Build-A-Bear Workshop (BBW) 주식 개요
는 미국, 캐나다, 영국, 아일랜드, 북미 및 유럽에서 어린이를 위한 쇼핑몰 기반의 체험형 전문 소매업체로 운영되고 있습니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 BBW에 대한 위험이 감지되지 않았습니다.
BBW Community Fair Values
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Analyst Price Targets
Build-A-Bear Workshop, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$37.08 |
| 52주 최고가 | US$75.85 |
| 52주 최저가 | US$35.38 |
| 베타 | 1.02 |
| 1개월 변동 | -0.48% |
| 3개월 변동 | -28.88% |
| 1년 변동 | -10.43% |
| 3년 변동 | 73.03% |
| 5년 변동 | 287.87% |
| IPO 이후 변동 | 48.02% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha분석 기사 • 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 AlphaSeeking 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 AlphaSeeking 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 Alpha분석 기사 • 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 AlphaSeeking 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 Alpha주주 수익률
| BBW | US Specialty Retail | US 시장 | |
|---|---|---|---|
| 7D | 2.3% | -1.6% | 2.2% |
| 1Y | -10.4% | 5.6% | 31.1% |
수익률 대 산업: BBW은 지난 1년 동안 5.6%의 수익을 기록한 US Specialty Retail 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: BBW은 지난 1년 동안 31.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BBW volatility | |
|---|---|
| BBW Average Weekly Movement | 6.0% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BBW는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BBW의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1997 | 3,350 | Sharon John | www.buildabear.com |
는 미국, 캐나다, 영국, 아일랜드, 북미 및 유럽에서 쇼핑몰 기반의 체험형 어린이 전문 소매업체로 운영되고 있습니다. 이 회사는 세 가지 부문을 통해 운영됩니다: 소비자 직접 판매, 상업 및 국제 프랜차이즈입니다. 이 회사는 봉제할 수 있는 다양한 스타일의 봉제 제품, 미리 채워진 봉제 제품, 봉제 인형에 소리와 향기를 더할 수 있는 제품, 다양한 의류, 신발 및 액세서리, 기타 장난감 및 기념품 품목을 제공합니다.
Build-A-Bear Workshop, Inc. 기초 지표 요약
| BBW 기초 통계 | |
|---|---|
| 시가총액 | US$473.88m |
| 순이익 (TTM) | US$52.20m |
| 매출 (TTM) | US$529.83m |
8.8x
주가수익비율(P/E)0.9x
주가매출비율(P/S)BBW는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BBW 손익계산서 (TTM) | |
|---|---|
| 매출 | US$529.83m |
| 매출원가 | US$234.20m |
| 총이익 | US$295.63m |
| 기타 비용 | US$243.43m |
| 순이익 | US$52.20m |
최근 보고된 실적
Jan 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 4.23 |
| 총이익률 | 55.80% |
| 순이익률 | 9.85% |
| 부채/자본 비율 | 0% |
BBW의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.5%
현재 배당 수익률22%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 23:22 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Build-A-Bear Workshop, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gerrick Johnson | BMO Capital Markets Equity Research |
| Christopher Moore | CJS Securities, Inc. |
| Jeremy Hamblin | Colliers Securities |