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Build-A-Bear Workshop
Build-A-Bear Workshop (BBW) investor relations material
Build-A-Bear Workshop Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary12 Mar, 2026
Executive summary
Achieved record annual revenue of $529.8 million in fiscal 2025, up 6.7% year-over-year, marking the fifth consecutive year of record revenue and pre-tax income.
Pre-tax income reached $67.2 million, despite $11 million in tariff-related costs and $5 million in higher medical and labor expenses.
CEO Sharon John announced retirement, with COO Chris Hurt to succeed her in June 2026 as part of a planned succession.
Net new unit growth of 64 global experience locations for the year, surpassing 650 total locations worldwide.
Returned $39 million to shareholders in fiscal 2025 through share repurchases and dividends.
Financial highlights
Q4 total revenues were $154.5 million, up 2.7% year-over-year; full-year revenue reached $529.8 million, up 6.7%.
Q4 pre-tax income was $21.5 million (13.9% margin), down from $27.5 million (18.3% margin) last year; full-year pre-tax income was $67.2 million (12.7% margin), nearly flat year-over-year.
Full-year diluted EPS was a record $3.99, up from $3.80; Q4 EPS was $1.26, down from $1.62.
EBITDA for the year was $81.4 million, representing 15.0% of total revenues.
Cash and equivalents at year-end were $26.8 million; inventory rose to $82.2 million, reflecting tariffs and growth investments.
Outlook and guidance
Fiscal 2026 revenue expected to grow mid-single digits, driven by at least 50 net new experience locations, mostly international partner-operated.
Commercial segment revenue projected to grow at least 20%, with growth weighted to the back half of the year.
Pre-tax income guidance ranges from a mid-single digit decline to low single digit growth, reflecting $16 million in estimated tariff costs and $3 million in long-term investments.
Capital expenditures projected at $22–$25 million; tax rate expected to approximate 24%, excluding discrete items.
Guidance does not account for further material changes in tariffs, macroeconomic conditions, or foreign exchange rates.
Reasoning for the 13.6% Q4 e-commerce demand drop
Mitigation plans for $16M in expected FY26 tariffs
Sustainability of 37.5% commercial revenue growth
Explain the strategy to offset AI-driven SEO headwinds
Detail the scaling plan for the wholesale business
How will you mitigate the $16M tariff impact in 2026?
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Next Build-A-Bear Workshop earnings date
Q1 202728 May, 2026
Build-A-Bear Workshop
Next Build-A-Bear Workshop earnings date
Q1 202728 May, 2026
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