路透社 首席执行官Ynon Kreiz表示，零售商订货模式的时间变化对美泰第二季度美国业务产生了巨大影响。他 预计，公司将在今年下半年挽回大部分销售损失。 目前，美泰预计，2025年净销售额将增1%至3%，而2月份的目标是增长2%至3%。公司预计调整后每股 收益在1.54美元至1.66美元之间，低于此前1.66美元至1.72美元的预期。 来源：环球网 【环球网财经综合报道】据路透社报道，玩具制造商美泰（Mattel）下调年度业绩预期。而两个月前， 该公司曾撤销预期。此外，美泰公布第二季度营收大幅下滑，原因是北美芭比娃娃（Barbie）销售疲 软，以及全球贸易不确定性导致需求受挫。 调整后毛利率预计为50%，而2024年为50.9%。 值得一提的是，竞争对手孩之宝（Hasbro）上调了年度营收预期，但警告称，由于关税不确定性，其美 国客户已将订单推迟至今年晚些时候。 而今年5月，美泰公布，将通过提价和供应链多元化，在2025年完全抵消关税成本。"我们根据当前关税 水平，在未采取任何缓解措施前，估算今年的关税影响金额不到1亿美元。"Kreiz 称。 此外，美泰报告称，季度净销售额下降6%至10.2亿美元，低于分析 ...

Key Takeaways Mattel reported Q2 adjusted EPS of $0.19, beating estimates and matching the prior-year quarters figure.North America sales dropped 16% Y/Y, while international sales rose 7% on EMEA and Asia Pacific growth.Gross margin expanded 200 bps to 51.2% on cost savings, improved mix and lower inventory expenses.Mattel, Inc. (MAT) reported second-quarter 2025 results, with earnings beating the Zacks Consensus Estimate and revenues missing the same. The top line fell year over year, while the bottom lin ...

Core Insights - Mattel's dolls category revenue declined by 19% year-over-year, totaling $335 million in the second quarter [1][2] - The overall net revenue for Mattel decreased by 6% compared to the previous year, amounting to $1.02 billion, with a net income of $53 million, down $4 million from last year [8] - Despite the decline in doll sales, other product categories, such as vehicles led by Hot Wheels, experienced a 10% increase in sales, reaching $407 million [2] Sales Performance - The decline in doll sales was attributed to fewer new Barbie product launches and lower retailer promotional support [2] - The company anticipates an improvement in doll sales in the second half of the year due to new product innovations and partnerships [3][8] Pricing Strategy - In response to tariffs, Mattel announced a price increase for its toys, including Barbies, which took effect in the latest quarter [9] - Approximately 40% to 50% of Mattel's products in the US will continue to be priced below $20, even after the price adjustments [10] Stock Performance - Following the earnings report, Mattel's stock price fell nearly 5% in after-hours trading, although it has risen about 17% over the past year [9]

Core Insights - Mattel experienced a 16% year-over-year decline in sales in North America, which was partially offset by a 7% increase in international sales, leading to an overall net sales decline of 6% year-over-year in the second quarter [2][3] Group 1: Sales Performance - The U.S. sales were significantly impacted by retailers adjusting their order patterns due to uncertainties surrounding tariffs [4] - The company is focusing on optimizing for profitable growth and seeking supply chain efficiencies, along with making pricing adjustments in the U.S. [5] Group 2: Strategic Initiatives - Mattel is working on capturing the full value of its intellectual property, including launching the first UNO Social Club and scaling its film production pipeline [6] - The company has partnered with OpenAI to integrate artificial intelligence into its iconic toys, aiming to enhance brand engagement and innovation [7] Group 3: Future Outlook - Mattel anticipates a return to growth in net sales but has lowered its guidance for fiscal year 2025, now expecting a rise of 1% to 3% compared to the previous guidance of 2% to 3% [7] - The company is embracing technology and collaborating with partners to position itself for long-term success [8]

Mattel (MAT) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +18.75%. A quarter ago, it was expected that this toy maker would post a loss of $0.11 per share when it actually produced a loss of $0.03, delivering a surprise of +72.73%.Over the last four quarters, the company has surpas ...

Mattel (MAT) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Company ParticipantsJenn Kettnich - VP & Head of IRYnon Kreiz - Chairman, CEO & DirectorPaul Ruh - CFOKylie Cohu - Consumer Equity ResearchStephen Laszczyk - Vice PresidentArpine Kocharian - Managing DirectorAlexander Perry - Director - Equity ResearchConference Call ParticipantsEric Handler - MD & Senior Research AnalystMegan Clapp - Equity Research AnalystChristopher Horvers - Senior AnalystJames Hardiman - Director - Leisure and Travel AnalystO ...

Mattel (MAT) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Speaker0Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to Mattel Inc. Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise.After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the call over to Jen Kittnick, VP of Investor Relation ...

Toy company Mattel Inc MAT reported second-quarter financial results after market close Wednesday.Here are the key highlights.What Happened: Mattel reported second-quarter net sales of $1.019 billion, down 6% year-over-year. The net sales missed a Street consensus estimate of $1.068 billion according to data from Benzinga Pro.The company reported earnings per share of 19 cents, beating a Street consensus estimate of 17 cents per share."Our second quarter performance reflects operational excellence in the cu ...

Second Quarter 2025 Earnings (Unaudited Results) July 23, 2025 Cautionary Note Regarding Forward-Looking Statements / Presentation Information Mattel cautions the viewer that this presentation contains a number of forward-looking statements, which are statements that relate to the future and are, by their nature, uncertain. Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include statements regarding Mattel's guidance and goals for ...

Mattel has better visibility heading into the back half of the year and has reinstated guidance, though expects a weaker 2025 https://t.co/Tf8807Npta ...