Bark Inc. 2026年季度报告

FORM 10-Q Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of February 2, 2026, there were 172,833,415 shares of the registrant’s common stock, par value of $0.0001 per share, outstanding. TABLE OF CONTENTS PART I. Financial InformationITEM 1. Financial Statements (Unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of Operations and Comprehensive LossCondensed Consolidated Statements of Changes in Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsITEM 2. Management’s Discussion and Analysis of Financial Condition and Results of OperationsITEM 3. Quantitative and Qualitative Disclosures about Market RiskITEM 4. Controls and ProceduresPART II. Other InformationITEM 1. Legal ProceedingsITEM 1A. Risk FactorsITEM 2. Unregistered Sales of Equity Securities and Use of ProceedsITEM 3. Defaults Upon Senior SecuritiesITEM 4. Mine Safety DisclosuresITEM 5. Other InformationITEM 6. ExhibitsSignatures CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This quarterly report on Form 10-Q, including, without limitation, statements under the heading “Management's Discussion and Analysisof Financial Condition and Results of Operations,” includes forward-looking statements within the meaning of Section 27A of theSecurities Act of 1933, as amended, (the “Securities Act”) and Section 21E of the Securities Exchange Act of 1934, as amended, (the“Exchange Act”). These forward-looking statements can be identified by the use of forward-looking terminology, including the words“believes,” “estimates,” “anticipates,” “expects,” “intends,” “plans,” “may,” “will,” “potential,” “projects,” “predicts,” “continue,” “could,”or “should,” or, in each case, their negative or other variations or comparable terminology. There can be no assurance that actual results The forward-looking statements contained in this Quarterly Report on Form 10-Q are based on our current expectations and beliefsconcerning future developments and their potential effects on us. Future developments affecting us may not be those that we haveanticipated. These forward-looking statements involve a number of risks, uncertainties (many of which are beyond our control) and otherassumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, those factors described under Part II, Item 1A: “RiskFactors.” Should one or more of these risks or uncertainties materialize, or should any of our assumptions prove incorrect, actual results By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances thatmay or may not occur in the future. We caution you that forward-looking statements are not guarantees of future performance and that ouractual results of operations, financial condition and liquidity, and developments in the industry in which we operate may differ materiallyfrom those made in or suggested by the forward-looking statements contained in this Quarterly Report on Form 10-Q. In addition, even if PART I. FINANCIAL INFORMATION BARK, INC. CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS' EQUITY (In thousands, except share data) (Unaudited) BARK, INC. NOTES TO THE CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 1.ORGANIZATION AND DESCRIPTION OF BUSINESS BARK, Inc., is an omnichannel brand serving dogs across two categories: toys & accessories, and consumables. The Company islocated and headquartered in New York, New York. BARK, Inc. was incorporated in Delaware on July 8, 2020 as Northern Star Acquisition Corp