Funko Inc
F:FU2

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Funko Inc Logo
Funko Inc
F:FU2
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Price: 5.066 EUR 5.56% Market Closed
Market Cap: €264.3m

Funko Inc
Investor Relations

Funko makes pop-culture collectibles and licensed consumer products, best known for its stylized vinyl figures, bobbleheads, plush, apparel, accessories, and other themed merchandise. The company turns characters, brands, athletes, and entertainment franchises into physical products that fans buy to display, collect, or gift. Its business sits between entertainment licensing and consumer goods, so it earns money by designing, sourcing, and selling branded items that ride on popular media and fandoms. Funko sells mainly to mass retailers, specialty stores, online marketplaces, and directly to consumers through its own websites and channels. It also works with entertainment studios, sports leagues, game makers, and other rights holders to secure the licenses needed to use well-known characters and brands. Most of its revenue comes from product sales, while licensing deals and limited-edition releases help it create scarcity and keep collectors interested. What makes Funko different is that it is not a traditional toy maker focused on play value alone. Its products are built around fandom and collecting, with design choices that make them easy to recognize across many franchises and categories. That gives Funko a role as a bridge between entertainment companies that own the characters and the retailers and fans who want affordable, shelf-ready collectibles tied to those properties.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 7, 2026
AI Summary
Q1 2026

Q1 strength: Funko said Q1 was a strong start to the year, with sales up 5% and Core Collectibles up 17%.

Margin milestone: The company reported its highest gross margin ever at 44%, helping adjusted EBITDA reach $11 million, well above expectations.

Demand trend: Point-of-sale momentum stayed healthy, with global POS up 6% in Q1, including 12% in wholesale, 6% in the U.S., and 28% in Europe.

Guidance reaffirmed: Management kept full-year guidance unchanged at sales flat to up 3% and adjusted EBITDA of $70 million to $80 million.

Loungefly reset: Loungefly is intentionally cutting SKUs by 50% this year, so sales will be down as planned while the business focuses on productivity and profitability.

Tariff watch: Management said current tariff rates are lower than planned, while about $20 million in IEEPA tariffs has been paid and the company is pursuing refund options.

Key Financials
Sales
up 5%
Core Collectibles sales
up 17%
Gross margin
44%
Adjusted EBITDA
$11 million
Global POS
up 6%
Wholesale POS
up 12%
U.S. POS
up 6%
Europe POS
up 28%
IEEPA tariffs paid
approximately $20 million
Loungefly SKUs
cut by 50%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Tracy D. Daw J.D.
Chief Legal Officer & Secretary
No Bio Available
Mr. Andrew David Oddie
Chief Commercial Officer
No Bio Available
Ms. Cynthia W. Williams
CEO & Director
No Bio Available
Mr. Yves Le Pendeven
Acting CFO, Principal Financial Officer & Principal Accounting Officer
No Bio Available
Mr. Josh Smiley
Global Head of Technology
No Bio Available
Robert Jaffe
Director of Investor Relations
No Bio Available
Malcolm Ottley
Senior Vice President of International Sales
No Bio Available
Ms. Sarah Martinez
Senior Vice President of People & Culture
No Bio Available
Mr. Rob Cassidy
Senior Vice President of Global Operations & Strategic Capabilities
No Bio Available
Ms. Johanna Gepford
Senior Vice President of Growth Initiatives
No Bio Available

Contacts

Address
WASHINGTON
Everett
2802 Wetmore Ave
Contacts
+14257833616.0
investor.funko.com
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