TL;DR
Get pet supplies delivered free with Prime
- Fast, free delivery on millions of items
- Prime Video, Amazon Music and more included
- Member-only deals all year
BARK has reached a preliminary agreement to sell BARK Air’s customer list and license the brand, with the transaction expected to take effect Jan. 1, 2027, if definitive agreements are completed. The company says the move reflects its long-term strategy and the service’s bottom-line contribution, not a lack of customer demand.
American dog-products company BARK plans to exit its dog air travel business after reaching a preliminary agreement to sell BARK Air’s customer list and license the brand. The proposed transaction is expected to take effect on Jan. 1, 2027, subject to definitive agreements, as BARK redirects investment toward commerce and other parts of its business.
BARK said the decision was not prompted by a lack of demand for the service. Chief Executive and co-founder Matt Meeker told investors that BARK Air averaged about 90% seat utilization, and the company reported that 99% of passengers gave the service five-star reviews. Meeker said the business no longer fit BARK’s long-range strategy and did not make the bottom-line contribution needed to justify continued investment.
BARK Air generated $3.5 million in revenue in the second quarter of fiscal 2027, which ended Sept. 30, 2026. That was about 4% of BARK’s $87.6 million in total quarterly revenue. The report does not specify the buyer or provide the financial terms of the proposed transaction. Completion depends on definitive agreements.
BARK said it intends to redirect capital toward its commerce business, partnership pipeline, supply-chain improvements and new enrichment products. For fiscal Q3, the company forecast revenue of $88 million to $92 million and adjusted EBITDA of $1 million to $3 million. It maintained its fiscal 2027 outlook of $325 million to $340 million in revenue and $7 million to $10 million in adjusted EBITDA.
BARK Shifts Investment Toward Commerce
The planned exit removes a small but distinct service from BARK’s portfolio while the company focuses on its larger sales channels. BARK Air contributed about 4% of quarterly revenue in the reported period, while the company’s commerce segment—which includes retail and marketplace sales—generated $25.7 million, or 29.4% of revenue.
The development also highlights a gap between customer response and financial contribution. BARK cited high seat use and passenger ratings, but Meeker said the business did not provide enough bottom-line contribution to support further investment. The company’s financial outlook accounts for the possible loss of one quarter of BARK Air revenue if the deal proceeds, according to Meeker.
BARK’s overall revenue picture remains relevant to the decision. Revenue for the July-to-September quarter fell 18.1% year over year to $87.6 million, though it exceeded the high end of the company’s guidance. BARK attributed the decline primarily to planned cuts in marketing spending and a smaller direct-to-consumer subscriber base. DTC revenue fell 24.7% to $61.8 million, while commerce revenue rose 3.6% to $25.7 million.
Products Worth Considering
Shark StainStriker Portable Carpet and Upholstery Cleaner, PX202BRN
PetSafe Guardian GPS Dog Fence for Properties 3/4 Acre or Larger
PetSafe Guardian GPS 2.0 Dog Fence and Tracking Collar
As an affiliate, we earn on qualifying purchases.
From Dog-Friendly Flights to a Sale
BARK launched its air travel venture in May 2024, working with a jet charter company to offer flights designed for dogs and their owners. Early routes connected the New York area with Los Angeles and London. The service later added destinations including Paris, Chicago, San Francisco, Phoenix and Miami/Fort Lauderdale.
At its first anniversary in May 2025, BARK said the service had carried more than 1,000 dogs on 142 flights covering nearly 400,000 miles. The company also offered private charters, giving customers another option for longer trips and connections with scheduled routes.
BARK Air revenue had grown before the proposed exit. The source report says the venture generated $2 million in quarterly revenue in January 2025. In fiscal Q1 2027, revenue rose 37% year over year to $3.2 million; at that time, Meeker said demand was strong and well over 90% of seats for the next quarter had already been sold. Those figures describe revenue and bookings, but do not establish the business’s profitability.
“Demand remained strong, with well over 90% of seats for the following quarter already sold.”
— Matt Meeker, as reported by GlobalPETS
Deal Terms and Buyer Remain Unknown
The proposed transaction is not yet final. BARK has reached a preliminary agreement, but the report says completion depends on definitive agreements. It does not identify the buyer, disclose the deal’s financial terms or explain how the customer list and brand license would be handled after the planned effective date.
It is also unclear whether BARK Air will continue operating under the proposed arrangement, and, if so, who would operate the flights or serve existing customers. The report describes a sale of the customer list and a brand license, but does not detail any customer-service arrangements, flight commitments or changes for passengers.
BARK has said its fiscal 2027 guidance accounts for the potential loss of one quarter of BARK Air revenue if the deal proceeds. The precise financial effect will depend on the transaction’s completion and timing. The company’s utilization and passenger-rating figures are company-reported; the source material does not provide an independent assessment of the service’s profitability.
Definitive Agreements Due Before January
The next milestone is completion of the definitive agreements needed to finalize the proposed transaction. BARK expects it to take effect on Jan. 1, 2027, if those agreements are completed. Until then, the reported plan remains preliminary.
Investors and customers will be looking for further details on the buyer, transaction terms and BARK Air’s operating plans. BARK’s next fiscal-quarter results and updates on its maintained full-year outlook may also clarify how the planned exit fits with the company’s broader financial performance.
Key Questions
Is BARK Air already closed?
The source report describes a preliminary agreement, not a completed sale or closure. The proposed transaction is expected to take effect Jan. 1, 2027, subject to definitive agreements.
Why is BARK exiting the air travel business?
CEO Matt Meeker said the decision reflects BARK Air’s fit with the company’s long-range strategy and its bottom-line contribution. BARK said customer demand remained strong, citing average seat utilization of about 90% and five-star reviews from 99% of passengers.
Who is buying BARK Air, and what are the terms?
The source report does not name a buyer or disclose financial terms. It says BARK has a preliminary agreement to sell the customer list and license the BARK Air brand, pending definitive agreements.
How much revenue did BARK Air generate?
BARK Air contributed $3.5 million to BARK’s direct-to-consumer revenue in the second quarter of fiscal 2027, ended Sept. 30, 2026. That was about 4% of the company’s total revenue of $87.6 million for the quarter.
Will the planned exit change BARK’s fiscal 2027 guidance?
BARK maintained its fiscal 2027 forecast of $325 million to $340 million in revenue and $7 million to $10 million in adjusted EBITDA. Meeker said the outlook considers the potential loss of one quarter of BARK Air revenue if the transaction proceeds.
Source: globalpetindustry.com
