Mattel (NasdaqGS:MAT) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsArpine Kocharyan - Managing Director - Consumer Discretionary, Leisure, Gaming, and LodgingEric Handler - Managing Director - Media and EntertainmentGreg Gilbert - Head of Investor RelationsKylie Cohu - Consumer Equity ResearchPaul Ruh - CFOYnon Kreiz - Chairman and CEOConference Call ParticipantsChris Horvers - Senior Analyst - Broadlines and Hardlines RetailGerrick Johnson - Senior Research AnalystJames Hardiman ...

Mattel (NasdaqGS:MAT) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsArpine Kocharyan - Managing Director - Consumer Discretionary, Leisure, Gaming, and LodgingEric Handler - Managing Director - Media and EntertainmentGreg Gilbert - Head of Investor RelationsKylie Cohu - Consumer Equity ResearchPaul Ruh - CFOYnon Kreiz - Chairman and CEOConference Call ParticipantsChris Horvers - Senior Analyst - Broadlines and Hardlines RetailGerrick Johnson - Senior Research AnalystJames Hardiman ...

Mattel (NasdaqGS:MAT) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Speaker8Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today. At this time, I would like to welcome everyone to the Mattel, Inc. Fourth Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during that time, simply press star ...

Core Insights - Both toymakers experienced a challenging holiday season impacted by tariffs and the need for promotions [1] Group 1: Industry Challenges - The holiday season was difficult for the toy industry, primarily due to tariffs affecting pricing and profit margins [1] - Promotions were necessary to attract consumers, indicating a competitive market environment [1] Group 2: Company Specifics - One of the toymakers has a unique product offering, specifically "Magic: The Gathering," which may provide a competitive edge [1]

Core Insights - Hasbro's shares surged 7.5% to a 6-year high following strong fourth-quarter earnings and an optimistic outlook for 2026 [1] - The company reported a 31% increase in revenue year-over-year, reaching $1.45 billion, with adjusted earnings per share rising to $1.51 from $1.04 [1][2] - The stock has more than doubled since late 2023, when the company faced challenges and laid off 20% of its workforce [3] Financial Performance - Revenue for the fourth quarter increased by 31% compared to the same period last year, totaling $1.45 billion [1] - Adjusted earnings per share rose to $1.51, up from $1.04 in the same quarter of 2024 [1] - The company's revenue forecast for 2026 predicts an increase of 3% to 5%, exceeding analysts' expectations [6] Strategic Initiatives - CEO Chris Cocks has implemented a turnaround strategy called "Playing to Win," focusing on digital gaming and the Wizards of the Coast division [4] - The company divested its film and TV subsidiary eOne to Lionsgate in December 2023, shifting focus away from Hollywood [4] - Hasbro is leveraging licensing deals with major franchises such as Harry Potter, Kpop, and Voltron to enhance its product offerings [5] Licensing and Partnerships - Hasbro announced a multi-year deal with Warner Bros. Discovery for Harry Potter toys and games, coinciding with the franchise's 25th anniversary [5] - The licensing agreement for Kpop, a major animated film, is shared with Mattel, targeting a diverse audience [4][5] - Voltron is set for a live-action reboot, reinforcing its status as a significant collector brand from the 1970s and 80s [5]

Here's a look at the key figures from the quarter. MAT stock is moving. Watch the price action here.The Details: Mattel reported quarterly earnings of 39 cents per share, which missed the consensus estimate of 54 cents by 27.64%, according to data from Benzinga Pro.Quarterly revenue came in at $1.77 billion, which missed the analyst consensus estimate of $1.84 billion.Mattel reported the following metrics, compared to the prior year’s quarter: Net Sales of $1.766 billion, up 7% as reported, and 5% in consta ...

Mattel shares plunged in late trading after the toymaker reported holiday results that fell short of analysts’ estimates and issued a 2026 forecast for lower profit. https://t.co/AHi75uZuXc ...

Fourth Quarter and Full Year 2025 Earnings (Unaudited Results) February 10, 2026 Forward-Looking Statements / Presentation Information The financial results included herein represent the most current information available to management and are preliminary until Mattel's Form 10-K is filed with the SEC. Actual results may differ from these preliminary results. To supplement our financial results presented in accordance with generally accepted accounting principles in the United States ("GAAP"), Mattel presen ...

The toy maker's anticipated holiday surge failed to materialize, leading it to post sales and profit below Wall Street expectations in the fourth-quarter. ...

NEWS RELEASE • Net Sales of $1,766 million, up 7% as reported, and 5% in constant currency • Gross Margin of 45.9%, a decrease of 480 basis points; Adjusted Gross Margin of 46.0%, a decrease of 480 basis points • Operating Income of $141 million, a decrease of $17 million; Adjusted Operating Income of $160 million, a decrease of $1 million • Net Income of $106 million, a decrease of $35 million • Earnings per Share of $0.34 compared to $0.42 per share; Adjusted Earnings per Share of $0.39 compared to $0.35 ...