BuildABear Workshop (BBW) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 27, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.7

Last Year’s EPS

0.94

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 28, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mixed picture: operational headwinds in traffic and e-commerce led to a modest revenue decline and prompted a downward revision to full-year revenue guidance, while the business showed important strengths — strong commercial (wholesale/franchise) growth, margin improvements, solid product/collection momentum, continued international expansion, and ongoing shareholder returns. Tariff accounting benefits lifted reported profitability but also introduced forecasting noise. Management is focused on strategic pillars and back-half initiatives, but near-term visibility is limited and Q2 is expected to be weaker.

Company Guidance

The company revised full‑year guidance to $530–$550 million in revenue (essentially flat to +4% YoY) while raising GAAP pretax income guidance to $72–$78 million (or $65–$71 million adjusted excluding a $7 million prior‑year tariff refund), and reiterated expectations to open at least 50 net new locations and to grow commercial segment revenue by at least 20% for the year; management assumes roughly $10 million of ongoing tariff‑related costs and a 10% tariff rate for the remainder of fiscal 2026 (they booked a $13 million tariff refund receivable, $7 million of which relates to prior year), flagged $3 million of longer‑range investments, and said Q2 will likely be weaker with second‑quarter profitability down YoY and the year being back‑half weighted. For context they reported Q1 revenue of $125.3 million (‑2.4% YoY), gross margin of 63.8% (+700 bps, including a 560‑bp benefit from the $7M tariff refund and +140 bps from higher AUR), ecommerce down 26.1%, domestic traffic down 7%, commercial/franchise growth +34.1%, Q1 pretax income $23.9M ($16.9M adjusted), EPS $1.45 ($1.03 adjusted), cash $26.2M, inventory $77.8M (+$5.6M), returned $14.3M to shareholders in Q1 ($45.9M TTM) and repurchased ~650k shares (~5% fewer shares YTD) with $47M remaining on a $100M buyback.

Quarterly revenue and context

Total revenue of $125.3 million in Q1; described as the company's second-best first quarter in history. Revenue declined ~2.4% year-over-year but management noted a 9% increase over 2024 and positive seasonal results (best-ever North America Valentine's Day and solid Easter).

Commercial (wholesale + franchise) outperformance

Commercial segment (wholesale + international franchise) grew 34.1% in Q1 and management expects commercial revenue growth of at least 20% for the full year, highlighting the segment as the fastest-growing, high-ROC part of the business.

Improved gross margin and reported profitability

Reported gross margin of 63.8% (up ~700 basis points YoY); excluding certain tariff benefit management cited a ~140 basis point YoY improvement. Reported pretax income was $23.9 million (vs. $19.6M prior year); adjusted pretax income (ex-refund) $16.9M. GAAP EPS $1.45; adjusted EPS $1.03.

Product and collection momentum

Several product wins: PromisePets sales more than doubled YoY; pre-stuffed mini beans up ~30% YoY and nearly 4 million units sold since launch; fresh frosted animal cookies collection sold through in under two weeks; positive reception to nostalgic and 'cadult' product launches and licensed collections (e.g., Sanrio, Pokémon).

Retail footprint and international expansion

Opened 7 net new locations in Q1 and advanced toward a goal of at least 50 net new locations for the year. International footprint expanded to 37 countries (up from 19 two years ago); added Philippines and re-entered Germany with multiple stand-alone stores. Planned ICON Park Orlando multilevel store and Hello Kitty & Friends workshops showing strong early results.

Shareholder returns and capital allocation

Returned $14.3 million to shareholders in Q1 and $45.9 million over the past 12 months via dividends and buybacks; repurchased ~650,000 shares over 12 months (reducing share count ~5%) and have ~$47 million remaining under the $100 million authorization.

BuildABear Workshop (BBW) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BBW Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2026	2026 (Q2)	0.70 / -	0.94	―	―	―
May 28, 2026	2026 (Q1)	0.76 / 1.45	1.17	23.93% (+0.28)	―
Mar 12, 2026	2025 (Q4)	1.23 / 1.26	1.62	-22.22% (-0.36)	―
Dec 04, 2025	2025 (Q3)	0.59 / 0.62	0.73	-15.07% (-0.11)	―
Aug 28, 2025	2025 (Q2)	0.66 / 0.94	0.64	46.87% (+0.30)	―
May 29, 2025	2025 (Q1)	0.86 / 1.17	0.82	42.68% (+0.35)	―
Mar 13, 2025	2024 (Q4)	1.51 / 1.62	1.34	20.90% (+0.28)	―
Dec 05, 2024	2024 (Q3)	0.65 / 0.73	0.53	37.74% (+0.20)	―
Aug 29, 2024	2024 (Q2)	0.57 / 0.64	0.57	12.28% (+0.07)	―
May 30, 2024	2024 (Q1)	0.96 / 0.82	0.98	-16.33% (-0.16)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BBW Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 28, 2026	$37.80	$38.90	+2.91%
Mar 12, 2026	$43.24	$41.33	-4.42%
Dec 04, 2025	$57.07	$48.20	-15.54%
Aug 28, 2025	$57.80	$66.14	+14.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.