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Nov 01, 2025
Build-A-Bear Q3 2025 Earnings Report
Build-A-Bear reported record Q3 revenue and continued international expansion amid tariff headwinds.
Key Takeaways
Build-A-Bear Workshop achieved record Q3 revenue of $122.7 million, supported by strong store performance and international growth, despite facing $4 million in tariff-related costs that impacted margins.
Total revenue reached a record $122.7 million for Q3 2025.
EPS was $0.62, down from $0.73 last year due to tariff impacts.
Net income came in at $8.1 million for the quarter.
Company opened 24 net new locations and reaffirmed annual guidance.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Build-A-Bear reaffirmed its fiscal 2025 guidance, expecting mid-to-high single-digit revenue growth and pre-tax income between $62M and $70M, including $11M in tariff costs.
Positive Outlook
- Reaffirmed full-year revenue and income guidance.
- Strong year-to-date profitability and store growth.
- Global expansion into seven new countries.
- Successful mitigation strategies for tariffs in H1.
- Ongoing share repurchases and dividend payouts.
Challenges Ahead
- Tariffs had a $4M impact on Q3 results.
- E-commerce demand declined 10.8% YoY.
- Increased SG&A expenses due to inflation and compensation.
- Lower gross margin due to tariff pressure.
- Expected tariff impact to continue into next fiscal year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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