Build-A-Bear Workshop, Inc. (BBW)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
$29.58-6.21%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-11-05
QuarterlyIQ Insights · BBW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Additionally, the Company now expects: [TABLE] ● | Commercial revenue to be approximately flat compared to fiscal 2025 [/TABLE] [TABLE] ● | Capital expenditures of approximately $25 million [/TABLE]…
Stated in 2 of 2 supplied quarters. Management reported: “Store Activity For the quarter, the Company delivered net new unit growth of five global experience locations, reflecting three corporately-managed locations, six franchise locations, and partially offset by a net decline of four partner-operated locations.” “1 Store Activity For the quarter, the Company delivered net new unit growth of seven global experience locations, comprised of one corporately-managed location, three partner-operated locations, and three franchise locations.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Additionally, the Company now expects: [TABLE] ● | Commercial revenue to be approximately flat compared to fiscal 2025 [/TABLE] [TABLE] ● | Capital expenditures of approximately $25 million [/TABLE]…”
“In addition, for fiscal 2026, the Company continues to expect: ● Net new unit growth of at least 50 experience locations through a combination of corporately-managed, partner-operated, and franchise…”
Additionally, the Company now expects: [TABLE] ● | Commercial revenue to be approximately flat compared to fiscal 2025 [/TABLE] [TABLE] ● | Capital expenditures of approximately $25 million [/TABLE]…
Stated in 2 of 2 supplied quarters. Management reported: “Return of Capital to Shareholders For the second quarter, the Company utilized $5.6 million in cash to repurchase 155,118 shares of common stock and paid shareholders a $2.9 million quarterly cash dividend.” “For the first quarter, capital expenditures totaled $6.9 million, compared to $2.9 million last year.”
“Additionally, the Company now expects: [TABLE] ● | Commercial revenue to be approximately flat compared to fiscal 2025 [/TABLE] [TABLE] ● | Capital expenditures of approximately $25 million [/TABLE]…”
“In addition, for fiscal 2026, the Company continues to expect: ● Net new unit growth of at least 50 experience locations through a combination of corporately-managed, partner-operated, and franchise…”
Voin Todorovic, Chief Financial Officer and Chief Administrative Officer of Build-A-Bear Workshop, concluded, “Our continued strong profitability and disciplined capital allocation drove the return o…
Stated in 2 of 2 supplied quarters. Management reported: “Return of Capital to Shareholders For the second quarter, the Company utilized $5.6 million in cash to repurchase 155,118 shares of common stock and paid shareholders a $2.9 million quarterly cash dividend.” “Return of Capital to Shareholders For the first quarter, the Company utilized $11.4 million in cash to repurchase 248,118 shares of common stock and paid shareholders a $2.9 million quarterly cash dividend.”
“Voin Todorovic, Chief Financial Officer and Chief Administrative Officer of Build-A-Bear Workshop, concluded, “Our continued strong profitability and disciplined capital allocation drove the return o…”
“Voin Todorovic, Chief Financial Officer of Build-A-Bear Workshop, concluded, “Supported by the continued strong profitability and diversification of our business, solid cash flow generation and disci…”
Achieve total revenue in the range of $500 million to $525 million for fiscal 2026, reflecting updated guidance.
Achieve pre-tax income in the range of $60 million to $68 million for fiscal 2026, reflecting updated guidance including tariff refunds.
Over the trailing year it converted 1.37x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-05.