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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Funko
Funko (FNKO) investor relations material
Funko Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 net sales rose 3.0% YoY to $258.3M; gross margin reached 45.2% and Adjusted EBITDA was $32.1M, above expectations.
Net income was $7.5M vs. $0.9M in Q3 2025; Core Collectibles grew while lower Loungefly sales partly offset gains.
FY26 sales, gross-margin and Adjusted EBITDA guidance was reiterated; Adjusted EBITDA outlook includes a $25.4M tariff-related benefit.
Financial highlights
Net sales were $258.3M vs. $250.9M; operating income was $15.0M vs. $6.4M, and diluted EPS was $0.13 vs. $0.02.
Gross margin was 45.2% vs. 40.2%, helped by lower tariffs, minimum guaranteed royalties, royalty-audit accrual adjustments, and freight and shipping costs.
Adjusted EBITDA was $32.1M vs. $24.4M, with a 12.4% margin vs. 9.7%; adjusted net income was $9.2M vs. $3.2M.
Nine-month net income was $4.8M vs. a $68.1M loss; results included a $25.4M pre-tax tariff-recovery benefit in cost of sales.
Outlook and guidance
FY26 net sales guidance remained flat to up 3%; Core Collectibles are expected to grow at a high-single-digit rate, partly offset by a double-digit Loungefly decline.
FY26 gross-margin guidance remained 46%–47% and Adjusted EBITDA guidance $100M–$110M, including the $25.4M Q2 tariff-related benefit.
Q4 expectations include ~$4M equity-based compensation, ~$14M depreciation and amortization, and ~$5M interest expense; FY26 estimates are ~$12M, ~$60M, and ~$20M.
Q4 collectibles growth is expected; seasonal POS trends remain difficult to predict. Product plans include Pop! Mystery across 12 IPs, new Pop! Plush formats, further Bitty development, and live-selling expansion.
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Latest events from Funko
- Q2 2026 saw 7.4% sales growth, record margins, and a sharp return to profitability.FNKO
Q2 2026 - Directors elected, auditor ratified, and executive pay approved; no Q&A from shareholders.FNKOAGM 2026
- Q1 2026 delivered record gross margin, strong sales growth, and improved profitability.FNKOQ1 2026
- Virtual annual meeting to vote on directors, auditor, and executive pay, with board support.FNKOProxy filing
- Board recommends approval of director elections, auditor ratification, and executive pay.FNKOProxy filing
- Q4 net sales up 9% sequentially; 2026 targets higher margins and EBITDA on stable sales.FNKOQ4 2025
- Gross margin and adjusted EBITDA improved despite lower sales and retail headwinds.FNKOQ3 2024
- Q2 2024 returned to profitability with strong sales, margin, and international growth.FNKOQ2 2024
- Q4 sales and margins exceeded expectations, with debt down $90M and 2025 growth targeted.FNKOQ4 2024
Next Funko earnings date
Q4 20265 Mar, 2027
Funko
Next Funko earnings date
Q4 20265 Mar, 2027
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Frequently asked questions
Pop!
Funko Inc. is an American toy company with multinational operations that is most known for its extensive range of pop culture-related collectibles. The company's primary product line, Pop! Vinyl figures are immensely popular and are characterized by oversized heads and large, pupil-less eyes. These figures cover a vast array of licensed content, including characters from movies, TV shows, video games, sports, and more. Funko's product offerings have expanded beyond Pop! Vinyl figures to include plush toys, action figures, and board games. Funko is headquartered in Everett, Washington, and its shares are listed on the Nasdaq.
Founding and Growth
Funko was founded in 1998 by Mike Becker in Snohomish, Washington, and initially focused on creating nostalgia-themed bobbleheads. Funko underwent a transformative change in 2005 when Mike Becker sold the company to Connor Orcutt, who then served as the Chief Creative Officer. Following the acquisition, Orcutt relocated the company's headquarters to and initiated a significant expansion of Funko's licensed product offerings. A key development in this expansion was the introduction of the Pop! Vinyl line of figurines in 2011, a move that marked a major milestone for the company. By 2012, this strategic shift had borne fruit, with Funko achieving over $20 million in merchandise sales. Over the years, the company has cultivated a strong following among collectors and pop culture enthusiasts.
Funko Pop!
Funko Pop! figures, a flagship product line of Funko, have become a cultural phenomenon since their debut in 2010. These collectible figurines are known for their distinctive style, featuring oversized heads, large expressive eyes, and a small body, capturing the essence of a vast range of characters from various facets of popular culture. The Funko Pop! series has expanded over the years to include thousands of different figures, catering to an extensive and varied fan base, with characters whose IP is owned by companies such as Activision Blizzard (acquired by Microsoft in 2023) and Disney.
Other Products
Funko's product range extends beyond its renowned Pop! figures to include a variety of collectibles and entertainment items. They offer smaller vinyl figures, blind-box collectibles, plush toys, and board games, catering to diverse interests and age groups. The company also has a line of themed apparel and accessories, broadening its reach in the realm of pop culture merchandise.