SANTA MONICA, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK) a top manufacturer of toys and consumer products, and its costume division, Disguise, announced today a new licensing agreement with VIZ Media for Naruto, one of the best-selling and most beloved anime franchises of all time. Through the partnership, JAKKS will design, manufacture, market, and sell action figures, playsets, role-play items, and costumes, for Naruto in the United States and Canada. The all-new products ...

SANTA MONICA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK), a leading global manufacturer of toys and consumer products, today announced an exciting new partnership with Crunchyroll, the global brand fueling anime fandom, to design, manufacture, market, and sell an all-new extensive line of toys, cosplay, and collectibles based on popular anime properties from Crunchyroll’s library. Under the agreement, JAKKS will become one of the major US manufacturers to bring official Cru ...

New Global Distribution Across Venue Sales, Direct-to-Consumer, and Retail ChannelsSANTA MONICA, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK), a leading global manufacturer of toys and consumer products, and COVER Corporation, the Japanese public company behind the globally renowned hololive production, today announced a groundbreaking partnership to create and distribute officially licensed hololive consumer products in North America. Under the agreement, JAKKS Pacific will ...

Group 1: JAKKS Pacific, Inc. - JAKKS Pacific, Inc. is currently trading at $22.47 with a target price of $17.81, indicating a potential downside of 20.72% [1][5] - Investment analysts hold pessimistic views on JAKK, resulting in its exclusion from coverage [1] Group 2: Funko, Inc. - Funko, Inc. is trading at $5.24 with a target price of $5.63, suggesting a potential upside of 7.37% [2][5] - Funko is recognized for its pop culture-themed collectibles, which have gained popularity among consumers [2] Group 3: Flexsteel Industries, Inc. - Flexsteel Industries, Inc. is trading at $53.33 with a target price of $75.52, offering a substantial growth potential of 41.62% [3][5] - Flexsteel has the highest target price change among its peers, indicating strong growth prospects in the furniture industry [3] Group 4: Designer Brands Inc. - Designer Brands Inc. is trading at $7.56 with a target price of $4.55, suggesting a potential downside of 39.81% [4] - DBI's negative growth potential reflects challenges in the retail sector, similar to JAKK's situation [4]

Core Insights - JAKKS Pacific, Inc. has launched a next-generation cultural platform focused on anime, manga, and digital creators, marking a significant strategic initiative for the company [3][4] - This investment positions JAKKS at the forefront of a rapidly growing segment in global entertainment, aiming for sustained global growth and long-term shareholder value [4][6] Strategic Partnerships and Product Offerings - The platform will involve collaborations with top-tier partners across various sectors, including fandom engagement, licensing, and live entertainment, to create a diverse portfolio of collectibles and products [5][9] - Initial product launches are expected in 2027, with further details on partnerships and product lines to be announced throughout 2026 [10] Market Opportunities - JAKKS identifies a significant opportunity in live-event and influencer merchandising, targeting high-growth markets that have previously lacked premium product offerings [7] - The company aims to enhance consumer engagement and capitalize on record levels of interest in anime and manga [7] Distribution Strategy - A new global distribution infrastructure is being implemented to improve speed-to-market and expand reach across various consumer touchpoints [8] - This multi-layered network will include direct-to-consumer and experiential retail channels [8] Long-term Growth Strategy - The initiative represents a fundamental evolution in JAKKS' growth strategy, focusing on building a durable platform that can outperform traditional product cycles [9] - The company emphasizes its commitment to innovation and operational excellence in expanding its brand leadership [9]

JAKKS Pacific (NASDAQ: JAKK) published its fourth-quarter and full-year 2025 figures just after market close Thursday, and the investor response the following day was extremely positive. Market players piled into the veteran toy company's stock, pushing it to an impressive gain of nearly 24%. Not playing around Across the quarter, JAKKS's net sales were slightly over $127 million. Although this represented a year-over-year decline of 3% for the consumer discretionary company, it handily beat the average a ...

Financial Performance - Net sales for Q4 2025 were $127.1 million, a year-over-year decrease of 3%[5] - Full-year net sales decreased by 17% to $570.7 million compared to $691.0 million in 2024[5] - Net sales for Q4 2025 were $127.1 million, a decrease of 3% from $130.7 million in Q4 2024; for the full year, net sales dropped 17% to $570.7 million from $691.0 million[20] - Year-to-date net sales for 2025 were $570,671,000, down 17.4% from $691,042,000 in 2024[26] - Sales in the United States decreased by 8% in Q4 and 24% for the full year compared to the previous year[8] - Sales in the United States for Q4 2025 were $86,155,000, a decline of 7.8% from Q4 2024[26] - Latin America saw a significant increase in Q4 2025 sales, rising 106.2% to $8,849,000 compared to Q4 2024[26] Profitability Metrics - Gross margin improved to 31.0%, up 380 basis points compared to Q4 2024[5] - Adjusted EBITDA for Q4 2025 was $(3.8) million, an improvement of $6.3 million from $(10.2) million in Q4 2024[5] - Adjusted EBITDA for Q4 2025 was $(3.8) million, an improvement from $(10.2) million in Q4 2024; full-year adjusted EBITDA decreased to $35.4 million from $59.3 million[23] - Gross profit increased by 11% to $39.4 million in Q4 2025, compared to $35.6 million in Q4 2024; however, full-year gross profit decreased by 13% to $185.1 million from $213.0 million[20] - Adjusted net income for the full year was $18.6 million, down from $42.6 million in 2024[5] - The company reported a net loss of $5.3 million in Q4 2025, a 42% improvement from a net loss of $9.1 million in Q4 2024; for the full year, net income decreased by 71% to $9.9 million from $34.2 million[20] - Earnings per share (EPS) for Q4 2025 were $(0.47), compared to $(0.83) in Q4 2024; full-year EPS was $0.88, down from $3.27[20] - Adjusted earnings per share (basic) for Q4 2025 was $(0.18), improving from $(0.67) in Q4 2024[24] Expenses and Cost Management - Operating loss in Q4 2025 was $8.6 million, an improvement of $6.1 million from a loss of $14.7 million in Q4 2024[5] - Direct selling expenses decreased by 15% to $15.5 million in Q4 2025, while general and administrative expenses increased slightly by 1% to $32.3 million[20] - The cost of sales as a percentage of net sales improved to 69.0% in Q4 2025 from 72.8% in Q4 2024, indicating better cost management[21] - Interest income decreased by 47% to $0.2 million in Q4 2025, while interest expense decreased by 56% to $0.1 million[20] - Restricted stock compensation expense increased to $10,913,000 from $9,535,000, an increase of $1,378,000[24] Shareholder Returns - Cash returned to shareholders was $11.2 million, equating to $1 per common share[5] - The company declared a quarterly dividend of $0.25 per share, payable on March 30, 2026[9] Market Outlook - The overall market outlook remains cautious, with the company focusing on cost control and potential new product developments to drive future growth[20]

Core Insights - JAKKS Pacific experienced a decline in U.S. business by 7.8% in Q4 2025, attributed to higher tariffs and slower sell-through due to increased retail prices [1][6] - The company reported a total revenue of $127.1 million in Q4, down 2.8% year-over-year, with toy and consumer product net sales remaining roughly flat at $118 million [2][6] - The CEO described 2025 as a "defining year" with visible pressure on financial performance due to tariff policies, while emphasizing margin discipline and cost control [3][4] Financial Performance - Gross margin improved to 32.4%, the highest in over 15 years, while adjusted EBITDA loss narrowed to $3.8 million in Q4 [6][11] - Full-year adjusted EPS fell to $1.62 from $3.79, and operating margin dropped to 2.5% [6][17] - The company paid approximately $12 million in U.S. tariffs, impacting sales and customer ordering patterns [6][10] Sales and Market Trends - On a full-year basis, the toy and consumer product business fell 19%, with declines across all divisions ranging from 9% to 23% [7] - Fourth-quarter sales outside the U.S. rose 9.9% to $41 million, with significant growth in Latin America [1] - The company noted stabilization in Q4 after previous tariff shocks, benefiting from FOB shipments related to the Super Mario Galaxy film [8] Balance Sheet and Cash Flow - JAKKS ended 2025 with $54 million in cash and approximately $60 million in inventory, expecting low-to-mid-single-digit growth in 2026 [5][13] - The company generated over $8 million in cash flow from operations and paid $11.2 million in dividends [15] Product and Licensing Strategy - Key focus for early 2026 includes the launch of products tied to the Super Mario Galaxy movie, with additional plans for Sonic and Disney dolls [16][19] - The company is preparing for multiple theatrical releases in 2026, including Toy Story 5 and Moana, which are expected to drive sales [21][22]

Jakks Pacific (JAKK) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of a loss of $1.01. This compares to a loss of $0.67 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +82.18%. A quarter ago, it was expected that this toymaker would post earnings of $2.6 per share when it actually produced earnings of $1.8, delivering a surprise of -30.77%.Over the last four quarters, the company has sur ...

JAKKS Pacific (NasdaqGS:JAKK) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJohn Kimble - CFOStephen Berman - Chairman, CEO, and Co-FounderConference Call ParticipantsEric Beder - CEO and Senior Research AnalystGerrick Johnson - Managing Director and Senior Equity AnalystModeratorAfternoon, everyone. Welcome to the JAKKS Pacific fourth quarter and full year 2025 earnings conference call with management, who will review financial results for the quarter ended December 31st, 2025. JA ...