Bark net revenue and direct-to-consumer (DTC) revenue both declined in the company’s fiscal second quarter ended Sept. 30. However, the seller of pet products managed to reignite growth for its commerce revenue — which comes from sales with retail partners — and prepare the sale of its dog-focused airline as it sought to correct course for its business.

Overall, net revenue fell 18.1% year over year to $87.6 million in Q2, weighed down by reduced subscriber activity in its DTC sales.

Bark is No. 261 in the Top 1000 Database. The market research tool tracks North America’s largest online retailers, ranking them by annual ecommerce sales and more.

Bark is also No. 806 in Digital Commerce 360 and ReFiBuy’s AI Commerce Rankings. That set of rankings is available in the Top 1000 Pro with AI Database.

Bark web sales by year

Bark revenue in Q2

“Commerce returned to growth, Subscriber Retention improved to 94%, and we put our marketing dollars to work where they were most efficient,” said Matt Meeker, co-founder and CEO at Bark. “We also made meaningful progress expanding our product offerings and retail presence, including the launch of Licksters, our new line of enrichment toys, and the shipment of two of the largest retail orders in Bark’s history during our fiscal third quarter.”

Commerce net revenue in Q2 increased 3.6% from a year ago to reach $25.7 million. Meanwhile, DTC revenue declined 24.7% to $61.8 million over the same period.

Meeker addressed key challenges that have hindered growth at Bark in recent years. As he did so, he laid out Bark’s timeline for getting rid of its Bark Air, the dog airline service that launched in May 2024.

Selling Bark Air

“Subsequent to quarter end, we reached a preliminary understanding to sell Bark Air’s assets and license the brand beginning January 1, 2027,” Meeker stated. “The arrangement remains subject to definitive documentation and there is no assurance it will be completed.’

Assuming the deal goes through, Meeker expects Bark to be able to redirect funds toward its commerce operations, partnerships, supply chain and innovation efforts.

Bark Air originally debuted with service to New York, Los Angeles and London, later expanding to Paris, Lisbon, Madrid, Seattle, South Florida and San Francisco. The service eyed dogs and their human companions, offering specialized accommodations for them to travel together in the air. In addition, Bark Air offers a Companion Concierge service for travel planning, handling commercial and private flights, as well as ground transportation.

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