Mattel(MAT) ZACKS·2025-03-25 17:40Core Insights - Mattel, Inc. has renewed a multi-year global licensing agreement with Disney to launch new products in celebration of Toy Story's 30th anniversary and the upcoming release of Toy Story 5 on June 19, 2026 [1][3] Product Offerings - The renewed agreement extends Mattel's global licensing rights to develop various toy lines for Toy Story, including action figures, vehicles, radio control, games, and plush toys [3] - In 2026, Mattel plans to increase its Action Figures offerings, introduce a new Toy Story Plush range, and launch Radio Control products, along with a Toy Story 5-themed edition of its UNO card game [4] - The Little People line will feature classic Toy Story characters and scenes, along with a new Imaginext lineup [5] Business Strategy - Mattel focuses on licensing partnerships, increasing e-commerce penetration, and an IP-driven strategy to deliver diversified offerings in toys and entertainment [6] - The company plans to release additional Netflix shows in 2025, including new seasons of popular franchises and products tied to major theatrical releases [7] Market Performance - Mattel's shares have gained 14.8% year-to-date, outperforming the Zacks Toys - Games - Hobbies industry's growth of 11.3% [9] - The company anticipates market share gains due to a robust pipeline of new launches, increased demand for notable brands, and an effective cost-saving program [9]