Funko vs Newell Brands

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.

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

Newell Brands Inc. has appointed Guillermo H. Beade as Chief Operating Officer, effective October 26, 2026. Reporting directly to the Chief Executive Officer, Beade brings extensive consumer packaged goods experience, having previously served as President of Consumer Brands North America and CEO of Lifestyle Brands at SC Johnson, alongside earlier senior roles at PepsiCo and Unilever. His compensation package includes an annual base salary of $830,000, a target annual bonus of 105% (ranging 0% to 200%), an initial Long-Term Incentive Plan (LTIP) equity grant valued at $1,400,000, and eligibility starting in 2027 for annual LTIP grants targeting 325% of base salary. This leadership addition signals Newell Brands' focus on operational discipline and brand execution across its consumer portfolio.

• Guillermo H. Beade was appointed Chief Operating Officer of Newell Brands, effective October 26, 2026, reporting to the CEO.
• Beade's compensation package includes an annual base salary of $830,000, an annual target bonus of 105% of base salary, and an initial LTIP grant valued at $1,400,000.
• Beginning in 2027, Beade will be eligible for annual LTIP awards targeting 325% of base salary, alongside participation in the Executive Severance Plan and an annual perquisite allowance of $21,638.

8-K Financial Filing Analysis for Newell Brands (2026-10-02)

On October 2, 2026, Newell Brands Inc. and its wholly owned, bankruptcy-remote subsidiary Jarden Receivables, LLC renewed their Receivables Purchase Agreement (RPA) with Royal Bank of Canada as Administrative Agent through a Second Amendment. The amendment extends the facility's scheduled termination date by one year to October 1, 2027, and adjusts the facility limit for factored receivables outstanding to $75 million. Additionally, the agreement increases concentration limits across all obligor groups and adjusts the credit rating definitions and tier thresholds from senior unsecured debt to corporate family ratings assigned by S&P and Moody's.

• Extended the Scheduled Termination Date of the Receivables Purchase Agreement to October 1, 2027.
• Adjusted the Facility Limit on factored receivables outstanding to $75,000,000 while increasing obligor concentration limits.
• Updated Debt Rating thresholds to corporate ratings, setting Level 1 at >BBB- (S&P) / >Baa3 (Moody's), Level 2 at ≥BB+ / ≥Ba1, and Level 3 at ≤BB / ≤Ba2.

Newell Brands to Webcast Third Quarter 2026 Earnings Results

Newell Brands announced it will webcast its third quarter 2026 earnings results on October 2, 2026.