BBW Earnings

BBW reported its FY2026Q3 earnings on 2025-12-04, showcasing a revenue of 123.00M against an estimate of 124.00M, resulting in a -1.29% surprise. The EPS was 0.62, surpassing the expected 0.55 by 12.73% . The stock experienced a -15.54% price change on the earnings day and a -9.43% change over the next five days, reflecting market reactions to the results.

Following BBW's FY2026Q3 earnings announcement on 2025-12-04, the stock price moved by -15.54% on the day of the release. Over the subsequent five days, it saw a -9.43% change. Historically, BBW's stock price tends to shift by an average of -6.51% in the 10 days leading up to earnings and +0.97% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate BBW’s annual revenue to reach 156.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.29% and EPS estimates Revise Upward by 0.04% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BBW's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -0.29%, while EPS estimates moved Revise Upward by 0.04% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BBW's stock price typically moves by -6.51% in the 10 days before its earnings and +0.97% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 156.00M.

The earnings call reveals mixed signals: positive aspects include increased guidance for revenue and pretax income, strong commercial revenue growth, and strategic pricing diversification. However, concerns arise from declining e-commerce demand, increased SG&A expenses, and inventory buildup. The Q&A highlights efforts to mitigate tariff impacts and expand product offerings, yet vague management responses on tariffs and licensed product sales tails introduce uncertainty. Overall, the sentiment is neutral due to balanced positive and negative factors, with no strong catalyst for significant stock price movement.