Funko vs VF Corporation

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.

10-Q Financial Filing Analysis for VF Corporation (2026-07-29)

VF Corporation reported its Q1 Fiscal 2027 financial results for the quarter ended June 27, 2026, generating revenue of $1.67 billion, down 5.2% year-over-year. The top-line decline was primarily driven by the divestiture of the Dickies brand in November 2025 (a 6% headwind) and continued softness in the Active segment (down 5% to $667.3 million), partially offset by 5% revenue growth in the Outdoor segment ($857.0 million) led by The North Face and Timberland. Gross margin expanded 100 basis points year-over-year to 54.9%, supported by price discipline, lower product costs, favorable mix, and the absence of lower-margin Dickies operations. Operating loss narrowed to $83.1 million from $86.6 million in the prior-year period, while net loss improved to $97.2 million ($0.25 per diluted share) from $116.4 million ($0.30 per share), supported by a $16.5 million reduction in net interest expense following debt repayments and lower transformation expenses under the Reinvent program.

• Q1 FY27 consolidated revenue reached $1,669.4 million, down 5.2% year-over-year, reflecting a 6% drag from the Dickies divestiture, while Outdoor segment revenue grew 5.5% to $857.0 million.
• Gross margin improved 100 bps to 54.9%, and consolidated net loss narrowed to $97.2 million ($0.25 per share) compared to a loss of $116.4 million ($0.30 per share) in Q1 FY26.
• The company received $49.0 million in cash during the quarter related to invalid IEEPA tariff refunds, holding an outstanding refund receivable of $100.8 million as of June 27, 2026.

VF Corporation News Roundup: FY26 ESG Report, Q1 FY27 Results, and Brand Collaborations

VF Corporation's news page features several new announcements, including the release of its FY26 Environmental & Social Responsibility Report (Sep 23, 2026), Q1 FY27 results delivered ahead of guidance (Jul 29, 2026), and brand collaborations such as Timberland x Jacquemus and Vans x Netflix.

VF Corporation News Page Update

The news page now features a new featured story about The North Face's Fifth Ave flagship store with VF CEO Bracken Darrell, and includes recent press releases about Q1 FY2027 results, earnings dates, and the completion of the Dickies sale.