Q1 2026 Build-A-Bear Workshop Inc Earnings Call Transcript

May 28, 2026 / 01:00 PM GMT

Release Date Price: €33.6 (+4.02%)

Transcript 10-Q8-K

Key Points

Positve

Build-A-Bear Workshop Inc (BBW) achieved the second-best first quarter in its history with $125 million in revenue, despite a 2% year-over-year decline.
The commercial segment sales grew by 34%, partially offsetting a decline in net retail sales.
The company saw strong performance in specific product lines, such as the Promise Pets collection and the fresh frosted animal cookies collection, which resonated well with older consumers.
Build-A-Bear Workshop Inc (BBW) expanded its international footprint to 37 countries, up from 19 two years ago, indicating successful global expansion.
The company plans to open at least 50 new locations this year, with a focus on international expansion through an asset-light, partner-operated model.

Negative

First quarter revenue fell short of expectations, with a 2.4% decrease driven by a decline in the direct-to-consumer business.
Store traffic was down 7%, lagging behind national retail traffic trends in the U.S., impacting overall results.
E-commerce demand declined by 26.1% due to web traffic challenges.
The company reduced its full-year revenue guidance due to first-quarter and second-quarter-to-date results coming in below expectations.
Higher wage rates, general inflationary pressures, and timing of longer-range investments contributed to a 310 basis point increase in SG&A expenses.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BBW.N - Build-A-Bear Workshop Inc
Q1 2026 Build-A-Bear Workshop Inc Earnings Call
May 28, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Build-A-Bear Workshop First Quarter 2026 Earnings Conference Call.

At this time, all participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation.

If anyone wants to require operator assistance, please press *0 on your telephone keypad.

As a reminder, this conference is being recorded. It is now my pleasure to introduce Gary Schniedro.

From Build-A-Bear Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you. Good

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