Bark, Inc. · NYSE:BARK
Bark — Investor Presentation (October 2025)
12 slides from Bark's investor presentation, October 2025
Slide 1: An Introduction
An Introduction October 2026 Investors@Barkbox.com
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements relating to, among other things, the future performance of BARK that are based on the Company’s current expectations, forecasts and assumptions and involve risks and uncertainties. In some cases, you can identify forward-looking statem
Slide 3: Our Mission
Our Mission MAKE DOGS HAPPY s this gu y) ya (As happ
Slide 4: Dogs are family members in over half of all U.S. households
Dogs are family members in over half of all U.S. households Huge Tailwinds Resilient Wide Open Our industry & total Gen Z pet ownership up 43.5% The industry has proven resilient There is no clear and dominant, addressable market is large in 2024; 70% of Gen Z pet through various economic cycles. cr
Slide 5: A snapshot of BARK today
A snapshot of BARK today 2011 7M+ 9M+ $35B+ Social Media Total Addressable Founded Dogs Served Followers Market $484M 62.4% $94M $5.4M Total Revenue1 Gross Margin1 Total Cash1 Adjusted EBITDA1,2 (1) As of fiscal year 2025, ended 3/31/2025 (2) This is a non-GAAP financial measure, please refer to our
Slide 6: Our products span categories each with significant runway
Our products span 3 categories each with significant runway Toys & Accessories Consumables Services Our heritage business Launched ‘Bark in the Belly’ Flights commenced in May 2024 consumables line in August 2025 * Services revenue is currently booked in our Direct-to-Consumer segment 6
Slide 7: With the launch of our consumables brand the addressable market is well over $35B
With the launch of our consumables brand the addressable market is well over $35B Roughly ⅔’s of revenue today is derived from toys. Expansion in adjacent categories is a key opportunity 2022 Estimates 7 Source: Future Market Insights, Euromonitor, Company Estimates
Slide 8: Our products are sold in DTC and across 50K+ retail doors and e-tailers
Our products are sold in DTC and across 50K+ retail doors and e-tailers 8
Slide 9: We partner with iconic brands
We partner with iconic brands 9
Slide 10: We have delivered significant profitability improvements
We have delivered significant profitability improvements BARK has focused on profitability growth over the past three years, resulting in a $63M improvement in Adj. EBITDA With a strong foundation in place, our focus has turned to revenue diversification across products and channels, to deliver long
Slide 11: Our key growth drivers and opportunities for significant growth
Our key growth drivers and opportunities for significant growth Leading Toy & Treat Brand Growing TAM with New Products ● One of the largest toy and treat brands in the U.S. today ● Large runway in food, treats, toppers, dental and ● DTC ships over 1m packages a month supplements with a combined TAM
Slide 12: Non-GAAP Financial Measures
Non-GAAP Financial Measures Non-GAAP Financial Measures We report our financial results in accordance with U.S. GAAP. However, management believes that Adjusted Net Loss, Adjusted Net Loss Margin, Adjusted Net Loss Per Common Share, Adjusted EBITDA, Adjusted EBITDA Margin, and Free Cash Flow, all no