Build-A-Bear is making record profits, nearly 13 years after it was founded. And it’s doing so at a time when toy companies are staring down pressure from tariffs.🎥 Watch: https://t.co/rYUugpWusp ...

Core Insights - Build-A-Bear has transformed from a struggling mall retailer to a profitable company under the leadership of CEO Sharon Price, who has extensive experience in the toy industry [1][6][12] - The company's share price has seen significant growth, increasing over 1,150% since December 2020, despite facing challenges such as tariffs and inflation [2][3][15] Company Performance - At the onset of the pandemic, Build-A-Bear's share price fell below $1, dropping more than 90% from its all-time high, but it has since rebounded significantly [2][7] - The company reported a gross profit hit of $4 million in Q3 2025 due to tariff impacts, leading to a stock decline of over 15% [3][15] - Revenue for the company rose nearly 3% to $122.7 million, with expectations to surpass $500 million for the first time in its history [8] Strategic Initiatives - Build-A-Bear has adapted its business model by revamping stores, closing underperforming locations, and opening new ones in tourist areas [8][13] - The company has focused on leveraging intellectual property and partnerships, with adult customers now making up about 40% of sales, doubling since 2013 [9][10] - E-commerce investments since 2015 have led to a mobile-first website and virtual workshops, enhancing operational efficiency and customer engagement [11][12] Market Expansion - Build-A-Bear has expanded its franchising and international presence, with 651 workshops in 33 countries, including seven new locations added in 2025 [13][14] - The franchising segment boasts operating margins between 20% and 30%, indicating strong profitability in this area [14] Pricing Strategy - The company has selectively increased prices due to tariffs while maintaining an approachable price point, with products like the Mini Beans collection introduced at lower price points [16] - Despite external challenges, Build-A-Bear anticipates strong sales during the holiday season, particularly between Christmas and New Year's [17]

going back into countries where we've been. >> Yeah. >> Like Denmark or Germany, which we just launched a brand new store.It's in Germany is probably, you know, it's more of a actually more of a toy ccentric market and definitely a teddy bear market. Okay. So, I mean, just we I said to someone earlier today, I'm like, "It's a bear market." I mean, no, no, I didn't mean that. I didn't mean that at all.So, but but there's a teddy bear market that we had lines around out and around the corner in both of these ...

Core Insights - Build-A-Bear has appointed Carmen Flores as senior vice president of e-commerce and digital experiences to enhance its digital strategy [1][3] - Flores has a strong background in digital growth, having previously worked at The Lego Group, Richemont, and L'Oreal USA [2] - The company reported a significant increase in total revenues and net income in its latest quarter, with revenues up over 11% year over year to $124.2 million and net income increasing nearly 41% to $12.4 million [4] Group 1: Leadership Changes - Carmen Flores will lead the expansion of Build-A-Bear's e-commerce business and develop its global digital experience strategy [1] - Flores reports to Chief Revenue Officer David Henderson, who has a background in commercial roles at Melissa & Doug and Hasbro [3] Group 2: Financial Performance - Build-A-Bear's total revenues for the latest quarter reached $124.2 million, reflecting an increase of over 11% year over year [4] - The company's net income for the same period was $12.4 million, marking an increase of nearly 41% [4]

Well, from cuddly creations to cash flow, Build-A-Bear has managed to stay relevant with consumers even as the retail landscape shifts. CEO Sharon Price, John joins us now along with my colleague Brook to Palama. Welcome to you both.Sharon is great to see you, especially on set and we're always looking for lines of sight, Sharon, into the consumer, right, as investors. You certainly have that. So, I'm curious what you're seeing with the consumer just based on your business, how how healthy, sharing, how res ...

Core Insights - Build-A-Bear has maintained consumer relevance despite shifts in the retail landscape, showing resilience in traffic and conversion rates [1][2] - The company reported that its Halloween collection is the best-selling in its history, indicating strong consumer engagement [3] Consumer Trends - There is a noticeable shift towards consumers valuing experiences alongside products, with a rise in demand for comfort products and adult-targeted items in the toy industry [4] - Approximately 40% of Build-A-Bear's sales are now to teens and adults, allowing for more flexibility in pricing for collector items [9] Industry Challenges - The toy industry faces headwinds from tariffs, with Build-A-Bear expecting an $11 million impact. The company proactively pulled forward inventory to mitigate this [5][6] - Tariffs initially reached 145%, affecting manufacturing and logistics, but have since decreased to more manageable levels [7][14] Operational Strategies - Build-A-Bear has a clean balance sheet and focuses on managing costs effectively, avoiding blanket price increases by assessing individual products [8][22] - The company has diversified its retail presence beyond malls to include hospitality and tourist locations, with plans to increase store count from 50 to 60 by year-end [21][22] Growth Potential - The company is expanding its addressable market by appealing to older consumers for gifting purposes, which broadens its market dynamics [23][24] - Build-A-Bear's e-commerce business is robust, with additional revenue streams from wholesale and licensing, indicating a shift away from a narrow business model [25]

Media & Entertainment Industry - Disney reversed Jimmy Kimmel's suspension after facing backlash over freedom of speech concerns, with hundreds of stars signing an open letter condemning the suspension [1] - Sinclair, owning dozens of ABC stations, initially refused to air Jimmy Kimmel Live unless he apologized to the Kirk family and Turning Point USA, but discussions with ABC are ongoing [1] - ABC's The View addressed the controversy, emphasizing that the government should not pressure someone to be silenced [1] Political & Social Issues - President Trump claimed a link between acetaminophen (Tylenol) use during pregnancy and autism, contradicting medical consensus and leading to potential safety label changes [1][2] - President Trump called for his Attorney General to investigate political opponents, raising concerns about weaponizing the DOJ [2][3] - A report alleges that Tom Homan, a former immigration official, accepted $50,000 from undercover FBI agents, which the White House denies [7][8][9] - Over 150 nations support Palestinian statehood, while the US and Israel oppose it due to security concerns [12] Economic Trends & Consumer Behavior - Rising housing prices are forcing more Americans to live in RVs, with the number of full-time RV residents doubling in four years [13] - Build-A-Bear Workshop's stock has surged over 50% since the beginning of the year and over 2,000% in the last 5 years, driven by collaborations and affordable pricing strategies [21] Human Interest & Community - A comedian's show in Spokane was interrupted when an audience member had cardiac arrest, and the crowd worked together to save his life [26][27][28]