Build-A-BearBBW
BBW
About: Build-A-Bear Workshop Inc is a U.S.-based specialty retailer of customized stuffed animals and related products. The company operates through three segments. Its Direct-to-consumer segment with key revenue, includes the operating activities of corporately-managed locations and other retail delivery operations in the U.S., Canada, China, Denmark, Ireland, and the U.K., including the company's e-commerce sites and temporary stores. The international franchising segment includes the licensing activities of the company's franchise agreements with store locations in Europe, Asia, Australia, the Middle East, and Africa. The commercial segment includes the transactions with other businesses, mainly comprised of licensing the intellectual properties for third-party use and wholesale activities.
Employees: 4,550
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
78% more call options, than puts
Call options by funds: $9.35M | Put options by funds: $5.26M
40% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 7 (+2) [Q3]
38% more capital invested
Capital invested by funds: $289M [Q2] → $397M (+$109M) [Q3]
14% more funds holding
Funds holding: 126 [Q2] → 144 (+18) [Q3]
2.78% more ownership
Funds ownership: 82.68% [Q2] → 85.46% (+2.78%) [Q3]
7% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 43
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$50
25%
upside
Avg. target
$54
36%
upside
High target
$58
45%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Small Cap Consumer Research Eric Beder 35% 1-year accuracy 56 / 158 met price target | 45%upside $58 | Buy Reiterated | 6 Jan 2025 |
DA Davidson Michael Baker 59% 1-year accuracy 24 / 41 met price target | 25%upside $50 | Buy Maintained | 6 Dec 2024 |
Northland Capital Markets Greg Gibas 53% 1-year accuracy 10 / 19 met price target | 37%upside $55 | Outperform Maintained | 6 Dec 2024 |
Financial journalist opinion
Based on 4 articles about BBW published over the past 30 days
Positive
Seeking Alpha
1 week ago
Build-A-Bear Workshop: A Unique & Growing Business
Build-A-Bear Workshop has outperformed the S&P 500, growing over 80% in the past year, driven by new partner stores and international expansion. The company is focused on evolving its business, accelerating digital transformation, and returning capital to shareholders through dividends and share repurchases. BBW's unique interactive retail experience, strategic partnerships, and omnichannel approach create a competitive moat and significant growth opportunities.
Positive
Seeking Alpha
1 week ago
Build-A-Bear Workshop: It's Time To Consider This Underrated Dividend Stock
Build-A-Bear's strong financial performance, debt-free balance sheet, and aggressive share buybacks make it an attractive long-term dividend stock with significant growth potential. The company has outperformed the S&P, up 99% in the past year, driven by expansion and increased sales in both U.S. and UK stores. Despite a higher forward P/E of 11.99x, BBW's continued expansion and shareholder-friendly policies suggest a rerating higher, with a 2026 price target of $60.35.
Positive
Seeking Alpha
3 weeks ago
The Zen Ten - My Top Picks For 2025
I've been publishing the Zen Ten list since 2008, consistently beating the market by an average of 9.1% per year since 2000. My methodology involves a rigorous three-step screening process using Zacks Investment Research, LSEG StarMine, and StockRover, narrowing 8,000 stocks to just 10. The screening process focuses on earnings growth, value, quality, financial stability, profitability, sustainability, and margin of safety, ensuring a diversified and robust selection.
Positive
MarketBeat
4 weeks ago
Analysts' Top 3 Retail Picks Gearing Up for a Strong 2025
2025 may be a transformative year for the retail industry. Following a period of growing consumer confidence and increased discretionary spending amid lower inflation post-COVID, retailers have an opportunity to build loyalty among existing customers and expand their bases at the same time.
Positive
Seeking Alpha
1 month ago
Build-A-Bear Workshop: Revenue And Margin Expansion Amid Poor Consumer Outlook
In 3Q24, BBW generated $119 million in revenues, growing 10.19% y/y and 6.25% q/q. Operating margins and net margins improved to 10.92% and 8.40% from 9.26% and 7.41%. Although the poor consumer outlook will weigh on BBW, investors should not be overly worried. After all, BBW has managed to post impressive results consistently, demonstrating its resilience. Looking ahead, investors should expect continued revenue expansion as BBW continues to accelerate its asset-light shift and pull other levers to tap into other consumers (e.g., new types of products).
Neutral
Seeking Alpha
1 month ago
Build-A-Bear: Strong Expansion Prospects, But A Disappointing Q4 Outlook (Rating Downgrade)
Build-A-Bear's Q3 results showed incredible revenue momentum in brick-and-mortar and in wholesale shipments, and highlighted the company's rapid partner-operated expansion with 17 new store openings. The updated FY2024 outlook suggests disappointing Q4 growth, reflecting weaker ecommerce demand and slower wholesale shipments. BBW stock doesn't have much asymmetric upside left in my base DCF model scenario.
Neutral
Seeking Alpha
1 month ago
Build-A-Bear Workshop, Inc. (BBW) Q3 2024 Earnings Call Transcript
Build-A-Bear Workshop, Inc. (NYSE:BBW ) Q3 2024 Earnings Conference Call December 5, 2024 9:00 AM ET Company Participants Gary Schnierow - Investor Relations Sharon Price John - Chief Executive Officer Voin Todorovic - Chief Financial Officer Conference Call Participants Eric Beder - Small Cap Consumer Research Greg Gibas - Northland Securities Keegan Cox - D.A. Davidson Steve Silver - Argus Research Operator Greetings, and welcome to Build-A-Bear Workshop Third Quarter 2024 Earnings Conference Call.
Positive
The Motley Fool
1 month ago
Why Build-A-Bear Workshop Stock Jumped to an All-Time High Today
Shares of toy company Build-A-Bear Workshop (BBW 17.95%) jumped out to all-time highs on Thursday after it reported financial results for the third quarter of 2024. As of noon ET, Build-A-Bear stock was up an impressive 18%, and it has now nearly doubled in value year to date.
Positive
Zacks Investment Research
1 month ago
Build-A-Bear (BBW) Q3 Earnings and Revenues Surpass Estimates
Build-A-Bear (BBW) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.53 per share a year ago.
Neutral
Business Wire
1 month ago
Build-A-Bear Workshop Reports Record Third Quarter Fiscal 2024 Results
ST. LOUIS--(BUSINESS WIRE)--Build-A-Bear Workshop, Inc. (NYSE: BBW) today announced results for the third quarter of fiscal year 2024 ended November 2, 2024. Third quarter revenues were $119.4 million, an increase of 11.0%, pre-tax income was $13.1 million, an increase of 26.4%, and diluted earnings per share was $0.73, an increase of 37.7% The Company updates its fiscal 2024 guidance, including increasing net new unit growth to at least 65 experience locations globally, up from 50 locations Th.
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