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- **Revenue Growth**: 15% YoY increase driven by North American recovery and IP partnerships.
- **Gross Margin**: 50.2% despite 290bps decline, offsetting 70% of cost headwinds.
- **Share Repurchases**: $600M target on track, with $412M YTD.
- **Tariff Mitigation**: $100M+ planned for 2026.

**【CEO Summary Section】**
- CEO Ynon Kreiz highlighted 15% YoY revenue growth driven by North American market recovery and consumer demand across all regions.
- Emphasized AI and IP-driven strategies, with Barbie and Hot Wheels leading growth. POS increased in every region, including the U.S., despite industry-wide retailer ordering shifts.
- Announced KPop Demon Hunters licensing deal with Netflix and renewed Disney Princess/Frozen partnerships.

**【CFO Financial Commentary】**
- CFO Paul Ruh reported Q3 net sales $1.74B (-6% YoY), adjusted EPS $0.89, with $202M share repurchases (total $412M YTD).
- Adjusted gross margin 50.2% (-290bps YoY) due to tariffs, inflation, and cost savings offsetting 70% of headwinds.
- Q4 guidance: 1-3% net sales growth, 50%+ gross margin,2026 outlook includes $100M+ tariff mitigation.

**【Q&A Highlights】**
- Retailers accelerating U.S. orders post-direct import shift, with POS growth tracking 2025 guidance.
- Inventory levels stable, with $827M owned inventory (+$89M YoY) supporting holiday demand.
- New brand-centric org structure aligns marketing, IP, and supply chain for 2026 growth.

Mattel, Inc. (MAT) Q3 2025 Earnings Call Transcript

Revenue

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Operating Expenses

Selling, General and Administrative Expenses

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MAT

MAT fundamentals

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