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Build-A-Bear Workshop Inc

Build-A-Bear Workshop Inc

BBW
$34.13USD↓-2.40%-0.84 today

MARKET CAP

427.9M

P/E (TTM)

8.9x

FWD P/E

8.1x

DAY RANGE

$34 – $35

52W RANGE

$29
$76

AI Summary

Stalk
StalkMedium

BBW is in an early Stage 1 consolidation following a decline, showing initial repair of short EMAs and repeated tests of the base’s upper boundary. Medium-term bias is bullish on this base repair but without mean reversion eligibility or an active lockout rally, price is extended above the 9/21 EMA zone, suggesting entry should be deferred. We will stalk for shallow pullbacks into the EMA support area before engaging. Primary risks include failure of pullbacks to hold above the 9/21 EMAs and a breakdown below the consolidation range.

  • ↑Q4 2025 revenue $529.8M (+6.7% YoY) and record $67.2M pre-tax income.
  • ↑Opened 129 net new stores globally in two years, driving expansion.
  • ↓Tariffs burden profitability with an estimated $11M annual cost.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Build-A-Bear Workshop, Inc. (NYSE: BBW) is a leading retailer in the specialty retail sector, offering customizable stuffed animals and associated products through an experience-centric store model. With a strong brand identity, the company has successfully expanded globally, operating in 36 countries, and tapping into diverse consumer segments that include both children and adult collectors. Their business model is closely aligned with the themes of experiential retail and personalization, making the product offerings not only toys but also memorable experiences.

Bull says

  • ↑Q4 2025 revenue $529.8M (+6.7% YoY) and record $67.2M pre-tax income.
  • ↑Opened 129 net new stores globally in two years, driving expansion.
  • ↑Mini Beans collection sold over 3M units; secured Walmart placement.
  • ↑Returned ~$40M to shareholders in 2025 via dividends and buybacks.
  • ↑High earnings yield and strong profitability factors underpin valuation.
  • ↑Sensitivity to interest rates suggests added financial flexibility.

Bear says

  • ↓Tariffs burden profitability with an estimated $11M annual cost.
  • ↓Q1 2026 revenue declined 2.4% to $125.3M; store traffic fell 7%.
  • ↓Negative dividend yield and small size raise valuation concerns.
  • ↓Short interest signals market skepticism and potential volatility.
  • ↓Competition and execution risks in new markets may hinder growth.
  • ↓Weak momentum factors could pressure near-term stock performance.

Investment themes with BBW

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Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 07-11-2026neutral

Transcript signals

Bull points

  • We opened 15 net new experience locations in the first quarter, highlighted by the opening of our corporately operated Dublin, Ireland location on Grafton Street, a highly popular tourist destination.
  • As a testament to the enthusiasm for the brand around the globe, current international partners and franchisees continue to add experience locations, including the expansion into two new countries, Helsinki, Finland, and Tallinn, Estonia, where lines for the opening stretched around the mall.
  • The addition of two new locations in Italy, one in Milan and one in Venice, a standalone workshop in the historic district of Piazza San Marco. Three new franchise stores in the UAE. And one opening in Australia, one of our oldest and largest franchise countries, bringing our experience location count to 17 down under.

Bear points

  • our new pre-tax range is now $61 to $67 million. This range reflects less than $10 million net of mitigation impact of tariffs and associated costs.
  • we haven't changed our expectations about additional $5 million of related costs to medical and labor costs that we mentioned on our last call.
  • with some of these additional costs, we lowered our pre-tax expectations for the year.
Read full transcript analysis ›