Build-A-Bear Workshop, Inc.

NYSE:BBW 株式レポート

時価総額:US$452.5m

Build-A-Bear Workshop マネジメント

マネジメント 基準チェック /34

Build-A-Bear Workshopの CEO はSharon Johnで、 Jun2013年に任命され、 の在任期間は 12.92年です。 の年間総報酬は$ 3.40Mで、 23.8%給与と76.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.78%を直接所有しており、その価値は$ 8.07M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と4.5年です。

主要情報

Sharon John

最高経営責任者

US$3.4m

報酬総額

CEO給与比率23.79%
CEO在任期間12.9yrs
CEOの所有権1.8%
経営陣の平均在職期間3.3yrs
取締役会の平均在任期間4.5yrs

経営陣の近況

Recent updates

Seeking Alpha Apr 28

Build-A-Bear Workshop: The Pros And Cons Of Owning The Stock Now

Summary Build-A-Bear Workshop has achieved consistent top-line growth, diversifying revenue streams through international franchising and commercial expansion. BBW faces macro headwinds, including weak consumer confidence, Middle East tensions, and elevated energy prices, which may pressure margins and growth. Receivables growth outpaces revenue due to commercial segment expansion, lengthening cash conversion cycles, and potentially reducing financial flexibility. I assign BBW a 'hold' rating, citing full valuation, inconsistent shareholder returns, and high short interest despite sector-relative discount. Read the full article on Seeking Alpha
ナラティブ更新 Apr 25

BBW: Capital Returns And CEO Succession Will Support Future Upside

Analysts have lowered their price target on Build-A-Bear Workshop to reflect a reduced assumed future P/E multiple of 14.7x, while keeping their fair value, growth, and margin assumptions in dollar terms unchanged. What's in the News Longtime President and CEO Sharon Price John plans to retire after the June 11, 2026 annual shareholders' meeting.
ナラティブ更新 Apr 10

BBW: Succession Plan And Capital Returns Will Support Future Upside Potential

Analysts have maintained their $62.00 price target on Build-A-Bear Workshop, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that leave their overall valuation view essentially unchanged. What's in the News Longtime President and CEO Sharon Price John plans to retire after the June 11, 2026 shareholders meeting.
ナラティブ更新 Mar 27

BBW: Succession Plan And Capital Returns Will Drive Future Upside Potential

Analysts have trimmed their price target on Build-A-Bear Workshop from $66.25 to $62.00, reflecting updated assumptions around discount rate, profit margin, and a lower future P/E multiple, while keeping revenue growth expectations broadly consistent. What's in the News Longtime President and CEO Sharon Price John plans to retire after the 2026 annual shareholders meeting.
ナラティブ更新 Mar 13

BBW: Succession Plan And Capital Returns Will Support Future Upside Potential

Analysts have trimmed their price target for Build-A-Bear Workshop from $70.00 to $66.25, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that modestly adjust the valuation framework. What's in the News CEO succession plan announced, with longtime President and CEO Sharon Price John intending to retire after the June 11, 2026 annual shareholders' meeting and current Chief Operations and Experience Officer Chris Hurt set to assume the CEO role and join the Board at that time, while Price John remains on the Board to support the transition (Key Developments).
ナラティブ更新 Feb 26

BBW: Experiential Partnerships And Buybacks Will Support Future Upside Potential

Analysts have kept their price target for Build-A-Bear Workshop steady at $70.00, citing largely unchanged assumptions around revenue growth, profit margins, discount rate, and future P/E as the basis for maintaining their view. What's in the News Build-A-Bear Workshop and Sanrio announced a national expansion of the Build-A-Bear x Hello Kitty and Friends Workshop concept, with new locations planned at American Dream in New Jersey and Mall of America in Minnesota in early 2026.
分析記事 Feb 12

Benign Growth For Build-A-Bear Workshop, Inc. (NYSE:BBW) Underpins Stock's 27% Plummet

Build-A-Bear Workshop, Inc. ( NYSE:BBW ) shares have retraced a considerable 27% in the last month, reversing a fair...
ナラティブ更新 Feb 10

BBW: Experiential Expansion And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for Build-A-Bear Workshop steady at US$70.00, with only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. This signals that their overall view on the stock's pricing remains broadly unchanged.
ナラティブ更新 Jan 27

BBW: Experiential Expansion And Buybacks Will Support A More Bullish Outlook

Analysts have inched their fair value estimate for Build-A-Bear Workshop up from $68.75 to $70.00, citing small adjustments in the discount rate, revenue growth, profit margin, and expected future P/E as the main drivers of the updated price target. What's in the News Reiterated earnings guidance for 2025, with management pointing to third quarter results and what it describes as consistent underlying fundamentals, while also noting ongoing tariff headwinds (Corporate Guidance) Based on existing guidance, the company indicates it is positioned for fiscal 2025 revenue of over US$0.5b.
分析記事 Jan 25

Here's Why We Think Build-A-Bear Workshop (NYSE:BBW) Might Deserve Your Attention Today

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
ナラティブ更新 Jan 11

BBW: Tariff Headwinds And Experiential Expansion Will Shape A Fairly Valued Outlook

Analysts have maintained their fair value estimate for Build-A-Bear Workshop at US$68.75. This reflects only modest adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a significant change in their overall view.
分析記事 Dec 25

Build-A-Bear Workshop, Inc. (NYSE:BBW) Held Back By Insufficient Growth Even After Shares Climb 25%

Build-A-Bear Workshop, Inc. ( NYSE:BBW ) shareholders are no doubt pleased to see that the share price has bounced 25...
ナラティブ更新 Dec 20

BBW: Experiential Expansion And Share Repurchases Are Expected To Drive Upside

Analysts have modestly trimmed their price target on Build A Bear Workshop, reducing fair value by about 4 percent to approximately 68 dollars and 75 cents, as slightly softer growth and valuation assumptions more than offset a marginally stronger profit margin outlook. What's in the News Build A Bear and Sanrio plan a national expansion of the Build A Bear x Hello Kitty and Friends Workshop concept, with new flagship locations slated for American Dream in New Jersey and Mall of America in Minnesota in early 2026 (Key Developments).
ナラティブ更新 Dec 06

BBW: National Experiential Expansion Is Expected To Drive Long-Term Upside

Analysts have modestly lowered their price target on Build-A-Bear Workshop to approximately 72 dollars from about 80 dollars, reflecting slightly higher discount rate and margin assumptions that more than offset incremental optimism on revenue growth and future valuation multiples. What's in the News Planned national expansion of the Build-A-Bear x Hello Kitty and Friends Workshops, with new flagship locations opening at American Dream in New Jersey and Mall of America in Minnesota in early 2026 (Key Developments) Concept builds on the success of the first Los Angeles Build-A-Bear x Hello Kitty and Friends Workshop, which quickly became a destination for collectors, families, and Sanrio fans (Key Developments) New experiential stores will feature immersive Hello Kitty themed environments, including branded shopping bags, aprons, Cub Condos, and customizable outfits, scents, and sounds for multiple Sanrio characters (Key Developments) Company completed repurchases of 640,295 shares, about 4.91% of shares outstanding, for 23.1 million dollars under its existing buyback program as of early December 2025 (Key Developments) Management reaffirmed fiscal 2025 guidance, and is still expecting total revenue to grow at a mid to high single digit percentage rate (Key Developments) Valuation Changes Fair Value Estimate has been reduced modestly, from approximately 80 dollars to about 72 dollars.
分析記事 Dec 04

A Look At The Intrinsic Value Of Build-A-Bear Workshop, Inc. (NYSE:BBW)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Build-A-Bear Workshop fair value estimate is US$55.97 With...
分析記事 Nov 05

Under The Bonnet, Build-A-Bear Workshop's (NYSE:BBW) Returns Look Impressive

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 Aug 29

With EPS Growth And More, Build-A-Bear Workshop (NYSE:BBW) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブ更新 Aug 29

International Expansion And Digital Transformation Will Expand Global Footprint

The significant increase in Build-A-Bear Workshop’s consensus price target reflects a higher market valuation multiple (future P/E rising from 15.87x to 17.95x) despite unchanged revenue growth expectations, resulting in a new fair value of $73.33. What's in the News Increased new unit growth guidance for 2025 to at least 60 new experience locations with a mix of corporate, partner, and franchise models.
分析記事 Jul 31

We Like Build-A-Bear Workshop's (NYSE:BBW) Returns And Here's How They're Trending

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 May 30

Build-A-Bear Workshop, Inc. (NYSE:BBW) Surges 49% Yet Its Low P/E Is No Reason For Excitement

Build-A-Bear Workshop, Inc. ( NYSE:BBW ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha Mar 28

Build-A-Bear: Strong Growth & Rapid Expansion Makes The Dip Worth Buying

Summary Build-A-Bear Workshop, Inc.'s strong fundamentals and strategic expansion in high tourist areas position it for long-term growth, despite economic uncertainties and tariff challenges. The company reported record profits for the fourth consecutive year, with double-digit EPS growth and a solid revenue increase, showcasing robust financial health. Management's commitment to shareholders is evident through a double-digit dividend raise and significant share repurchases, enhancing investor value. With a forward P/E of 9.14x and over 70% upside potential, BBW stock remains an attractive buy, targeting continued expansion and profitability in 2025. Read the full article on Seeking Alpha
分析記事 Mar 16

Build-A-Bear Workshop's (NYSE:BBW) Upcoming Dividend Will Be Larger Than Last Year's

Build-A-Bear Workshop, Inc. ( NYSE:BBW ) has announced that it will be increasing its dividend from last year's...
分析記事 Mar 12

Is Now An Opportune Moment To Examine Build-A-Bear Workshop, Inc. (NYSE:BBW)?

While Build-A-Bear Workshop, Inc. ( NYSE:BBW ) might not have the largest market cap around , it received a lot of...
Seeking Alpha Mar 04

Build-A-Bear: More Digitalization Efforts, But The Margin Of Safety Declined (Rating Downgrade)

Summary Build-A-Bear Workshop reported a 25.3% EBITDA increase due to higher retail and commercial margins, suggesting potential for continued profitability growth. Digital transformation and the new Chief Revenue Officer are expected to boost online sales and revenue from personalization programs. Despite positive financial performance, the current margin of safety is smaller, leading me to close my position but monitor for future opportunities. Risks include international market challenges, trade restrictions, and tariffs, particularly with China and Vietnam, which could impact profitability. Read the full article on Seeking Alpha
Seeking Alpha Jan 13

Build-A-Bear Workshop: It's Time To Consider This Underrated Dividend Stock

Summary Build-A-Bear's strong financial performance, debt-free balance sheet, and aggressive share buybacks make it an attractive long-term dividend stock with significant growth potential. The company has outperformed the S&P, up 99% in the past year, driven by expansion and increased sales in both U.S. and UK stores. Despite a higher forward P/E of 11.99x, BBW's continued expansion and shareholder-friendly policies suggest a rerating higher, with a 2026 price target of $60.35. While downside risks exist due to potential market corrections, BBW's resilience and undervaluation make it a compelling buy for dividend-focused investors. Read the full article on Seeking Alpha
分析記事 Dec 27

Improved Earnings Required Before Build-A-Bear Workshop, Inc. (NYSE:BBW) Stock's 26% Jump Looks Justified

Build-A-Bear Workshop, Inc. ( NYSE:BBW ) shares have continued their recent momentum with a 26% gain in the last month...
Seeking Alpha Dec 19

Build-A-Bear Workshop: Revenue And Margin Expansion Amid Poor Consumer Outlook

Summary In 3Q24, BBW generated $119 million in revenues, growing 10.19% y/y and 6.25% q/q. Operating margins and net margins improved to 10.92% and 8.40% from 9.26% and 7.41%. Although the poor consumer outlook will weigh on BBW, investors should not be overly worried. After all, BBW has managed to post impressive results consistently, demonstrating its resilience. Looking ahead, investors should expect continued revenue expansion as BBW continues to accelerate its asset-light shift and pull other levers to tap into other consumers (e.g., new types of products). As BBW generates more FCF due to its asset-light transition, investors should expect BBW to return more capital to shareholders. Valuation analysis suggests a potential upside of 14.38% and 32.38% if BBW can maintain its current rate of expansion and further improve its margins. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

Build-A-Bear: Strong Expansion Prospects, But A Disappointing Q4 Outlook (Rating Downgrade)

Summary Build-A-Bear’s Q3 results showed incredible revenue momentum in brick-and-mortar and in wholesale shipments, and highlighted the company's rapid partner-operated expansion with 17 new store openings. The updated FY2024 outlook suggests disappointing Q4 growth, reflecting weaker ecommerce demand and slower wholesale shipments. BBW stock doesn't have much asymmetric upside left in my base DCF model scenario. Read the full article on Seeking Alpha
Seeking Alpha Nov 11

Build-A-Bear's Unique Experience-Orientated Offering Creates A Bright Future

Summary Build-A-Bear Workshop has seen a 3500% increase since April 2020, evolving into a growth story underpinned by a unique retail approach. The company's success is driven by exceptional customer experiences, brand partnerships, and a flexible store formats. The financial turnaround includes 44% revenue growth from 2019-2023, increased e-commerce sales, and a leaner, more profitable business model. With international expansion potential and a clean capital structure, Build-A-Bear is poised for continued growth, making it a buy at an FWD GAAP P/E of 9.87. Read the full article on Seeking Alpha
分析記事 Oct 18

Build-A-Bear Workshop, Inc.'s (NYSE:BBW) Shares Lagging The Market But So Is The Business

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Seeking Alpha Oct 16

Build-A-Bear: Dividend Stock Has Potential To Become A Long-Term Powerhouse

Summary Build-A-Bear Workshop has strong financials and a debt-free balance sheet, giving it the makings to become a great long-term dividend stock. The company recently started paying a respectable dividend with a forward yield of 2.24%. BBW is aggressively expanding internationally, with plans to open 50 new locations this fiscal year, enhancing its growth potential and market presence. With a forward P/E of 9.18x, BBW appears undervalued compared to sector averages, suggesting significant upside potential. Read the full article on Seeking Alpha
Seeking Alpha Oct 01

Build-A-Bear Workshop: Digital Transformation, Different Stores, And Undervalued

Summary Build-A-Bear Workshop's expansion into digital and diverse store formats, including tourist destinations, is expected to boost net sales growth and free cash flow. Partnerships with well-known brands like Pokémon, Disney, and Nintendo are likely to accelerate revenue growth and enhance product offerings for kids and adults. The company's share repurchase programs and special dividends are anticipated to attract new investors and potentially increase the stock's fair price. Despite risks from marketing strategies, mall traffic, and economic factors, BBW appears significantly undervalued. Read the full article on Seeking Alpha

CEO報酬分析

Build-A-Bear Workshop の収益と比較して、Sharon John の報酬はどのように変化したか?
日付総報酬給与会社業績
Jan 31 2026US$3mUS$808k

US$52m

Nov 01 2025n/an/a

US$57m

Aug 02 2025n/an/a

US$59m

May 03 2025n/an/a

US$56m

Feb 01 2025US$3mUS$811k

US$52m

Nov 02 2024n/an/a

US$52m

Aug 03 2024n/an/a

US$50m

May 04 2024n/an/a

US$50m

Feb 03 2024US$4mUS$765k

US$53m

Oct 28 2023n/an/a

US$51m

Jul 29 2023n/an/a

US$51m

Apr 29 2023n/an/a

US$48m

Jan 28 2023US$4mUS$757k

US$48m

Oct 29 2022n/an/a

US$52m

Jul 30 2022n/an/a

US$50m

Apr 30 2022n/an/a

US$51m

Jan 29 2022US$3mUS$730k

US$47m

Oct 30 2021n/an/a

US$34m

Jul 31 2021n/an/a

US$29m

May 01 2021n/an/a

US$9m

Jan 30 2021US$2mUS$643k

-US$23m

Oct 31 2020n/an/a

-US$27m

Aug 01 2020n/an/a

-US$35m

May 02 2020n/an/a

-US$22m

Feb 01 2020US$3mUS$714k

US$261k

報酬と市場: Sharonの 総報酬 ($USD 3.40M ) は、 US市場 ($USD 2.52M ) の同規模の企業の平均を上回っています。

報酬と収益: Sharonの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Sharon John (61 yo)

12.9yrs
在職期間
US$3,396,235
報酬

Ms. Sharon Price John has been President of Build-A-Bear Workshop, Inc since March 2016 and has been its Chief Executive Officer since June 3, 2013. Ms. John has experience and a strong track record of suc...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Sharon John
President12.9yrsUS$3.40m1.78%
$ 8.1m
Maxine Clark
Founder & Director Emeritus29.3yrsデータなし0.71%
$ 3.2m
Voin Todorovic
Chief Financial Officer11.7yrsUS$1.30m0.64%
$ 2.9m
J. Hurt
Chief Operations & Experience Officer11.1yrsUS$1.30m0.48%
$ 2.2m
Yevgeny Fundler
Chief Legal Officer & Secretaryless than a yearUS$458.64k0.048%
$ 216.8k
David Henderson
Chief Revenue Officer1.7yrsUS$1.28m0.17%
$ 775.0k
Gary Schnierow
Vice President of Investor Relations & Corporate Financeno dataデータなしデータなし
Dara Meath
Senior VP & CTO3.3yrsデータなしデータなし
Rosalind Johnson
Senior VP & Chief People Officerno dataデータなしデータなし
Dorrie Krueger
Chief Strategy Officerno dataデータなしデータなし
Kim Utlaut
Senior VP & Chief Brand Officer1.6yrsデータなしデータなし
Carmen Flores
Senior VP for eCommerce & Digital Experiencesless than a yearデータなしデータなし
3.3yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: BBWの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Sharon John
President12.9yrsUS$3.40m1.78%
$ 8.1m
Maxine Clark
Founder & Director Emeritus2.9yrsデータなし0.71%
$ 3.2m
James Goldman
Directorless than a yearデータなし0.0045%
$ 20.4k
Lesli Rotenberg
Independent Director4.5yrsUS$156.83k0.080%
$ 360.0k
Craig Leavitt
Independent Non-Executive Chairman8.3yrsUS$220.77k0.52%
$ 2.4m
Richard Johnson
Director1.2yrsUS$142.12k0.020%
$ 90.2k
George Carrara
Independent Director6.8yrsUS$169.83k0.12%
$ 523.1k
Narayan Iyengar
Independent Director4.5yrsUS$149.83k0.13%
$ 588.2k
4.5yrs
平均在職期間
63.5yo
平均年齢

経験豊富なボード: BBWの 取締役会経験豊富 であると考えられます ( 4.5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/06 10:35
終値2026/05/06 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Build-A-Bear Workshop, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Gerrick JohnsonBMO Capital Markets Equity Research
Christopher MooreCJS Securities, Inc.
Jeremy HamblinColliers Securities