Core Insights - Disguise, Inc. has been ranked as the 1 costume manufacturer in the U.S. for year-to-date (YTD) 2025, marking the third consecutive year in this position [1] - The company's growth is attributed to its commitment to quality licensed products and an expanded portfolio of brands, particularly in the gaming sector [2] Company Performance - Disguise's success is significantly driven by its Minecraft-themed costumes, which have been the top-selling costume license in the U.S. for YTD 2025 [2] - The release of "A Minecraft Movie" in April 2025 has further boosted demand for Minecraft-branded costumes, leading to rapid inventory turnover [3] Product Highlights - The Chicken Jockey Pop-Up Costume became one of the most sought-after products of 2025, with retailers selling out before October and resale prices on platforms like eBay reaching nearly three times the original retail price [3] - A viral trend associated with the movie's release contributed to the costume's popularity, showcasing the impact of media on consumer behavior [4] Future Outlook - The company anticipates continued growth and success, with plans for a second Minecraft film set for release in 2027, which is expected to further enhance its market position [5]

Core Insights - Disguise, Inc. has expanded its licensing agreement with Aniplex Inc. for the popular anime and manga franchise Demon Slayer: Kimetsu no Yaiba, allowing for the production of costumes and accessories starting in 2026 [1][2] Company Overview - Disguise, a subsidiary of JAKKS Pacific, has a 38-year legacy in the costume industry and has established itself as a global leader in design and manufacturing [5] - The company has seen significant growth in both domestic and international markets, ensuring innovative products reach customers worldwide through extensive distribution channels [5] Industry Context - The Demon Slayer: Kimetsu no Yaiba franchise has gained immense popularity, with its latest film, Demon Slayer: Kimetsu no Yaiba Infinity Castle, achieving a record-breaking $70 million in the U.S. during its opening weekend and over $663 million globally [4] - The franchise's success highlights the growing mainstream appeal of anime, with Demon Slayer solidifying its position as a leading brand in fan engagement [5]

Core Insights - Disguise, Inc. is launching a new lineup of costumes inspired by NBCUniversal's 2025 film releases, including "Wicked: For Good," "How to Train Your Dragon," "Gabby's Dollhouse: The Movie," and "Jurassic World Rebirth" [1][3] Group 1: Product Launch - The new costume collection will feature detailed costumes and accessories from popular films, set to be available in North America later this year [1] - The "Wicked: For Good" collection will include costumes for characters Glinda and Elphaba, expected to be popular choices for Halloween 2025 [2] - Additional costumes will be launched for the live-action "How to Train Your Dragon," "Gabby's Dollhouse: The Movie," and dinosaur-themed costumes from "Jurassic World Rebirth," appealing to a wide audience [3] Group 2: Company Background - Disguise, Inc. has been a leader in the costume industry since 1987, known for innovative and trend-setting designs, manufacturing millions of costumes annually [5] - The company partners with popular licensed brands and offers original designs, distributing products through major retailers and seasonal pop-ups globally [5] Group 3: Industry Context - Universal Products & Experiences drives the expansion of NBCUniversal's brands and intellectual properties through innovative products and engaging retail experiences [6]