Build-A-Bear Workshop (NYSE:BBW) Issues Quarterly Earnings Results

Posted by Geri Gentry on Aug 29th, 2026

Build-A-Bear Workshop (NYSE:BBW – Get Free Report) announced its quarterly earnings results on Thursday. The specialty retailer reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.64 by $0.06, FiscalAI reports. The firm had revenue of $115.29 million for the quarter, compared to the consensus estimate of $120.81 million. Build-A-Bear Workshop had a return on equity of 29.85% and a net margin of 9.96%.

Here are the key takeaways from Build-A-Bear Workshop’s conference call:

Second-quarter results missed expectations: Revenue fell 7.2% year over year to $115.3 million, while pre-tax income declined 24.1% to $11.6 million, pressured by weaker store traffic, soft e-commerce demand, and underperforming summer trend products.
Management lowered fiscal 2026 revenue guidance to $500 million–$525 million from $530 million–$550 million and pre-tax income guidance to $60 million–$68 million from $72 million–$78 million. The revision reflects ongoing traffic uncertainty, an expected $10 million–$11 million tariff impact, and the loss of a multimillion-dollar Walmart program.
Early third-quarter trends improved sequentially, with the Halloween launch producing the company’s highest non-fourth-quarter sales week and stronger traffic and sales than in the first half. Management said products emphasizing customization, dressability, and recognizable characters are resonating better with customers.
Build-A-Bear remains focused on expansion, targeting at least 50 net new locations in fiscal 2026 after reaching 674 stores across 37 countries, while pursuing wholesale, licensing, gifting, and personalization opportunities. The company also returned $8.5 million to shareholders during the quarter and has reduced its share count by more than 5% over the past year.

Build-A-Bear Workshop Stock Performance

Shares of NYSE:BBW opened at $29.88 on Friday. The firm has a market cap of $374.70 million, a price-to-earnings ratio of 7.41 and a beta of 1.10. The firm has a fifty day moving average price of $34.28 and a 200 day moving average price of $37.99. Build-A-Bear Workshop has a fifty-two week low of $27.50 and a fifty-two week high of $75.85.

Build-A-Bear Workshop Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Thursday, June 25th were given a dividend of $0.23 per share. The ex-dividend date was Thursday, June 25th. This represents a $0.92 annualized dividend and a dividend yield of 3.1%. Build-A-Bear Workshop’s dividend payout ratio (DPR) is presently 21.55%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on BBW shares. Weiss Ratings restated a “hold (c)” rating on shares of Build-A-Bear Workshop in a report on Monday, August 17th. DA Davidson reduced their price objective on Build-A-Bear Workshop from $60.00 to $37.00 and set a “buy” rating for the company in a research report on Friday. Two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $53.50.

Check Out Our Latest Analysis on Build-A-Bear Workshop

Key Build-A-Bear Workshop News

Here are the key news stories impacting Build-A-Bear Workshop this week:

Positive Sentiment: Build-A-Bear reported fiscal second-quarter EPS of $0.70, ahead of the $0.64 analyst consensus. The company also generated $115.3 million in revenue and returned $22.7 million to shareholders through share repurchases during the first half. Build-A-Bear Workshop Reports Fiscal Second Quarter 2026 Results
Positive Sentiment: DA Davidson maintained a “buy” rating while lowering its price target from $60 to $37. The revised target still implies potential upside from recent trading levels, although the reduction reflects more cautious expectations. Benzinga analyst price target report
Positive Sentiment: The launch of an exclusive Sanrio Halloween collection, including Lloromannic plush characters Berry and Cherry, could support seasonal demand, customer engagement and licensing-related sales. Build-A-Bear Sanrio Halloween Collection
Neutral Sentiment: Rosen Law Firm announced an investigation into potential securities claims, alleging that Build-A-Bear may have issued materially misleading business information. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty for investors. Rosen Law Firm investigation announcement
Negative Sentiment: Second-quarter revenue fell 7.2% year over year to $115.3 million, below estimates near $121 million, while EPS declined from $0.94 a year earlier to $0.70. Build-A-Bear Q2 earnings and traffic report
Negative Sentiment: Management cut fiscal-year revenue guidance to $500 million-$525 million from $530 million-$550 million, below consensus expectations of approximately $535.6 million. The company also fired its chief growth officer, intensifying concerns about execution and weakening customer traffic. Reuters Build-A-Bear outlook report

Insider Transactions at Build-A-Bear Workshop

In other news, Director George Carrara sold 3,000 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $34.52, for a total transaction of $103,560.00. Following the sale, the director directly owned 11,277 shares of the company’s stock, valued at $389,282.04. This represents a 21.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Sharon Price John sold 6,818 shares of the business’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $40.03, for a total transaction of $272,924.54. Following the transaction, the director owned 181,653 shares in the company, valued at $7,271,569.59. This trade represents a 3.62% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 4.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Build-A-Bear Workshop

Several hedge funds have recently made changes to their positions in the company. Pillsbury Lake Capital LLC purchased a new position in shares of Build-A-Bear Workshop during the fourth quarter valued at $12,887,000. Fuller & Thaler Asset Management Inc. increased its position in Build-A-Bear Workshop by 177.8% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 612,577 shares of the specialty retailer’s stock valued at $37,533,000 after purchasing an additional 392,039 shares during the period. XTX Topco Ltd bought a new stake in shares of Build-A-Bear Workshop in the 4th quarter valued at about $333,000. Uniplan Investment Counsel Inc. increased its holdings in Build-A-Bear Workshop by 15.0% during the fourth quarter. Uniplan Investment Counsel Inc. now owns 109,254 shares of the specialty retailer’s stock valued at $6,694,000 after buying an additional 14,213 shares during the period. Finally, Susquehanna Portfolio Strategies LLC bought a new stake in Build-A-Bear Workshop during the 4th quarter valued at $918,000. 79.30% of the stock is currently owned by hedge funds and other institutional investors.

Build-A-Bear Workshop Company Profile

(Get Free Report)

Build-A-Bear Workshop, Inc operates a specialty retail business focused on interactive “workshop” experiences that allow customers to create customized stuffed animals. Through its in-store and online platforms, the company offers a wide range of plush toys, apparel, accessories and sound modules, enabling guests to personalize each creation. In addition to its core bear products, Build-A-Bear has expanded its portfolio to include licensed characters from leading entertainment and media franchises.

Founded in 1997 by Maxine Clark and headquartered in St.