$BBW

Build-A-Bear Workshop 2026: Revenue $115.29M, EPS $0.7— 10-Q Summary

Build-A-Bear Workshop reported Q3 2026 revenue of $115.29M, down from $124.25M YoY, and EPS of $0.7, down from $0.94. Net income was $8.76M, down from $12.37M. Revenue decline was driven by lower existing-store and e-commerce sales, partially offset by wholesale activity. The company is expanding into collectibles and licensing, and has 674 global locations.

Original reporting
Published Sep 10, 2026, 8:31 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 11, 2026, 11:11 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Build-A-Bear Workshop 2026: Revenue $115.29M, EPS $0.7— 10-Q Summary — source image
Decision brief

The 30-second read

$BBWBearishHigh
01

Why it matters

The earnings miss could trigger a sell‑off, especially given the lack of positive guidance.

02

Market read

Earnings release for a listed consumer‑discretionary retailer; relevant for traders tracking small‑cap retail stocks.

03

What to watch

Supply‑chain diversification to Vietnam and new store formats may improve margins in the longer term.

Relevance 6/10Novelty 7/10Timing: post‑market release

Background

Build‑A‑Bear Workshop (NYSE: BBW) filed its 10‑Q for the quarter ended September 2026, showing a decline in both top‑line and earnings.

Company-level read

Ticker impact

$BBWBearishHigh confidence
Context

Build‑A‑Bear Workshop reported Q2 2026 results with revenue down to $115.29M and EPS falling to $0.7, indicating weaker performance.

Expected impact

Potential downside of 3‑5% over the next few trading sessions.

Evidence & confidence

Revenue decline and EPS contraction are material negatives for a consumer‑discretionary retailer; no offsetting guidance was provided.

Market effects

May weigh on other specialty retail and toy sector stocks as earnings pressure spreads.

Limited to U.S. consumer discretionary market.

Low global impact; primarily a U.S. small‑cap story.

Counterpoint

If the company can successfully execute its international expansion and licensing strategy, the short‑term dip could be a buying opportunity.

Key entities

  • Build‑A‑Bear Workshop

    U.S. specialty retailer of customizable plush toys.

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Why is Build-A-Bear Workshop stock sliding today?

Build-A-Bear Workshop (BBW) stock fell 15.6% to $33.90 after reporting Q2 2026 results below expectations, with revenue of $115.3M (down 7.2% YoY) and EPS of $0.70. The company also reduced its full-year revenue guidance to $500–$525M and pre-tax income to $60–$68M. High short interest exacerbated the decline, with the stock trading near its 52-week low.