凯蒂·威尔逊（网红营销经理）
乔希·西蒙（首席执行官）
伊夫·勒彭德文（首席财务官）
大家好，欢迎参加Funko 2025年第四季度财务业绩电话会议。我是凯蒂·威尔逊，现在在好莱坞的Funko商店。
和我一起的有我们的首席执行官乔希·西蒙，以及首席财务官伊夫·勒彭德文。欢迎你们，各位。
你好。
乔希，我听说这是你在洛杉矶最喜欢的地方之一。
是的，是的。没错。我上任大约六个月了。我想我大部分时间都在这家店里。实际上，本周早些时候他们给了我商店的钥匙，所以我甚至可以在非营业时间进出。但我喜欢这里的原因是，它真正体现了Funko品牌的实力和乐趣。从知识产权的角度来看，你可以看到我们周围有KPop Demon Hunters、米老鼠、背景中的迈克尔·乔丹。我周末会来这里。有来自世界各地的人，各个年龄段，各种人群，看着他们发现自己喜欢的粉丝圈或知识产权，真的很有趣。所以我们认为今天在这里进行财报电话会议是一种有趣的新方式。
那么，你的前六个月过得怎么样？
嗯，你看，我们刚从玩具展巡回回来。伦敦玩具展、纽伦堡玩具展、纽约玩具展。我以各种身份参加这些玩具展有一段时间了。我可以肯定地说，我感受到Funko品牌周围的活力比以往任何时候都要多。与我们的授权方和零售商见面真的很有趣。在第四季度，我们在纽约动漫展上也有出色的表现。所以，我有很好的机会见到了很多我们的粉丝和YouTuber。所以气氛非常好。我们看到这种活力正在转化为业务方面的势头。在第四季度，我们的净销售额好于预期，盈利能力处于预期的高端。我知道伊夫稍后会深入探讨这些细节。
我猜其中一些是由我身后的这个家伙Derpy推动的，对吧？
显然，KPop Demon Hunters是我的最爱之一，深得我心。你看，这个产品的伟大之处在于，我认为它真正展示了我们的一项超能力，那就是我们能够多么迅速地行动起来，创造出这些非常棒的收藏品。我记得从构思和设计到在第四季度送到粉丝和消费者手中大约用了四个月的时间。我们还获得了《玩具书》颁发的年度病毒式热门奖，这是一个非常令人向往的奖项项目。所以那很棒。
在第四季度，我们还有很多其他非常有趣的方式来展现自己。遗憾的是，《怪奇物语》迎来了最终季，但达菲兄弟在《吉米·法伦今夜秀》上，实际上只用Funko Pop重演了那一季和系列结局。所以，看到这一幕真的很有趣。我们在欧洲推出了Pop! Yourself，这是一种你可以为自己或心爱的人定制Funko Pop的体验。我们还将Bitty Pop!推广到了沃尔玛。Bitty Pop!是我们能够继续为标志性的Funko Pop轮廓增添维度的绝佳例子。它在第四季度进入了所有沃尔玛门店。它在玩具货架有增量陈列，在冲动购买区和过道外也有增量陈列，这确实也帮助推动了第四季度的强劲销售。
那么在上次财报电话会议上，你谈到了“Make Culture POP!”战略。我记得你提到了文化、创造力和商业。到目前为止进展如何？
嗯，如果你还记得那三个C，那么到目前为止，一切都很好。进展非常顺利。你看，我们的想法是如何参与到所有塑造文化的时刻中。实际上，我们的目标是成为将流行文化转化为收藏品，并将我们创造的这些收藏品转化为文化和文化时刻的卓越品牌。那么，让我们从文化开始。我在这里已经说过几次了。但实际上，这意味着要处于粉丝们正在谈论的时刻的中心，就像事情正在发生一样。KPop Demon Hunters就是一个很好的例子。但我们做得相当广泛。
., is opening up a brand-new stadium, Miami Freedom Park in a couple of weeks on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
p a brand-new stadium, Miami Freedom Park in a couple of weeks on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
d-new stadium, Miami Freedom Park in a couple of weeks on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
dium, Miami Freedom Park in a couple of weeks on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
Freedom Park in a couple of weeks on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
in a couple of weeks on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
of weeks on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
on April 2. We have a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
e a presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
presence in their flagship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
agship store. It's a Funko and Loungefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
ngefly shop-in-shop with exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
th exclusive products and also a really great unique Pop! Yourself experience that you could only do there in the stadium.
on growth in Asia and Latin America. And I think his dedicated focus is really going to help us to get traction there.