
Summary BARK is supported by a strong customer base in the United States as a consumer discretionary stock. Pets continue to grow as a percentage of US households, increasing the potential market for BARK's products and services. BARK has a 62% upside compared to its closest competitor in terms of valuation. Read the full article on Seeking AlphaArtículo de análisis • Feb 13
Market Participants Recognise BARK, Inc.'s (NYSE:BARK) Revenues Pushing Shares 31% Higher
BARK, Inc. ( NYSE:BARK ) shares have continued their recent momentum with a 31% gain in the last month alone...Artículo de análisis • Feb 06
Is Now The Time To Look At Buying BARK, Inc. (NYSE:BARK)?
While BARK, Inc. ( NYSE:BARK ) might not have the largest market cap around , it led the NYSE gainers with a relatively...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | -US$32m |
| Sep 30 2025 | n/a | n/a | -US$35m |
| Jun 30 2025 | n/a | n/a | -US$30m |
| Mar 31 2025 | US$3m | US$599k | -US$33m |
| Dec 31 2024 | n/a | n/a | -US$32m |
| Sep 30 2024 | n/a | n/a | -US$30m |
| Jun 30 2024 | n/a | n/a | -US$35m |
| Mar 31 2024 | US$1m | US$525k | -US$37m |
| Dec 31 2023 | n/a | n/a | -US$46m |
| Sep 30 2023 | n/a | n/a | -US$57m |
| Jun 30 2023 | n/a | n/a | -US$58m |
| Mar 31 2023 | US$1m | US$519k | -US$62m |
| Dec 31 2022 | n/a | n/a | -US$84m |
| Sep 30 2022 | n/a | n/a | -US$76m |
| Jun 30 2022 | n/a | n/a | -US$59m |
| Mar 31 2022 | US$433k | US$375k | -US$68m |
| Dec 31 2021 | n/a | n/a | -US$39m |
| Sep 30 2021 | n/a | n/a | -US$50m |
| Jun 30 2021 | n/a | n/a | -US$57m |
| Mar 31 2021 | US$445k | US$356k | -US$31m |
Compensación vs. Mercado: La compensación total de Matt($USD3.34M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD622.91K).
Compensación vs. Ingresos: La compensación de Matt ha aumentado mientras la empresa no es rentable.
CEO
Matt Meeker (51 yo)
14.6yrs
Permanencia
US$3,335,372
Compensación
Mr. Matt Meeker co-founded BARK, Inc. (formerly known as Bark & Co) in October 2011. He serves as Chief Executive Officer of BARK, Inc. since January 10, 2022 and its Executive Chairman since September 202...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 14.6yrs | US$3.34m | 6.09% $ 4.8m | |
| Co-Founder & Director | 14.6yrs | US$290.00k | 6.67% $ 5.2m | |
| Chief Legal Officer | 4.4yrs | US$992.06k | 0.41% $ 322.5k | |
| Chief Revenue Officer & President of Core Business | 2.2yrs | sin datos | 0.14% $ 112.3k | |
| Co-Founder | 14.3yrs | sin datos | 4.96% $ 3.9m | |
| Co-founder & Chief Supply Chain Officer | no data | sin datos | sin datos | |
| Interim CFO | 3yrs | sin datos | 0.068% $ 53.5k | |
| Vice President of Investor Relations | 4.8yrs | sin datos | sin datos | |
| President of BARK Air | 4.6yrs | US$346.93k | sin datos | |
| Chief Experience Officer | 1.9yrs | sin datos | sin datos |
4.6yrs
Permanencia media
49yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BARK se considera experimentado (4.6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 14.6yrs | US$3.34m | 6.09% $ 4.8m | |
| Co-Founder & Director | 14.6yrs | US$290.00k | 6.67% $ 5.2m | |
| Lead Independent Director | 8.4yrs | US$239.19k | 0% $ 0 | |
| Independent Director | 5.3yrs | US$220.44k | 0% $ 0 | |
| Independent Director | 2.7yrs | US$204.19k | 0% $ 0 | |
| Independent Director | 3.2yrs | US$200.44k | 0% $ 0 | |
| Independent Director | 3.2yrs | US$204.19k | 0% $ 0 | |
| Director | no data | sin datos | sin datos |
4.2yrs
Permanencia media
61yo
Promedio de edad
Junta con experiencia: La junta directiva de BARK se considera experimentada (4.2 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 10:14 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BARK, Inc. está cubierta por 5 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Michael Graham | Canaccord Genuity |
| Maria Ripps | Canaccord Genuity |
| Ygal Arounian | Citigroup Inc |