JAKKS Pacific (JAKK) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Good afternoon, everyone. Welcome to the JAK Pacific Second Quarter twenty twenty five Earnings Conference Call with Management, who will review financial results for the quarter ended 06/30/2025. JAKKS issued its earnings press release earlier today. The earnings release and presentation slides related to today's call are available on the company's recently remodeled website in the Investors section. On the call this afternoon are ...

Second Quarter 2025 Earnings Presentation July 24, 2025 5:00 PM Eastern / 2:00 PM Pacific Registration: 2Q25 Registration link Webcast: 2Q25 Webcast link 1 EXECUTIVE TEAM ON THE CALL STEPHEN BERMAN Chairman & Chief Executive Officer JOHN KIMBLE Executive Vice President & Chief Financial Officer 2 SAFE HARBOR STATEMENT The Company would like to point out that any comments made about JAKKS Pacific's future performance, events or circumstances, including the estimates of sales and/or Adjusted EBITDA in 2025, a ...

US Sales down in the Quarter; Rest of World up First-half Toy/Consumer Products sales flat to prior year SANTA MONICA, Calif., July 24, 2025 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK) today reported financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Net sales were $119.1 million, a year-over-year decrease of $29.5 million or 20%, driven largely by a reduction in direct-import sales due to higher cost of importation US net sales were $87.0 million, down 31% compared ...

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 ...

公司业绩 - 第二季度净收入同比下降6%至10.2亿美元[8] - 净利润为5300万美元，同比减少400万美元[8] - 股价在盘后交易中下跌近5%，但过去一年累计上涨约17%[9] 产品类别表现 - 玩偶品类(含芭比/美国女孩/巴尼)收入同比下降19%至3.35亿美元[1][2] - 车辆品类(含风火轮)销售额同比增长10%至4.07亿美元[2] 玩偶销售下滑原因 - 主要由于芭比新产品发布数量减少[2] - 零售商促销支持力度降低[2] - 公司已实施涨价措施应对关税影响[9] 未来展望 - 预计下半年玩偶销售将改善[3] - 计划通过新产品创新/品牌合作/营销活动推动芭比增长[8] - 约40%-50%美国产品仍保持20美元以下定价[10]

公司业绩表现 - 北美地区销售额同比下降16%，国际业务部分抵消了这一下滑，同比增长7% [2] - 第二季度净销售额整体同比下降6% [2] - 美国业务受到全球贸易动态和零售商订单模式变化的影响 [3] - 竞争对手Hasbro整体收入下降1%，部分原因是关税和贸易不确定性带来的阻力 [4] 贸易环境与应对措施 - 美国零售商因关税不确定性调整订单模式，影响了公司在美国的净销售额 [4] - 公司通过优化盈利增长、提高供应链效率和调整定价（尤其在美国市场）来应对挑战 [5] - 公司已在美国实施必要的定价行动，预计今年不会进一步提价 [5] 战略与创新 - 公司致力于通过新方式实现知识产权的“全面价值”，例如推出UNO Social Club现场体验 [6] - Mattel Studios计划从2026年开始每年发布1-2部电影，并将在2026年推出首款自主发行的数字游戏 [6] - 公司与OpenAI合作，将人工智能技术应用于芭比和风火轮等标志性玩具 [7] - 公司希望通过技术合作和世界级合作伙伴关系，为长期成功奠定基础 [8] 未来展望 - 公司预计净销售额将恢复增长，但下调了2025财年的净销售额预期，从之前的2%-3%降至1%-3% [7]

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 ...

财务表现 - 第二季度净销售额为10 19亿美元 同比下降6% 低于市场预期的10 68亿美元 [1] - 每股收益为0 19美元 超出市场预期的0 17美元 [1] - 公司下调全年每股收益指引至1 54-1 66美元 此前为1 66-1 72美元 [4] - 全年销售额增长预期调整为1%-3% 此前为2%-3% 对应销售额区间为54 34-55 41亿美元 [5] 业务亮点 - 公司在宏观经济环境下展现运营优势 持续推进IP驱动玩具业务和娱乐内容扩展战略 [2] - 第二季度实现显著毛利率扩张 国际业务增长 娱乐项目取得进展 [2] - 动作玩偶和风火轮产品线实现增长 但芭比娃娃销售额下降19%至3 35亿美元 [3][7] 产品分类表现 - 车辆类产品销售额4 07亿美元 同比增长10% [7] - 动作玩偶/积木/游戏等品类销售额2 64亿美元 同比增长16% [7] - 婴幼儿及学龄前产品销售额1 43亿美元 同比下降25% [7] 市场反应 - 财报公布后股价下跌4 46%至19 3美元 52周交易区间为13 95-22 06美元 [5]