May. 8 at 7:58 AM
$BARK The management speaks for
$28 million savings annually, starting by the quarter ended March 31/2026.
What we have seen after this statement:
🟢Sublease of the NY offices, about
$3 million savings.
🟢Co-founder Werdelin, AI expert, back in the game.
🟢Supply chain and Asia expert hired to achieve lower import costs and higher quality.
🟢Tariffs refunds approved (
$15.4 million). Gov. says in 40-70 days.
Q4 results (March 31) will give a first clue of the turnaround.
Q1 results should show more.
It is less than a month now for Q4 results.
The vast majority of the investors are in a wait and see mode. That's normal, especially for the funds that bought such small caps.
But, according to the aforementioned developments, those who take the risk to buy before the results, may be the biggest winners here.
Other sings to co-consider:
✅CEO Meeker offered
$18 per share.
✅Lemonis offered
$22.
✅BARK turned cash flow positive.
