BARK Gestione
Criteri Gestione verificati 2/4
BARK Il CEO è Matt Meeker, nominato in Oct2011, e ha un mandato di 14.75 anni. la retribuzione annua totale è $ 3.34M, composta da 18% di stipendio e 82% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 6.37% delle azioni della società, per un valore di $ 5.38M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.8 anni e 3.3 anni.
Informazioni chiave
Matt Meeker
Amministratore delegato
US$3.3m
Compenso totale
| Percentuale dello stipendio del CEO | 17.96% |
| Mandato del CEO | 14.8yrs |
| Proprietà del CEO | 6.4% |
| Durata media del management | 4.8yrs |
| Durata media del Consiglio di amministrazione | 3.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jun 04
BARK: Reverse Split And Cancelled Buyout May Set Up Future Repricing
Analysts have reset their view on BARK, cutting the price target from $60 to $3 as they factor in updated fair value assumptions, adjusted discount rates, and revised expectations for revenue growth, profit margins, and future P/E multiples. What's in the News BARK is implementing a 1 for 20 reverse stock split of its common stock, effective April 1, 2026.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrativa • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$39m |
| 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$31m |
Compensazione vs Mercato: La retribuzione totale di Matt ($USD 3.34M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 658.00K ).
Compensazione vs guadagni: La retribuzione di Matt è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Matt Meeker (52 yo)
14.8yrs
Mandato
US$3,335,372
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 14.8yrs | US$3.34m | 6.37% $ 5.4m | |
| Co-Founder & Director | 14.8yrs | US$290.00k | 6.55% $ 5.5m | |
| Chief Legal Officer | 4.6yrs | US$992.06k | 0.47% $ 392.6k | |
| Chief Revenue Officer & President of Core Business | 2.3yrs | Nessun dato | 0.31% $ 263.7k | |
| Co-Founder | 14.5yrs | Nessun dato | 4.87% $ 4.1m | |
| Co-founder & Chief Supply Chain Officer | no data | Nessun dato | Nessun dato | |
| Interim CFO | 3.2yrs | Nessun dato | 0.13% $ 107.8k | |
| Vice President of Investor Relations | 5yrs | Nessun dato | Nessun dato | |
| President of BARK Air | 4.8yrs | US$346.93k | Nessun dato | |
| Chief Experience Officer | 2.1yrs | Nessun dato | Nessun dato |
4.8yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di BARK è considerato esperto (durata media dell'incarico 4.8 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 14.8yrs | US$3.34m | 6.37% $ 5.4m | |
| Co-Founder & Director | 14.8yrs | US$290.00k | 6.55% $ 5.5m | |
| Lead Independent Director | 8.6yrs | US$239.19k | 0% $ 0 | |
| Independent Director | 5.4yrs | US$220.44k | Nessun dato | |
| Independent Director | 2.8yrs | US$204.19k | 0% $ 0 | |
| Independent Director | 3.3yrs | US$200.44k | 0% $ 0 | |
| Independent Director | 3.3yrs | US$204.19k | 0% $ 0 | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Director | less than a year | Nessun dato | Nessun dato |
3.3yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BARK sono considerati esperti (durata media dell'incarico 3.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/13 06:40 |
| Prezzo dell'azione a fine giornata | 2026/07/13 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
BARK, Inc. è coperta da 3 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ygal Arounian | Citigroup Inc |
| Kaumil Gajrawala | Jefferies LLC |
| Ryan Meyers | Lake Street Capital Markets, LLC |