Build-A-Bear Workshop, Inc. (BBW) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call summary reveals an 8% YoY revenue increase and a 13% EPS increase, indicating strong financial performance. Despite a slight gross margin decline, the overall profitability improved. The CEO transition might be neutral, but the financial metrics suggest a positive sentiment. Without market cap data, the typical reaction might lean towards a positive movement, given the financial improvements, despite the lack of specific guidance or additional insights from the Q&A.
Key Financial Performance
Revenue $120.5 million, an increase of 8% year-over-year, driven by strong consumer demand and successful marketing campaigns.
Gross Margin 50.2%, a decrease of 1.5 percentage points year-over-year, due to higher input costs and increased promotional activities.
Net Income $12.3 million, an increase of 10% year-over-year, attributed to higher revenue and effective cost management.
Earnings Per Share (EPS) $0.85, an increase of 13% year-over-year, reflecting improved profitability and share repurchase activities.
Operating Cash Flow $15.7 million, a decrease of 5% year-over-year, impacted by timing of working capital changes.
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Operating Highlights
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Risk or Challenges
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Guidance & Outlook
CEO Transition: Sharon John, the current CEO, will be stepping down on June 11, 2026, and Chris Hurt, the current Chief Operating Officer, will assume the role of CEO.
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Bear Investor
Bear day
Beder Small
CEO Build
CEO Director
CEO elect
CJS Securities
Conference Instructions
Director Hurt
Division EDT
EDT Moore
Eric Beder
Finance President
Forms Risk
Inc Greetings
Instructions reminder
Keegan Tierney
LLC Silver
Moore CJS
Officer CEO
Officer Eric
Officer Vojin
President CEO
Relations Vice
Research Keegan
Schnierow Build
Schnierow Vice
Securities Inc
Silver Argus
Todorovic Chief
Vojin Todorovic
day CEO
elect Chief
pleasure Schnierow
result Forms
website today
BBW Transcript
Build-A-Bear Workshop, Inc. (BBW) Q1 2026 Earnings Call Transcript
Positive5-28
The earnings call summary reveals an 8% YoY revenue increase and a 13% EPS increase, indicating strong financial performance. Despite a slight gross margin decline, the overall profitability improved. The CEO transition might be neutral, but the financial metrics suggest a positive sentiment. Without market cap data, the typical reaction might lean towards a positive movement, given the financial improvements, despite the lack of specific guidance or additional insights from the Q&A.
Build-A-Bear Workshop, Inc. (BBW) Q4 2025 Earnings Call Transcript
Positive3-13
The earnings call summary indicates strong financial performance, with an 8.5% YoY revenue increase and a 10% rise in net income. Despite a slight margin decline, operational efficiencies have improved. The reaffirmed revenue guidance and strategic initiatives like store expansion and digital transformation are positive indicators. The absence of discussed risks or unclear management responses in the Q&A suggests no immediate concerns. Overall, these factors suggest a positive sentiment, likely leading to a stock price increase of 2% to 8%.
Build-A-Bear Workshop, Inc. (BBW) Q3 2025 Earnings Call Transcript
Unknown12-5
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.
Build-A-Bear Workshop, Inc. (BBW) Q3 2026 Earnings Call Transcript
Positive12-4
The earnings call shows strong revenue growth and increased guidance for revenue and pretax income. Despite a slight decline in gross margin due to tariffs, management has plans to mitigate these impacts, including cost reductions and price adjustments. The diversification in pricing strategy and expansion plans, alongside promising Mini Beans sales, indicate positive business momentum. While management was vague on some future impacts, the overall sentiment from the Q&A is positive, with analysts responding well to strategic initiatives. Given these factors, a positive stock price movement is expected.
BBW Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
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Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
