Playboy (PLBY)
NASDAQ:PLBY
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
>-0.01Last Year’s EPS
-0.08Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted clear operational and financial momentum: revenue growth (+5%), a substantial rebound in adjusted EBITDA (+111%), strong Honey Birdette performance (+15.4% revenue, +23% full-price sales) and concrete deleveraging actions (initial $15M paydown and expected further ~$37M). Brand and media initiatives showed meaningful engagement (Karol G cover, subscription launch, paid voting traction) and management described cost reductions and store economics that support near-term expansion. Offsetting items include a GAAP net loss of $4M (partly from $3.5M transaction costs), deliberate near-term licensing revenue trade-offs as legacy deals are not renewed, ongoing litigation-related costs, and remaining material debt. Overall, positives around margin improvement, recurring adjusted EBITDA, Honey Birdette momentum, cultural relevancy and a clear deleveraging path outweigh the listed challenges and execution risks.Company Guidance
Consolidated Revenue Growth
Consolidated revenue rose to $30.2 million in Q1 2026, up $1.4 million or +5% year-over-year (from $28.9 million).
Material Adjusted EBITDA Improvement
Adjusted EBITDA was approximately $5.0 million, up 111% year-over-year, marking the fifth consecutive quarter of positive adjusted EBITDA. Excluding litigation expenses, adjusted EBITDA would have been ~$5.8 million.
Honey Birdette Strong Performance
Honey Birdette net revenue grew to $18.8 million, up 15.4% year-over-year; delivered 6 consecutive quarters of double-digit brick-and-mortar comparable store sales growth and 4 consecutive quarters of combined brick-and-mortar and online comp growth. Full-price sales were up 23% year-over-year.
U.S. Retail Economics and Expansion Plan
U.S. stores are highest-performing: ~40% 4-wall adjusted EBITDA margins, ~ $1,500 sales per square foot average, and ~3x the per-store profitability of other regions. Plan to open 5 new top-tier U.S. mall stores over the next 12 months.
Balance Sheet Progress and Deleveraging Path
Closed UTG China transaction and used initial proceeds to pay down $15 million of debt, reducing total debt to $144.9 million (from $159.9 million). Company expects to further delever by ~ $37 million from future UTG payments, targeting net debt well below $100 million.
Brand & Media Momentum
Magazine relaunch with Karol G cover produced >3 billion media impressions, >40 million video views, and tens of millions in earned media value; print issue sold out online and drove strong newsstand sell-through. Two additional major celebrity covers are lined up.
New Consumer Monetization Initiatives
Launched a preliminary subscription offering (digital and print) and expanded paid voting contests (Great Playmate Search and new Playboy x Honey Birdette contest). First contest drove >1.7 million votes from >17,000 contestants; current contest is on track for 30,000+ contestants and management expects paid voting to be a multi–seven-figure annual revenue opportunity.
Operational Cost Improvements
Corporate adjusted operating expenses (ex-stock comp/transaction items) were ~$7.1 million, a reduction of ~$1.6 million versus prior year; corporate operating expenses excluding brand investment were ~$6.2 million, driven by personnel and occupancy savings.
PLBY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PLBY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $1.73 | $1.50 | -13.29% |
Mar 16, 2026 | $1.77 | $1.75 | -1.13% |
Nov 12, 2025 | $1.36 | $1.66 | +22.06% |
Aug 12, 2025 | $1.65 | $1.82 | +10.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Playboy (PLBY) report earnings?
Playboy (PLBY) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Playboy (PLBY) earnings time?
Playboy (PLBY) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PLBY EPS forecast?
PLBY EPS forecast for the fiscal quarter 2026 (Q2) is >-0.01.