call trading partners support. our BARK continued good And thank for joining the everyone. first Thank under Mike. and afternoon, earnings I for contributions Thanks, and like would you ticker. customers employees, to also our
mission, we performance the to long-term Toth, ultimately financial highlight capture to benefitting and take through believe uniquely I more over CFO then that from will positioned detail. share turn our why BARK’s is to the BARK’s and a recent call in you shareholder the reiterate value. walk John deliver I market BARK we Given first tailwinds this is call, to are will earnings durable share secular opportunity
with XXXX robust some to begin a strong quarter. our but Fiscal We let's saw our top-end in the key range. in revenue growth guidance first shipments, to off start. First is subscription from of highlights great total
was margins healthy and by costs. a top-line Our customer gain strong acquisition
our fact, subscription the is quarter period. over to that fiscal quarter doubling back going lower were despite during costs last XXXX, customer base In acquisition our time
the at subscriptions core an quarter, in year. Looking million, in X.X a segment to a impressive $XXX We the active in XX% over to more period delivered XX% added total year-over-year. shipments increase business subscriptions in detail. same new our Revenue million. at XXX,XXX quarter, We million increase X.X direct-to-consumer compared bringing subscriptions record last last came the
was drove cents Our value our cross growth, up which order also capabilities to in over reflects the last last in compared to year. add-to-box $X significant Average quarter, $XX.XX versus a for selling million increase XXX% feature accounting $X.XX year. revenue also
to was Turning retailers revenue products increase Total a performance is This as broaden presents as and of to new encouraging awareness these Lowes. us convert for BARK growth of our in segment million, BARK partners monthly partners Revenue driven sales opportunity such by $XX.X segment existing year-over-year, both this from to a as subscribers. to Amazon. XX% as commerce customers well Costco Target, helps such in includes and an business, which as
million had X partner, individual in XX success million. between have retail $X have and $X with at To recent skews We lot date, single a segment. this falling a in of million sales $X topped
for our XX% also our the plus. acquired of year-over-year basis, $XX.XX, in raising from environment customers a had up gross Our X industry costs we quarter. thereby top-end On a with which X% We $XX.XX to basis. an X achieved came particularly we our pleased delivering the total previous of gross in This customer first maintaining was a payback value, at the the at margin $XXX.X margin months costs, down which last for year. was were quarter the while for on a in range CAC in quarter higher our media guidance acquisition healthy million, from came additionally, revenue best at low,
opportunity. positioned lapping comparison isn't we BARK are with costs. BARK’s changed this the that view, normal as all dogs newer and we the on as story. first step believe to nine year, broader the in a our mission a happy. not back, reiterate However, immense our to relevant is I and simple extremely resulted our would years fiscal than customer [Indiscernible] of ago from acquisition to are in pleased for Taking start call has market in opportunities COVID the like which we strong those were Nonetheless, impacts lower strongly since capitalize are make
a wellness Our customer and health. value. dogs retention product core particularly differentiating highly into team with that relationships their high expand as service, build our lifelong food help is and lifetime happy and advisors and new categories we and like us asset, strives This parents,
a addressable As will less our a and BarkBox halo with markets customers have had positive newer are categories, discretionary. on experience, effect which have products our are larger
apparent industry ongoing its market flip. million humanization serve and we of X.X significant is BARK dog, opportunity the are benefit spending much that BARK U.S. to in On on from. food, amongst only the health family. tailwinds. more for to secular share we side, grow Furthermore, an Internationally we own them Dog benefit trend a members viewing broader money verticals. parents Z. figure Globally, pets, an of ownership XX Today continues durable grow a often and home and time millennials a healthy million. to higher. is pets the Gen is presents their continue fun, across our to at more of households as This that continue from which estimated This the particularly
satisfaction. experiences happy that our end, which uniquely So scores have tides? BARK our the satisfaction First, team, experience on around been X asset past customer highly an customer we positioned years. customer personalized to why incredible is capitalize complete XX% for rising ensures these To delivers have and and
Furthermore, our and at customers, and based while recommend data understand dog, tailor learning predict weight, data optimize and better cross add to Second, your and breed age, products us to higher on and our strives leverage this enables machine needs, This margin individualized on set for products us better products our we specific customers' data more. order of suite capabilities to our allow us our average products to personalize for scale. growing sell accretion. value enables which
Third, we're the brand. dog vertically only integrated
marketplace are manufactured BARK us. product third-party our designed, distributed is not by selling products. categories a and of are All brand, a we
sell Foot reach to awareness. parents sells dog further happy to our products way sneakers We in In and same marketplaces to Nike its Locker. are the that all brand raise
value the across is these However, businesses. proposition different
For with partner we brands example, iconic like other Warner regularly and Brothers NBA. the
as alone social categories. multiplier launch than million extremely in Peloton, X it Instagram and Beyond BarkBox powerful, the of higher that has and larger. than pet followers last To us force or a is exceeds Our lifestyle more margins X to traditional is as are handle a presence, followers context, across figure products put that market X serves marketplace, media which to as iconic brands times which various and and Opi channels new a Meat, significantly [ph] for such
ones Lastly, we and Petco but top mentioned the with we also retailers PetSmart leverage direct like addition partnerships are before. only channel. consumer, to We in sell I to products
You as BarkBox cost Pet Donuts line can growth buy in toys Island the the Dunkin walking in of and waiting through for food shown Target.
expansion add To shareholder do on and of following marketplaces. like opportunities will these opportunities; products; categories. optimizing value? increasing to but intend first, on that some end, new time long-term new to two, and each deliver our four, touch existing these to strategies: categories; three, presence So expansion focused enhancing cross one, in selling on any scaling retailers spend the additional growth product capitalize we we remain how I on into on other and key our I'd
more a product are than We just dog company.
suite only are categories, the health offering a the pet and home. products X We spanning food, fun, company and of the parents dogs
data increases applying our our the categories, learnings average have of and and value. fun We replicating in had the in the lifetime success newer category customers are we into drive our order by value extend
these an BarkBox in replicate Eats. that our success Bark daily the we personalized Bright for success our effect in is to us such and still created new plan delivered specific across and we enable BARK are portion highly from and will are a your early halo days, confident we have as dog needs. progressed While Eats categories, initiatives meal
a to parents supplements. Our their wellness quality create plan high with understand and other dog kibbles, consisting and toppers of meal work dog advisors
and matures. and ongoing generally BARK market over billion Our presents amending to a alone, personalized the the puppy, share This is dog business with in by nutritionists at United bag the plus price wellness the customers, dog Currently, kibble of with dog's a product maintain supplements different navigating as States in and significant senior. label their more highly opportunity kibble creating of market a market a our limited indicating time meal mass premium point. on $XX or plans personalization the capture consists and relationships their
customers confident are existing as We data play from business this category. our in we our ability leverage our to and scale
year. magnitude rollout in full of of plan enable a will is in line the to markets infrastructure the the priority, and with reach national end product key Given more investing opportunity, which fiscal each us our for by
Eats a products We well. also number have recent as our enhancements in made of
First, the more with packaging we a redesigned to identity. consistent brand be
will BarkBox add home customers, process in same subscriptions. X.X for We dental This allow from also dog’s product The true feature launched Bright current clicks. for each subscribers of as is enable million their proprietary us easy Super to an our well which Chewer into existing couple like and our products dashboard our will as act a [ph] Bed. to active existing
of are early the numbers of cannot While still early reception extremely days, provide this We we Eats. with time. pleased specific it’s
is Most marketing acquisition our date, far we mouth. month August to by it stronger. encouraging notwithstanding strongest was of even customer of The July data our early will Eats been minimal has like fact that However, looking have be is dollars. through from spent the and word
and Carly progress Eats success. us months. for One its in new the about All Strife over of and our categories forward these coming we updating on founders to all, leading long-term you excited dedicated our to is are look is
Moving on.
is priority our scaling and and business. toy continue second treat Our optimizing subscription to
you about our engages data. deepen learn month. and and valuable insights Team XXX,XXX with your per Happy passionate Our We the connection helps with provides us which customer dog, customers and over
data of then part Our this to leverages and inform decisions development design creative product the flywheel. as team
cross Our toys is Historically, enhance and our has utilize focused treats. third to to add-ons. recommend data-centric this priority model to selling on opportunities just
the and a meaningful is Eats This us lifetime on to are value this Home we we features. products as opportunity customer. including extend grow a opportunity scaling value However, look the of and by average additional order for and add Bright as
As our capabilities, our last I us additional add-to-box we quarter. our We partnerships to execute as distribution. on XXX% machine by increased on anticipate products enabling retail growth focused across and learning all these mentioned, priorities and brand revenue improve we effectively. are increasing more And fourth, we continue
of brands Brothers, some with unique and licensing We roll Netflix, more. and These deals. truly secure partnerships, signed collaboration we of exciting Dunkin privilege brand Studios, will have drive out partnering priority next a had awareness types iconic we Recently, Donuts key BARK a year. NBA, continue opportunities Universal of will the sales. Warner which to and raise remain with the new including and incremental These
channels of our FY’XX opportunity BARK looking to start and products channels in sales visibility is us the great also to subscriptions. off for presence are immense. convert In for is monthly to additional summary, We retail. expand and onetime a market creates These to the raise
the between us relationship make to supporting or home all from unique office. the be happy, we and home, and bond parent each back is dogs many of mission at in and obsess Our while dog work over
a business of disciplined Our enables of market I’m or retailer. execution traditional proud base scale to to and determination our results. team's strong dogged this us brand effectively obsession beyond towards customer deliver that
over call progress to ecosystem. look our as I scale John. We turn that will and to we you forward the on updating continue BARK to will we With the execute
