Build-A-Bear

BBW

Market cap $452M

Build-A-Bear Workshop faces near-term volatility from inflation, but aggressive international expansion and a debt-free balance sheet underpin long-term upside. BBW revised 2026 revenue guidance downward, but the pre-tax income outlook improved due to tariff refunds, supporting an 11.6% projected growth from last year. Shareholder returns remain robust, with $14.3 million returned in Q1 and continued buybacks leveraging suppressed share prices.

Build-A-Bear Workshop, Inc. (BBW) Q1 2026 Earnings Call Transcript

Build-A-Bear Workshop NYSE: BBW reported lower first-quarter fiscal 2026 revenue as weaker store and online traffic offset growth in its commercial segment, while management reduced its full-year revenue outlook and pointed to a more cautious consumer environment.

While the top- and bottom-line numbers for Build-A-Bear (BBW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Build-A-Bear (BBW) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to earnings of $1.17 per share a year ago.

ST. LOUIS--(BUSINESS WIRE)--Build-A-Bear Workshop, Inc. (NYSE: BBW) today announced results for the first quarter of fiscal year 2026 ended May 2, 2026. First-quarter total revenues were $125.3 million, compared to $128.4 million First-quarter pre-tax income was $23.9 million, compared to $19.6 million; adjusted pre-tax income was $16.9 million1 First-quarter diluted earnings per share (“EPS”) totaled $1.45, compared to $1.17; adjusted EPS totaled $1.03 1 For the first quarter of 2026, the Comp.

Build-A-Bear Workshop and Abbott Laboratories are compelling dividend stocks, each trading near lows with yields close to 3%. BBW offers a debt-free balance sheet, aggressive share repurchases, and international expansion, positioning for 9.3% earnings CAGR and over 70% upside to its $62 target. ABT, trading at a forward P/E of 15.31x, is undervalued with robust liquidity, ongoing buybacks, and insider buying, despite segment weakness and lowered guidance.

ST. LOUIS--(BUSINESS WIRE)--Build-A-Bear Workshop, Inc. (NYSE: BBW) today announced that the Company will report first-quarter fiscal 2026 results for the period ended May 2, 2026, on Thursday, May 28, 2026, before the opening of trading on the New York Stock Exchange. The Company will host its quarterly investor conference call to discuss the results at 9 a.m. ET on the same day. The dial-in number for the live conference call is (201) 493-6780 (toll/international) or (877) 407-3982 (toll-free.

The retailtainment brand introduces a creative twist on summer with new Slushie Plushies, Mashimals and Beary Goods ST. LOUIS, May 7, 2026 /PRNewswire/ -- Build-A-Bear Workshop, Inc., the iconic retail brand known for "adding a little more heart to life," today launched Slushie Plushies, its first-ever wearable plush, alongside its Summer Stuff You Love collection.

Build-A-Bear Workshop has achieved consistent top-line growth, diversifying revenue streams through international franchising and commercial expansion. BBW faces macro headwinds, including weak consumer confidence, Middle East tensions, and elevated energy prices, which may pressure margins and growth. Receivables growth outpaces revenue due to commercial segment expansion, lengthening cash conversion cycles, and potentially reducing financial flexibility.