Added to YB: 2025-04-30
Pitch date: 2025-04-29
PLBY [bullish]
PLBY Group, Inc.
Author Info
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Company Info
PLBY Group, Inc. operates as a pleasure and leisure company in the United States, Australia, China, the United Kingdom, and internationally.
Market Cap
$91.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Who Am I?....Episode 4 / PLBY Group (PLBY)
PLBY: Iconic 70-year brand at 98% below peak now FCF+ after debt restructuring. New strategic partner deal guarantees 3x market cap in licensing fees (90% margins). Partner buying 30% stake at 50% premium. Final non-core asset sale will clear most debt. Scenarios range from 7x FCF (no growth) to 2x FCF (full recovery), with 40-65% FCF margins, protected by min. guarantees.
Read full article (3 min)