Build-A-Bear Workshop, Inc.

NYSE:BBW 주식 리포트

시가총액: US$452.5m

Build-A-Bear Workshop 경영진

경영진 기준 점검 3/4

Build-A-Bear Workshop CEO는 Sharon John, Jun2013 에 임명되었습니다 의 임기는 12.92 년입니다. 총 연간 보상은 $3.40M, 23.8% 급여 및 76.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $8.07M 가치에 해당하는 회사 주식의 1.78% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.3 년과 4.5 년입니다.

핵심 정보

Sharon John

최고경영자

US$3.4m

총 보수

CEO 급여 비율23.79%
CEO 재임 기간12.9yrs
CEO 지분 보유율1.8%
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간4.5yrs

최근 경영진 업데이트

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
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.
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 Alpha
분석 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 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
분석 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 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
분석 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 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 보수 분석

Sharon John의 보수는 Build-A-Bear Workshop의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Sharon의 총 보수(USD3.40M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.52M)보다 높습니다.

보상과 수익: Sharon의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Sharon John (61 yo)

12.9yrs
재임 기간
US$3,396,235
보수

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...


리더십 팀

이름직위재임 기간보수지분
Sharon John
President12.9yrsUS$3.40m1.78%
$ 8.1m
Maxine Clark
Founder & Director Emeritus29.3yrs데이터 없음0.71%
$ 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 data데이터 없음데이터 없음
Dara Meath
Senior VP & CTO3.3yrs데이터 없음데이터 없음
Rosalind Johnson
Senior VP & Chief People Officerno data데이터 없음데이터 없음
Dorrie Krueger
Chief Strategy Officerno data데이터 없음데이터 없음
Kim Utlaut
Senior VP & Chief Brand Officer1.6yrs데이터 없음데이터 없음
Carmen Flores
Senior VP for eCommerce & Digital Experiencesless than a year데이터 없음데이터 없음
3.3yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: BBW의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Sharon John
President12.9yrsUS$3.40m1.78%
$ 8.1m
Maxine Clark
Founder & Director Emeritus2.9yrs데이터 없음0.71%
$ 3.2m
James Goldman
Directorless than a year데이터 없음0.0045%
$ 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
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: BBW의 이사회경험이 있음으로 간주됩니다(평균 재임 4.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 21:39
종가2026/05/06 00:00
수익2026/01/31
연간 수익2026/01/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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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.

분석가기관
Gerrick JohnsonBMO Capital Markets Equity Research
Christopher MooreCJS Securities, Inc.
Jeremy HamblinColliers Securities