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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

0.67

Last Year’s EPS

0.94

Same Quarter Last Year

Analyst Consensus

―

Based on 0 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)	0.67 / -	0.94	―	―	―
May 28, 2026	2026 (Q1)	0.76 / 1.03	1.17	-11.97% (-0.14)	―
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	$37.53	$38.63	+2.91%
Mar 12, 2026	$42.93	$41.04	-4.41%
Dec 04, 2025	$56.66	$47.86	-15.54%
Aug 28, 2025	$57.39	$65.67	+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.