Q1 FY2027 EPS Beats on Tariff Refund, Revenue Declines, Company Aggressively Buys Back Stock Amid Executive Selling Plans
BBW is trading near its 52-week low of $32.62 (3.4% above the low) on light trading volume (0.1× avg).
Summary
Build-A-Bear Workshop reported Q1 FY2027 diluted EPS of $1.45, boosted by a tariff refund, despite a revenue decline, while aggressively repurchasing shares and increasing its dividend, even as key executives adopted future selling plans.
Key Events · Earnings and Guidance · BBW
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Q1 FY2027 EPS Beat Driven by Tariff Refund
Diluted EPS for the first quarter of fiscal 2027 was $1.45, a 23.9% increase from $1.17 in the prior year. This was significantly aided by a $10.4 million IEEPA tariff refund, with $7.0 million related to prior fiscal year costs, boosting gross profit by 9.4% year-over-year.
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Revenue Decline in Retail and E-commerce
Total revenue decreased 2.4% to $125.3 million, primarily due to a 5.1% decrease in net retail sales and lower e-commerce demand. This was partially offset by a 44% increase in commercial revenue from wholesale accounts and partner-operated locations.
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Aggressive Share Repurchase Program
The company repurchased $11.5 million of common stock (248,118 shares) in Q1 FY2027 and an additional $3.8 million (103,064 shares) between May 2, 2026, and June 9, 2026. This aggressive buyback, totaling $15.3 million, occurs while the stock is trading near its 52-week lows, with $46.5 million remaining under the $100 million authorization.
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Increased Quarterly Cash Dividend
The Board declared a quarterly cash dividend of $0.23 per share, an increase from $0.22 per share in the prior year, paid on April 9, 2026.
Analysis · BBW · Trade & Services
Build-A-Bear Workshop reported strong first-quarter diluted EPS of $1.45, significantly exceeding the prior year, largely driven by a one-time IEEPA tariff refund. However, total revenue declined, primarily due to lower retail sales and e-commerce demand. The company is actively repurchasing shares, including an additional $3.8 million post-quarter, signaling confidence, especially with the stock trading near 52-week lows. This positive capital allocation is somewhat offset by the adoption of 10b5-1 selling plans by the CEO, CFO, and a Director, creating conflicting signals regarding insider sentiment.
How filings like this one have moved
In the 30 days to Sep 12, 2026, 29.9% of the 1939 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.15%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, BBW was trading at $33.72 on NYSE in the Trade & Services sector, with a market capitalization of approximately $424.2M. The 52-week trading range was $32.62 to $75.85. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.