BARK Gestion
Gestion contrôle des critères 2/4
Le PDG BARK est Matt Meeker, nommé en Oct2011, a un mandat de 14.58 ans. La rémunération annuelle totale est $ 3.34M, composée du salaire de 18% et des bonus 82%, y compris les actions et options de la société. détient directement 6.09% des actions de la société, d'une valeur de $ 4.71M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.6 ans et 4.2 ans.
Informations clés
Matt Meeker
Directeur général
US$3.3m
Rémunération totale
| Pourcentage du salaire du PDG | 17.96% |
| Durée du mandat du directeur général | 14.6yrs |
| Propriété du PDG | 6.1% |
| Durée moyenne d'occupation des postes de direction | 4.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.2yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...
Nouvelle analyse • 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 AlphaArticle d'analyse • 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 AlphaArticle d'analyse • 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...Article d'analyse • 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 AlphaArticle d'analyse • 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...Article d'analyse • 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 AlphaArticle d'analyse • 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...Article d'analyse • 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...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$31m |
Rémunération vs marché: La rémunération totale de Matt ($USD 3.34M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 622.00K ).
Rémunération et revenus: La rémunération de Matt a augmenté alors que l'entreprise n'est pas rentable.
PDG
Matt Meeker (51 yo)
14.6yrs
Titularisation
US$3,335,372
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 14.6yrs | US$3.34m | 6.09% $ 4.7m | |
| Co-Founder & Director | 14.6yrs | US$290.00k | 6.67% $ 5.2m | |
| Chief Legal Officer | 4.4yrs | US$992.06k | 0.41% $ 319.3k | |
| Chief Revenue Officer & President of Core Business | 2.2yrs | pas de données | 0.14% $ 111.2k | |
| Co-Founder | 14.3yrs | pas de données | 4.96% $ 3.8m | |
| Co-founder & Chief Supply Chain Officer | no data | pas de données | pas de données | |
| Interim CFO | 3yrs | pas de données | 0.068% $ 53.0k | |
| Vice President of Investor Relations | 4.8yrs | pas de données | pas de données | |
| President of BARK Air | 4.6yrs | US$346.93k | pas de données | |
| Chief Experience Officer | 1.9yrs | pas de données | pas de données |
4.6yrs
Durée moyenne de l'emploi
49yo
Âge moyen
Gestion expérimentée: L'équipe de direction de BARK est considérée comme expérimentée (ancienneté moyenne 4.6 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 14.6yrs | US$3.34m | 6.09% $ 4.7m | |
| 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 | pas de données | pas de données |
4.2yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de BARK sont considérés comme expérimentés (ancienneté moyenne 4.2 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 21:23 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
BARK, Inc. est couverte par 5 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Graham | Canaccord Genuity |
| Maria Ripps | Canaccord Genuity |
| Ygal Arounian | Citigroup Inc |