Core Insights - Netflix is collaborating with Hasbro and Mattel to launch "KPop Demon Hunters" toys, capitalizing on the film's success, which has garnered over 325 million views globally, making it Netflix's most popular film to date [1][2] Group 1: Partnership Details - The partnership will enable Netflix to provide a range of consumer products based on the animated film, with Mattel focusing on dolls, action figures, and playsets, while Hasbro will produce plush toys, electronics, and board games [2] - There may be some overlap in product categories between Mattel and Hasbro, indicating a collaborative yet competitive approach in the toy market [2] Group 2: Product Launch Information - Mattel is currently accepting pre-orders for a three-pack of dolls featuring characters from the film, while Hasbro's initial offering is a "KPop Demon Hunters" themed Monopoly Deal game [3] - Merchandise from both companies is expected to be available in retail stores by spring 2026 [3] Group 3: Market Response - The collaboration is seen as a response to fan demand for related merchandise, as stated by Netflix's chief marketing officer, highlighting the strong consumer interest in the film's characters and themes [4]

Core Insights - Hasbro, Inc. is set to report its third-quarter fiscal 2025 results on October 23, with previous earnings exceeding estimates by 66.7% [1][10] Earnings Estimates - The Zacks Consensus Estimate for earnings is $1.66 per share, reflecting a 4.1% decline from $1.73 a year ago, while revenue is estimated at $1.35 billion, indicating a 5% increase from the prior year [2] Revenue Drivers - The growth in Hasbro's top line is expected to be driven by the continued success of Wizards of the Coast and Digital Gaming, which are key growth engines [3] - Strong backlist sales from Final Fantasy are anticipated to contribute positively, reinforcing the MAGIC franchise [3] - Organized play participation and community engagement are providing recurring revenue support, alongside successful licensing initiatives like MONOPOLY GO! [4] Consumer Products Performance - Consumer Products revenue is projected to decline by 7.1% year over year to $798.6 million, while Wizards of the Coast & Digital Gaming revenues are expected to rise by 23.4% to $498.5 million [6] Profitability Challenges - Profitability may be impacted by structural cost pressures and a challenging macroeconomic environment, including rising tariffs on imports from China and potential retaliatory duties from other manufacturing hubs [7][10] Earnings Prediction - The model indicates a likelihood of an earnings beat for Hasbro, supported by a positive Earnings ESP of +1.21% and a Zacks Rank of 2 (Buy) [8]

Core Insights - Range Financial Group initiated a stake in Hasbro valued at approximately $2.89 million, acquiring about 38,131 shares, representing 1.04% of the fund's total reportable AUM as of September 30, 2025 [4][5]. Company Overview - Hasbro reported trailing twelve-month revenue of $4.25 billion for the period ending Q2 2025, with a net income of -$568.30 million and a dividend yield of 3.74% as of October 18, 2025 [6][7]. - The company operates in the global play and entertainment sector, leveraging well-known brands and intellectual property across consumer products, digital gaming, and media content [10]. - Hasbro generates revenue through product sales, licensing of intellectual property, and content distribution across various channels, including mass-market retailers and e-commerce platforms [11]. Financial Performance - In the first half of 2025, Hasbro experienced a 7% year-over-year revenue growth to $1.9 billion, driven by strong sales in its Wizards of the Coast and digital products [13]. - Despite revenue growth, Hasbro reported an operating loss of $627.5 million in the first half of 2025 due to a goodwill impairment charge exceeding $1 billion [14]. - The company has raised its full-year revenue guidance to the mid-single digits in constant currency, indicating potential for future growth [13]. Investment Implications - The initiation of a position by Range Financial Group suggests confidence in Hasbro's stock, particularly considering its attractive dividend yield of 3.74% [12][15]. - Hasbro's significant revenue quarter is expected in Q4, coinciding with the holiday season, which could positively impact stock performance [15].

Group 1 - The core strategy of Hasbro in China involves enhancing the operation of its IPs like Peppa Pig and Transformers while exploring new growth paths through emotional connections in the evolving IP 2.0 era [1][2] - Hasbro is actively developing multiple experiential projects, including indoor entertainment centers featuring Peppa Pig and other IPs, as well as themed restaurants like Transformers-themed dining [1][2] - The company is committed to continuously updating content to maintain the popularity of its IPs, with new seasons of Peppa Pig and Transformers series set to launch in the coming years [2][3] Group 2 - The rise of new IPs in China, which succeed without relying on traditional narratives, has influenced Hasbro's IP operation strategy [3] - Hasbro's global licensing strategy has led to a 300% year-on-year growth in overseas revenue for its Chinese partners in 2024, supported by policy, localization, and international exposure [3] - The Chinese licensing market is projected to continue its growth, with retail sales of licensed products expected to reach 155.09 billion yuan in 2024, a 10.7% increase year-on-year [3][4]

在这样的行业浪潮中，孩之宝不断调整战略布局，继续推进"玩乐制胜"战略。玛丽安娜·詹姆斯表示， 孩之宝将以"未来玩乐生态""可持续盈利的品牌经营模式""合作伙伴赋能""终身粉丝陪伴"及"多元品牌矩 阵"五大支柱为核心，加速推进全球战略落地，持续引领玩乐产业创新与授权行业发展。 新华财经上海10月15日电（记者王淑娟）当前，全球授权行业已进入多元化发展新阶段，IP价值持续释 放，跨界融合成为行业趋势。在孩之宝（纳斯达克：HAS）14日举行的授权峰会上，孩之宝全球授权业 务高级副总裁玛丽安娜·詹姆斯（Marianne James）表示，孩之宝的目标是到2027年触达超过7.5亿粉 丝，以授权业务持续推动增长与创新，为全球粉丝创造更多欢乐时刻与情感联结。 近年来，中国授权市场展现出强劲的增长动力。随着年轻群体对个性化、情感化产品需求的提升，IP授 权正从传统玩具、文具领域向餐饮、时尚、文旅、数字娱乐等多领域延伸，构建起更广阔的产业生态。 在授权品类与零售渠道拓展方面，孩之宝积极为合作伙伴赋能，助力其本地化与国际化的布局。近年 来，孩之宝与合作伙伴在本地市场及海外市场实现快速增长，例如：1000多家名创优品店铺上线"粉 ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Hasbro (HAS) , which belongs to the Zacks Toys - Games - Hobbies industry.This toy maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 60.95%.For the last reported quarter, Hasbro came out with earnings of $1.3 per share versus the Zacks Consensus E ...

Group 1 - Hasbro's stock has gained approximately 4% over the past year, indicating modest performance [1] - The company has faced significant challenges due to President Trump's tariff policies, particularly because of its reliance on Chinese imports [1]

Core Insights - Hasbro, Inc. has launched the Women Innovators of Play Design Challenge to encourage female participation in the toy and game industry [1] - The submission period for the challenge is from October 9, 2025, to November 13, 2025 [1] - The initiative aims to address the underrepresentation of women in fields such as science, engineering, game design, and toy invention [1] Company Initiatives - Hasbro is committed to promoting a more inclusive environment within the toy and game industry for women [1] - The challenge is part of Hasbro's broader mission to foster innovation and diversity in play [1] Industry Context - The toy and game industry has historically seen a significant gender gap, particularly in creative and technical roles [1] - By launching this challenge, Hasbro aims to inspire more women to engage in these fields and contribute to the industry's evolution [1]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Hasbro, Inc. due to allegations of mismanagement and misrepresentation regarding inventory levels and sales performance during a specified class period [1][5]. Company Overview - Hasbro, Inc. is facing a class action lawsuit that claims the company misrepresented the quality and appropriateness of its inventory levels compared to customer demand [5]. - The lawsuit alleges that Hasbro had a significant buildup of inventory that exceeded customer demand, leading to financial difficulties [5]. Financial Performance - On January 26, 2023, Hasbro announced a 17% year-over-year revenue contraction for the fourth quarter of fiscal year 2022, which prompted the company to lay off 15% of its global workforce [5]. - Following this announcement, Hasbro's stock price fell by more than 8% [5]. - On October 26, 2023, Hasbro reported an 18% decline in Consumer Product revenues year-over-year and significantly reduced its guidance for the remainder of the year [5]. - The CEO disclosed a forecast of approximately $50 million in one-time costs related to inventory management and marketing efforts, which led to an additional 11.7% drop in the stock price [5].

Industry Overview - Halloween spending is projected to increase by 13% year-over-year (YOY) to over $13 billion, indicating strong consumer interest despite overall spending cuts due to inflation [2][3] - Retailers specializing in holiday goods are expected to benefit from this increase in consumer spending [2] Walmart - Walmart is anticipated to be a primary destination for Halloween shopping, with a current stock price of $102.99 and a 12-month price forecast of $112.38, representing a 9.12% upside [3][4] - The company has shown a year-to-date return of nearly 15% and is expected to achieve over 18% earnings growth [4] - Walmart's e-commerce business has surged by 25% YOY, and the company is exploring growth in advertising, membership income, and international expansion [5] - Despite concerns over high valuation and tariff risks, analysts remain bullish, with 30 out of 31 ratings being a Buy [6] Hasbro - Hasbro's stock is currently priced at $75.96, with a 12-month price forecast of $87.64, indicating a 15.37% upside [8] - The company has reported strong growth in digital gaming and its Wizards of the Coast segment, with a 23% YOY revenue increase in the last quarter [9] - Although consumer products linked to Halloween saw a 16% decline in sales, October is expected to be a positive month for Hasbro [10] - Analysts rate Hasbro as a Moderate Buy, with 10 out of 12 ratings being positive and a potential upside of over 17% [11] Tootsie Roll - Tootsie Roll's stock is currently priced at $42.42, with a forecast indicating a significant downside, but it remains a Buy based on one analyst rating [12] - The company has shown a 14% YOY improvement in EPS despite economic headwinds, with a 3% sales growth [13] - Tootsie Roll offers a dividend yield of 0.84% and maintains a conservative balance sheet, providing flexibility for future challenges [14][15]