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[BLOG] Idea Brunch

Added to YB: 2025-12-10

Pitch date: 2025-12-08

BBW [bullish]

Build-A-Bear Workshop, Inc.

-26.03%

current return

Author Info

Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life

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

$436.2M

Pitch Price

$50.24

Price Target

N/A

Dividend

2.60%

EV/EBITDA

3.98

P/E

8.85

EV/Sales

1.01

Sector

Specialty Retail

Category

growth

Show full summary:
Idea Brunch with Abby and Jim Zimmerman of Lowell Capital - Build-A-Bear Workshop, Inc.

BBW: Evolved from traditional retailer to capital-light entertainment platform w/ strong IP & customer engagement. Under CEO Sharon Price John, expanded reach via partnerships/franchises, achieving record earnings & stronger margins. Net cash $39M, no debt. Trading 10x EV/OCF, 7x EV/EBITDA - undervalues transformation & business quality.

Read full article (1 min)