Bark Revenue Falls 18% as Bark Air Assets Set for Sale
The dog-products company reported declining fiscal second-quarter results and a preliminary deal to sell its Bark Air business.
Updated on Nov. 6, 2026 in Retail
Live Poll
Do you trust large companies to deliver on their promises to customers?
Bark reported fiscal second-quarter net revenue of $87.6 million, down 18.1% year over year, for the quarter ended Sept. 30, 2026. The company also reached a preliminary understanding to sell Bark Air's assets and license the brand beginning January 1, 2027.
Why it matters
Lower direct-to-consumer subscription activity weighed heavily on results, while commerce revenue grew modestly. The planned Bark Air arrangement is subject to definitive documentation, and the company says it would redirect proceeds toward commerce operations if completed.
Bark's direct-to-consumer revenue fell 24.7% to $61.8 million in fiscal Q2, while commerce revenue rose 3.6% to $25.7 million. Subscriber retention improved to 94%, but whether the Bark Air arrangement will close remains unresolved.
The players
Bark
Bark is a U.S. dog-products company known for its subscription treat and toy boxes and its online retail business.
The details
Bark attributed the revenue decline to reduced subscriber activity in its DTC sales. The company launched Licksters, a new line of enrichment toys, and shipped two of the largest retail orders in its history during fiscal Q3.
Timeline
May 2024: Bark Air launched dog airline service to New York, Los Angeles and London.
Sept. 30, 2026: Bark's fiscal second quarter ended.
January 1, 2027: Planned start date for the Bark Air asset sale and brand licensing.
Market Landscape
Bark's commerce growth alongside a sharp decline in direct-to-consumer subscriptions reflects a broader pattern of subscription-first pet brands moving toward retail channels. The company's ranking in the Top 1000 Database and AI Commerce Rankings places it among the tracked online retailers in this shift.
Subscribers to Bark's DTC boxes may see changes as the company shifts resources toward commerce and partnerships. Customers who buy Bark products through retail channels may find more availability as the company expands those relationships.
The takeaway
Subscription-led brands facing declining direct sales may increasingly rely on retail partnerships and licensing to sustain growth. Consumers tracking these companies can watch whether the Bark Air sale closes as planned in January 2027.
What happens next
The Bark Air asset sale and brand licensing are scheduled to begin on January 1, 2027, subject to definitive documentation.
Further reading
For more on how brands are reshaping their sales channels, see Retail coverage across the United States.
Source note: This article includes information reported by Digital Commerce 360.
Live Poll
Do you trust large companies to deliver on their promises to customers?
