Playboy, Inc.

Informe acción NasdaqGM:PLBY

Capitalización de mercado: US$193.0m

Playboy Dirección

Dirección controles de criterios 2/4

El CEO de Playboy es Ben Kohn , nombrado en May 2016, tiene una permanencia de 15.17 años. compensación anual total es $2.36M, compuesta por 36.1% salario y 63.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.24% de las acciones de la empresa, por valor de $4.33M. La antigüedad media del equipo directivo y de la junta directiva es de 4.2 años y 5.3 años, respectivamente.

Información clave

Ben Kohn

Chief Executive Officer (CEO)

US$2.4m

Compensación total

Porcentaje del salario del CEO36.06%
Permanencia del CEO10yrs
Participación del CEO2.2%
Permanencia media de la dirección4.2yrs
Promedio de permanencia en la Junta Directiva5.3yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Mar 18

Playboy: It's All About The Strategy (Again)

Summary Playboy, Inc. has stabilized its balance sheet and returned to positive adjusted EBITDA in 2025, reducing bankruptcy risk. PLBY management is considering selling Honey Birdette, despite its reasonable performance, to further deleverage, raising questions about the company’s long-term public market viability. PLBY’s strategy pivots between rebuilding the brand through new media and club ventures and the possibility of going private, but execution credibility remains in doubt. Real, substantial upside in PLBY stock hinges on successful brand revitalization or an unexpectedly high Honey Birdette sale, both of which face significant skepticism. Read the full article on Seeking Alpha
Artículo de análisis • Jan 27

Does Playboy (NASDAQ:PLBY) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis • Jan 08

Playboy, Inc.'s (NASDAQ:PLBY) 26% Share Price Plunge Could Signal Some Risk

Playboy, Inc. ( NASDAQ:PLBY ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...
Artículo de análisis • Nov 15

Playboy, Inc.'s (NASDAQ:PLBY) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the Luxury industry in the United States have price-to-sales ratios (or "P/S...
Artículo de análisis • Aug 12

Some Confidence Is Lacking In Playboy, Inc.'s (NASDAQ:PLBY) P/S

Playboy, Inc.'s ( NASDAQ:PLBY ) price-to-sales (or "P/S") ratio of 1.3x may not look like an appealing investment...
Artículo de análisis • Jul 10

Playboy, Inc.'s (NASDAQ:PLBY) Intrinsic Value Is Potentially 68% Above Its Share Price

Key Insights The projected fair value for Playboy is US$3.18 based on 2 Stage Free Cash Flow to Equity Playboy's...
Artículo de análisis • Mar 16

With A 37% Price Drop For PLBY Group, Inc. (NASDAQ:PLBY) You'll Still Get What You Pay For

PLBY Group, Inc. ( NASDAQ:PLBY ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha • Oct 28

PLBY Group: Hefner's Offer For Playboy Got Declined, Company's Future Looks Bleak

Summary PLBY Group, Inc. is struggling with a declining Playboy brand as the company is trying to monetize the brand asset through licensing and services, leading to revenue declines. Playboy's founder's son Cooper Hefner made an offer of $100 million and 10% equity for the Playboy brand assets, but PLBY Group declined the offer. With PLBY Group's operating losses, high debt, and shrinking revenues, the company's future stands uncertain. As a better scenario is unlikely, the PLBY stock has a weak risk-to-reward. Read the full article on Seeking Alpha
Artículo de análisis • Sep 29

PLBY Group, Inc. (NASDAQ:PLBY) Soars 39% But It's A Story Of Risk Vs Reward

PLBY Group, Inc. ( NASDAQ:PLBY ) shareholders are no doubt pleased to see that the share price has bounced 39% in the...
Artículo de análisis • Aug 15

It's Down 33% But PLBY Group, Inc. (NASDAQ:PLBY) Could Be Riskier Than It Looks

PLBY Group, Inc. ( NASDAQ:PLBY ) shareholders that were waiting for something to happen have been dealt a blow with a...
Artículo de análisis • Jun 18

Sentiment Still Eluding PLBY Group, Inc. (NASDAQ:PLBY)

With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Luxury industry in the United States, you could...
Artículo de análisis • Mar 13

PLBY Group, Inc.'s (NASDAQ:PLBY) 34% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

PLBY Group, Inc. ( NASDAQ:PLBY ) shares have retraced a considerable 34% in the last month, reversing a fair amount of...
Artículo de análisis • Dec 18

Revenues Not Telling The Story For PLBY Group, Inc. (NASDAQ:PLBY) After Shares Rise 87%

Those holding PLBY Group, Inc. ( NASDAQ:PLBY ) shares would be relieved that the share price has rebounded 87% in the...
Artículo de análisis • Aug 25

PLBY Group, Inc.'s (NASDAQ:PLBY) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

PLBY Group, Inc. ( NASDAQ:PLBY ) shareholders won't be pleased to see that the share price has had a very rough month...
Artículo de análisis • Aug 14

These Analysts Just Made An Incredible Downgrade To Their PLBY Group, Inc. (NASDAQ:PLBY) EPS Forecasts

The analysts covering PLBY Group, Inc. ( NASDAQ:PLBY ) delivered a dose of negativity to shareholders today, by making...
Artículo de análisis • Mar 21

PLBY Group, Inc. (NASDAQ:PLBY) Analysts Are Reducing Their Forecasts For This Year

Market forces rained on the parade of PLBY Group, Inc. ( NASDAQ:PLBY ) shareholders today, when the analysts downgraded...
Artículo de análisis • Sep 07

PLBY Group, Inc. (NASDAQ:PLBY) Shares Could Be 21% Above Their Intrinsic Value Estimate

In this article we are going to estimate the intrinsic value of PLBY Group, Inc. ( NASDAQ:PLBY ) by taking the expected...
Artículo de análisis • Aug 11

PLBY Group, Inc. (NASDAQ:PLBY) Analysts Are Reducing Their Forecasts For This Year

One thing we could say about the analysts on PLBY Group, Inc. ( NASDAQ:PLBY ) - they aren't optimistic, having just...
Seeking Alpha • Aug 05

PLBY Group: Pleasure And Lifestyle Brand Holding On Till Year-End

PLBY Group's revenue growth is focused on direct-to-consumer offerings, licensing business and digital subscriptions. The change in Apple's iOS privacy requirements led to the company's decline in Q1 2022 earnings by increasing its capital expenditures to unsustainable levels. PLBY’s cash balance declined by more than 52% in Q1 2022 to $33.7 million. More than a year after going public through a special purpose acquisition company (SPAC) merger with Mountain Crest Acquisition Corp. (MCAF), PLBY Group (PLBY) is yet to find its footing in the pleasure and leisure accessories business. The stock is down 76% over the past year with quarterly revenues ticking 27.48% lower in Q1 2022 to $69.4 million. It has been a rough patch for the company famed for its Playboy magazine whose last print was published at the beginning of Covid19. Further, the revolution of the internet has shifted the company's focus and made it augment its revenue streams through digital subscriptions, unlocks, and live hangouts. Thesis PLBY Group is yet to optimize its licensing business after revenue in the sector declined 7% (QoQ). The transition from a media company to a lifestyle brand management firm is still taking shape with investors hoping the turnaround strategy will hit home sooner than later. China, its dominant market, is also facing a huge setback largely drawn from the effects of Covid19. Still, the company is working to increase its revenue streams and provide shareholder value in the long run. Business Overview PLBY Group is focused on three main growth props. The first is a direct-to-consumer business portfolio that also encompasses the e-commerce sector. The company's main target is the youth below 35 years that form the largest customer base for sexual wellness and fashion/ apparel. In Q1 2022, PLBY reported that this sector's revenue had grown 125% (YoY) to stand at $49.6 million. E-commerce revenue as a whole grew 300% (YoY) boosted by board and site traffic orders as well as repeat customers. However, cost of sales for the direct-to-consumer bracket increased 52% to $9.9 million in the quarter. The second area of revenue growth for the company is the licensing business predominantly held in China. PLBY is also into gaming offerings such as digital casinos and social games. However, gaming suffered at the onset of the Covid19 pandemic that saw the London Playboy Club closed thereby disrupting gaming revenues. Digital subscriptions form the third base of operations delivering on scalable digital offerings. As of December 31, 2021, PLBY reported a customer base of more than 150,000 subscribers. The company's Playboy Channel can be accessed from other multiple-system operators (MSOs) that include AT&T Inc. (T). Direct-to-Consumer offerings contributed the highest net revenue of the three growth pillars in the three-month ended on March 31, 2022, at $49.642 million. Among the three pillars, digital subscriptions suffered the highest operating losses in the period at $2.4 million and delivered the least net revenues at $4.7 million. Seeking Alpha Revenue Status Strict Covid19 restrictions in China in Q1 2022 dealt a blow to PLBY's revenue margins, especially with its licensing partners in the market that were forced to halt operations at the time. On annual review, the percentage of total net revenues that were attributable to Chinese trademarks reached 48% in 2019. While the company has been working on reducing its reliance on the Chinese market, over the years, the margins are still falling due to the Asian downside. In Q1 2022, the company stated that more than $10 million was realized in China. With the total revenue at $69 million, it means that the company has managed to reduce its Chinese reliance by almost 15% (in the first quarter alone). Notable acquisitions outside China that helped diversify revenue sources included Yandy (acquired in December 2019), TLA (March 2021), and Honey Birdette (done in August 2021). These acquisitions helped to augment revenue since PLBY's total revenue increased to $273.3 million (in the Trailing 12 months to March 2022) from $246.6 million. Seeking Alpha The company's gross profit ((TTM)) also sits at $157.3 million (representing an increase of 11% from $140.5 million realized in December 2021). The year 2022 will be a busy year for Yandy, known for its lingerie, swim costumes, and dance-wear collection. PLBY hopes to leverage the Playboy brand in Yandy, especially during the Halloween season. The company has lined up an expansive growth and investment strategy for consumer products to accelerate sales into the fourth quarter of 2022. E-commerce Disruptions There is still a need to improve the e-commerce space to meet marketing demands. The company explained that Apple's (AAPL) iOS privacy changes had a meaningful impact on the company's marketing efficiency. In the quarter, PLBY's cash decreased by more than 50% (QoQ) due to an increase in marketing expenditure. For other companies like Meta Platforms, 2022 sales are expected to reduce by at least $10 billion as a result of Apple's App Tracking Transparency feature. As we know the privacy feature disrupts the back-end mechanics of most mobile ads that are responsible for confirming whether a product purchase or download has been made by a customer. Tracking customers especially on mobile devices is an essential element that enables companies to know the average ad expenditure that rakes in new customers. The introduction of this restriction may exaggerate the amount of capital expenditure. At the onset, we expect lower e-commerce revenues for Q2 2022 expected on August 9, 2022. As of December 31, 2021, PLBY Group's federal net operating losses (carry-forwards) stood at $203.1 million while state NOLs were $72.3 million. In the 12 months to March 2022, the net losses reported by the company declined 13.64% to $67.1 million (YoY) indicating slight progress in loss reduction. Direct-to-consumer retail platforms owned by the company contributed a total of $147.8 million in revenue against an operating loss of $2.8 million in the year ending on December 31, 2021. Further, licensing revenue declined by $1.1 million to $14.5 million in the quarter showing the impact of Covid19 on the company's operations. Other than China, PLBY is looking to expand its licensing business in India with hopes of increasing its revenue stream outside China. A total of $260.8 billion was realized as total revenue among the top 88 global licensors in a 2022 licensors report. At least $1 billion was recorded among 40 of the brand licensors with entertainment brands topping the list. License Global India, where PLBY intends to expand its licensing business was ranked as one of the fastest-growing countries for fashion, lifestyle, and entertainment brands. Footwear manufacturing giant, Skechers (SKX) currently operating more than 200 stores in India increased its minority stake in 2019 after selling more than 2.7 million pairs in the country. In Q1 2022, Skechers reported its capital expenditures at $89.4 million which included $32.3 million spent on domestic investments including improvement of its Indian business structures. It may take time for PLBY to replicate its Chinese success in the Indian market but the management is focused on improving revenue sources outside China and the US. However, Playboy's viability in the Indian market is still visionary with the company yet to explain its growth strategy in the region. Risks PLBY is yet to stabilize its digital subscription offering including unlocks and live hangouts that will add to the company's revenue stream in the long run. The low net revenues were attributed to decreased subscription revenue from Playboy cable channels. Interestingly, increased expenses in relation to Centerfold operations and the impairment of digital assets adversely affected digital subscriptions operating income. Centerfold is PLBY's creator-led platform poised to uplift the company through its $600 million revenue growth outlook by 2025. The company expects users of the Honey Birdette brand to find it attractive due to its organic customer acquisition feature. PLBY's cash balance declined by more than 52% in Q1 2022 to $33.7 million after it hit a high of $70.5 million in the quarter ending on December 31, 2021. The company is yet to recover from a decrease in store revenue, especially from Lovers stores. It was impacted by the Omicron Variant along with weather disruptions that forced store closures in the quarter. Still, a 23% increase in e-commerce sales made Honey Birdette grow its revenue by more than $22 million with the brand registering an 11% growth in brick and mortar.
Seeking Alpha • May 11

PLBY Group: Playboy And The Metaverse Could Imply Significant Stock Undervaluation

PLBY is the owner of Playboy, which is said to be one of the most recognizable brands in the world. If the company really launches a virtual Playboy Mansion in the Metaverse, the stock price could spike up. If management is also successful in its efforts in the gaming industry, net revenue could trend north.
Artículo de análisis • Feb 07

Is There An Opportunity With PLBY Group, Inc.'s (NASDAQ:PLBY) 46% Undervaluation?

Does the February share price for PLBY Group, Inc. ( NASDAQ:PLBY ) reflect what it's really worth? Today, we will...
Seeking Alpha • Feb 03

Playboy: Hopping Into The Metaverse

I initiate my coverage on Playboy with a buy recommendation and a target price of $43.53 per share, implying an upside potential of 153%. The new Playboy is overlooked, misunderstood and probably underappreciated. Few know that PLBY Group is developing into a technology company. Playboy is aiming to leverage its iconic brand into the digital economy, betting on growth drivers such as NFTs and the metaverse. With the launch of Centerfold, PLBY could be the prime competitor of OnlyFans, a business that unlocked enormous shareholder value. PLBY is not a value trade. This is a speculation. Thus, with an Implied Volatility of +100%, I recommend selling covered calls while the growth story develops.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ben Kohn en comparación con los beneficios de Playboy?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

-US$13m

Sep 30 2025n/an/a

-US$29m

Jun 30 2025n/an/a

-US$63m

Mar 31 2025n/an/a

-US$72m

Dec 31 2024US$2mUS$853k

-US$79m

Sep 30 2024n/an/a

-US$155m

Jun 30 2024n/an/a

-US$128m

Mar 31 2024n/an/a

-US$167m

Dec 31 2023US$2mUS$852k

-US$186m

Sep 30 2023n/an/a

-US$108m

Jun 30 2023n/an/a

-US$338m

Mar 31 2023n/an/a

-US$291m

Dec 31 2022US$4mUS$852k

-US$251m

Sep 30 2022n/an/a

-US$297m

Jun 30 2022n/an/a

-US$68m

Mar 31 2022n/an/a

-US$69m

Dec 31 2021US$33mUS$867k

-US$78m

Sep 30 2021n/an/a

-US$22m

Jun 30 2021n/an/a

-US$13m

Mar 31 2021n/an/a

-US$8m

Dec 31 2020US$2mUS$999k

-US$5m

Sep 30 2020n/an/a

-US$11m

Jun 30 2020n/an/a

-US$15m

Mar 31 2020n/an/a

-US$19m

Dec 31 2019US$8mUS$1m

-US$24m

Compensación vs. Mercado: La compensación total de Ben($USD2.36M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD1.55M).

Compensación vs. Ingresos: La compensación de Ben ha aumentado mientras la empresa no es rentable.

CEO

Ben Kohn

10yrs
Permanencia
US$2,364,766
Compensación

Mt. Bernhard L. Kohn, III, also known as Ben, has been the Chief Executive Officer, President of PLBY Group, Inc. since March 2021. Mr. Kohn served as the Chief Executive Officer, President and Chairman of...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Ben Kohn
CEO, President & Director10yrsUS$2.36m2.24%
$ 4.3m
Marc Crossman
Principal Accounting Officer3.2yrsUS$1.01m0.12%
$ 228.3k
Chris Riley
General Counsel & Secretary5.3yrsUS$1.01msin datos
David Miller
President of Playboyless than a yearsin datossin datos
Matthew Chesler
Investor Relation Officerno datasin datossin datos
4.2yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de PLBY se considera experimentado (4.2 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ben Kohn
CEO, President & Director15.2yrsUS$2.36m2.24%
$ 4.3m
Juliana Hill
Independent Director4.2yrsUS$202.83k0.078%
$ 151.4k
Suhail Rizvi
Chairman of the Board15.3yrsUS$161.41k3.29%
$ 6.3m
James Yaffe
Independent Director5.3yrsUS$197.83k0.085%
$ 163.7k
Tracey Edmonds
Independent Director5.3yrsUS$197.83k0.10%
$ 193.2k
Gyorgy Gattyan
Director1.3yrssin datos0.087%
$ 168.0k
5.3yrs
Permanencia media
57yo
Promedio de edad

Junta con experiencia: La junta directiva de PLBY se considera experimentada (5.3 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 20:52
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Playboy, Inc. está cubierta por 9 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Maria RippsCanaccord Genuity
Alex FuhrmanCraig-Hallum Capital Group LLC
James HeaneyJefferies LLC