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EarningsQ2 2026 Earnings Report
BBW Q2 2026 EPS Results
Actual EPS$0.70
Consensus EPS$0.65
Beat/MissBeat by +$0.05
One Year Ago EPS$0.94
BBW Q2 2026 Revenue Results
Actual Revenue$115.29M
Expected Revenue$120.81M
Beat/MissMissed by -$5.52M
YoY Revenue Growth-7.21%
Earnings Announcement Details
QuarterQ2 2026
Date08/27/2026
TimeBefore Open
Conference CallThursday, August 27, 2026
BBW Upcoming Earnings
BuildABear Workshop's next earnings date is estimated for December 2, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
BBW Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed-to-negative near-term picture: solid strategic progress (record seasonal performance, product successes, international expansion, brand partnerships, and improved sequential e-commerce trends) is offset by notable operational and financial headwinds (Q2 revenue down 7.2%, e-commerce down 15.6%, gross margin contraction of 340 bps, pre-tax income down 24.1%, reduced full-year revenue and profit guidance, slower-than-expected wholesale development, and tariff-driven cost pressure). Management emphasized confidence in long-term brand strength and strategic initiatives but acknowledged that the company has moderated near-term expectations and faces ongoing traffic and macroeconomic challenges.Company Guidance
Second Quarter and First Half Revenue and Key Figures
Q2 revenue of $115.3 million; first half revenue of $240.6 million. Despite challenges, Q2 represented the company's second-highest second-quarter DTC sales performance in history.
Record Seasonal Launch Performance
Halloween launch delivered the highest non-fourth-quarter sales week in company history and the third-highest U.S. e-commerce sales week (behind Black Friday weeks of 2020 and 2025), demonstrating strong demand for trend-right and dressable seasonal products.
Brand and Product Strengths
Signature customization products performed well: dressable Chummy Shark sold out; Promise Pets drove higher-than-average dollars per transaction due to strong attachment of clothing and accessories. Popular legacy characters and licensed IP remain meaningful drivers.
International and Location Expansion
Opened 5 net new locations in Q2 (12 net new YTD), ending Q2 with 674 locations across 37 countries. Company remains on track to open at least 50 net new locations in fiscal 2026, with most openings expected to be international partner-operated.
Strategic Partnerships and Licensing Wins
Launched Sanrio Halloween collection (first U.S./Canada/UK retail offering of Lloromannic plush) and announced a Build-A-Bear McDonald's Happy Meal collaboration in the U.K., expanding brand reach and awareness.
E-commerce and Digital Sequential Improvement
E-commerce demand declined 15.6% YoY but improved sequentially from Q1, indicating progress against digital initiatives and some recovery in web performance during early Q3.
Shareholder Returns and Capital Allocation
Returned $8.5 million to shareholders in the quarter; reduced share count by more than 5% over the past 12 months and has $43.2 million remaining under a $100 million repurchase authorization.
New Flagship Experience (ICON Park) and Personalization Initiatives
ICON Park location (on track to open in Q3) will introduce premium personalization offerings (design studio, Personalize Me embroidery, Hear Me enhancements, Scent Bar, Bake Shop) to showcase elevated gifting and premium experiences.
BBW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed