BUILD-A-BEAR WORKSHOP INC(BBW)Stock Analysis
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Rank #790 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BBW Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BUILD-A-BEAR WORKSHOP INC (BBW), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BBW at 61.7/100 on a 32-signal composite quality model, placing it at rank #790 of 2,879 stocks — the top half of the AI-ranked universe. BBW scores in the top quartile across balance sheet strength (93.7). Areas of concern include institutional flow (27.3) and revenue scale (36.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), BUILD-A-BEAR WORKSHOP INC reports quarterly revenue of $125.3M, net income of $18.3M, free cash flow of $14.4M. Top institutional holders of BBW by reported 13-F value include Divisadero Street Capital Management,, Pacifica Capital Investments,, BlackRock,, based on the most recent SEC filings. BBW trades on the NYSE exchange and files with the SEC under CIK 1113809. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BBW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BUILD-A-BEAR WORKSHOP INC directly from SEC EDGAR. BUILD-A-BEAR WORKSHOP INC's 13F Pro composite quality score has ranged between 8 and 64 since 2026, currently 61.7 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.
Revenue
Q2 2026
$125.3M
Net Income
Q2 2026
$18.3M
Free Cash Flow
Q2 2026
$14.4M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-1.7% YoYNet Income
+474.9% YoYEPS (Diluted)
+455.6% YoYTotal Assets
-0.8% YoYOp. Cash Flow
+31.7% YoY| Metric | FY 2017 | FY 2016 | FY 2015 | FY 2014 | FY 2013 | FY 2012 |
|---|---|---|---|---|---|---|
| Revenue | $357.9M -1.7% | $364.2M -3.6% | $377.7M -3.7% | $392.4M +3.5% | $379.1M -0.5% | $380.9M |
| Net Income | $7.9M +474.9% | $1.4M -95.0% | $27.3M +90.4% | $14.4M +780.0% | $-2.1M +95.7% | $-49.3M |
| EPS (Diluted) | $0.50 +455.6% | $0.09 -94.3% | $1.59 +96.3% | $0.81 +723.1% | $-0.13 +95.7% | $-3.02 |
| Total Assets | $198.0M -0.8% | $199.6M -6.4% | $213.3M +0.6% | $212.1M +8.4% | $195.6M +1.8% | $192.1M |
| Operating Cash Flow | $21.1M +31.7% | $16.0M -50.0% | $32.0M -8.1% | $34.9M +83.0% | $19.1M +28.2% | $14.9M |
AI Insight: BBW Financial Trends
Net income recovered to $18M in Q2 2026 after declining through 2025, but revenue remains stuck below peak Q1 2025 levels of $150M.
• Operating cash flow rebounded to $21M in Q2 2026 from just $8M in Q4 2025, showing improved liquidity generation.
• Revenue has contracted 17% from Q1 2025 peak ($150M) to Q2 2026 ($125M), with no sustained recovery visible.
• Equity grew steadily from $126M (Q3 2024) to $159M (Q2 2026), driven by retained earnings despite recent earnings volatility.
⚠ Net income swung sharply from $22M (Q1 2025) to $8M (Q4 2025), then recovered to $18M (Q2 2026)—pattern suggests margin or cost instability.
⚠ Operating cash flow volatility (ranging $2M–$28M) raises questions about earnings quality and working capital management.
AI Insight: BBW Ratio Trends
Q2 2026 margins and returns surged dramatically, recovering to best levels since Q1 2025 after a full-year slump.
• OpMargin jumped to 19.1% in Q2 2026 from 8.8% in Q4 2025, highest since Q1 2025's 18.3%, signaling strong operational recovery.
• ROIC rebounded to 60.1% in Q2 2026 versus 28.5% in Q4 2025, nearly doubling quarter-over-quarter and matching levels unseen since Q1 2025.
• NPM recovered to 14.6% in Q2 2026, matching Q1 2025 and well above Q4 2025's trough of 6.6%, reversing consecutive declines.
⚠ Full-year 2025 showed consistent deterioration: OpMargin fell from 18.3% (Q1) to 8.8% (Q4); ROIC collapsed from 79.0% to 28.5%.
⚠ Volatility remains pronounced—Q2 2026 spike must be validated; seasonality or one-off items may drive the rebound.
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Available Research
13F Pro tracks comprehensive data for BUILD-A-BEAR WORKSHOP INC including:
Top Institutional Holders of BBW
Divisadero Street Capital Management, LP
$38.4M1,024,970 shPacifica Capital Investments, LLC
$37.7M1,006,159 shBlackRock, Inc.
$34.5M920,591 shDe Lisle Partners LLP
$28.7M765,938 shFULLER & THALER ASSET MANAGEMENT, INC.
$22.9M611,335 shAMERICAN CENTURY COMPANIES INC
$20.9M558,076 shVANGUARD CAPITAL MANAGEMENT LLC
$20.4M545,931 shDIMENSIONAL FUND ADVISORS LP
$13.7M366,456 shMILLENNIUM MANAGEMENT LLC
$13.7M365,216 shSTATE STREET CORP
$13.7M362,574 sh
| Fund | Value | Shares |
|---|---|---|
| Divisadero Street Capital Management, LP | $38.4M | 1,024,970 |
| Pacifica Capital Investments, LLC | $37.7M | 1,006,159 |
| BlackRock, Inc. | $34.5M | 920,591 |
| De Lisle Partners LLP | $28.7M | 765,938 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $22.9M | 611,335 |
| AMERICAN CENTURY COMPANIES INC | $20.9M | 558,076 |
| VANGUARD CAPITAL MANAGEMENT LLC | $20.4M | 545,931 |
| DIMENSIONAL FUND ADVISORS LP | $13.7M | 366,456 |
| MILLENNIUM MANAGEMENT LLC | $13.7M | 365,216 |
| STATE STREET CORP | $13.7M | 362,574 |
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Popular Research
Is BBW a good stock to buy?
13F Pro's AI-powered analysis of BUILD-A-BEAR WORKSHOP INC (BBW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BBW are available on the BBW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BBW?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BBW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BUILD-A-BEAR WORKSHOP INC's investment landscape.