US Equity · NYSE · Earnings Dossier

BBW earnings intelligence

Build-A-Bear Workshop Inc

Consumer Cyclical · Specialty Retail · USD reporting basis

Current earnings profile Delivery and acceptance aligned

Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.

Evidence99/100 · Deep

Next scheduled catalyst

Thursday 27 August 2026

Time unconfirmed · Fiscal period ending 31 Jul 2026

70event risk

High

Countdown14 dayscalendar proximity
EPS estimate0.70 USDprovider consensus
Estimate growth-25.5%versus comparable year-ago actual
Historical movement9.6%average absolute next weekly close

Three-year earnings transmission

Delivered earnings power versus market price

Expectations ahead

Market price is leading earnings power; the spread is stable and has persisted through 8 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.

Market move52.6%2023-08-18 to 2026-08-07
Earnings move21.5%trailing diluted EPS
Unresolved spread-31.2 ptsStable
Current multiple9.6xprice divided by TTM EPS
Relationship pressure48/100Moderate
Model confidence92/100High

Move decomposition

Earnings contribution and valuation offset

The market move is separated into the change in trailing earnings power and the offset from relative valuation.

Relationship controls

What qualifies the headline spread

Business quality supportive

Cash generation and operating evidence are broadly supportive.

Expectations elevated

Price is leading delivered earnings power by a meaningful margin.

Model qualification

The direction is sensitive to the comparison horizon.

Beat rate91.7%11 beats in 12 measured quarters
Average surprise+13.9%median 8.9%
Delivery streak88 consecutive beats
Average response+4.2%12 measured reactions
Result-price confirmation64%same directional sign
Surprise variability15.7 ptspopulation dispersion

Estimate delivery

Actual EPS versus consensus

Actual and estimated EPS are displayed in reported currency on the same quarterly basis.

Price acceptance

Surprise and next weekly close

The response uses the first completed weekly close after the public report against the prior completed weekly close.

Fundamental delivery

Quarterly revenue and net income

Reported financial statements provide scale and earnings quality context around the headline EPS result.

Transmission matrix

Does price confirm delivery?

Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.

Current business context

Growth, quality and valuation

As of 9 Aug 2026
EPS growth-0.8%year on year
Revenue growth3.3%year on year
Average surprise17.7%latest four quarters
SUE1.27standardised surprise
Net margin10.5%trailing basis
Cash conversion1.59xcash flow / net income
P/E8.4xcurrent snapshot
Data completeness100%alphavantage

Market context

Positioning into the event

Week ending 7 Aug 2026
Weekly close36.86 USDcompleted week
13-week return-3.2%price momentum
Fair-value gap-1.7%price versus current fair value
Relative strength-32.5exchange benchmark
Trend signalInactiveweekly architecture
Next-week stateUndecided52.0%

Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.

Reported evidence ledger

Quarter-by-quarter delivery and acceptance

Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.

12 quarters
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period28 May 202630 Apr 2026 · exact
EPS actual / estimate1.03 / 0.76USD
Surprise+35.5%Beat
EPS growth-12.0%year on year
Revenue / growth125270000-2.4% · USD
Next close / four weeks+0.6% / -12.4%completed weekly closes
ReadContainedresult versus price sign
Reported / period12 Mar 202631 Jan 2026 · exact
EPS actual / estimate1.26 / 1.22USD
Surprise+3.3%Beat
EPS growth-20.8%year on year
Revenue / growth154511000+2.7% · USD
Next close / four weeks-3.4% / -9.6%completed weekly closes
ReadDivergedresult versus price sign
Reported / period4 Dec 202531 Oct 2025 · exact
EPS actual / estimate0.62 / 0.59USD
Surprise+5.1%Beat
EPS growth-15.1%year on year
Revenue / growth122679000+2.7% · USD
Next close / four weeks-6.2% / +17.4%completed weekly closes
ReadDivergedresult versus price sign
Reported / period28 Aug 202531 Jul 2025 · exact
EPS actual / estimate0.94 / 0.74USD
Surprise+27.0%Beat
EPS growth+46.9%year on year
Revenue / growth124247000+11.1% · USD
Next close / four weeks+7.5% / +29.1%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 May 202530 Apr 2025 · exact
EPS actual / estimate1.17 / 0.87USD
Surprise+34.5%Beat
EPS growth+42.7%year on year
Revenue / growth128395000+11.9% · USD
Next close / four weeks+24.8% / +29.2%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 Mar 202531 Jan 2025 · exact
EPS actual / estimate1.59 / 1.50USD
Surprise+6.0%Beat
EPS growth+18.7%year on year
Revenue / growth150446000+0.8% · USD
Next close / four weeks-7.7% / -7.9%completed weekly closes
ReadDivergedresult versus price sign
Reported / period5 Dec 202431 Oct 2024 · exact
EPS actual / estimate0.73 / 0.65USD
Surprise+11.9%Beat
EPS growth+37.7%year on year
Revenue / growth119430000+11.0% · USD
Next close / four weeks+8.0% / +22.8%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period29 Aug 202431 Jul 2024 · exact
EPS actual / estimate0.64 / 0.57USD
Surprise+12.3%Beat
EPS growth+12.3%year on year
Revenue / growth111798000- · USD
Next close / four weeks+16.2% / +13.9%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 May 202430 Apr 2024 · exact
EPS actual / estimate0.82 / 0.95USD
Surprise-13.7%Miss
EPS growth-year on year
Revenue / growth114730000- · USD
Next close / four weeks-10.8% / -15.4%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period14 Mar 202431 Jan 2024 · exact
EPS actual / estimate1.34 / 1.32USD
Surprise+1.5%Beat
EPS growth-year on year
Revenue / growth149278000- · USD
Next close / four weeks+24.0% / +16.6%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period30 Nov 202331 Oct 2023 · exact
EPS actual / estimate0.53 / 0.51USD
Surprise+3.9%Beat
EPS growth-year on year
Revenue / growth107561000- · USD
Next close / four weeks-4.4% / -13.5%completed weekly closes
ReadDivergedresult versus price sign
Reported / period24 Aug 202331 Jul 2023 · exact
EPS actual / estimate0.57 / 0.41USD
Surprise+39.0%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+1.5% / +9.9%completed weekly closes
ReadConfirmedresult versus price sign

Reproducible method

How the earnings dossier is measured

Descriptive, not predictive
Estimate delivery

Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.

Price response

The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.

Event risk

Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.

Data discipline

Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.

Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.

Evidence context