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High materiality7/10

Build-A-Bear lowers 2026 outlook; Orlando flagship to drive later growth

Aug 27, 2026, 6:50 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Guidance reduction coupled with margin pressure and cost headwinds likely weigh on near-term BBW shares; offset could come from tariff refunds and stronger store openings later in the year.

AI summary

What happened, with direct paths to the underlying reporting

Build-A-Bear reported Q2 2026 revenue of $115.3 million and EPS of $0.70, guiding full-year revenue of $500–$525 million. The company plans accelerated experience-location openings, including a large ICON Park Orlando flagship, while continuing shareholder returns. Tariff refunds provide a non-GAAP offset to margin pressure, but near-term investor focus remains on the outlook and store expansion cadence over the next 6–12 months.

Q2 2026 revenue $115.3M; EPS $0.70 vs $0.94.
First-half cash returns $22.7M; repurchased 403,236 shares.
2026 outlook cut to $500-525M; pre-tax $60-68M.
5 net new locations in Q2; total 674 globally; ICON Park Orlando opening.
Tariffs: $1M Q2 costs; $10-11M ongoing; $7M tariff refund.

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