Funko, Inc. Class A (FNKO)

Over the past six months, Funko's stock has been impacted by several corporate announcements and financial results, with the stock price increasing by 31.18%. On May 7, 2026, Funko reported strong first-quarter 2026 financial results, exceeding its own guidance, with net sales increasing by 5% year-over-year and core collectibles growing by 17%. On May 1, 2026, the company announced inducement grants. On April 28, 2026, Nik Rupp was appointed as the Senior Vice President of Brand and Marketing. On March 12, 2026, Funko announced its fourth-quarter and full-year 2025 financial results. On November 6, 2025, the company hosted a conference call to discuss its third-quarter 2025 financial results.

As of September 2025, Funko's management indicated that the business had resumed normal shipping patterns and was experiencing typical seasonality. The company also incorporates seasonality into its product designs, offering variations like a Bitty Pop! bouquet for Valentine's Day.

Funko, Inc. specializes in creating licensed pop culture products, allowing consumers to connect with their favorite movies, TV shows, video games, music, and sports franchises. Its product portfolio includes vinyl figures, bobbleheads, plush toys, action figures, apparel, fashion accessories, homewares, games, and digital non-fungible tokens (NFTs). Other key brands include Mystery Minis, Bitty Pop!, Funko action figures, Funko Plush, Funko Soda, and Mondo.

Funko, Inc. has a global presence, designing, sourcing, and distributing its licensed pop culture products across the United States, Europe, and other international markets. The company operates flagship retail locations in Everett, Washington, and Hollywood, California. In 2022 and 2023, Funko expanded its international retail footprint by opening stores in Dubai Hills Mall, Dubai Mall, and Reem Mall in Abu Dhabi.

In the past year, Funko has focused on its "Make Culture POP!" strategy to enhance brand engagement, launching new product lines and pursuing retail expansion projects. Funko continues to leverage major pop culture moments and collaborations, featuring popular franchises. The popularity of the Funko Pop! brand experienced a gradual decline after a peak around late 2020, returning to those earlier levels by September 2025. The Loungefly brand is undergoing a strategic reset, reducing its product offerings (SKUs) by 50% to improve profitability and expanding into higher-priced items.

Funko, Inc.'s ownership structure includes institutional, retail, and individual investors. Major institutional shareholders include TCG Capital Management, LP, BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, Hosking Partners LLP, CastleKnight Management LP, Geode Capital Management, Llc, and Jacobs Levy Equity Management, Inc. Gino Dellomo is a significant individual shareholder, owning 24.42 million shares, representing 43.96% of the company.