Funko Inc
NASDAQ:FNKO

Watchlist Manager
Funko Inc Logo
Funko Inc
NASDAQ:FNKO
Watchlist
Price: 3.68 USD 3.08%
Market Cap: $203.8m

Funko Inc
Investor Relations

Funko, Inc. engages in designing, sourcing and distribution of licensed pop culture products. The company is headquartered in Everett, Washington and currently employs 1,089 full-time employees. The company went IPO on 2017-11-02. The firm is engaged in selling a broad range of pop culture consumer products, featuring characters from a range of media and entertainment content, including movies, TV shows, video games, music and sports. Its products fall under figures and other product categories. Its figures category includes figures that celebrate pop culture icons in the form of stylized vinyl, blind-packed miniatures and action figures. The company includes brands, such as Pop!, Mystery Minis, and Funko Soda. Its other category is comprised of stylized fashion accessories including bags, backpacks and wallets; apparel; board games; plush products; accessories including keychains, pens and pins; apparel including t-shirts and hats; homewares including drinkware and other home accessories; non-fungible tokens (NFTs) and other. The company sells its products through a network of retail customers, including specialty retailers, mass-market retailers, and e-commerce sites.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 12, 2026
AI Summary
Q4 2025

Q4 results: Net sales were $273 million, gross margin 41%, adjusted EBITDA $23 million — management said results were better than expected and EBITDA was at the high end of guidance.

Sales momentum: Q4 net sales were up 9% (sequentially) and European sales improved sharply (Europe up 20% Jan 25–Jan 26).

Profitability guide: 2026 adjusted EBITDA guidance of $70 million–$80 million and gross margin expected to be 41%–43%.

Top-line guide: 2026 net sales guidance is flat to up 3% vs 2025 (Funko core up high single digits, Loungefly down double digits due to SKU cuts).

Tariff impact: 2025 tariffs and duties were close to $40 million (about half related to IEEPA tariffs); management assumes tariff rate around 15% for the year and is exploring refunds.

Cost discipline: SG&A was $91 million in Q4, down 12% year-over-year; management expects continued margin improvement driven by price changes, cost actions and licensing renewals.

Growth initiatives: Product momentum from Bitty Pop, Pop Yourself, HyperStrike speed program, expanded sports and international efforts, and new content/creative partnerships.

Capital & liquidity: Company does not expect to use additional borrowings under its credit facility and plans further debt paydowns.

Key Financials
Net sales (Q4)
$273 million
Gross margin (Q4)
41%
SG&A (Q4)
$91 million
Adjusted EBITDA (Q4)
$23 million
Net sales (2026 guidance)
flat to up 3% vs 2025
Funko core product lines (2026 expectation)
up high single digits year-over-year
Loungefly (2026 expectation)
down double digits
Tariffs and duties (2025)
$40 million
Europe sales (Jan 25–Jan 26)
up 20%
Historical unit sales
1 billion units of POPs sold to date
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
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett