Results, operating data, funding and IPOs.
Summaries are AI-generated
Schleich announced that David Albert will take over as CEO on January 1, 2027, succeeding Manfred Ziegler. Albert currently oversees North American business and has 12 years of experience at Schleich. The role of President of North America will be taken by Chief Commercial Officer Annie-Laurie Zomermaand.
Tash, founded by UC Berkeley students, has raised a pre-seed round and joined Y Combinator Summer 2026. The platform builds investment-grade card portfolios and indexes, targeting accredited investors initially with plans to serve retail investors later.
POP MART's Americas revenue grew 748.4% in 2025 but fell 16.5% in the first half of 2026, signaling the end of online traffic dividends. The company plans a California headquarters to shift from distribution to localization.
Lionel Brands Group appoints Jennifer Bizeur as Chief Marketing Officer, bringing nearly 20 years of experience from Hasbro and Super7. She will oversee brand marketing strategies to deepen engagement with existing fans and reach new audiences.
Israeli firm May Patents is suing LEGO in the U.S. for allegedly infringing three patents with its SMART Play system. The dispute centers on the SMART Brick and SMART Charger, which are already used in Star Wars and Pokémon sets.
Kotobukiya announced that its bishōjo model series has shipped over 10 million units worldwide as of September 2026. Since the launch of Frame Arms Girl – Todoroki in 2015, the line has expanded with titles such as Megami Device, Sōsai Shōjo Teien, and Arcanaedia. The milestone reflects strong global demand across Japan, Asia, North America and Europe, underscoring the segment’s growth.
Bandai Namco announced its Q1 2027 earnings on August 6, 2026, with net sales of 328.4 billion yen (+9.3% YoY) and operating profit of 69.2 billion yen (+33.3% YoY), marking a record high. The Toy & Hobby business saw net sales of 192.7 billion yen (+31.3% YoY) and segment profit of 53.9 billion yen (+89.1% YoY), driven by Gunpla, Dragon Ball, One Piece, trading cards, and capsule toys.
Bandai Namco reported 1.3482 trillion yen revenue and 189.5 billion yen operating profit for the fiscal year ended March 2026. Toy & Hobby generated 674 billion yen revenue and 126.9 billion yen profit, accounting for 60.8% of total segment profit. Gundam IP revenue grew from 101.7 billion yen to 254.3 billion yen over five years.
POP MART reported strong 2025 revenue and profit growth, with the LABUBU series contributing nearly 40% of total revenue. Despite the solid performance, the stock price has fluctuated violently due to cooling secondary market prices, stretched valuations, and concerns about the sustainability of the trend. The company is expanding overseas stores and cultivating other IPs to reduce reliance on a single hit character.
POP MART released its 2026 mid-year report on September 24, with revenue of 17.173 billion yuan, up 23.76% year-on-year, and net profit attributable to shareholders of 5.038 billion yuan, up 10.14% year-on-year.
POP MART has released its 2026 interim report on the Stock Exchange of Hong Kong, including financial statements and ESG data.
Disney's global retail sales reached $63 billion in fiscal 2026, retaining its title as the world's top brand licensor. The Asia-Pacific region saw record-high performance and growth, significantly boosted by hit content like Zootopia 2 and Toy Story 5.
POP MART reported 2026 H1 revenue of 17.17 billion yuan and net profit of 5.04 billion yuan, falling short of analyst expectations for 19.98 billion yuan and 6.64 billion yuan. The stock fell over 8% the next day, hitting a five-month low.
Blokees has released its 2026 interim report on the Stock Exchange of Hong Kong, including financial statements and ESG data.
POP MART released its 2026 interim results on August 20, with revenue rising 23.8% to 17.173 billion yuan, while net profit growth slowed to 9.5% and gross margin stood at 69%.
Miniso founder Ye Guofu stated that the store's daily sales have exceeded POP MART's, which is just 10 meters away. Miniso is transforming into a toy retailer through large-format stores and affordable IP products, directly competing with POP MART.
2026 mid-year results show a 11% drop in overseas revenue. Wang Ning labels 2026 a 'year of operational adjustment' and leads visits to Apple and LVMH to learn ecosystem and brand building.
POP MART's H1 2026 revenue reached 17.17 billion yuan, up 23.8%, with net profit of 5.16 billion yuan. THE MONSTERS family generated 4.45 billion yuan, and Twinkle Twinkle revenue hit 2.65 billion yuan, growing 580.6%.
POP MART reported 17.173 billion yuan in revenue for the first half of 2026, up 23.8%. Duan Yongping increased his stake and said the company's future matters more than public expectations, but公募 holdings fell and Goldman Sachs lowered the target price to 139.50 HKD.
POP MART reported 17.2 billion yuan in 26H1 revenue, up 24%, but overseas revenue fell 11%. THE MONSTERS (LABUBU) revenue dropped, while Twinkle Twinkle became the second-largest IP. Figure sales stagnated, with plush toys driving growth.
POP MART released its 2026 H1 report with 17.17 billion yuan revenue, up 23.8%. THE MONSTERS revenue fell 7.5% to 4.454 billion yuan. Vinyl product revenue reached 9.825 billion yuan, rising to 57.2% of total revenue. The company announced a 2-5 billion HKD share buyback plan, but the stock dropped over 8% and market cap fell below 200 billion HKD.
POP MART shares fell as much as 8.85% at the open, hitting a 5-month low. Morgan Stanley cut the target price from HK$214 to HK$203, citing lower-than-expected Q2 sales. The stock is currently down 3.5% at HK$148.2.
POP MART's Hong Kong stock fell as much as 8.85% intraday, hitting a 5-month low. Morgan Stanley cut the target price to HK$203 from HK$214, citing lower-than-expected Q2 sales but highlighting margin resilience.
POP MART reported 17.17 billion yuan revenue and 5.16 billion yuan net profit in the first half of 2026. THE MONSTERS revenue was 4.45 billion yuan, down 7.5%, while Xingxingren revenue was 2.65 billion yuan, up 580.6%. The company announced a buyback of between 2 and 5 billion yuan in the next six months.
POP MART released its 2026 interim report on August 20, with revenue of 17.173 billion yuan, up 23.8%, and net profit of 5.038 billion yuan, up 10.1%, both below market expectations. The company plans to repurchase 2-5 billion yuan in shares within six months, while overseas core market revenue declined and China region revenue grew 47.3%.
MegaHouse announced that its new board game ‘Investment Ranking’ won the Grand Prize in the Game & Puzzle category of the Japan Toy Award 2026, also receiving Excellence Awards in the KIDART and Variety categories. The 2‑to‑4‑player game, themed around gold, stocks and crypto assets, includes a board, cards and other components, is priced at ¥4,378 (tax included) and is slated for release in mid‑September 2026. Players can experience investment decisions and discuss wealth‑building with family and friends.
Blokees' H1 2026 revenue reached 1.7757 billion yuan, up 32.7%, but gross margin fell to 44.3%. The 9.9 yuan product accounted for nearly half of sales, while overseas revenue surged 228.5% to 365.9 million yuan.
Bandai Namco reported record quarterly earnings in Q1 FY27, with the Toys and Hobby segment contributing two-thirds of sales and 80% of operating profit. Strong performance from properties like Gundam, One Piece, and Dragon Ball drove the results, and the company received a tariff refund.
Funko reported a net income of $15.4 million in Q2 2026, compared to a $41.0 million loss in the same period last year. The company held $40.7 million in cash and cash equivalents and had total debt of $198.3 million.
Funko filed an SEC 8-K on August 6, 2026, disclosing financial results for the three and six months ended June 30, 2026. The company stated it will participate in investor meetings, with presentation materials filed as exhibits.
