The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Bark Burned $194 Million During Its 2022 Fiscal Year
“So that year ending March 31st, we burned a hundred and ninety-four million dollars, and if we had done that for the next 12 months, that would have been it. We're done. We're gone.”
Matt Meeker Nov 4, 2024 ▶ 56:01 BARK: Matt Meeker
Assertion Partly supported
Bark Holds a Ten Percent Share of the Dog Toy Market
“And it does get, it gets poo-pooed by a lot of people because, well, that's only three and a half billion dollar industry. And you already own 10% of it.”
Matt Meeker Nov 4, 2024 ▶ 57:37 BARK: Matt Meeker
Prediction Held up
Meeker Projects Bark Will Achieve Net Profitability This Fiscal Year
“This year, we should make four or five million dollars. And up from there.”
Matt Meeker Nov 4, 2024 ▶ 1:02:33 BARK: Matt Meeker
Assertion Partly supported
U.S. Dog-Owning Households Grew From 38 Million to 65 Million
“When we started, there were thirty-eight million households in the U.S. With a dog, and today that's sixty-five million.”
Matt Meeker Nov 4, 2024 ▶ 39:06 BARK: Matt Meeker
Assertion Supported
Bark Reduced Its Annual Net Losses From $57 Million to $11 Million
“Our fiscal year, 22, when I stepped in, we lost fifty-seven million dollars. The next year, it was 31. Last year, it was 11.”
Matt Meeker Nov 4, 2024 ▶ 1:02:22 BARK: Matt Meeker
Assertion Supported
Bark Accelerated Rapidly in 2020 After Nearly Running Out of Cash
“Again, we were going month to month on our cash. I remember in March of 2020, having conversations with investors and our banks and saying, well, we'll see what retention looks like on April first. And then all of a sudden, customer acquisition is just off to …”
Matt Meeker Nov 4, 2024 ▶ 49:06 BARK: Matt Meeker
Assertion Supported
There Were No Dog Subscription Boxes on the Market in 2011
“No, not at all.”
Matt Meeker Nov 4, 2024 ▶ 24:45 BARK: Matt Meeker
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