Funko Inc (FNKO)
NASDAQ:FNKO
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.21Last Year’s EPS
-0.48Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call conveyed net-positive operational and product momentum: Q1 showed healthy POS trends, a record 44% gross margin, core collectibles growth (+17%), and an $11M adjusted EBITDA beat. Product innovation, experiential retail, Loungefly premium success, and strategic hires add to upside. Offsetting risks include modest overall revenue growth (total sales +5%), conservative full-year guidance (flat to +3%), tariff uncertainty (~$20M paid), a planned short-term sales reduction at Loungefly (50% SKU cut), and macro risks like oil price volatility. On balance, positive execution and margin strength outweigh near-term growth and macro uncertainties.Company Guidance
Quarterly Revenue Growth
Total sales up 5% in Q1, driven by Core Collectibles which grew 17% year-over-year.
Record Gross Margin
Reported highest gross margin ever at 44% in Q1, with guidance for the year at 42%–44% supported by reduced discounting, renewed licensing, and favorable channel mix.
Strong Adjusted EBITDA in Q1
Adjusted EBITDA of $11 million for Q1, described as materially better than expectations.
Point-of-Sale and Wholesale Momentum
Global POS was up 6% in Q1; wholesale POS up 12%; by territory POS was +6% in the U.S. and +28% in Europe — trends aligned with sell-in and sell-through.
Product and Commerce Innovations
Notable product momentum with Bitty Pop! expansion (including Walmart rollouts and seasonal concepts like Bitty Bouquet), Pop! Yourself experiences at WrestleMania and Inter Miami, and in-moment creator drops (e.g., IShowSpeed) enabling faster speed-to-market.
Loungefly Premium and SKU Productivity Move
Launched first Swarovski Loungefly collection (items sold for ~$400 and sold out quickly), while executing a planned 50% SKU reduction to improve SKU productivity and profitability; accessories (bag charms, pins) are driving double-digit growth.
Strategic International and Talent Moves
Appointed a new Head of Marketing from Nike and promoted Andy Oddie to Chief International Officer to accelerate growth in Latin America and Asia; management toured the region and reported encouraging IP opportunities.
Guidance and Planned Momentum
Reiterated full-year guidance of sales flat to +3% and adjusted EBITDA of $70M–$80M; Q2 guidance issued for sales up low- to mid-single digits and adjusted EBITDA of $5M–$10M.
Potential Tariff Upside Being Pursued
Company has paid approximately $20M in IEEPA tariffs and is pursuing refunds and exploring markets to monetize tariff claims, presenting potential upside if successful.
New Product Programs and Fan Engagement
Announced upcoming initiatives including Pop! Mystery blind-box line, expansion into BookTok/Romantasy IP, FAO Schwarz experiential work, and stadium retail partnerships (exclusive Messi Pop! and Loungefly assortments).
FNKO 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
FNKO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $4.46 | $5.26 | +17.94% |
Mar 12, 2026 | $4.30 | $4.13 | -3.95% |
Nov 06, 2025 | $3.02 | $3.33 | +10.26% |
Aug 07, 2025 | $3.66 | $2.46 | -32.79% |
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 Inc (FNKO) report earnings?
Funko Inc (FNKO) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Funko Inc (FNKO) earnings time?
Funko Inc (FNKO) earnings time is at Jul 30, 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 FNKO EPS forecast?
FNKO EPS forecast for the fiscal quarter 2026 (Q2) is -0.21.
