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REVENUE FROM CONTRACTS WITH CUSTOMERS
12 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
REVENUE FROM CONTRACTS WITH CUSTOMERS REVENUE FROM CONTRACTS WITH CUSTOMERS
The Company’s standard payment terms vary but do not result in a significant delay between the timing of invoice and payment. The Company occasionally negotiates other payment terms during the contracting process for its Commerce business. The Company has elected the practical expedient to not adjust the total consideration within a contract to reflect a financing component when the duration of the financing is one year or less.
Disaggregated Revenue
Revenue disaggregated by significant revenue stream for the fiscal years ended March 31, 2026, 2025, and 2024 were as follows (in thousands):
Fiscal Year Ended
March 31,
20262025
2024
Revenue
Direct to Consumer:
Toys & Accessories(1)
$189,399 $262,307 $284,676 
Consumables(1)
123,129 147,683 151,770 
Other(2)
12,399 5,847 — 
Total Direct to Consumer$324,927 $415,837 $436,446 
Commerce69,916 68,345 53,738 
Revenue$394,843 $484,182 $490,184 
(1) The allocation between Toys & Accessories and Consumables includes estimates and was determined utilizing data on stand-alone selling prices that the Company charges for similar offerings, and also reflects historical pricing practices.
(2) Other Direct to Consumer revenue is derived from BARK Air.
Contract Liability
The Company’s contract liability primarily represents cash collections from its customers prior to delivery of subscription products, which is recorded as deferred revenue on the consolidated balance sheets. Deferred revenue is recognized as revenue upon the delivery of the box or product.
Deferred revenue was $22.2 million, $21.3 million, and $26.0 million as of March 31, 2026, 2025, and 2024, respectively. During the fiscal years ended March 31, 2026, 2025, and 2024, the Company recognized $21.3 million, $26.0 million, and $27.8 million of revenue included in deferred revenue as of March 31, 2025, 2024, and 2023, respectively.
Performance Obligations
A performance obligation is a promise in a contract to transfer a distinct good or service to the customer and is the unit of account. Performance obligations are satisfied as of a point in time when control of promised goods are transferred to customers. The Company has elected to not disclose information related to remaining performance obligations due to their original expected terms being one year or less.