Added to YB: 2026-10-05
Pitch date: 2026-10-01
TNIE.DE [bullish]
tonies SE
+6.67%
current return
Author Info
No bio for this author
Company Info
tonies SE, through its subsidiaries, develops, produces, and distributes digital, cloud based, and interactive audio platform and entertainment system for children in Germany, the United States, the United Kingdom, France, and internationally.
Market Cap
EUR 1.4B
Pitch Price
EUR 11.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.40
P/E
-101.66
EV/Sales
1.98
Sector
Leisure Products
Category
growth
Not So Fast - tonies SE
TNIE.DE (hold): Tonies’ U.S. retail opportunity is expanding as the country becomes its largest market at over 40% of revenue. A Walmart product director said store penetration rose from 15–20% last year to roughly 70–80% this year, while Tonies has reportedly been growing 60–80% at Walmart versus last year. More shelf space, Toniebox Lite and major content partnerships could support H2, although affordability remains an issue and shelf expansion is still under discussion.
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