Funko is experiencing significant international growth and has taken strategic actions to diversify its supply chain and reduce costs. However, challenges remain due to tariff impacts, negative financial results, and liquidity concerns, leading to the withdrawal of its 2025 outlook.

Company Guidance -

Q3 2025

In Funko's 2025 First Quarter Financial Results Conference Call, the company reported net sales of $191 million, aligning with their guidance, with a gross margin of 40% and an adjusted EBITDA of negative $5 million, both exceeding expectations. Despite international success, with an 8% growth in Europe's G5 markets, Funko withdrew its 2025 outlook due to U.S. challenges, including intensified tariffs and selective consumer behavior. The company is mitigating these impacts by diversifying its supply chain and implementing strategic cost reductions, including a 20% workforce reduction. The direct-to-consumer segment was highlighted as critical, contributing 22% to gross sales, while Funko's ongoing investments in fan engagement and its sports collectible space were noted as promising growth areas.

International Growth

Funko's international performance continues to be strong, with an 8% growth in Europe's G5 markets, outpacing the overall toy market growth of 1%.

Successful Diversification Strategy

Funko has successfully diversified its supply chain, reducing U.S.-bound product manufacturing in China from one-third to approximately 5% by the end of the year.

Direct-to-Consumer Engagement

The Fan Rewards loyalty program and direct-to-consumer business continue to grow, enhancing fan engagement and profitability.

Positive Indicators in Sports Collectibles

The launch of sports-related products, such as the NBA All-Star Weekend Pop! Yourself, achieved 100% sell-through, indicating strong market traction.

Cost Reduction Initiatives

Funko has achieved annualized reductions across product costs, supply chain, and fixed expenses, including a 20% reduction in the global workforce.

Funko (FNKO) Earnings, Revenues Date & History

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FNKO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.10 / -	0.14	―	―	―
Aug 07, 2025	2025 (Q2)	-0.39 / -0.48	0.1	-580.00% (-0.58)
May 08, 2025	2025 (Q1)	-0.43 / -0.33	-0.17	-94.12% (-0.16)	―
Mar 06, 2025	2024 (Q4)	0.00 / 0.08	0.01	700.00% (+0.07)	―
Nov 07, 2024	2024 (Q3)	0.04 / 0.14	0.03	366.67% (+0.11)	―
Aug 08, 2024	2024 (Q2)	-0.16 / 0.10	-0.43	123.26% (+0.53)	―
May 09, 2024	2024 (Q1)	-0.29 / -0.17	-0.49	65.31% (+0.32)	―
Mar 07, 2024	2023 (Q4)	-0.02 / 0.01	-0.35	102.86% (+0.36)
Nov 02, 2023	2023 (Q3)	-0.05 / 0.03	0.28	-89.29% (-0.25)
Aug 03, 2023	2023 (Q2)	-0.41 / -0.43	0.26	-265.38% (-0.69)	―

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

FNKO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$3.66	―	―
May 08, 2025	$4.20	$3.51	-16.43%
Mar 06, 2025	$10.37	$8.96	-13.60%
Nov 07, 2024	$12.22	$11.18	-8.51%

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.