Build-A-Bear Workshop, Inc. ( BBW ) Q3 2026 Earnings Call December 4, 2025 9:00 AM EST Company Participants Gary Schnierow - Vice President of Investor Relations & Corporate Finance Sharon John - President, CEO & Director J. Christopher Hurt - Chief Operations & Experience Officer Vojin Todorovic - Chief Financial Officer Conference Call Participants Eric Beder - Small Cap Consumer Research, LLC Gregory Gibas - Northland Capital Markets, Research Division Steven Silver - Argus Research Company Keegan Tierney Cox - D.A.
Build-A-Bear (BBW) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.73 per share a year ago.
Build-A-Bear Workshop, Inc. stands out as a compelling retail investment, with strong revenue growth, robust cash flows, and an innovative expansion strategy. BBW's multi-channel approach, including partner and franchise locations, is driving higher margins and expanding its physical and online footprint. Despite headwinds from tariffs and labor costs, BBW maintains a debt-free balance sheet, attractive valuation, and consistent shareholder returns via buybacks and dividends.
Build-A-Bear Workshop offers a compelling growth story, combining brand strength, customer experience, and a capital-light expansion model. BBW has delivered strong revenue and EPS growth, improved margins, and diversified its customer base, now including teens and adults. Risks include reliance on licensing partners, macroeconomic sensitivity, and execution challenges in scaling international franchises and partnerships.
BBW stock surges nearly 59% in six months as strong earnings, expansion and cash strength redefine its growth story.
Build-A-Bear remains a top-performing stock despite softer near-term guidance. BBW continues to drive EPS growth through strong revenue, margin expansion, and ongoing share buybacks, supported by popular products like Mini Beans. Risks include potential new tariffs impacting margins, but current guidance already factors in existing tariffs, and the company is mitigating with price increases and sourcing diversification.
BBW's Commercial arm surges ahead with partner-operated stores and high-margin wholesale sales driving its next growth phase.
Build-A-Bear's strong cash position, debt-free balance sheet, and margin gains strengthen its capacity for continued share buybacks.
BBW's digital push is paying off as e-commerce jumps 15%, powered by viral marketing and rising "Kidult" demand.
Here is how Build-A-Bear (BBW) and Cheesecake Factory (CAKE) have performed compared to their sector so far this year.
Build-A-Bear CEO Sharon Price John talks company expansion, dealing with tariffs and keeping prices steady on ‘The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #theclaman countdown #foxbusiness #buildabear #sharonpricejohn #john #business #economy #ceo #leadership #success #revenue #tariffs #prices #growth #expansion #retail #company
Here is how Build-A-Bear (BBW) and Cheesecake Factory (CAKE) have performed compared to their sector so far this year.