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What is the revenue and EPS growth rate for Jakks Pacific year over year?

What factors drove the changes in Jakks Pacific's revenue and profit?

What is Jakks Pacific's latest dividend and current dividend yield?

What were the key takeaways from Jakks Pacific’s earnings call?

What does Jakks Pacific do and what are its main business segments?

What guidance did Jakks Pacific's management provide for the next earnings period?

Did Jakks Pacific beat or miss consensus estimates last quarter?

- **Resilience Amid Tariffs**: 2025 saw U.S. sales down 7.8%, but Rest of World grew 9.9%, with gross margin at 15-year high of 32.4%.
- **2026 Launch Momentum**: Super Mario Galaxy, Sonic 35th anniversary, and Disney Darlings driving Q1 2026 growth.
- **Financial Discipline**: 8% SG&A reduction, $8M operating cash flow, and $54M cash balance despite $11.2M dividend.
- **Tariff Mitigation**: $50M tariff impact on sales, but pricing offset margin erosion, preserving 32.4% gross margin.
- **2027 Pipeline**: Strategic builds in Europe and Latin America position for high-growth market expansion.

**【CEO Opening Remarks】**
- 2025 was a challenging year with U.S. sales down 7.8% due to tariffs, but Rest of World sales grew 9.9%, driven by Latin America and Europe.
- Gross margin reached 32.4%, the highest in 15 years, despite $12M in U.S. tariffs.
- Full-year adjusted EBITDA was $35.4M, down from $59.3M in 2024, but Q4 loss improved to $3.8M vs. $10.2M prior year.
- Key initiatives: Super Mario Galaxy launch in Q1 2026, Sonic 35th anniversary products, and Disney Darlings dolls.

**【CFO Financial Commentary】**
- Q4 gross margin dollars grew 11% YoY, with better factory costing and inventory management.
- Tariffs reduced U.S. sales by $50M, but higher pricing offset margin impact.
- SG&A expenses down 8% YoY, with $8M in operating cash flow despite $11.2M dividend payments.
- Inventory reduced 18% in U.S., with strategic builds in Europe and Latin America.

**【Q&A Highlights】**
- **FOB Model Adjustments**: Maintaining FOB-first strategy but adapting for smaller international retailers with local inventory.
- **Tariff Impact**: Retailers absorbed $50M in tariffs, limiting JAKKS' sales growth but preserving margin integrity.
- **2026 Outlook**: Low to mid-single-digit revenue growth with focus on margin expansion and 2027 launches.
- **POS Trends**: Hot new products sold through well, but higher prices slowed broader category POS.
- **Competitive Position**: Strong balance sheet and margin discipline positioned JAKKS as licensee of choice for major IPs.

JAKKS Pacific, Inc. (JAKK) Q4 2025 Earnings Call Transcript

- **Tariff Impact**: 21% YoY sales decline driven by 10%-140% tariffs, forcing 2-month delay in retailer purchases
- **Resilient Margins**: 32% gross margin maintained despite $8M tariff costs
- **2026 Growth Plan**: 
  - Super Mario movie tie-ins launching Q1 2026
  - DC/Sonic collaboration units +40% YoY
  - New IP-driven business pillar for 2027
- **Cash Position**: $27.8M cash, $0.25 dividend declared
- **Costume Recovery**: #1 market share maintained despite 15%-40% price increases, positioning for 2026 rebound

**【CEO Opening Remarks】**
- Tariffs (ranging 10%-140%) caused Q3 sales orders to drop significantly, with retailers delaying purchases by 2 months. 
- Year-to-date net sales down 21% (Toys/Consumer Products -24%, Costumes -8%). Q3 Toys sales $156.1M (-41% YoY), Costumes $55.1M (-4% YoY).
- Gross margin held steady at 32% (vs 33.8% last year), despite $8M spent on tariffs. 
- Inventory $72M (vs $64M last year), with focus on international expansion.
- 2026+ strategy: diversify supply chain (China + SE Asia), invest in 2026-27 product pipeline, and expand international markets.

**【CFO Financial Commentary】**
- Q3 Adjusted EBITDA $36.5M (-50% YoY), trailing 12-month EBITDA $29M.
- SG&A down 6% QoQ, flat YoY due to cost control.
- Cash position $27.8M (vs $22.3M last year), with $0.25 dividend declared.
- 93% of sales decline from FOB shipments, international business flat YoY.

**【Q&A Highlights】**
- **Tariff Normalization**: 30% cost upcharge now baked into product pricing. Retailers may reorder post-holiday based on consumer response.
- **2026 Growth Drivers**: 
  - Super Mario Bros. movie tie-in products launching Q1 2026
  - DC/Sonic collaboration success (units up 40% YoY)
  - New business pillar leveraging IP beyond toys
- **M&A Strategy**: Evaluate accretive acquisitions post-2025, focusing on licensors needing liquidity
- **Costume Business**: Despite 15%-40% retail price increases, maintain #1 market share with 2026 recovery expected

JAKKS Pacific, Inc. (JAKK) Q3 2025 Earnings Call Transcript

- **U.S. Tariff Impact**: Q2 sales down 20% YoY, but international growth (+33%) offsets, driven by Europe (+65%).
- **Manufacturing Shift**: Moving production to Vietnam/Mexico to reduce tariffs, despite higher costs; China remains core hub.
- **Cash Focus**: $43M cash, no debt; prioritizing profitability over sales growth amid uncertainty.
- **Key Products**: Sonic 3, Disney ily, and Halloween products drive resilience; 2026 costume business poised for recovery.
- **Holiday Caution**: Retailers delaying FOB orders; JAKKS focusing on cash and cautious inventory management.

**【CEO Summary Section】**
- **Revenue Impact**: Q2 sales down 20% YoY due to U.S. tariff-related disruptions, with U.S. sales down 10% and international markets up 33% (Europe +65%).
- **Manufacturing Strategy**: Diversifying production to Vietnam, Mexico, and U.S. via 'duplicate tool' initiative to mitigate tariffs, despite higher costs. China remains primary hub.
- **Product Performance**: Strong sales of Sonic the Hedgehog 3 merchandise (+double digits at top 3 U.S. accounts), Disney ily, and Halloween products post-tariff pause.
- **Costume Business**: Q2 cancellations due to 145% tariffs, but 2026 outlook positive with licenses for Toy Story 5, Moana live-action, and Disney Descendants.
- **Strategic Focus**: Cash generation, cautious inventory management, and international expansion.

**【CFO Financial Commentary】**
- **Financial Results**: Q2 GAAP net loss of $12.3M vs. $0.65 EPS last year; adjusted EBITDA $2.3M (down 81% YoY). Cash $43M (up from $18M YoY), inventory $72M (incl. $17M in transit).
- **Margins**: Gross margin 32.8% (flat vs. Q1), SG&A up $2M YoY due to U.S. warehouse rent. FOB sales dominate (70% of business).
- **Liquidity**: Refinanced $70M credit facility; dividend of $0.25/share approved for Q3.

**【Q&A Highlights】**
- **Tariff Mitigation**: Shifting production to Vietnam/Mexico with 'duplicate tools' to reduce tariff impact, though costs remain elevated.
- **Holiday Outlook**: Retailers cautious on FOB orders; JAKKS prioritizing cash and sell-throughs over sales growth.
- **Licensing Opportunities**: Exploring new IP partnerships, but maintaining disciplined approach amid industry uncertainty.
- **Supply Chain Flexibility**: Rapid response to Q2 tariff-induced delays, manufacturing Halloween products in 3 weeks for key customers.

JAKKS Pacific, Inc. (JAKK) Q2 2025 Earnings Call Transcript

- **Revenue Surge**: 26% YoY growth driven by film IPs and evergreen products, with 34.4% gross margin.
- **Profit Milestone**: First positive Q1 EBITDA in 15 years ($354K) amid $59.2M cash reserves.
- **Tariff Strategy**: Holding U.S. inventory, expanding intl markets (Latin America +37%, EMEA +29%), and shifting to $29.99-under products.
- **M&A Opportunities**: Leveraging debt-free balance sheet to acquire licenses and partnerships amid industry stress.
- **Holiday Outlook**: Intl growth to offset U.S. tariff risks; value-focused products to maintain consumer demand.

**【CEO Opening Remarks】**
- Q1 2025 revenue grew 26% YoY, driven by successful film-related toys (Sonic the Hedgehog 3, Disney Moana 2) and strong evergreen product lines.
- Gross margin improved to 34.4%, benefiting from higher sales volumes, better inventory quality, and cost control (SG&A up only 1% YoY).
- Adjusted EBITDA turned positive at $354,000, marking the second profitable Q1 in 15 years.
- Tariff concerns led to cautious U.S. market outlook, with focus on international expansion (Latin America, EMEA) and holding inventory for potential tariff resolution.

**【CFO Financial Details】**
- GAAP net loss of $1.3 million vs. $17.2 million last year; Non-GAAP EPS improved to -$0.03 from -$1.09.
- $18M gross margin increase: $6M from higher sales, $6M from better sell-through, $2M from new product margins, $3M timing benefits.
- Cash balance rose to $59.2M (vs. $35.3M YoY), with no debt and $0.25/share dividend declared.
- Tariffs viewed as consumer tax, risking industry innovation and growth.

**【CEO Strategic Updates】**
- International growth: Dolls/Role Play up 37%, Action Play up 30%; Latin America and EMEA teams driving new opportunities.
- Supply chain diversification: Exploring Vietnam, Cambodia, Indonesia while maintaining China as key production hub.
- Product focus shift: 50% of volume under $29.99 retail, expanding value trade lines in U.S. and Latin America.
- Tariff mitigation: Holding U.S.-bound inventory, working with factories for cost concessions, evaluating overhead reductions.

**【Q&A Key Takeaways】**
- Tariffs will raise consumer prices, with higher-priced items most at risk; JAKKS prioritizing lower-priced products to maintain demand.
- International growth targeting 50%+ of sales long-term, with EMEA and Latin America outperforming expectations.
- Supply chain resilience: No U.S. manufacturing shift, but leveraging Chinese factories' Southeast Asia expansions.
- M&A opportunities: Actively pursuing licenses and partnerships amid industry consolidation from tariffs.
- Holiday 2025 outlook: U.S. sales cautious, international growth to offset; value-focused products to mitigate tariff impact.

JAKKS Pacific (JAKK)-29 Apr 25-2025 Q1 Earnings call transcript

- **Revenue resilience**: 3% Q4 growth vs. 1.8% full year decline, driven by 19% Latin America expansion and 75% FOB sales penetration.
- **Dividend debut**: $0.25 quarterly payout announced, supported by $38.9M annual cash flow and no debt.
- **Margin challenges**: 5.7% operating margin (vs. 8.3% 2023), but 2024 EBITDA still $59.3M vs. $70M+ in 2022-23.
- **Strategic momentum**: 300+ new EMEA customers, 4 EU distribution centers by Q2 2025, and Sonic 3/Dog Man movie tie-ins driving 2025 sales optimism.
- **Tariff mitigation**: 75% FOB China, <50% of products >$30, maintaining affordability despite cost headwinds.


**【CEO Opening Remarks】**
- Q4 2024 revenue growth of 3% year-over-year, driven by FOB sales at 75% of total volume, up from prior year. North America toy and costume business down 3%, offset by 19% growth in Latin America to $38M.
- 2024 full year toy & consumer products revenue down 1.8%, with Disguise business outside North America hitting an all-time high. 300+ new international customers added in EMEA.
- Board approves $0.25 quarterly dividend, targeting shareholder retention and balance sheet resilience. 2025 focus on expanding European distribution network and FOB adoption in EMEA.

**【CFO Financial Highlights】**
- Q4 2024 GAAP net loss of $35.6M, adjusted EBITDA loss of $10.2M (vs. $11M loss in 2023). Full year EBITDA $59.3M (-15% vs. 2023). Cash flow from ops $38.9M.
- Gross margin 30.8% (down 60bps YoY), driven by higher inventory obsolescence. Selling expenses 5.8% of sales (up 60bps YoY). G&A 19.2% (up 140bps YoY). Operating margin 5.7% (down 260bps YoY).
- 2024 adjusted EPS $(0.67)Q4, $(3.79) full year (vs. $(4.62) in 2023). Share count 11.2M.

**【CEO 2025 Outlook】**
- Launching 2 new Disney collectible lines (Tote-ily Teenies, Musical Minis) and Simpson's plush at Walmart. Expanding outdoor seasonal and private label businesses.
- Sonic 3 movie tie-in products saw strong Q4 sell-through, with streaming release to drive 2025 sales. Dog Man movie launch in Q1 shows early traction.
- Introducing 4 EU distribution centers by Q2 2025 to reduce lead times and enable FOB economics in Europe.

**【Q&A Key Takeaways】**
- Tariffs: 75%+ of sales FOB China, 5% via EU warehouse. Pricing strategies to mitigate margin impact while maintaining affordability (<$50 for 90% of products).
- Inventory: Tight controls with 75% FOB, 25% evergreen. 2024 ended with lower retail inventories at top 3 US accounts (down high single digits YoY).
- IP strategy: Long-term partnerships (Sonic, Disney) vs. short-term chase. 2025 focus on Minecraft movie, Wicked 2, and expanding European IP rights.
- Dividend sustainability: $1 annualized payout (4% yield) with >$38M annual free cash flow. Flexibility to pursue M&A or IP acquisitions remains intact.


Actual											-7.2	-4.38	4.76	-0.8	-1.77	-0.38	3.76	0.14	-0.28	2.1	3.8	-1.44	-0.4	1.26	4.75	-1.04	-1.09	0.65	4.79	-0.67	-0.03	0.03	1.8	-0.18
Forecast											-6.0333	-4.0567	3.0933	-1.63	-3.8633	-1.49	2.8267	-0.66	-1.1567	-0.53	2.9533	-1.3733	-0.9367	0.505	3.38	-1.14	-0.85	0.33	3.8733	-0.73	-1.295	-0.175	2.12	-1.015
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-19.34%	-7.97%	+53.88%	+50.92%	+54.18%	+74.50%	+33.02%	+121.21%	+75.79%	+496.23%	+28.67%	-4.86%	+57.30%	+149.50%	+40.53%	+8.77%	-28.24%	+96.97%	+23.67%	+8.22%	+97.68%	+117.14%	-15.09%	+82.27%

JAKK

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JAKK Q4 2025 Earnings

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JAKK

JAKK fundamentals

JAKK Q4 2025 Earnings

Earnings Call

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