Funko will add demon-form Saja Boys to POP! Mystery at SDCC 2026, pricing $14.99 with 1-in-6 base odds and a 1-in-72 chase. A 1-of-1 worldwide chase carries a $10,000 buyback via Octane. Netflix's 2025 debut boosts initial interest, but limited SDCC access may cap near-term lift.
Funko is releasing a 4-inch Nikki (Bloody) POP! from the horror Obsession, priced at $14.99 and shipping December 15. The film has posted robust performance, with a worldwide tally near $408.9 million and Focus Features’ acquisition for about $15 million. The licensing tie-in could provide a modest lift to Funko’s holiday-season merch revenue.
Pleasant Lake Partners has acquired a substantial 10% stake in Funko and is urging the company to consider strategic alternatives, including a potential sale. This move could lead to significant changes in Funko's strategic direction and investor sentiment, potentially unlocking value for shareholders.
FNKO is oversold with an RSI of 29.4. DA Davidson maintains a Buy rating with a $7 price target. FNKO's stock fell around 15% over the past five days. Current share price is $3.60, close to its 52-week low. Market conditions favor potentially undervalued investments in consumer discretionary.
New tariffs on toys may raise prices significantly. Funko's stock fell 18% amid tariff announcements. 77% of U.S. toys are imported from China. Companies like Hasbro and Mattel expect further challenges. Consumers will likely bear the cost of tariffs.