Build-A-Bear Q4 revenue rises 2.7% to record high, raises quarterly dividend

Build-A-Bear Workshop

12/03/2026 10:48

Overview

US plush toy retailer's Q4 revenue rose 2.7% to record, full-year revenue up 6.7%

Q4 diluted EPS fell to $1.26 from $1.62 on higher tariffs and labor costs

Company raised quarterly dividend by 4.5% and continued share repurchases

Outlook

Build-A-Bear sees fiscal 2026 total revenue growing in the mid-single-digit percentage range

Company expects fiscal 2026 pre-tax income to range from a mid-single-digit decline to low-single-digit growth

Outlook factors in tariffs, labor costs, freight expense, and ongoing inflationary challenges

Result Drivers

TARIFFS AND COST INCREASES - Q4 profit was hurt by about $6 mln in tariffs and related costs, as well as higher medical and labor expenses, per company

COMMERCIAL AND FRANCHISE GROWTH - Commercial and international franchising segment revenues rose 37.5% in Q4, supporting overall revenue growth

HIGHER SG&A EXPENSES - SG&A expenses increased due to higher compensation, marketing, and inflationary pressures

Company press release: ID:nBw9yVxX1a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Retail Sales
$139.46 mln
Q4 EPS
$1.26
Q4 Gross Profit
$85.31 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the miscellaneous specialty retailers peer group is "buy"

Wall Street's median 12-month price target for Build-A-Bear Workshop Inc is $70.00, about 61% above its March 11 closing price of $43.49

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)