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Bark, Inc.（BARK）与Petco Health & Wellness Company, Inc.（WOOF）财务数据对比。点击上方公司名可切换其他公司
Petco Health & Wellness Company, Inc.的季度营收约是Bark, Inc.的14.9倍（$1.5B vs $98.4M）。Petco Health & Wellness Company, Inc.净利率更高（0.6% vs -8.8%，领先9.4%）。Petco Health & Wellness Company, Inc.同比增速更快（-3.1% vs -22.1%）。Petco Health & Wellness Company, Inc.自由现金流更多（$60.6M vs $1.6M）。过去两年Petco Health & Wellness Company, Inc.的营收复合增速更高（-6.5% vs -10.0%）
飞狗制片公司（Flying Bark Productions）是一家澳大利亚娱乐动画工作室，现为比利时制片公司Studio 100的旗下子公司。该工作室是提供全流程服务的制片机构，业务覆盖院线电影、电视内容及各类数字内容制作。工作室最初由约拉姆·格罗斯与桑德拉·格罗斯于1967年创立，原名约拉姆·格罗斯电影工作室，1996年被澳大利亚威秀集团收购股份，后股份转售给德国传媒集团。
Petco健康与 wellness公司是美国知名宠物零售商，总部分别设于圣迭戈与圣安东尼奥。公司主营宠物食品、宠物用品及相关宠物服务，同时也售卖部分品类的活宠小型宠物，是北美宠物零售领域的老牌企业。
BARK vs WOOF — 直观对比
损益表 — Q3 2026 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $98.4M | $1.5B |
| 净利润 | $-8.6M | $9.3M |
| 毛利率 | 62.5% | 38.9% |
| 营业利润率 | -9.1% | 2.0% |
| 净利率 | -8.8% | 0.6% |
| 营收同比 | -22.1% | -3.1% |
| 净利润同比 | 24.9% | 156.0% |
| 每股收益（稀释后） | $-0.05 | $0.03 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q4 25 | $98.4M | $1.5B | ||
| Q3 25 | $107.0M | $1.5B | ||
| Q2 25 | $102.9M | $1.5B | ||
| Q1 25 | $115.4M | $1.6B | ||
| Q4 24 | $126.4M | $1.5B | ||
| Q3 24 | $126.1M | $1.5B | ||
| Q2 24 | $116.2M | $1.5B | ||
| Q1 24 | $121.5M | $1.7B |
| Q4 25 | $-8.6M | $9.3M | ||
| Q3 25 | $-10.7M | $14.0M | ||
| Q2 25 | $-7.0M | $-11.7M | ||
| Q1 25 | $-6.1M | $-13.8M | ||
| Q4 24 | $-11.5M | $-16.7M | ||
| Q3 24 | $-5.3M | $-24.8M | ||
| Q2 24 | $-10.0M | $-46.5M | ||
| Q1 24 | $-4.9M | $-22.6M |
| Q4 25 | 62.5% | 38.9% | ||
| Q3 25 | 57.9% | 39.3% | ||
| Q2 25 | 62.3% | 38.2% | ||
| Q1 25 | 63.6% | 38.0% | ||
| Q4 24 | 62.7% | 38.1% | ||
| Q3 24 | 60.4% | 38.1% | ||
| Q2 24 | 63.0% | 37.8% | ||
| Q1 24 | 62.8% | 36.2% |
| Q4 25 | -9.1% | 2.0% | ||
| Q3 25 | -10.0% | 2.9% | ||
| Q2 25 | -8.1% | 1.1% | ||
| Q1 25 | -5.7% | 1.1% | ||
| Q4 24 | -9.7% | 0.3% | ||
| Q3 24 | -4.5% | 0.2% | ||
| Q2 24 | -9.1% | -1.1% | ||
| Q1 24 | -5.3% | 0.0% |
| Q4 25 | -8.8% | 0.6% | ||
| Q3 25 | -10.0% | 0.9% | ||
| Q2 25 | -6.8% | -0.8% | ||
| Q1 25 | -5.3% | -0.9% | ||
| Q4 24 | -9.1% | -1.1% | ||
| Q3 24 | -4.2% | -1.6% | ||
| Q2 24 | -8.6% | -3.0% | ||
| Q1 24 | -4.0% | -1.3% |
| Q4 25 | $-0.05 | $0.03 | ||
| Q3 25 | $-0.06 | $0.05 | ||
| Q2 25 | $-0.04 | $-0.04 | ||
| Q1 25 | $-0.03 | $-0.05 | ||
| Q4 24 | $-0.07 | $-0.06 | ||
| Q3 24 | $-0.03 | $-0.09 | ||
| Q2 24 | $-0.06 | $-0.17 | ||
| Q1 24 | $-0.02 | $-0.09 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $21.7M | $237.4M |
| 总债务越低越好 | $0 | — |
| 股东权益账面价值 | $81.2M | $1.2B |
| 总资产 | $188.7M | $5.2B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
| Q4 25 | $21.7M | $237.4M | ||
| Q3 25 | $63.4M | $188.7M | ||
| Q2 25 | $84.7M | $133.3M | ||
| Q1 25 | $94.0M | $165.8M | ||
| Q4 24 | $115.3M | $116.7M | ||
| Q3 24 | $115.2M | $127.6M | ||
| Q2 24 | $117.8M | $89.7M | ||
| Q1 24 | $125.5M | $125.4M |
| Q4 25 | $0 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $42.6M | — | ||
| Q4 24 | $42.5M | — | ||
| Q3 24 | $40.1M | — | ||
| Q2 24 | $40.0M | — | ||
| Q1 24 | $39.9M | — |
| Q4 25 | $81.2M | $1.2B | ||
| Q3 25 | $86.5M | $1.1B | ||
| Q2 25 | $94.0M | $1.1B | ||
| Q1 25 | $99.5M | $1.1B | ||
| Q4 24 | $113.0M | $1.1B | ||
| Q3 24 | $123.6M | $1.1B | ||
| Q2 24 | $128.1M | $1.2B | ||
| Q1 24 | $139.4M | $1.2B |
| Q4 25 | $188.7M | $5.2B | ||
| Q3 25 | $248.0M | $5.2B | ||
| Q2 25 | $260.0M | $5.1B | ||
| Q1 25 | $260.6M | $5.2B | ||
| Q4 24 | $292.2M | $5.2B | ||
| Q3 24 | $301.6M | $5.3B | ||
| Q2 24 | $287.7M | $5.3B | ||
| Q1 24 | $298.6M | $5.4B |
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.43× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.32× | — | ||
| Q2 24 | 0.31× | — | ||
| Q1 24 | 0.29× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.7M | $90.1M |
| 自由现金流经营现金流 - 资本支出 | $1.6M | $60.6M |
| 自由现金流率自由现金流/营收 | 1.6% | 4.1% |
| 资本支出强度资本支出/营收 | 0.1% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 9.66× |
| 过去12个月自由现金流最近4个季度 | $-36.5M | $129.6M |
8季度趋势，按日历期对齐
| Q4 25 | $1.7M | $90.1M | ||
| Q3 25 | $-18.1M | $85.9M | ||
| Q2 25 | $-5.4M | $-15.5M | ||
| Q1 25 | $-10.3M | $96.0M | ||
| Q4 24 | $-1.4M | $20.7M | ||
| Q3 24 | $2.8M | $69.4M | ||
| Q2 24 | $1.8M | $-8.4M | ||
| Q1 24 | $-1.0M | $47.0M |
| Q4 25 | $1.6M | $60.6M | ||
| Q3 25 | $-19.9M | $53.8M | ||
| Q2 25 | $-6.1M | $-43.9M | ||
| Q1 25 | $-12.0M | $59.0M | ||
| Q4 24 | $-2.0M | $-10.3M | ||
| Q3 24 | $966.0K | $42.0M | ||
| Q2 24 | $-251.0K | $-41.1M | ||
| Q1 24 | $-3.2M | $-2.0M |
| Q4 25 | 1.6% | 4.1% | ||
| Q3 25 | -18.6% | 3.6% | ||
| Q2 25 | -6.0% | -2.9% | ||
| Q1 25 | -10.4% | 3.8% | ||
| Q4 24 | -1.6% | -0.7% | ||
| Q3 24 | 0.8% | 2.8% | ||
| Q2 24 | -0.2% | -2.7% | ||
| Q1 24 | -2.6% | -0.1% |
| Q4 25 | 0.1% | 2.0% | ||
| Q3 25 | 1.7% | 2.2% | ||
| Q2 25 | 0.7% | 1.9% | ||
| Q1 25 | 1.5% | 2.4% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 1.4% | 1.8% | ||
| Q2 24 | 1.8% | 2.1% | ||
| Q1 24 | 1.8% | 2.9% |
| Q4 25 | — | 9.66× | ||
| Q3 25 | — | 6.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BARK
| Toys Accessories | $46.0M | 47% |
| Consumables | $30.2M | 31% |
| Commerce Segment | $18.9M | 19% |
| Other | $3.4M | 3% |
WOOF
| Consumables | $731.5M | 50% |
| Supplies And Companion Animals | $478.1M | 33% |
| Services & Other | $254.8M | 17% |
