Build-A-Bear Workshop, Inc. (BBW)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-30
$27.61+0.47%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-30
Research Workspace
Put BBW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens strong on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 67% in its worst 12-month stretch.
View RiskBBW’s case rests on strong recent financial performance, though its latest revenue declined. Q2 FY2026 revenue fell 7.2% year over year, and GAAP earnings were inline. BBW trades at 8× P/E versus a 14× peer median; expectations look modest versus our view. The risk is a 35% next-quarter miss probability, alongside mixed earnings quality. The peer comparison is a weak guide because sub-industry quality does not explain valuation multiples. Peer multiples imply a price about 4% above where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. BBW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering BBW (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare BBW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BBW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Other Specialty Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put BBW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Fiscal 2026 revenue target of $500M to $525M
Weak summer sales may hinder revenue growth targets.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Revenue growth target of $530M to $550M for 2026
Lowered revenue guidance breaks the growth thesis for 2026.
Threatens: Revenue growth target of $530M to $550M for 2026
Lowering outlook impacts revenue growth target for 2026.
Threatens: Revenue growth target of $530M to $550M for 2026
Cuts outlook directly impacts revenue growth target.
Threatens: Revenue growth target of $530M to $550M for 2026
Weak guidance suggests difficulties in achieving revenue targets.
Threatens: Revenue growth target of $530M to $550M for 2026
Revenue shortfall raises concerns about growth trajectory.
New CEO can drive revenue growth and strategic direction.
New Chief Revenue Officer may enhance revenue strategies.