NYSE$BBW
Build-A-Bear Workshop Inc · Q1 2026 earnings
Q1 2026 earnings · · Before market open · Investor relations
Briefing
Build-A-Bear Workshop Inc reported first quarter fiscal 2026 results with total revenues of $125.3 million and diluted EPS of $1.45.
Build-A-Bear Workshop reported Q1 2026 total revenues of $125.3 million, down 2.4% year-over-year, with net income of $18.3 million and diluted EPS of $1.45. Pre-tax income rose to $23.9 million, boosted by a $7 million tariff refund, while adjusted pre-tax income was $16.9 million. The company returned $14.2 million to shareholders via repurchases and dividends and updated its full-year outlook to reflect softer consumer traffic.
- Total revenues declined 2.4% to $125.3 million, with net retail sales down 5.1% and e-commerce demand down 26.1%.
- Pre-tax income increased to $23.9 million (19.0% margin) from $19.6 million, aided by a $7 million IEEPA tariff refund.
- Diluted EPS rose to $1.45 from $1.17; adjusted EPS was $1.03 after excluding the tariff refund impact.
- Company returned $14.2 million to shareholders and ended the quarter with $26.2 million in cash and no revolver borrowings.
Headline financials
Revenue & EPS history
Build-A-Bear · Revenue · Quarterly
$125M
Revenue by segment
Build-A-Bear · $125M total across 3 segments · Q1 2026
- Net retail sales$113M—90.6%
- Commercial revenue$10.9M—8.7%
- International franchising$856K—0.7%
Forward guidance
Fiscal 2026 revenue guidance lowered to $530-550 million; pre-tax income raised to $72-78 million due to $13 million tariff refund.
Tailwinds
- Pre-tax income outlook increased due to tariff refund
- Net new unit growth of at least 50 locations expected
- Commercial revenue growth of at least 20% anticipated
Headwinds
- Revenue guidance reduced due to softer consumer traffic and economic uncertainty
- Ongoing Section 122 tariffs and related costs of ~$10 million assumed
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+3.8%
Avg return
Earnings day
+3.7%
Avg return
5 days after
+4.1%
Avg return
30 days after
58%
37 / 64 earnings
Positive
+63.5%
Q1 2021
Best reaction
-22.7%
Q2 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | — | — | — | |
| Q4 2026 | +2.8% | -8.1% | -14.3% | |
| Q3 2025 | -15.5% | -9.4% | +6.3% | |
| Q2 2025 | +14.6% | +1.8% | +24.5% | |
| Q1 2025 | +21.0% | +12.0% | +26.5% | |
| Q4 2024 | -0.4% | +1.4% | +3.9% | |
| Q3 2024 | +8.2% | +9.0% | +19.9% | |
| Q2 2024 | +19.8% | +20.2% | +17.5% | |
| Q1 2024 | -15.4% | -15.9% | -21.0% | |
| Q4 2023 | +19.8% | +15.8% | +11.2% | |
| Q3 2023 | -0.9% | -7.2% | -10.1% | |
| Q2 2023 | +5.5% | +8.2% | +16.2% | |
| Q1 2023 | -7.6% | -11.7% | -5.2% | |
| Q4 2022 | +19.4% | +16.6% | +15.4% | |
| Q3 2022 | +25.0% | +28.2% | +23.0% | |
| Q2 2022 | -11.5% | -18.4% | -13.0% | |
| Q1 2022 | +19.8% | +22.2% | +0.5% | |
| Q4 2021 | -18.9% | -14.2% | -13.2% | |
| Q3 2021 | +30.7% | +22.5% | +14.4% | |
| Q2 2021 | +5.6% | +10.6% | +10.0% | |
| Q1 2021 | +63.5% | +51.2% | +95.7% | |
| Q4 2020 | +19.3% | +17.4% | +26.2% | |
| Q3 2020 | +14.1% | +11.2% | +3.9% | |
| Q2 2020 | +13.6% | +25.2% | +7.0% | |
| Q1 2020 | +9.4% | +18.4% | -6.7% | |
| Q4 2019 | -13.8% | -34.2% | -44.1% | |
| Q3 2019 | -1.3% | -9.5% | +3.3% | |
| Q2 2019 | -22.7% | -25.5% | -8.7% | |
| Q1 2019 | +7.4% | +18.8% | +15.3% | |
| Q4 2018 | -10.9% | -5.6% | -5.6% | |
| Q3 2018 | -17.3% | -24.7% | -47.4% | |
| Q2 2018 | +14.3% | +4.6% | -5.5% | |
| Q1 2018 | -17.6% | -17.6% | -18.7% | |
| Q4 2017 | +16.7% | +27.6% | +13.5% | |
| Q3 2017 | +2.5% | -3.7% | +3.1% | |
| Q2 2017 | -7.6% | -9.5% | -18.0% | |
| Q1 2017 | +16.9% | +24.2% | +30.3% | |
| Q4 2016 | -16.0% | -24.4% | -26.9% | |
| Q3 2016 | +17.4% | +19.2% | +38.0% | |
| Q2 2016 | -4.9% | -3.3% | -8.9% | |
| Q1 2016 | +9.5% | — | — | |
| Q4 2015 | +12.9% | — | — | |
| Q3 2015 | -16.3% | — | — | |
| Q2 2015 | +11.2% | — | — | |
| Q1 2015 | -7.2% | — | — | |
| Q4 2014 | -8.8% | — | — | |
| Q3 2014 | +21.6% | — | — | |
| Q2 2014 | -15.2% | — | — | |
| Q1 2014 | +18.6% | — | — | |
| Q4 2013 | -4.2% | — | — | |
| Q3 2013 | +9.4% | — | — | |
| Q2 2013 | +2.0% | — | — | |
| Q1 2013 | +7.7% | — | — | |
| Q4 2012 | -2.9% | — | — | |
| Q3 2012 | -20.4% | — | — | |
| Q2 2012 | +1.1% | — | — | |
| Q1 2012 | +3.0% | — | — | |
| Q4 2010 | -3.8% | — | — | |
| Q4 2011 | -3.8% | — | — | |
| Q3 2011 | +8.5% | — | — | |
| Q1 2011 | +11.8% | — | — | |
| Q2 2011 | +11.8% | — | — | |
| Q3 2010 | -2.8% | — | — | |
| Q2 2010 | +1.4% | — | — | |
| Q1 2010 | -5.8% | — | — |
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