Build-A-Bear Workshop shares are down over 50% YTD, but I see an improved long-term risk/reward at under 8x forward earnings. Recent guidance cuts reflect persistent inflation, weaker consumer demand, and margin compression, with management now expecting revenue to decline 3.3% at the midpoint. BBW maintains a debt-free balance sheet, a 3%+ dividend yield, ongoing aggressive buybacks, and plans to open 50 new locations this year.
Build-A-Bear Workshop, Inc. (BBW) Q2 2026 Earnings Call Transcript
Build-A-Bear Workshop NYSE: BBW reported lower second-quarter revenue and profit as weaker store traffic and an underperforming summer trend assortment weighed on results, prompting the retailer to reduce its full-year revenue and pre-tax income outlook.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 15 | $543.33 | $452.1 | -$91.23 | -16.79% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 130 | $4,956.77 | $4,791.8 | -$164.97 | -3.33% |
Point72 Asset Management LP Point72 Asset Management LP | 85,101 | $3.66M | $3.26M | -$398,001.5 | -10.87% |
| YA Yinka Akinsola Blue Trust Inc. | 737 | $44,513.17 | $22,213.18 | -$22,299.99 | -50.1% |
| CAL CSM Advisors LLC CSM Advisors LLC | 173,801 | $7.62M | $5.23M | -$2.39M | -31.31% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EMB Eric M Beder Small Cap Consumer Research | 992.45 | $33,588.54 | $29,892.52 | -$3,696.02 | -11% |
| Specialty Retail Industry | Consumer Discretionary Sector | J. Christopher Hurt CEO | NYSE Exchange | 120076104 CUSIP |
| US Country | 5,500 Employees | 25 Jun 2026 Last Dividend | - Last Split | 28 Oct 2004 IPO Date |
Build-A-Bear Workshop, Inc. is a leading multi-channel retailer specializing in plush animals and related products. Established in 1997, the company has expanded its reach across the United States, Canada, the United Kingdom, Ireland, and several other international markets. It operates through three primary segments: Direct-to-Consumer, Commercial, and International Franchising. Offering a unique interactive retail experience, Build-A-Bear Workshop allows customers to create their personalized stuffed animals. The company’s operation is marked by its innovative approach to retail, combining traditional store environments with expansive online and third-party marketplace sales channels. Headquartered in Saint Louis, Missouri, Build-A-Bear Workshop has solidified its position as a beloved brand among consumers of all ages.