Build-A-Bear Workshop Q3 revenue up 2.7%, reaffirms FY guidance

Build-A-Bear Workshop

04/12/2025 11:55

Overview

Build-A-Bear Q3 revenue hits record $122.7 mln, up 2.7% yr/yr

Pre-tax income fell due to $4 mln tariff impact

Company reaffirms fiscal 2025 guidance despite tariff challenges

Outlook

Company reaffirms 2025 revenue growth in mid-to-high-single-digit percentage

Build-A-Bear expects 2025 pre-tax income of $62 mln to $70 mln

Company plans net-new-unit growth of at least 60 locations in 2025

Result Drivers

RECORD REVENUE - Strong performance in Direct-to-Consumer and Commercial segments drove record Q3 revenue

TARIFF IMPACT - $4 mln tariff and related costs impacted pre-tax income, expected to continue affecting results

GLOBAL EXPANSION - Opened 50+ new units, entered seven new countries, supporting revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Retail Sales
$112.27 mln
Q3 EPS
$0.62
Q3 Net Income
$8.12 mln
Q3 Gross Profit
$65.82 mln
Q3 Pretax Profit
$10.73 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "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 $80.00, about 39.4% above its December 3 closing price of $57.40

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw3KL9RBa

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