Carrara George sold $104K of BBW

Build-A-Bear Workshop (BBW) is under investigation by the Rosen Law Firm over potential securities claims after reporting weaker Q2 results and lowering its full-year outlook. Revenue fell 7.2% to $115.3M, and pre-tax income declined to $11.6M. The stock dropped 27.3% on Aug. 27, its largest one-day percentage decline. The company faces challenges with wholesale partnerships and tariff costs, while continuing its expansion strategy.

Build-A-Bear Workshop (BBW) stock fell 23% after cutting its revenue outlook and terminating its chief growth officer. Michael Burry, who holds a long position, said the earnings report hurt his thesis but he has not abandoned the stock. Burry noted concerns about the company's strategy and plans to reassess after the 10-Q filing. BBW stock is down 51% year-to-date.

Build-A-Bear Workshop (BBW) stock fell 23% last week after the company cut its revenue outlook and terminated its chief growth officer. Investor Michael Burry reassessed his long position, citing strategy concerns. BBW plans to add 50 locations and increase capital expenditure to $25 million. The stock is down 51% year-to-date.

Build-A-Bear Workshop (BBW) reported Q2 revenue of $115.3M, down from $124.2M YoY, with EPS at $0.70 vs. $0.94. The company cut full-year revenue guidance to $500M-$525M from $530M-$550M, citing fading wholesale programs. Shares fell 16.26% to $28.22 on heavy volume.

Build-A-Bear Workshop's shares fell over 29% on Thursday, heading for their biggest one-day drop, after the company cut its fiscal 2026 revenue outlook to $500M-$525M and fired its Chief Growth Officer. The company cited lost partnerships and slower wholesale opportunities. Analysts note the outlook is below consensus and includes tariff cost pressures. The stock is down 55% year-to-date.

Build-A-Bear Workshop reported Q2 declines in direct-to-consumer transactions and e-commerce demand, with total direct-to-consumer revenue 3% above 2024 levels. Gross margin fell 340 basis points to 54.2%, and the company reduced its fiscal 2026 revenue forecast to $500M-$525M. Management cited underperforming summer products and improved early Q3 trends driven by Halloween sales.