What is Northland Securities' Forecast for BBW Q1 Earnings?

Key Points

• Northland Securities forecasts Build‑A‑Bear Workshop will report Q1 2027 EPS of $0.91 and raises its FY2027 estimate to $3.86 per share versus the consensus of $3.71.
• Build‑A‑Bear last reported Q4 EPS of $1.26 (missing consensus by $0.01) and revenue of $154.5M, while management warned of roughly a 1‑point operating margin headwind from tariffs and necessary digital reinvestment amid only mid‑single‑digit revenue growth guidance.
• The board increased the quarterly dividend to $0.23 (annualized $0.92, ~2.2% yield) and the company plans at least 50 new global locations in 2026, signaling management confidence and international expansion efforts.

Build-A-Bear Workshop, Inc. (NYSE:BBW - Free Report) - Stock analysts at Northland Securities issued their Q1 2027 earnings per share estimates for Build-A-Bear Workshop in a research note issued to investors on Friday, March 13th. Northland Securities analyst G. Gibas expects that the specialty retailer will post earnings per share of $0.91 for the quarter. The consensus estimate for Build-A-Bear Workshop's current full-year earnings is $3.71 per share. Northland Securities also issued estimates for Build-A-Bear Workshop's Q2 2027 earnings at $0.75 EPS, Q3 2027 earnings at $0.73 EPS, Q4 2027 earnings at $1.47 EPS and FY2027 earnings at $3.86 EPS.

Build-A-Bear Workshop (NYSE:BBW - Get Free Report) last released its earnings results on Thursday, March 12th. The specialty retailer reported $1.26 EPS for the quarter, missing the consensus estimate of $1.27 by ($0.01). Build-A-Bear Workshop had a net margin of 9.85% and a return on equity of 34.44%. The business had revenue of $154.51 million during the quarter, compared to analyst estimates of $155.71 million.

BBW has been the topic of several other reports. Weiss Ratings reiterated a "buy (b)" rating on shares of Build-A-Bear Workshop in a report on Tuesday, December 23rd. Zacks Research raised shares of Build-A-Bear Workshop from a "strong sell" rating to a "hold" rating in a research report on Tuesday, March 3rd. Wall Street Zen downgraded shares of Build-A-Bear Workshop from a "buy" rating to a "hold" rating in a research note on Saturday, December 6th. DA Davidson decreased their price target on shares of Build-A-Bear Workshop from $85.00 to $70.00 and set a "buy" rating on the stock in a report on Friday, December 5th. Finally, CJS Securities assumed coverage on shares of Build-A-Bear Workshop in a research note on Wednesday, December 10th. They set a "market outperform" rating and a $70.00 price objective for the company. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $64.75.

Build-A-Bear Workshop Price Performance

BBW opened at $40.91 on Monday. Build-A-Bear Workshop has a 12 month low of $32.55 and a 12 month high of $75.85. The business has a 50-day moving average of $56.03 and a two-hundred day moving average of $57.63. The stock has a market capitalization of $529.78 million, a price-to-earnings ratio of 10.25 and a beta of 1.08.

Build-A-Bear Workshop Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Thursday, March 26th will be issued a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Thursday, March 26th. This is an increase from Build-A-Bear Workshop's previous quarterly dividend of $0.22. Build-A-Bear Workshop's dividend payout ratio (DPR) is presently 22.06%.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the business. IFP Advisors Inc lifted its position in Build-A-Bear Workshop by 68.1% during the third quarter. IFP Advisors Inc now owns 501 shares of the specialty retailer's stock valued at $33,000 after buying an additional 203 shares in the last quarter. Ameritas Investment Partners Inc. increased its position in shares of Build-A-Bear Workshop by 19.4% in the second quarter. Ameritas Investment Partners Inc. now owns 1,270 shares of the specialty retailer's stock worth $65,000 after acquiring an additional 206 shares in the last quarter. Commonwealth Equity Services LLC raised its stake in shares of Build-A-Bear Workshop by 7.0% in the 4th quarter. Commonwealth Equity Services LLC now owns 3,392 shares of the specialty retailer's stock valued at $208,000 after acquiring an additional 221 shares during the period. SkyView Investment Advisors LLC raised its stake in shares of Build-A-Bear Workshop by 2.1% in the 2nd quarter. SkyView Investment Advisors LLC now owns 17,065 shares of the specialty retailer's stock valued at $915,000 after acquiring an additional 356 shares during the period. Finally, Deutsche Bank AG lifted its holdings in shares of Build-A-Bear Workshop by 3.5% during the 4th quarter. Deutsche Bank AG now owns 10,770 shares of the specialty retailer's stock valued at $660,000 after acquiring an additional 363 shares in the last quarter. Hedge funds and other institutional investors own 79.30% of the company's stock.

Build-A-Bear Workshop News Roundup

Here are the key news stories impacting Build-A-Bear Workshop this week:

• Positive Sentiment: Board increased the quarterly dividend to $0.23 (4.5% raise), signaling management confidence and improving yield for income-focused investors. Build‑A‑Bear Raises Quarterly Dividend, Signals Ongoing Confidence
• Positive Sentiment: Company reported record Q4 and FY2025 revenues ($154.5M Q4; $529.8M FY) and raised the quarterly dividend — underlying top‑line momentum supports valuation despite near‑term cost headwinds. Build‑A‑Bear Workshop Reports Fourth and Record Fiscal 2025 Results; Increases Quarterly Dividend
• Positive Sentiment: Company plans at least 50 new global locations in 2026 and is expanding its international partner model, which could accelerate revenue growth and leverage the brand internationally. Build‑A‑Bear signals at least 50 new global locations in 2026 while expanding international partner model
• Neutral Sentiment: Planned CEO succession: CEO Sharon Price John will retire June 11, 2026; internal COO/Experience Officer Chris Hurt is named successor — a staged transition reduces disruption risk but will be watched for execution. Build‑A‑Bear Workshop Announces Chief Executive Officer Succession
• Neutral Sentiment: The full Q4 2025 earnings call transcript is available for detail on results and management commentary; useful for investors wanting granular color on e‑commerce strategy and partner expansion. Build‑A‑Bear Workshop, Inc. (BBW) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management’s FY26 guidance calls for only mid‑single‑digit revenue growth and anticipates roughly a 1‑point operating margin hit from a assumed ~10% tariff and necessary digital re‑investment to counter declining SEO/AI search disruption — a clear near‑term margin headwind. Build‑A‑Bear Workshop: Risks Are Rising, But Compelling Valuation Keeps Me Invested
• Negative Sentiment: Q4 beat/miss noise: EPS missed consensus by $0.01 and revenue was about $1.2M below estimates; management reported ~ $6M tariff/related cost impact in Q4 — small misses plus tariff pressure likely weigh on near‑term sentiment. Build‑A‑Bear Workshop Earnings and Press Release

About Build-A-Bear Workshop

Build-A-Bear Workshop, Inc operates a specialty retail business focused on interactive “workshop” experiences that allow customers to create customized stuffed animals. Through its in-store and online platforms, the company offers a wide range of plush toys, apparel, accessories and sound modules, enabling guests to personalize each creation. In addition to its core bear products, Build-A-Bear has expanded its portfolio to include licensed characters from leading entertainment and media franchises.

Founded in 1997 by Maxine Clark and headquartered in St.

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