Build-A-Bear Workshop
Operator of personalized plush experiences across stores, e-commerce, licensing, and franchises.
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Profile
Sells personalized plush toys through interactive retail locations, e-commerce, commercial partnerships, and international franchises. The model centers on guest participation: selecting, stuffing, dressing, accessorizing, naming, and a heart ceremony, with most revenue tied to direct-to-consumer retail.
Operates a make-your-own plush model built around selecting a toy, stuffing it, adding clothes or accessories, naming it, and completing a heart ceremony. Direct-to-consumer covers company-managed stores, partner-operated retail, online sites, and marketplace channels.
Commercial activity adds wholesale product sales and licensing, while International franchising lets local operators run stores outside the core corporate footprint. The business remains concentrated in retail experiences, with e-commerce and third-party channels extending the brand beyond store visits.
Execution depends on store traffic, labor availability, customer experience quality, and crowd or throughput management during high-demand promotions. Leadership shifted to J. Christopher Hurt after a planned succession from Sharon Price John.
Company facts
Categories
Key statistics
Year to date −51.1% · Average volume (30d) 583.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 28, 2026 | D.A. Davidson | Target | $60 | $37 | |
| May 29, 2026 | DA Davidson | Reiterate | Buy | $70 | $60 |
| Dec 5, 2025 | DA Davidson | Reiterate | Buy | $85 | $70 |
| Aug 29, 2025 | DA Davidson | Reiterate | Buy | $50 | $85 |
| Aug 29, 2025 | Northland Securities | Target | $80 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026Q2 FY26 | $0.65 | $0.70 | +8.5% | $120.8M | $115.3M | −4.6% | −27.26% |
| May 28, 2026Q1 FY26 | $0.76 | $1.03 | +35.5% | $129.4M | $125.3M | −3.2% | −4.34% |
| Mar 12, 2026Q4 FY25 | $1.23 | $1.26 | +2.4% | $155.7M | $154.5M | −0.8% | −1.59% |
| Dec 4, 2025Q3 FY25 | $0.55 | $0.62 | +12.7% | $155.7M | $122.7M | −21.2% | +2.70% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $128.4M | $124.2M | $122.7M | $154.5M | $125.3M | $115.3M | |
| Gross profit | $73.0M | $71.5M | $65.8M | $85.3M | $79.9M | $62.5M | |
| Operating income | $19.4M | $15.1M | $10.5M | $21.4M | $23.7M | $11.1M | |
| Net income | $15.3M | $12.4M | $8.1M | $16.4M | $18.3M | $8.8M | |
| Diluted EPS | $1.17 | $0.94 | $0.62 | $1.26 | $1.45 | $0.70 | |
| Gross margin | 56.8% | 57.6% | 53.7% | 55.2% | 63.8% | 54.2% | |
| Operating margin | 15.1% | 12.2% | 8.6% | 13.8% | 19.0% | 9.6% |
Fiscal years (4-quarter sums)FY21 $411.5M · FY22 $467.9M · FY23 $486.1M · FY24 $496.4M · FY25 $529.8M
Revenue by product · Q1 FY26
Revenue by geography · Q1 FY26
Balance sheet, Aug 1, 2026Cash & short-term investments $0 · Total debt $125.5M · Total assets $334.1M · Shareholders' equity $159.0M
Dividends
Last raised to $0.23 from $0.22 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 25, 2026 | Jun 25 | Jul 9 | $0.23 | |
| Mar 26, 2026 | Mar 26 | Apr 9 | $0.23 | raised from $0.22 |
| Nov 26, 2025 | Nov 26 | Jan 8 | $0.22 | |
| Sep 25, 2025 | Sep 25 | Oct 9 | $0.22 | |
| Jun 26, 2025 | Jun 26 | Jul 10 | $0.22 | |
| Mar 27, 2025 | Mar 27 | Apr 10 | $0.22 | raised from $0.20 |
| Nov 27, 2024 | Nov 27 | Jan 9 | $0.20 | |
| Sep 26, 2024 | Sep 26 | Oct 10 | $0.20 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 12.54M · Float 10.49M · 83.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Pacifica Capital Investments, LLC | 1.11M | 8.86% | 13F | Aug 12, 2026 |
| BlackRock, Inc. | 995.8K | 7.94% | 13F | Aug 7, 2026 |
| Paradigm Capital Management Inc/NY | 984.5K | 7.90% | 13G | Aug 13, 2026 |
| De Lisle Partners LLP | 765.9K | 6.11% | 13F | Aug 12, 2026 |
| Price T Rowe Associates Inc /MD/ | 669.6K | 5.34% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | Sharon Price John | director | −6,818 | $40.03 |
| Jun 5, 2026 | George Carrara | director | −3,000 | $34.52 |
| Oct 13, 2025 | Lesli Rotenberg | director | −1,000 | $61.34 |
| Oct 6, 2025 | Lesli Rotenberg | director | −1,000 | $59.98 |
| Oct 6, 2025 | Craig Leavitt | director | −4,000 | $60.61 |
Peers
- Mattel
Global toy and licensed-plush scale against personalized plush
- Hasbro
Games, IP, toys, and plush against licensed plush gifting
- Amazon
Online toy marketplace and fulfillment against direct gifting
- Target
Mass toy aisles and Target.com against plush gift trips
