10-Q · June 11, 2026
Build-A-Bear Workshop reported Q1 2026 with revenues of $125.3 million, slightly below estimates of $129.7 million, but delivered a robust EPS of $1.03, exceeding expectations of $0.75. The company experienced a…
Earnings analysis · 10-Q
BBW earnings analysis
Filed September 10, 2026 · Our reading of the company's report
The latest report
The quarter produced a mixed result: EPS of $0.70 exceeded the $0.66 consensus estimate, but revenue of $115.291 million missed the $127.713 million estimate by 9.7%. The filing excerpt does not provide gross margin,…
Read full summary
The quarter produced a mixed result: EPS of $0.70 exceeded the $0.66 consensus estimate, but revenue of $115.291 million missed the $127.713 million estimate by 9.7%. The filing excerpt does not provide gross margin, operating margin, cash flow, balance-sheet, segment, or quantitative outlook disclosures, limiting the ability to assess profitability and liquidity trends directly. The company continued repurchases, buying 158,047 shares, with $44.723 million remaining under the authorization, while stating that risk factors and internal controls were unchanged and effective, respectively.
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Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.7
What stood out
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Revenue missed consensus
Reported revenue was $115.291 million, $12.419 million below the $127.713 million consensus estimate, a 9.7% shortfall. The reported result was also below the $124 million prior-period revenue shown in the supplied quarterly history.
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EPS exceeded expectations
Diluted EPS was $0.70 versus the $0.66 consensus estimate, a $0.04 or 6.1% beat.
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Share repurchases continued
The company repurchased 158,047 shares during the quarter at an average price of $35.93; 155,118 shares were repurchased under the announced program.
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Material buyback capacity remains
The repurchase authorization had $44.723 million remaining at August 1, 2026, under a program authorized for up to $100 million through September 30, 2028.
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Controls remained effective
Management concluded that disclosure controls and procedures were effective as of August 1, 2026, the end of the reporting period.
What to watch
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Demand weakness and revenue miss
Revenue was $115.291 million, below the $127.713 million consensus estimate by $12.419 million, indicating near-term demand or traffic pressure. The filing excerpt does not provide segment-level detail to identify the source of the shortfall.
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Existing risks remain unchanged
The filing states that no material changes were made to the risk factors in the 2025 Form 10-K as of the quarter ended August 1, 2026; therefore, previously disclosed risks remain applicable without additional mitigation detail.
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Capital allocation flexibility
The company repurchased 158,047 shares at an average price of $35.93 while retaining $44.723 million of authorized repurchase capacity. Continued buybacks could reduce financial flexibility if operating cash generation weakens, although debt and cash balances are not provided in the filing excerpt.
Management's outlook
The provided 10-Q text contains no quantitative revenue or EPS outlook. No change to prior guidance can be determined from this filing.
Earlier filings 2
10-K · April 16, 2026
Build-A-Bear positions itself as a multi-generational "retailtainment" brand with an omnichannel model and a four-pillar growth strategy emphasizing organic growth, location expansion, wholesale/licensing, and…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.