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Build-A-Bear Workshop, Inc. (BBW) Q4 2025 Earnings Call Transcript

Seeking Alpha
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⚡ Quantum Brief
Build-A-Bear Workshop reported Q4 2025 earnings on March 12, 2026, with EPS of $1.26, beating estimates by $0.04 despite a slight revenue miss of $1.20M. Revenue reached $154.51M, a 2.70% year-over-year increase, though below analyst expectations, reflecting mixed holiday season performance. CEO Sharon John announced her departure during the call, marking a leadership transition amid financial results. Operating executives highlighted cost controls and digital engagement as key strategies, though supply chain pressures persisted. Analysts questioned growth sustainability, with the company emphasizing experiential retail and loyalty programs as future drivers.
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SA Transcripts158.96K FollowersFollow5ShareSaveCommentsQ4: 2026-03-12 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $1.26 beats by $0.04 | Revenue of $154.51M (2.70% Y/Y) misses by $1.20M Build-A-Bear Workshop, Inc. (BBW) Q4 2025 Earnings Call March 12, 2026 9:00 AM EDT Company Participants Gary Schnierow - Vice President of Investor Relations & Corporate FinanceSharon John - President, CEO & DirectorJ. Christopher Hurt - Chief Operations & Experience OfficerVojin Todorovic - Chief Financial Officer Conference Call Participants Eric Beder - Small Cap Consumer Research, LLCKeegan Tierney Cox - D.A. Davidson & Co., Research DivisionChristopher Moore - CJS Securities, Inc.Steven Silver - Argus Research CompanyGregory Gibas - Northland Capital Markets, Research Division Presentation Operator Greetings, and welcome to the Build-A-Bear Workshop Fourth Quarter 2025 Earnings Conference Call [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Gary Schnierow, Investor Relations. Thank you, sir. You may begin. Gary SchnierowVice President of Investor Relations & Corporate Finance Thank you. Good morning, everyone, and welcome to Build-A-Bear's Fourth Quarter 2025 Earnings Conference Call. With us today are Sharon John, Build-A-Bear's Chief Executive Officer; Chris Hurt, Chief Operating Officer; and Voin Todorovic, Chief Financial Officer. During this call, we'll refer to forward-looking statements that are subject to risks and uncertainties. Actual results could differ materially. Please refer to our Forms 10-K and 10-Q, including the Risk Factors section. We undertake no obligation to update any forward-looking statements. During this call, we will present both GAAP and non-GAAP financial measures. A reconciliation of non-GAAP to GAAP measures is included in today's earnings press release, which is distributed and available to the public through our Investor Relations website. And now I'll turn the call over to Sharon. Sharon JohnPresident, CEO & Director Thank you, Gary. Good morning, and thanks for joining us for Build-A-Bear's Fourth Quarter Fiscal 2025 Earnings Call. In addition to our earnings release, you may have read this morning's announcement concerning my decision

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