Added to YB: 2026-09-22
Pitch date: 2026-09-17
BBW [bullish]
Build-A-Bear Workshop, Inc.
-2.56%
current return
Author Info
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Company Info
Build-A-Bear Workshop, Inc. operates as a mall-based, experiential specialty retailer for children in the United States, Canada, the United Kingdom, Ireland, North America, and Europe.
Market Cap
$295.2M
Pitch Price
$25.40
Price Target
40.00 (+64%)
Dividend
3.76%
EV/EBITDA
3.21
P/E
6.06
EV/Sales
0.79
Sector
Specialty Retail
Category
value
Three Decade Old Franchise Priced for Death - $BBW
BBW: Build-A-Bear is a durable, increasingly profitable franchise whose capital-light international expansion has grown partner-operated locations from 92 to 179, with management expecting 40 net additions this year; third-party operations generate 34% of pretax income on 8% of revenue. At 4.1x FY26 EV/EBIT and a 3.6% yield, no-growth earnings power implies $40 per share, or 54% upside. Risks include saturation, rollout delays and wholesale volatility after management said Walmart did not reorder.
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