UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-35448 JAKKS Pacific, Inc. (Exact Name of Registrant as Specified in Its Charter) | Delaware | 95-4527222 | | --- | --- | | (State or Other Jurisdiction of | (I.R.S. Employer | | Incorporation or Organization) | Identification No.) | | 2951 28th Street Santa Monica, California ...

PACIF TIM First Quarter 2025 Earnings Presentation April 29, 2025 5:00 PM Eastern / 2:00 PM Pacific Registration: 1Q25 Registration link Webcast: 1Q25 Webcast link EXECUTIVE TEAM ON THE CALL Note: The following presentation includes unaudited information STEPHEN BERMAN Chairman & Chief Executive Officer JOHN KIMBLE Executive Vice President & Chief Financial Officer 2 SAFE HARBOR STATEMENT The Company would like to point out that any comments made about JAKKS Pacific's future performance, events or circumsta ...

JAKKS Pacific (JAKK) Q1 2025 Earnings Call April 29, 2025 09:54 PM ET Speaker0 Good afternoon, everyone. Welcome to the JAKKS Pacific First Quarter twenty twenty five Earnings Conference Call with Management, who will review financial results for the quarter ended 03/31/2025. JAKKS issued its earnings press release earlier today. The earnings release and presentation slides related to today's call are available on the company's recently remodeled website in the Investors section. On the call this afternoon ...

Core Viewpoint - Jakks Pacific reported a quarterly loss of $0.03 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.72, marking an earnings surprise of 95.83% [1] Financial Performance - The company posted revenues of $113.25 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 22.81%, compared to $90.08 million in the same quarter last year [2] - Over the last four quarters, Jakks has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Jakks shares have declined approximately 30.6% since the beginning of the year, while the S&P 500 has decreased by 6% [3] - The current Zacks Rank for Jakks is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.72 on revenues of $150.94 million, and for the current fiscal year, it is $4.14 on revenues of $691.74 million [7] - The estimate revisions trend for Jakks is currently unfavorable, which may impact future stock movements [6] Industry Context - The Toys - Games - Hobbies industry, to which Jakks belongs, is currently ranked in the bottom 7% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Jakks may also be influenced by the overall outlook for the industry [8]

JAKKS Pacific (JAKK) Q1 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Stephen Berman - Chairman and CEOJohn Kimble - CFO Conference Call Participants Eric Beder - CEO & Senior Research AnalystTom Forte - Managing Director & Senior Consumer Internet Analyst Operator Good afternoon, everyone. Welcome to the JAKKS Pacific First Quarter twenty twenty five Earnings Conference Call with Management, who will review financial results for the quarter ended 03/31/2025. JAKKS issued its earnings p ...

JAKKS Pacific (JAKK) Q1 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Stephen Berman - Chairman and CEOJohn Kimble - CFO Conference Call Participants Eric Beder - CEO & Senior Research AnalystTom Forte - Managing Director & Senior Consumer Internet Analyst Operator Good afternoon, everyone. Welcome to the JAKKS Pacific First Quarter twenty twenty five Earnings Conference Call with Management, who will review financial results for the quarter ended 03/31/2025. JAKKS issued its earnings p ...

Financial Performance - Net sales for Q1 2025 were $113.3 million, a 26% increase from $90.1 million in Q1 2024[8] - Gross profit reached $39.0 million, up $17.9 million compared to $21.1 million in Q1 2024, with a gross margin of 34.4% versus 23.4% in the prior year[6] - Operating loss improved to $3.8 million from an operating loss of $21.3 million in Q1 2024[6] - Adjusted net loss attributable to common stockholders was $0.4 million (or $0.03 per share), significantly better than an adjusted net loss of $11.3 million (or $1.09 per share) in Q1 2024[6] - Adjusted EBITDA for Q1 2025 was $354,000, a substantial improvement from $(17,235,000) in Q1 2024, reflecting a 1940 basis points increase[26] - Net loss attributable to common stockholders decreased to $(2,382,000) from $(13,175,000), an 82% improvement[26] - Loss per share improved to $(0.21) from $(1.27) in the previous year[23] Sales Growth - International sales increased to $21.0 million, up from $16.3 million last year, with Europe showing over 100% growth from $5.7 million to $11.8 million[8] - Sales in the United States grew by 26.3% to $88,944,000 compared to $70,430,000 in Q1 2024[28] - The Dolls, Role-Play/Dress Up division saw a 36.7% increase in sales to $55,463,000 from $40,574,000[28] - Europe experienced a significant sales increase of 105.9% to $11,810,000 from $5,735,000[28] Financial Stability - Cash and cash equivalents totaled $59.4 million as of March 31, 2025, compared to $35.5 million a year earlier[9] - Inventory was $53.2 million, up from $46.3 million in Q1 2024[9] - The company eliminated all long-term debt in 2023, enhancing its financial stability[4] Dividend Declaration - The company declared a quarterly dividend of $0.25 per share, payable on June 27, 2025[7] Strategic Focus - JAKKS Pacific is focusing on growth opportunities in Europe and Latin America, which are currently delivering real growth[5] Cost Management - The overall cost of sales as a percentage of net sales decreased to 65.6% from 76.6% year-over-year[24]

Sales up 26% vs. prior year; Board approves 25 cent quarterly dividendSANTA MONICA, Calif., April 29, 2025 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK) today reported financial results for the first quarter ended March 31, 2025. First Quarter 2025 Net sales were $113.3 million, a year-over-year increase of $23.2 million or 26%, driven in part by demand for product related to last quarter’s film releasesGross margin of 34.4% vs. 23.4% in Q1 2024, driven by improved margin of new product launches al ...

POWAY, Calif., April 15, 2025 (GLOBE NEWSWIRE) -- Disguise, Inc., a prominent global leader in the costume industry, and a subsidiary of global toy and consumer products leader JAKKS Pacific, Inc. (NASDAQ:JAKK), is proud to announce a multi-year licensing agreement with SEGA of America, Inc. granting Disguise the sole rights to create Sonic the Hedgehog costumes for distribution across North America, Europe, the Middle East, Africa (EMEA), and Latin America (LATAM), this commences, Disguise's entitlement as ...

POWAY, Calif., April 14, 2025 (GLOBE NEWSWIRE) -- Disguise, Inc., the costume division of global toy and consumer products leader JAKKS Pacific, Inc. (NASDAQ:JAKK), is pleased to announce that it has secured North American rights to design, develop, manufacture, and distribute costumes and costume accessories for PAW Patrol ®, the top-rated animated preschool series produced by Spin Master Entertainment that airs on Nickelodeon, as well as the highly anticipated theatrical release of PAW Patrol ™: The Dino ...