Sep. 12 at 6:17 AM
$BARK Meeker's actions follow his words. He announced the Patch Pals (Girl Scouts Cookie) and the collaboration with Liquid Death in early August 2026 when Q1 results were out. And the press releases about these two growth initiatives were out a few days ago.
However, BARK's recent collaboration with DUNKIN, the 1st dog drive-thru and the new toy collection, is something new that had NOT been included into Q1's growth initiatives and the CC. Meeker surprised us positively.
So thanks to the collaboration with DUNKIN, BARK could exceed the guidance of adj. EBITDA
$7-
$10 million for this fiscal year: https://www.businesswire.com/news/home/20260824837860/en/BARK-and-Dunkin-Launch-Dunkins-First-Official-Dog-Drive-Thru-Experience-and-New-Dog-Toy-Collection
Importantly, DUNKIN has over 10,000 locations across the United States!!!