Build-A-Bear Workshop, Inc. Earnings Recaps
Q2 2026
Aug 30, 2026
Build-A-Bear shares fell sharply (-23.7%) as investors reacted negatively to a lowered full-year guidance driven by sluggish traffic and underperformance of the summer trend collection, which intensified concerns over ongoing deceleration and cautious outlook.
Key takeaways
- Q2 revenue totaled $115.3 million with pre-tax income of $11.6 million, both below prior expectations.
- Direct-to-consumer sales missed projections due to weaker demand for new, less customizable product lines, despite historically strong past summer collections.
- Full-year guidance was reduced amid macroeconomic headwinds and continued traffic challenges, particularly impacting the commercial segment.
- Positive product highlights included strong performance of core customizable items like the dressable Chummy Shark and growth in Promise Pets accessories driving higher per-transaction values.
- Early Q3 results show some improvement driven by trend-right and nostalgic products, but not enough to offset Q2 shortfalls or reassure investors fully.
Q3 2025
Dec 4, 2025
Build-A-Bear Workshop, Inc. reported nearly 3% revenue growth in Q3 2025, reaffirming full-year guidance amid ongoing tariff challenges, while positioning itself for record yearly revenue exceeding half a billion dollars.
Key takeaways
- Q3 revenue reached approximately $123 million, with year-to-date revenue surpassing $375 million, an 8% increase.
- Despite a $4 million negative tariff impact, pretax income remained robust at nearly $11 million for the quarter and grew 15% year-to-date.
- Significant expansion efforts resulted in 24 net new locations, enhancing global presence across 33 countries, with a focus on high-return opportunities in new markets.
- The company returned over $26 million to shareholders through dividends and buybacks, driving over 24% EPS growth in the first three quarters.