文章核心观点 - 文章讨论了Build-A-Bear Workshop和Haverty Furniture Companies两家零售公司的近期表现和未来展望，以及Natural Grocers by Vitamin Cottage的股价和分红情况 [2][4][6][15] Build-A-Bear Workshop - Build-A-Bear在2024年表现强劲，第三季度营收达到1.19亿美元，每股收益（EPS）为73美分，均超出分析师预期 [4] - 公司通过扩展Workshop体验和开设新店（包括国际市场）来推动增长，计划在2025年前将门店数量增加约25% [4] - 新产品的推出，如Mini Beans系列，有助于吸引新老客户 [4] - 尽管在线销售表现不佳，公司仍保持增长势头，但全年营收指引有所下调 [5] - 公司获得“买入”评级，基于12月19日的共识目标价52.50美元，潜在上涨空间接近22% [6] Haverty Furniture Companies - Haverty Furniture在2024年表现不佳，1年总回报率为-37%，主要由于近期财报中营收、利润、同店销售额和毛利率等多项指标下滑 [2] - 公司宣布Steven Burdette将于2025年1月成为CEO，他曾帮助公司在疫情期间实现近158%的净收入增长 [6] - 公司设计业务在最新季度表现良好，平均客单价增加，同比增长19% [7] - 公司拥有强劲的现金储备，第三季度末持有超过1.21亿美元，无债务，这有助于支持扩张计划和5.78%的股息收益率 [7] Natural Grocers by Vitamin Cottage - Natural Grocers的股价自11月以来翻倍，可能与新政府任命Robert F. Kennedy Jr.为卫生与公共服务部长有关 [15] - 公司第四季度表现强劲，净销售额增长37%，净收入增长53%，同店销售额也显著增长 [15] - 尽管近期股价有所回落，公司仍是一个强劲的分红股，过去五年累计分红近5美元，三年年化分红增长率近13% [16] - 分析师对公司的评级为“持有”，但认为其他五只股票更具投资价值 [20]

Based on my analysis, Build-A-Bear Workshop, Inc. (NYSE: BBW ) provides an upside potential of between 14.38% to 32.38% for investors to capitalize on. Although the consumer outlook remains bleak, BBW has proved to investors that it can generate consistent cashflowsWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and excessive exub ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended November 2, 2024 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number: 001-32320 BUILD-A-BEAR WORKSHOP, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 43-1883836 (State or Other Ju ...

Build-A-Bear (BBW) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.29%. A quarter ago, it was expected that this toy retailer would post earnings of $0.65 per share when it actually produced earnings of $0.64, delivering a surprise of -1.54%.Over the last four quarters, the company ...

收入与利润 - 第三季度总收入为1.194亿美元，同比增长11.0%[3] - 第三季度税前收入为1310万美元，同比增长26.4%[3] - 第三季度每股收益为0.73美元，同比增长37.7%[3] - 第三季度净零售销售额为1.095亿美元，同比增长9.1%[4] - 第三季度商业和国际特许经营收入合计为990万美元，同比增长38.8%[4] - 第三季度EBITDA为1670万美元，同比增长25.3%，占总收入的14.0%[6] - 公司总收入为1194.3亿美元，同比增长11.0%[26] - 零售销售额为1095.03亿美元，占总收入的91.7%，同比增长9.1%[26] - 商业收入为85.8亿美元，占总收入的7.2%，同比增长42.5%[26] - 国际特许经营收入为13.47亿美元，占总收入的1.2%，同比增长19.1%[26] - 净收入为98.7亿美元，同比增长30.1%[26] - 每股基本收益为0.74美元，同比增长40.0%[26] - 每股稀释收益为0.73美元，同比增长37.7%[26] 财务指标 - 总商品销售成本为547.9亿美元，占总收入的45.9%，同比增长7.6%[26] - 综合毛利率为646.4亿美元，占总收入的54.1%，同比增长14.1%[26] - 零售毛利率为54.2%，同比增长1.6个百分点[32] 资本支出与折旧 - 资本支出为38.71百万美元，同比下降22.4%[32] - 折旧和摊销费用为36.88百万美元，同比增长14.1%[32] 门店数量与面积 - 北美零售店数量为324家，同比增长1.9%[32] - 欧洲零售店数量保持38家不变[32] - 总零售店数量为362家，同比增长1.7%[32] - 特许经营店数量为80家，同比增长14.3%[32] - 第三方零售店数量为123家，同比增长44.7%[32] - 北美零售店面积为730,855平方英尺，同比增长0.3%[32] - 欧洲零售店面积为53,443平方英尺，同比下降0.4%[32] 电子商务 - 第三季度合并电子商务需求（在线订单由公司仓库或门店履行）增长1.3%[4] 股东回报 - 前九个月通过股票回购和季度股息向股东返还3130万美元[3] 未来展望 - 公司更新2024财年指引，预计全球新增至少65个体验店，高于之前的50个[3] - 公司预计2024财年总收入在4.89亿至4.95亿美元之间，代表中点低个位数百分比增长[15]

合作相关 - Build - A - Bear与KFC合作推出产品系列 今天开始发售 [1] - 产品系列结合Build - A - Bear创意互动乐趣与KFC美食传统 于假日季推出 庆祝团聚 [2][3] - 产品系列在Build - A - Bear门店和官网独家发售 [3] - 产品系列包括KFC桶状服装 KFC毛绒鸡腿手腕饰 KFC睡衣套装等限量版服饰配件 [3] - 合作将两个品牌优势结合 基于为大众提供温馨体验的共同承诺 [4] 公司相关 - Build - A - Bear自1997年创立 是多代人喜爱的品牌 使命是为生活增添更多爱心 消费者可自制毛绒玩具 全球有500多家门店 有电商业务 通过授权拓展非毛绒类消费品类 有娱乐子公司 2023财年总营收4.861亿美元 [7] - KFC1952年创立 总部位于肯塔基州路易斯维尔 供应原味炸鸡等产品 在150个国家和地区有3万多家餐厅 是百胜旗下子公司 [8]

In April 2020, when retail was feeling the shockwaves of the COVID pandemic ripping through the United States. A stuffed animal retailer based out of St Louis was on the brink of bankruptcy. Since then, that company, Build-a-Bear Workshop (Hi there! I work in Restructuring advisory in London and write about businesses that interest me here on Seeking Alpha. My work within the Restructuring space primarily focuses on smaller businesses, therefore most of my coverage on here will be micro-cap to mid-cap equit ...

Bringing over two decades of brand marketing expertise from leadership roles at the renowned Coca-Cola Company ST. LOUIS, Oct. 29, 2024 /PRNewswire/ -- Build-A-Bear Workshop, Inc. (NYSE: BBW) is announcing the appointment of Kim Utlaut as Senior Vice President and Chief Brand Officer. Utlaut most recently served as a General Manager for Franchise Leadership at The Coca-Cola Company. Kim joins Build-A-Bear at a pivotal moment of success for the company following three consecutive recordsetting years. Post th ...

Stumbling across Build-A-Bear Workshop (NYSE: BBW ), a company I'm very familiar with, I didn't for once think the stock was one who paid a dividend. Honestly, I didn't even think they wereSign Up For A FREE 2-Week Trial Join iREIT® on Alpha today... for more in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. You'll get more articles throughout the week, and access to our Ratings Tracker with buy/sell recommendations on all the stocks we cover. Plus unlimited acc ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...