Proxy Report

Build-A-Bear Workshop, Inc. BBW

They pay him to grow total revenue and to hold the profit margin above a line, which means he will push high-margin licensing and partner-run stores, defend price, and let cheap volume walk.

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Build-A-Bear Workshop, Inc. BBWYou are paying about $490M, roughly ten times earnings, for a mall retailer that sells children a stuffed animal they build themselves, and whose sales just went from growing 12% to shrinking. Back of NapkinAug 25 Wingstop Inc. WINGThey pay Michael Skipworth to grow adjusted profit and to open new restaurants, with nothing in the plan tied to the sales of the restaurants already open, which means he will keep the development machine at full speed through a demand slump, because franchisees fund the buildings and every opening pays the scoreboard twice. Proxy ReportAug 28 Wingstop Inc. WINGWingstop's franchise machine is still opening a restaurant nearly every day while the customers inside its existing restaurants quietly thin out. Moat DiveAug 28 SharkNinja, Inc. SNSharkNinja's growth just reaccelerated to 22%, its fastest quarter since 2024, and the stock has responded by doubling off its April low to 38 times trailing earnings. Back of NapkinAug 26