Core Insights - IDEAYA Biosciences has enrolled its first patient with non-small cell lung cancer (NSCLC) in a Phase 1/2 combination trial of IDE397 and Trodelvy, focusing on patients with methylthioadenosine phosphorylase (MTAP)-deletion solid tumors [1][2] - The collaboration with Gilead Sciences aims to explore the potential of this combination therapy across multiple solid tumors with MTAP-deletion, an area currently lacking approved targeted therapies [3][4] Company Overview - IDEAYA is a precision medicine oncology company dedicated to developing transformative cancer therapies, utilizing expertise in small-molecule drug discovery and bioinformatics to create targeted therapies aligned with genetic disease drivers [7] - The company has a robust pipeline focused on synthetic lethality and antibody-drug conjugates (ADCs) for molecularly defined solid tumor indications, aiming to improve clinical outcomes for cancer patients [7] Product Information - Trodelvy is currently approved in over 50 countries for second-line or later metastatic triple-negative breast cancer (TNBC) and in more than 40 countries for certain pre-treated HR+/HER2-metastatic breast cancer patients [5] - The use of Trodelvy in MTAP-deletion NSCLC and urothelial cancer (UC) is investigational, with safety and efficacy yet to be established [6]

PresentationStephen LaszczykResearch Analyst All right. Great. Thank you, everyone, for joining us this morning. Welcome to the GS Global Retailing Conference. For those who don't know me, my name is Stephen Laszczyk, and I'm the Lead Entertainment Analyst here at Goldman Sachs. And to kickoff this morning, we are excited to welcome to the conference this year, Ynon Kreiz and Paul Ruh, the CEO and CFO of Mattel. Thank you both for being with us today. ...

Mattel (MAT) FY 2025 Conference September 03, 2025 08:55 AM ET Company ParticipantsStephen Laszczyk - Vice PresidentYnon Kreiz - Chairman & CEOPaul Ruh - CFOStephen LaszczykAll right, great. Thank you, everyone, for joining us this morning. Welcome to the GS Global Retailing Conference. For those who don't know me, my name is Stephen Laschick, and I'm the Lead Entertainment Analyst here at Goldman Sachs. To kick off this morning, we're excited to welcome to the conference this year Ynon Kreiz and Anthony Di ...

Mattel (MAT) FY 2025 Conference September 03, 2025 08:55 AM ET Speaker0All right, great. Thank you, everyone, for joining us this morning. Welcome to the GS Global Retailing Conference. For those who don't know me, my name is Stephen Laschick, and I'm the Lead Entertainment Analyst here at Goldman Sachs. To kick off this morning, we're excited to welcome to the conference this year Ynon Kreiz and Anthony DiSilvestro, the CEO and CFO of Mattel. Thank you both for being with us today.Speaker1Thank you for inv ...

Mattel (MAT) FY 2025 Conference September 03, 2025 08:55 AM ET Speaker0All right, great. Thank you, everyone, for joining us this morning. Welcome to the GS Global Retailing Conference. For those who don't know me, my name is Stephen Laschick, and I'm the Lead Entertainment Analyst here at Goldman Sachs. To kick off this morning, we're excited to welcome to the conference this year Ynon Kreiz and Anthony DiSilvestro, the CEO and CFO of Mattel. Thank you both for being with us today.Speaker1Thank you for inv ...

Zurich, Aug. 28, 2025 (GLOBE NEWSWIRE) -- AirConsole, the pioneering in-car gaming platform that transforms car rides into shared entertainment experiences, is arriving in the new Porsche Macan later this year. This collaboration will bring a curated library of casual, multiplayer games into Porsche’s entertainment environment, offering new ways for passengers to stay connected, engaged, and entertained either while parked or on the go, all controlled by their smartphones. “Our collaboration with Porsche is ...

Core Insights - Mattel's recent earnings report showed adjusted EPS of 19 cents, surpassing the Zacks Consensus Estimate of 16 cents, while net sales of $1.02 billion fell short of the consensus estimate of $1.06 billion, marking a 6% decline year over year [5][2] - The company demonstrated resilience in its second-quarter performance, achieving gross margin expansion and international growth despite challenges in the U.S. market [3][4] Financial Performance - Adjusted gross margin improved to 51.2%, up 200 basis points year over year, driven by cost savings and a favorable product mix, although partially offset by cost inflation [10] - Adjusted EBITDA for the quarter was $169.9 million, slightly down from $170.8 million in the prior-year quarter [11] Segment Analysis - North America segment net sales declined 16% year over year, attributed to decreased sales in Dolls and Infant, Toddler, and Preschool categories [6] - In contrast, the International segment saw a 7% increase in net sales year over year, primarily driven by growth in the EMEA and Asia Pacific regions [7] Category Performance - Worldwide gross billings from Mattel Power Brands decreased by 4% year over year to $1.15 billion, with Barbie gross billings falling by 25% [8] - Hot Wheels gross billings increased by 9%, while Fisher-Price saw a decline of 21% year over year [9] Balance Sheet - As of June 30, 2025, Mattel's cash and cash equivalents rose to $870.5 million from $722.4 million a year earlier, while long-term debt decreased to $1.73 billion from $2.33 billion [12] Market Outlook - Estimates for Mattel have trended downward, with a consensus estimate shift of -5.69% over the past month, indicating a cautious outlook [13] - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [15]

Core Insights - The report highlights the strong performance of overseas IP leaders, with significant revenue growth in the IP-related sector [2][3][4] - Disney's experience business showed resilience, with total revenue increasing by 2% year-on-year to $23.7 billion, and operating profit rising by 8% to $4.6 billion in Q3 FY25 [2] - Sanrio reported a remarkable 49% year-on-year revenue growth in Q1 FY26, with revenue from the China region doubling [3] - Bandai Namco achieved a steady revenue increase of 7.1% year-on-year in Q1 FY26, driven by strong performance from its IPs [3] - CyberAgent's media and IP business saw a 10.9% year-on-year revenue growth in Q3 FY25, with significant profit increases in both media/IP and gaming sectors [4] Company Summaries - **Disney**: In Q3 FY25, the entertainment segment generated $10.7 billion in revenue (up 1% year-on-year), while the experience segment saw an 8% increase to $9.1 billion [2] - **Sanrio**: For Q1 FY26, the company reported revenue of 43.1 billion yen (up 49% year-on-year) and a net profit of 14.19 billion yen (up 38%) [3] - **Bandai Namco**: The company recorded revenue of 300.43 billion yen in Q1 FY26, with a net profit of 38.33 billion yen, reflecting a 12.6% year-on-year increase [3] - **CyberAgent**: The company achieved revenue of 210.78 billion yen in Q3 FY25, with a net profit of 8.24 billion yen, marking a 46.6% year-on-year increase [4] - **Hasbro**: In Q2 FY25, Hasbro reported revenue of $981 million, a slight decline of 1% year-on-year, with the Wizards segment growing by 16% [5] - **Mattel**: The company generated $1.019 billion in revenue in Q2 FY25, down 6% year-on-year, with mixed performance across different product categories [6] - **DeNa**: In Q1 FY25, DeNa's revenue reached 41.7 billion yen, a 23% year-on-year increase, with a significant rise in gaming revenue [7]

Investment Rating - The industry investment rating is "Increase Holding" [7] Core Viewpoints - Recent financial reports from overseas IP leaders show growth in IP-related revenues [2] - The overall market capitalization of the industry is 16,817.42 billion yuan, with a circulating market value of 15,402.81 billion yuan [3] - The report highlights strong performance from key companies such as Bubble Mart, which has a projected EPS growth from 0.81 yuan in 2023 to 5.45 yuan in 2026, and a PE ratio decreasing from 316 in 2023 to 47 in 2026 [1] Summary by Relevant Sections Key Company Status - Bubble Mart: Current stock price is 278.0 yuan, with EPS projected to grow from 0.81 yuan in 2023 to 5.45 yuan in 2026, and a PE ratio decreasing from 316 to 47 [1] - Damai Entertainment: Current stock price is 1.2 yuan, with EPS projected to grow from 0.02 yuan in 2023 to 0.05 yuan in 2026, and a PE ratio decreasing from 54 to 22 [1] - Shanghai Film: Current stock price is 36.5 yuan, with EPS projected to grow from 0.28 yuan in 2023 to 0.73 yuan in 2026, and a PE ratio decreasing from 130 to 50 [1] - Zhongwen Online: Current stock price is 25.3 yuan, with EPS projected to recover from -0.33 yuan in 2024 to 0.09 yuan in 2026, and a PE ratio decreasing from 222 to 281 [1] - Rongxin Culture: Current stock price is 25.6 yuan, with EPS projected to recover from -0.53 yuan in 2024 to 0.47 yuan in 2026, and a PE ratio decreasing from 214 to 55 [1] Market Trends - Disney's total revenue increased by 2% year-on-year to 23.7 billion USD, with the entertainment sector generating 10.7 billion USD [5] - Sanrio reported a 49% year-on-year revenue increase to 430.97 billion JPY, with a 120% increase in revenue from the Chinese market [5] - CyberAgent's revenue grew by 10.9% year-on-year to 210.78 billion JPY, driven by strong performance in media and IP businesses [6] - Hasbro's Wizards segment saw a 16% revenue increase, primarily due to growth in the Magic: The Gathering franchise [6] - DeNa's gaming business maintained high growth, with a 23% year-on-year revenue increase to 417 billion JPY [6]

The collaboration between Mattel, Inc. and 7-Eleven brings back the thrill of play with the first-ever branded Hot Wheels® die-cast car IRVING, Texas, July 31, 2025 /PRNewswire/ -- 7-Eleven, Inc. is flashing back to the glory days of die-cast dreams for an epic collaboration with Mattel, Inc. (NASDAQ: MAT). The new 7-Eleven x Hot Wheels® collection features a lineup of collectibles built for car fanatics and skateboard lovers alike, including the first- ever branded Hot Wheels die-cast car – a Silver Series ...