Q4 2025 Funko Inc Earnings Call Transcript

Mar 12, 2026 / 08:30PM GMT

Release Date Price: $4.3 (-4.34%)

Transcript 10-K8-K

Key Points

Positve

Funko Inc (FNKO) reported better-than-expected net sales and profitability at the higher end for Q4 2025.
The company launched successful new products like Bitty Pop and Pop! Yourself, contributing to strong sales in Q4.
Funko Inc (FNKO) won the viral hit of the year award from Toy Buck, highlighting its strong market presence.
The company has renewed key licensing agreements, which are expected to improve gross margins in 2026.
Funko Inc (FNKO) is expanding internationally, with significant growth in Europe and plans to focus on Asia and Latin America.

Negative

Loungefly, a product line of Funko Inc (FNKO), is expected to see a decline in sales due to SKU cuts implemented last year.
The company faces potential tariff impacts, with tariffs and duties totaling close to $40 million in 2025.
Funko Inc (FNKO) is experiencing challenges in the US market, although trends improved in Q4.
The company is dealing with uncertainties in oil prices and shipping costs, which could affect margins.
Despite growth initiatives, Funko Inc (FNKO) expects only modest net sales growth of flat to up 3% for 2026.

Katie Wilson

Funko Inc - Influencer Marketing Manager

Hi, everyone, and welcome to Funko's 2025 fourth-quarter financial results conference call. I'm Katie Wilson, and I'm here at the Funko store in Hollywood.

With me are Josh Simon, our Chief Executive Officer; and Yves Le Pendeven, our Chief Financial Officer. Welcome, guys.

Josh Simon

Funko Inc - Chief Executive Officer, Director

Hello.

Katie Wilson

Funko Inc - Influencer Marketing Manager

Josh, I have heard this is one of your favorite places in Los Angeles.

Josh Simon

Funko Inc - Chief Executive Officer, Director

It is, yeah. I've been on the job for about six months now. I think I've spent the majority of my time in the store. I even -- they actually gave me a key to the store earlier this week, so I can come and go even after hours. But what I love about being here is it really embodies the strength and how much fun the Funko brand is.

You kind of see around us here from an IP standpoint,

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