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- **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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

JAKK

JAKK fundamentals

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