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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

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

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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

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Interest Income

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Current Income Tax

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Net Income from Continuing Operations

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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

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

MAT

MAT fundamentals

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