Build-A-Bear Workshop (BBW) Q1 2026 Earnings Call May 29, 2025 09:00 AM ET Company Participants Gary Schnierow - Vice President of Investor Relations & Corporate FinanceSharon Price John - President & CEOJ. Christopher Hurt - Chief Operations & Experience OfficerVoin Todorovic - CFOKeegan Cox - Research Associate Conference Call Participants Eric Beder - CEO & Senior Research AnalystGreg Gibas - Vice President & Senior Research AnalystSteve Silver - Senior Equity Research Analyst Operator Greetings, and wel ...

Build-A-Bear Workshop (BBW) Q1 2026 Earnings Call May 29, 2025 09:00 AM ET Speaker0 Greetings, and welcome to the Build A Bear Workshop First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Gary Chinaro, Investor Relations. Thank you, sir. You may begin. Speaker1 Thank you. Good ...

Build-A-Bear Investor Overview May 2025 Important Disclosures Forward-Looking Statements This presentation may contain "forward-looking statements" within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. We generally identify these statements by words or phrases such as "may," "might," "should," "expect," "plan," "anticipate," "believe," "estimate," "intend," "predict," "future," "potential" or "continue," the negative or any derivative of these ter ...

Build-A-Bear (BBW) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 36.05%. A quarter ago, it was expected that this toy retailer would post earnings of $1.52 per share when it actually produced earnings of $1.59, delivering a surprise of 4.61%.Over the last four quarters, the company ...

Exhibit 99.1 BUILD-A-BEAR WORKSHOP REPORTS RECORD-BREAKING FIRST QUARTER FISCAL 2025 RESULTS First Quarter Fiscal 2025 Results (13 weeks ended May 3, 2025, compared to the 13 weeks ended May 4, 2024) ● Total revenues were a first-quarter record $128.4 million, an increase of 11.9%, pre-tax income was a first-quarter record $19.6 million, an increase of 30.6%, and diluted earnings per share was a first-quarter record $1.17, an increase of 42.7% ● For the first quarter of 2025, the Company returned $7.1 milli ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Build-A-Bear (BBW) reports results for the quarter ended April 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 29, 2025, might help the stock move higher if these key numbers are better than expecta ...

Core Viewpoint - Build-A-Bear (BBW) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing a strong trend of surpassing expectations in previous quarters [1][6]. Earnings Performance - Build-A-Bear has consistently exceeded earnings estimates, with an average surprise of 4.45% over the last two quarters [2]. - In the last reported quarter, the company achieved earnings of $1.59 per share, surpassing the Zacks Consensus Estimate of $1.52 per share by 4.61% [3]. - In the previous quarter, Build-A-Bear reported earnings of $0.73 per share against an expectation of $0.70 per share, resulting in a surprise of 4.29% [3]. Earnings Estimates and Predictions - Recent estimates for Build-A-Bear have been revised upwards, indicating a positive outlook for the company's earnings [6]. - The Zacks Earnings ESP for Build-A-Bear is currently +0.97%, suggesting that analysts are optimistic about the company's earnings prospects [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat [9]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [7]. - The Earnings ESP metric compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [8].

Company Overview - Build-A-Bear Workshop, Inc. (NYSE: BBW) is a specialty retail store primarily focused on selling children's plush toys [1] - The company differentiates itself by emphasizing in-store customer experience and fostering emotional connections with customers rather than just selling products [1] Investment Strategy - The focus is on identifying strong companies that are undervalued by the stock market, with the belief that corrective forces will realign these "mispriced" stocks to their intrinsic value [1] - Corrective forces may include activist investors' proxy fights, leadership and strategic changes, spin-offs, and industry cyclicality [1] - The objective is to identify these opportunities before they materialize, as stock return overperformance is expected from such investments [1]

Retail Expansion - In fiscal 2024, the company opened a net of 64 new Build-A-Bear Workshop retail experience locations, with expectations of at least 50 new locations in fiscal 2025[26]. - The company has shifted to non-traditional retail locations, with over a third of total stores now in such settings, including family-centric tourist sites[26]. - The company’s retail stores also function as mini distribution centers, facilitating efficient fulfillment of digital demand through programs like "Buy Online, Ship From Store"[34]. Digital Transformation - The company has accelerated its digital transformation initiatives, enhancing marketing and loyalty programs to increase consumer engagement and expand its total addressable market[26]. Financial Performance - The company’s cash flows have improved significantly, allowing for increased support for key initiatives and returning capital to shareholders through dividends and share repurchases[26]. - The company’s operating margins have remained robust despite inflationary pressures, allowing for disciplined expense management and continued investment in growth initiatives[26]. Inventory and Currency Risk - As of February 1, 2025, the company's inventory balance was $69.8 million, an increase of $6.3 million compared to February 3, 2024[30]. - The company purchases all inventory in U.S. dollars, exposing it to currency risk from fluctuations in foreign currencies[237]. - A hypothetical 10% decrease in current foreign currency exchange rates would not have a material effect on the company's financial position or results of operations[238]. - Foreign currency transaction gains and losses have not been material to the company's financial statements to date[238]. - The company does not have a formal hedging program with respect to foreign currency[238]. - International sales are primarily denominated in Canadian dollars, Euros, and British pounds, which may affect pricing and revenue[237]. - The company’s foreign subsidiaries buy inventory in their functional currency, which can increase costs if their currencies depreciate against the U.S. dollar[237]. - Translation adjustments from foreign operations are reported in accumulated other comprehensive income[238]. - The company’s financial results are reported in U.S. dollars, which may be impacted by changes in currency exchange rates[236]. Employee Information - The company employs approximately 1,000 full-time and 4,100 part-time employees across the U.S., Canada, the UK, and the Republic of Ireland as of February 1, 2025[35]. Licensing and Brand Relationships - The company has developed licensing relationships with major brands such as Disney, NBCUniversal, and Pokémon to enhance its product offerings and marketing opportunities[49]. - The company’s strategic focus includes expanding product offerings and licensing relationships to drive retail performance and leverage brand equity[25]. Regulatory Compliance - The company is subject to the reporting requirements of the Securities Exchange Act of 1934 and files periodic reports with the SEC[50]. Risk Factors - For detailed risk factors that could affect results, refer to "ITEM 1A. RISK FACTORS" in the Annual Report[239].

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation metrics to fin ...