Playboy, Inc. (PLBY)

Over the past six months, Playboy's stock has been impacted by several events. In Q3 2025, Playboy reported revenue of $29.0 million and net income of $0.5 million, with licensing revenue increasing by 61% year-over-year. Preliminary Q4 2025 revenues were reported between $34.0M–$35.0M, with net income between $2.5M–$3.5M. David Miller was appointed President, Media & Brand. Q4 2025 revenue was $34.9 million, with net income of $3.6 million. Playboy closed the initial phase of a transaction selling a stake in its China joint venture for $15 million. SEC filings showed PLBY stock sales by insiders. PLBY's share price has been volatile, but has gained 54.6% over the past 12 months.

Information directly detailing the demand seasonality for Playboy, Inc.'s products and services is limited. July has the highest probability of positive stock returns, while May has the lowest. Honey Birdette saw comparable store sales up 22% and full-price sales up 15% in Q3 2025. Demand could be influenced by holidays, seasonal fashion trends, and entertainment cycles.

Playboy, Inc. is a global media and lifestyle company operating as a pleasure and leisure company. It focuses on Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming. The company's products and services include lingerie, apparel, collaborations with nightlife and gaming industries, and beauty products. It also offers digital subscriptions, content, and licenses its trademarks for consumer products and entertainment, generating over $3 billion in global sales. The company has transitioned to an asset-light, licensing-first approach.

Playboy, Inc. operates globally, with products and content available in approximately 180 countries. It has a strong international presence, particularly in the Asia-Pacific region, with licensed products generating over $3 billion in global sales. Specific regions include the United States, Australia, China, and the United Kingdom. In 2025, Playboy announced it was moving its headquarters to Miami Beach, Florida.

Playboy positions itself as a lifestyle and cultural brand synonymous with pleasure, leisure, style, and sophistication. The company has relaunched Playboy Magazine and initiated The Great Playmate Search. Playboy is rebuilding its website to serve as a digital hub for content and membership. A creative partnership with Hefner Capital aims to develop an original feature film. Management has emphasized taking the brand back to its roots and focusing on a high-margin, asset-light model.

Playboy, Inc. has a mixed ownership structure. Retail investors are the biggest owners, holding approximately 41% to 55.06% of the company's stock. Insiders collectively own a substantial portion, around 39.49% to 80.43% of the company's shares, with Suhail Rizvi being the largest individual shareholder. Institutional owners hold between approximately 0.24% and 19.57% of the stock, including Fortress Investment Group LLC, CRCM LP, and Vanguard Group Inc.