Every initiative we embark on is designed to benefit our core community. Creating content, growing cultural relevance, and building something big and exciting ultimately draws more people into the huddle. We’re seeing an uptick in NFT collectors from around the world who appreciate both the lore and the new products, and are choosing to join us on this journey.

Pudgy World Goes Live

Pudgy World for us symbolizes a bridge between physical products and digital experiences. If you’ve been following along you know that every Pudgy Toy comes with a QR code that unlocks digital traits. These traits are now finally coming into play.

Pudgy World removes friction and invites users in naturally. It’s a browser-based multiplayer experience built for mass audiences:

• Free-to-play
• 12 explorable towns inside The Berg
• Quests, mini-games, and social interactions
• Narrative-driven onboarding

We also launched Pudgy World traits on Amazon, so consumers can customize their penguins with exclusive digital traits, while also getting exposed to the myriad of products offered on our Amazon store front.

Alongside Pudgy World, our trading card game, Vibes, and our mobile battle-royale game Pudgy Party, are each impressively growing within their respective categories and expanding the community far beyond what was possible in previous years.

Vibes TCG is particularly gaining serious momentum in real life, with massive support and a strong presence at tournaments and shows, spaces where players have traditionally only shown interest in established legacy titles like Pokémon and Magic: The Gathering.

Product Expansion - Pengu & Polly

This year, we started leaning into products that evoke emotion, and it worked. For Valentine’s Day, we released a limited edition plush bouquet featuring Pengu and Polly. It was quickly sold out online and at our dedicated NYC pop-up that drew a massive crowd. One of our key findings from our NYC pop-up was that people were not only showing up just for the product, but because they already knew, loved, and supported the Pudgy Penguins brand.

We also introduced Icebreakers, a card game designed to bring couples closer together. Icebreakers also sold out within a week.

Iconic Collaborations

As we continue blending Pudgy Penguins into mainstream culture, we’ve partnered on a range of standout products across different audiences.

BE@RBRICK

A BE@RBRICK x Pengu collectible set featuring two figure sizes, released in a limited run of 750.

Care Bears

A Care Bear x Pudgy Penguins mini plush keychain.

PEZ

A nostalgic Pengu-themed candy dispenser, first debuted in Florida before expanding online to online retail.

Man City

A premium collectible and merch collaboration with Man City, one of the most successful football clubs in the sport's history, marking Pudgy Penguins' entrance into global sports culture.

Gearing up for expansion

Seasonal releases are just the beginning. We're preparing retail for a wide range of new items featuring the characters they know and love.

Pengu Card

We introduced the Pengu Card in collaboration with Kast, extending the ecosystem into everyday use. It brings Pengu beyond social media and into real-world spending, connecting ownership with practical utility in a way that aligns with the broader direction of the brand.

The virtual card quickly reached 100,000 sign-ups, and we’re now anticipating the launch of the physical version.

Mystery Boxes: Live Collecting Culture

The release of our Mystery Boxes added another powerful layer to the ecosystem:

• Live reveal moments through streams and social posts
• Community-driven tracking of contents and rarity
• Mix of known and unreleased items creating a sense of anticipation and memorable unboxing experiences

Viewers packed into multiple livestreams to watch new, unreleased, and exclusive Pudgy Penguins items being revealed in real time; big props to DYLI for their great execution.

These moments turned collecting into a shared, real-time experience.

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Distribution Engine: GIF Dominance

Pudgy Penguin’s reach extends far beyond our owned social channels through our use of GIF libraries including GIPHY, Tenor, and Klipy. The Pudgy Penguins GIFs give:

• Hundreds of millions of daily views
• Billions of impressions monthly
• Constant presence in everyday conversations

Real Life Events

NHL Winter Classic

We brought the Pengu vibes to the NHL Winter Classic, and the response was unreal.

Pengu goodies had fans lining up throughout the event. Organizers told us that it was the most visited booth at the NHL Winter Classic.

SXSW

For SXSW, we ran a series of activations that bridged product and culture.

An exclusive Vibes TCG promo card, paired with a wearable case, drove strong on-ground buzz. We also teased IceBreakers and our upcoming April drops to build demand, and partnered with merch on a gift-with-purchase program, introducing new audiences to Pudgy Penguins through plush clip-ons and cards.

What's Next

Q1 wasn’t just about what Pudgy Penguins shipped. It was about everything starting to click.

From games to toys, from community to culture, each piece is now reinforcing the other. What once felt like separate efforts is becoming a cohesive system that compounds.

Next, we scale it.

More global takeovers, more iconic moments, more products in the wild, and a growing community pushing it forward.