Tonies SE Q3 2026 Financial Performance Boosted by Early Product Launches

Tonies SE reported robust financial results for the third quarter of 2026, with sales reaching €180 million, a 28% year-on-year increase. This performance exceeded market expectations and was partly driven by early releases of popular products such as Pokémon and Bluey figurines, as well as the exclusive Toniebox Lite.

The company's figurines played a significant role in driving sales, accounting for 73% of Q3 revenue. Sales of Tonies increased by 35% year-on-year, while Toniebox sales grew by 13%. In the North American market, sales surged 42%, further solidifying Tonies' growing international market share, now at 63% of total nine-month sales.

Heading into the holiday season, Tonies aims for single-digit growth in Q4 to meet its annual target of over €760 million in revenue. The company's adjusted EBITDA margin guidance of 9-11% remains on track, supported by strong holiday indicators and expanded retail partnerships in the U.S.