BBW · Build-A-Bear Workshop Inc
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 27, 2026TL;DR. Build-A-Bear cut its full-year 2026 outlook, lowering revenue guidance to $500–$525M (from $530–$550M) and pre-tax income to $60–$68M (from $72–$78M), after Q2 results missed expectations on weaker summer trend product sales and persistent traffic headwinds, with commercial/wholesale growth flat (down from prior ~20% growth plan) due to the lost Walmart program. The company reported a record-setting non-Q4 sales week with its Halloween launch, returned $22.7M to shareholders in H1, and disclosed the termination of Chief Growth Officer David Henderson.
- + Halloween launch delivered the highest non-fourth quarter sales week in company history
- + Returned $22.7M to shareholders in H1 2026 through repurchases and dividends, with $43.2M remaining buyback authorization
- + On track to open at least 50 net new experience locations in 2026, ending Q2 with 674 locations across 37 countries
- − Cut full-year revenue guidance to $500–$525M from $530–$550M
- − Cut full-year pre-tax income guidance to $60–$68M from $72–$78M
- − Commercial/wholesale segment guidance lowered to approximately flat versus fiscal 2025 (previously targeting at least +20% growth) after losing the multi-million dollar Walmart program
- − Q2 gross margin contracted 340 bps to 54.2% on occupancy deleverage and increased promotional activity
- − E-commerce demand declined 15.6% in Q2 and 21.2% in H1, and wholesale development disappointed versus expectations
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital expenditures | $8.09M | FY2027 Q2 | -6.0% |
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| adjusted EBITDA non-GAAP | $35.9M | First Half Fiscal 2026 | — |
| adjusted EPS non-GAAP | $1.73 | First Half Fiscal 2026 | — |
| adjusted pre-tax income non-GAAP | $28.5M | First Half Fiscal 2026 | — |
| Consolidated e-commerce demand | 21.2% | First Half Fiscal 2026 | — |
| Earnings before interest, taxes, depreciation and amortization ("EBITDA") | $15.2M | Q2 FY2026 | — |
| EBITDA | $42.9M | First Half Fiscal 2026 | — |
| Global experience locations | 674 | Q2 FY2026 | — |
| Number of corporately-managed retail locations at end of period - Europe | 42 | 26 Weeks Ended August 1, 2026 | — |
| Number of corporately-managed retail locations at end of period - North America | 337 | 26 Weeks Ended August 1, 2026 | — |
| Number of franchised stores at end of period | 118 | 26 Weeks Ended August 1, 2026 | — |
| Number of third-party retail locations at end of period | 177 | 26 Weeks Ended August 1, 2026 | — |
| Quarterly cash dividends | $5.8M | First Half Fiscal 2026 | — |
| Share repurchases | $17.1M | First Half Fiscal 2026 | — |
| Shares repurchased | 403,236 | First Half Fiscal 2026 | — |
| Total corporately-managed retail locations | 379 | 26 Weeks Ended August 1, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BBW
this stock
Build-A-Bear Workshop Inc
|
$313.53M | -57.6% | -3.7% | 6.3 | 23.5% |
|
WSM
Williams Sonoma Inc
|
$27.31B | +33.7% | +1.2% | 23.8 | 4.9% |
|
ULTA
Ulta Beauty, Inc.
|
$23.31B | -10.3% | +9.7% | 19.9 | 5.7% |
|
CASY
Caseys General Stores Inc
|
$22.17B | +11.7% | +10.2% | 28.9 | 4.1% |
|
BBY
Best Buy Co Inc
|
$18.61B | +30.6% | +0.4% | 14.8 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BBW | +2.5% | -11.7% | -31.7% | +3.7% | -57.6% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +1.3% | -12.3% | -43.2% | +2.1% | -71.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.