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Funko (DE:FU2)
FRANKFURT:FU2
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.29Last Year’s EPS
-0.28Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted improving profitability trends (gross margin ~41%, SG&A down 12%, Q4 adjusted EBITDA at the high end) and strong product/market momentum (EU sales +20%, major product rollouts, cultural wins). Management provided a conservative but improving 2026 profitability outlook (adjusted EBITDA $70–80M) while guiding modest top-line growth (flat to +3%) and noting remaining risks from tariffs, shipping costs, and a double-digit decline in Loungefly due to SKU rationalization. Overall, positive operational and margin progress is balanced against top-line modesty and external uncertainties.Company Guidance
Q4 Revenue Beat
Net sales of $273 million in Q4, up 9% versus Q3 and described as better than expectations.
Strong Profitability Metrics
Gross margin of 41% in Q4 (slightly above guidance) and the company has been above 40% for 7 of the last 8 quarters; adjusted EBITDA of $23 million in Q4 at the high end of expectations.
Expense Reduction
SG&A expenses of $91 million in Q4, down 12% versus Q4 of the prior year, contributing to improved profitability.
2026 Financial Guidance
Guidance for 2026: net sales flat to up 3% year-over-year, adjusted EBITDA of $70–$80 million, and gross margin guidance of 41%–43% (implying a substantial improvement in profitability).
European Outperformance
Sales in the EU were up 20% from January 2025 to January 2026, roughly double market growth according to Circana Retail Tracker; Funko is the #2 collectible brand in Europe by market share (behind Pokémon).
Retail & Product Rollouts Driving Sales
Bitty Pop! rolled out into all Walmart doors in Q4 with incremental placements and helped drive strong sales; Pop! Yourself launched in Europe; several entertainment titles and product lines (e.g., Dandadan, Mouse: P.I.) were top sellers.
Brand & Cultural Momentum
Notable cultural wins in Q4: Viral Hit of the Year award from Toy Book for KPop Demon Hunters, presence at major toy fairs and New York Comic Con, and organic visibility (NFL Super Bowl commercial inclusion).
Speed to Market and New Programs
Demonstrated rapid product development (KPop Demon Hunters from ideation to market in ~4 months) and launched pilot 'Hyper Strike' program to design/manufacture products in days or weeks for viral moments.
Strategic Partnerships and Content Pipeline
Renewed licenses with major studios (Disney, Marvel, Netflix, Paramount, Universal) and new/expanded partnerships (Topps, Fanatics, MLB Super Pack, McLaren); partnership with Rideback for potential feature/series development and faster AI-driven content creation.
Balance Sheet/Cash Flow Position
Company does not expect to draw on its extended credit facility in 2026, intends to manage via operating cash flows and continue debt paydowns (already making principal and interest payments).
Leadership & International Focus
Created Chief International Officer role (Andy Oddie) to drive growth in Asia and Latin America; appointed first GM for Loungefly (Jessica Kong) and new board member/recruiting channel expertise (Reed Duchscher) — signaling organizational investments to accelerate growth.
DE:FU2 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
DE:FU2 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | €3.77 | €3.78 | +0.35% |
Nov 06, 2025 | €2.71 | €2.84 | +4.95% |
Aug 07, 2025 | €3.02 | €2.09 | -30.71% |
May 08, 2025 | €3.47 | €3.78 | +8.85% |
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 Funko (DE:FU2) report earnings?
Funko (DE:FU2) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Funko (DE:FU2) earnings time?
Funko (DE:FU2) earnings time is at May 07, 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 the P/E ratio of Funko stock?
The P/E ratio of Funko is N/A.
What is DE:FU2 EPS forecast?
DE:FU2 EPS forecast for the fiscal quarter 2026 (Q1) is -0.29.
