MarketPR
MACROSeptember CPI Jump to 3.7% Pressures Stocks Despite Long-Term GainsOct 20REGULATORYDisney acquires Character.AI assets via bankruptcy restructuringOct 20CRYPTOPlex Media Server flaws under active exploitationOct 20ENERGYRocks attacks El-Sayed's policy record in Fox News town hallOct 20ZIONZions Bancorporation reports $262 million in third-quarter net earningsOct 20SFBSServisFirst Bancshares reports 33% rise in third-quarter earnings per shareOct 20ACVACopart Completes Acquisition of ACV Auctions in Cash DealOct 20SUPNSupernus to Report Third Quarter 2026 Results on October 29Oct 20MACROFrench bond yields widen as cost-of-living protests intensifyOct 20PVLPermianville Royalty Trust Cuts Monthly Payout to $0.015000Oct 20MACROSeptember CPI Jump to 3.7% Pressures Stocks Despite Long-Term GainsOct 20REGULATORYDisney acquires Character.AI assets via bankruptcy restructuringOct 20CRYPTOPlex Media Server flaws under active exploitationOct 20ENERGYRocks attacks El-Sayed's policy record in Fox News town hallOct 20ZIONZions Bancorporation reports $262 million in third-quarter net earningsOct 20SFBSServisFirst Bancshares reports 33% rise in third-quarter earnings per shareOct 20ACVACopart Completes Acquisition of ACV Auctions in Cash DealOct 20SUPNSupernus to Report Third Quarter 2026 Results on October 29Oct 20MACROFrench bond yields widen as cost-of-living protests intensifyOct 20PVLPermianville Royalty Trust Cuts Monthly Payout to $0.015000Oct 20
NewsMacro · NVDA

Build-A-Bear Workshop beats on earnings but misses on revenue as guidance cut complicates the print

The non-GAAP earnings print from Build-A-Bear Workshop (BBW) came in at $0.70 per share, clearing the consensus estimate by $0.07. Revenue for the period reached $115.3 million, short of expectations by $5.19 million. The company paired that result with a reduction to its fiscal-year guidance, and that combination is what the setup turns on.

By Renata OstrowskiNewsroomAugust 27, 20262 min readNVDA
Share

Key takeaways

  • Build-A-Bear Workshop reported non-GAAP earnings of $0.70 per share, beating the consensus estimate by $0.07.
  • Quarterly revenue was $115.3 million, missing expectations by $5.19 million.
  • The company reduced its full-year guidance alongside the quarterly results.
  • The EPS beat combined with a revenue miss suggests cost control, rather than sales volume, drove the quarter.
  • The guidance cut signals management does not expect the top-line shortfall to close materially in coming periods.

The non-GAAP earnings print from Build-A-Bear Workshop (BBW) came in at $0.70 per share, clearing the consensus estimate by $0.07. Revenue for the period reached $115.3 million, short of expectations by $5.19 million. The company paired that result with a reduction to its fiscal-year guidance, and that combination is what the setup turns on.

The split between the two lines invites scrutiny. A $0.07 beat on the bottom alongside a $5.19 million miss on the top suggests cost control carried more of the quarter than volume did. Consensus had priced in a revenue level that demand conditions did not reach. For a brand whose order book depends on consumer willingness to spend on experiential retail, the top-line number says more about the operating picture than the headline EPS.

What the guidance reduction resets

Lowering the full-year outlook after a quarter where revenue already missed is the more consequential signal. It indicates management does not expect the top-line gap to close materially in the periods ahead. That pulls down the annual consensus revenue line and resets the inputs analysts will carry into the next quarter's model.

The EPS beat risks obscuring that read. A quarter where earnings clear the bar, revenue misses by $5.19 million, and the annual view steps down is a mixed print. The two numbers that frame the setup from here are $115.3 million in quarterly revenue and a fiscal year now guided lower. Skeptics of the headline beat have the guidance cut to point to, and the broader question of whether this shortfall is company-specific or reflects a softer consumer environment will follow the stock until management addresses it directly.

What to watch: any formal filing or management communication that sets the revised annual targets in writing. Those numbers will define the new baseline the street carries into the next period.

Related reading

About this story

Filed by the newsroom of MarketPR on August 27, 2026. Source: MarketPR newsroom. Indicative figures are not investment advice.

←Back to the news index

More from the Newsroom

All stories →
01Macro

September CPI Jump to 3.7% Pressures Stocks Despite Long-Term Gains

The Bureau of Labor Statistics reported that the Consumer Price Index rose 0.6% in September, pushing the year-over-year inflation rate to 3.7%, up from 3.4% in the previous month. This data release moved markets, with the S&P 500 falling…

Renata Ostrowski2 min read
02Macro

French bond yields widen as cost-of-living protests intensify

Violent protests over the rising cost of living in France drove government bond prices lower, widening the gap between French and German 10-year bond yields to 146 basis points. The unrest heightened investor concerns regarding political…

Renata Ostrowski2 min read
03Macro

Anthropic taps nonprofits METR and SecureBio to help assess risks and safety practices

Anthropic announced Thursday that it is collaborating with the nonprofits METR and SecureBio to embed independent evaluators within its operations. The company is also in discussions with additional organizations, including Hugging Face…

Renata Ostrowski2 min read

Frequently asked

Did Build-A-Bear beat or miss expectations this quarter?

It beat on earnings with $0.70 per share (a $0.07 beat) but missed on revenue at $115.3 million, falling short by $5.19 million.

Why is the guidance reduction considered significant?

Lowering the full-year outlook after a revenue miss indicates management does not expect the top-line gap to close materially, which resets the annual consensus revenue line analysts carry forward.

What are the key numbers to watch from this print?

The two figures framing the setup are $115.3 million in quarterly revenue and a fiscal-year outlook that has now been guided lower.

What should investors watch for next?

Any formal filing or management communication that sets the revised annual targets in writing, since those numbers will define the new baseline for the next period.