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PLBY Group (PLBY)
NASDAQ:PLBY
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.23Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 15, 2025
|% Change Since: 33.33%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call presented a largely positive outlook with strong licensing revenue growth, a return to positive EBITDA, and successful new ventures. However, there are some concerns about potential tariff impacts and the longer timeline for new ventures to materialize.Company Guidance
During the PLBY Group's First Quarter 2025 Earnings Conference Call, the company outlined several key metrics and expectations for upcoming quarters. Honey Birdette is anticipated to perform well against an easy comparable in the second quarter, with a projected $1 million impact from Chinese tariffs in the latter half of the year. To mitigate this, a 10% price increase has been implemented in the U.S. market, which represents $35 million of their business. The Byborg partnership guarantees a $20 million annual minimum, with additional payments expected. Licensing revenue increased by 175% year-over-year, driven by the Byborg deal and a recovery in the China licensing business. The company achieved an adjusted EBITDA of $2.4 million, with potential future growth from gaming and hospitality licensing deals. The call also highlighted plans to expand content offerings, including magazines and potential paid voting campaigns, aiming for significant growth in 2026 and beyond.Positive EBITDA Achievement
Q1 2025 marked the first positive EBITDA quarter since 2023, with an adjusted EBITDA of $2.4 million. This was further improved by $1 million in cost reductions at the end of the quarter, potentially making it $3.4 million.
Significant Licensing Revenue Increase
Licensing revenue was up 175% year-over-year, driven primarily by the Byborg deal and rebuilding the China licensing business.
Honey Birdette Sales Growth
Honey Birdette is ahead of plan in Q2 and is expected to face easy comparables, indicating positive sales growth.
Successful Magazine Launch
The magazine sold out online and had an impressive sell-through at Barnes & Noble, leading to plans for additional issues.
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 15, 2025 | $1.17 | $1.55 | +32.48% |
Mar 13, 2025 | $1.21 | $1.22 | +0.83% |
Nov 12, 2024 | $1.08 | $0.95 | -12.04% |
Aug 08, 2024 | $0.79 | $0.61 | -22.78% |
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 PLBY Group (PLBY) report earnings?
PLBY Group (PLBY) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is PLBY Group (PLBY) earnings time?
PLBY Group (PLBY) earnings time is at Aug 12, 2025, TBA Not 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 2025 (Q2) is -0.04.