Playboy 과거 순이익 실적
과거 기준 점검 0/6
Playboy 의 수입은 연평균 -4.4%의 비율로 감소해 온 반면, Luxury 산업은 연평균 6.5%의 비율로 증가했습니다. 매출은 연평균 11.4%의 비율로 감소해 왔습니다.
핵심 정보
-4.42%
순이익 성장률
5.59%
주당순이익(EPS) 성장률
| Luxury 산업 성장률 | 12.25% |
| 매출 성장률 | -11.36% |
| 자기자본이익률 | -69.75% |
| 순이익률 | -10.48% |
| 다음 순이익 업데이트 | 11 May 2026 |
최근 과거 실적 업데이트
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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Playboy가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Dec 25 | 121 | -13 | 91 | 0 |
| 30 Sep 25 | 120 | -29 | 93 | 0 |
| 30 Jun 25 | 120 | -63 | 96 | 0 |
| 31 Mar 25 | 117 | -72 | 100 | 0 |
| 31 Dec 24 | 116 | -79 | 99 | 0 |
| 30 Sep 24 | 175 | -155 | 126 | 0 |
| 30 Jun 24 | 161 | -128 | 117 | 0 |
| 31 Mar 24 | 136 | -167 | 103 | 0 |
| 31 Dec 23 | 143 | -186 | 118 | 0 |
| 30 Sep 23 | 96 | -108 | 101 | 0 |
| 30 Jun 23 | 125 | -338 | 120 | 0 |
| 31 Mar 23 | 174 | -291 | 147 | 0 |
| 31 Dec 22 | 186 | -251 | 151 | 0 |
| 30 Sep 22 | 236 | -297 | 214 | 0 |
| 30 Jun 22 | 249 | -68 | 211 | 0 |
| 31 Mar 22 | 251 | -69 | 198 | 0 |
| 31 Dec 21 | 247 | -78 | 186 | 0 |
| 30 Sep 21 | 197 | -22 | 105 | 0 |
| 30 Jun 21 | 174 | -13 | 87 | 0 |
| 31 Mar 21 | 159 | -8 | 74 | 0 |
| 31 Dec 20 | 148 | -5 | 60 | 0 |
| 30 Sep 20 | 123 | -11 | 53 | 0 |
| 30 Jun 20 | 106 | -15 | 47 | 0 |
| 31 Mar 20 | 91 | -19 | 46 | 0 |
| 31 Dec 19 | 78 | -24 | 45 | 0 |
| 31 Dec 18 | 101 | 2 | 32 | 0 |
양질의 수익: PLBY 은(는) 현재 수익성이 없습니다.
이익 마진 증가: PLBY는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: PLBY은 수익성이 없으며 지난 5년 동안 손실이 연평균 4.4% 증가했습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 PLBY의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: PLBY은 수익성이 없어 지난 해 수익 성장률을 Luxury 업계(-1.3%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: PLBY는 현재 수익성이 없으므로 자본 수익률이 음수(-69.75%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 20:11 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Playboy, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Maria Ripps | Canaccord Genuity |
| Alex Fuhrman | Craig-Hallum Capital Group LLC |
| James Heaney | Jefferies LLC |