The doll that changed it all.Ruth Handler not only created Barbie, but cofounded Mattel which transformed the toy industry with direct-to-child marketing. The company has expanded to Hot Wheels, Polly Pocket, Fisher-Price, American Girl and games like Uno.Ruth Handler's accomplishments in the toy industry placed her on the #Forbes250 list honoring historic innovators.Get the full list: https://t.co/YMzxi4ftVmPhoto: Matt Campbell/AFP via Getty Images ...

Core Insights - The competitive landscape between Hasbro and Mattel is shifting, with Hasbro gaining an edge due to its successful trading card game division, Wizards of the Coast [3][4]. Financial Performance - For fiscal year 2025, Hasbro's revenue increased by 14% to $4.7 billion, while Mattel's net sales decreased by 1% to $5.3 billion [4]. - Hasbro's stock rose approximately 46% over the past year, trading around $100, whereas Mattel's shares fell over 20%, trading at about $17 [5]. Business Segments - Hasbro's Wizards of the Coast division, which includes Dungeons & Dragons and Magic: The Gathering, saw a revenue increase of 45% to $2.1 billion in 2025, contributing significantly to the company's profits [9][12]. - The digital gaming segment of Hasbro also experienced a 6% revenue increase in 2025, driven by the success of "Monopoly Go!" [14]. Market Trends - The overall toy industry in the U.S. saw a 6% increase in total annual dollar sales in 2025, with unit sales rising by 3%, indicating a stable demand despite economic pressures [19][20]. - Mattel's flagship brands, including Barbie and Fisher-Price, are facing sales declines, while its vehicles division reported an 11% increase in gross billings [17]. Future Outlook - Hasbro plans to launch new Magic sets based on popular franchises in 2026, forecasting mid-single-digit growth for its Wizards business [13]. - Mattel is beginning to invest in digital gaming, acquiring full ownership of its Mattel163 joint venture, which could enhance its profit margins over time [15][16].

The doll that changed it all.Ruth Handler not only created Barbie, but cofounded Mattel which transformed the toy industry with direct-to-child marketing. Ruth Handler's accomplishments in the toy industry placed her on the #Forbes250 list honoring historic innovators.Get the full list: https://t.co/YMzxi4ftVmPhoto: Matt Campbell/AFP via Getty Images ...

Customers shop near Barbie dolls at a Target store in New Jersey. (Bloomberg) Barbie manufacturer Mattel took a hit this week after its superstar doll failed to deliver. The El Segundo company behind many of the world's most iconic toys was walloped in the stock market — its shares plunged 25% Wednesday — after it announced that holiday-season sales were weak and that it expects another slow year. It was overoptimistic about how many Barbies and other products consumers would want and had to slash pric ...

Core Insights - Mattel, Inc. reported fourth-quarter 2025 results with earnings and revenues missing the Zacks Consensus Estimate, leading to a 30.8% drop in shares during post-market trading [1][2] Financial Performance - Adjusted EPS for Q4 was 39 cents, missing the consensus estimate of 53 cents, and down from 35 cents in the prior-year quarter [3] - Net sales reached $1.77 billion, missing the consensus estimate of $1.84 billion, but increased by 7% year over year [3] - Adjusted gross margin fell to 46%, down 480 basis points year over year due to higher discounts, inflation, and unfavorable foreign exchange [8][9] Segment Performance - North America segment net sales increased by 5% year over year, while the International segment saw an 11% increase [4][5] - Gross billings for Mattel Power Brands rose by 8% year over year to $2.04 billion, with Barbie's gross billings increasing by 2% [6][7] Operational Challenges - Management acknowledged underperformance in the U.S. market, with December growth softer than expected, and cited margin pressures from discounting, inflation, and foreign exchange [2] - The company anticipates ongoing investments in digital games and technology will continue to pressure near-term margins [2] 2025 Highlights - Total net sales for 2025 were $5.35 billion, slightly down from $5.38 billion in 2024, with net income at $397.6 million compared to $541.8 million in 2024 [11] Strategic Developments - Mattel entered a multiyear licensing agreement with Paramount for the Teenage Mutant Ninja Turtles franchise, set to launch various consumer products starting in 2027 [12] - The company agreed to acquire the remaining 50% stake in Mattel163 from NetEase for $318 million, enhancing its mobile game development capabilities [13][14] 2026 Outlook - Management expects 2026 net sales to increase by 3-6% year over year, with adjusted EPS projected between $1.18 and $1.30, lower than 2025 levels [15]

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 ...

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 ...

Group 1 - The company forecasted full-year profit below Wall Street expectations after missing fourth-quarter estimates [1] - Weak discretionary spending has negatively impacted toy demand [1]