Funko vs Hasbro

10-Q Financial Filing Analysis for Funko (2026-08-06)

For the second quarter ended June 30, 2026, Funko reported consolidated net sales of $207.7 million, up 7.4% year-over-year from $193.5 million, driven by stronger core Pop! collectibles demand and the flow-through of 2025 price increases. The company swung to a net income of $15.4 million compared to a net loss of $41.0 million in Q2 2025. This profitability improvement was heavily aided by a $25.4 million pre-tax benefit to cost of sales from the recovery and release of unauthorized IEEPA tariffs following recent judicial rulings. Operationally, Funko executed the Fifth Amendment to its Credit Agreement, extending maturities to December 31, 2027, resetting financial covenants, and selling $22.1 million in tariff refund claims for $19.2 million to pay down debt and support liquidity.

• Q2 2026 net sales rose 7.4% year-over-year to $207.72 million, driven by a 9.0% increase in Core Collectibles revenue to $171.64 million.
• Operating income reached $22.14 million and net income hit $15.45 million, supported by a $25.4 million IEEPA tariff refund pre-tax benefit.
• Under the Fifth Credit Agreement Amendment, debt maturities were extended to December 31, 2027, with total credit facility debt at $198.3 million as of June 30, 2026.

Funko at New York Comic Con 2026: Everything You Need to Know

Funko announced its participation in New York Comic Con 2026, with a blog post detailing everything fans need to know.

Investor Presentation Released: Funko

AI parsed presentation narrative: Funko is transforming its business model into a more disciplined growth engine focused on 'Make Culture Pop!' by improving SKU productivity and cultural sensing. Management is successfully driving margin expansion and debt reduction while navigating segment-specific headwinds in Loungefly through a significant reduction in less-profitable inventory. Key tailwinds mentioned: International Growth, Direct-to-Consumer Customization.

Hasbro's Magic: The Gathering Hits Record $600M Quarterly Revenue

Hasbro reported third-quarter 2026 results with Magic: The Gathering exceeding $600 million in quarterly revenue for the first time. Total Hasbro Q3 net sales were $1.5 billion, up 17.5% year-over-year, marking the fourth consecutive quarter of double-digit growth. The company raised its full-year revenue outlook to between 7% and 9% growth. Licensing revenue was $144 million for the quarter. Hasbro also highlighted the pre-release of The Hobbit set as one of its biggest ever, and noted the launch of its AI studio, Sixth Wall, which focuses on behavioral licensing of its IP.

• Magic: The Gathering revenue surpassed $600 million in Q3 2026, a 34% year-over-year increase.
• Hasbro's Q3 2026 net sales were $1.5 billion, up 17.5% year-over-year.
• Hasbro raised its full-year 2026 revenue outlook to 7-9% growth.

8-K Financial Filing Analysis for Hasbro (2026-10-20)

On October 20, 2026, Hasbro, Inc. submitted a Form 8-K under Item 2.02 to announce its financial results for the fiscal third quarter ended September 27, 2026. The full earnings details and operational performance metrics were furnished via Exhibit 99.1. The filing serves as the formal SEC notification of the company's quarterly financial performance, signed by Chief Financial Officer and Chief Operating Officer Gina Goetter.

• Hasbro furnished its financial results for the fiscal quarter ended September 27, 2026, via an earnings press release included as Exhibit 99.1.
• The filing was executed and signed on October 20, 2026, by Gina Goetter, Chief Financial Officer and Chief Operating Officer.
• The disclosure was submitted under Item 2.02 (Results of Operations and Financial Condition) and is furnished rather than filed under SEC statutes.

Hasbro Legends FAST Channel Expands to Plex Streaming Platform

Hasbro Legends, a free ad-supported streaming television channel featuring classic Hasbro programming, has expanded its distribution to the Plex platform. The channel, owned by Get After It Media and programmed with content from Hasbro Entertainment, launched over-the-air in July 2026 and is now available on multiple streaming platforms including Heartland+ and Amazon Prime Video's live TV guide. The Plex addition provides another nationwide, subscription-free entry point for viewers. The channel offers nostalgic animated series such as G.I. Joe, Transformers, Power Rangers, My Little Pony, and more, with a schedule evolving towards themed marathon blocks. The distribution strategy aims to reach audiences through multiple free pathways, leveraging both broadcast television and streaming services.

• Hasbro Legends launched over-the-air on July 13, 2026, covering 70 U.S. markets.
• The channel is available on Plex, Heartland+, and Amazon Prime Video's live TV guide.
• Initial coverage reached 70.8 million TV households (over 55% of U.S. TV households).