NEWS RELEASE • Net Sales of $1,766 million, up 7% as reported, and 5% in constant currency • Gross Margin of 45.9%, a decrease of 480 basis points; Adjusted Gross Margin of 46.0%, a decrease of 480 basis points • Operating Income of $141 million, a decrease of $17 million; Adjusted Operating Income of $160 million, a decrease of $1 million • Net Income of $106 million, a decrease of $35 million • Earnings per Share of $0.34 compared to $0.42 per share; Adjusted Earnings per Share of $0.39 compared to $0.35 ...

Group 1 - The company forecasted full-year profit below Wall Street expectations after missing fourth-quarter estimates [1] - Weak discretionary spending has negatively impacted toy demand [1]

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Mattel, Inc. (NASDAQ: MAT), a leading global toy and family entertainment company and owner of one of the most iconic brand portfolios in the world, announced today that Barbie® is kicking off a year-long celebration to mark the 25th anniversary of the iconic Barbie™ in the Nutcracker - the special that launched the brand's animated legacy and became a holiday classic for generations. Barbie is setting the stage for a year filled with new dolls, consumer pro. ...

Get alerts: Hasbro, Toyota Motor, Mattel, MINISO Group, and TOYO are the five Toy stocks to watch today, according to MarketBeat’s stock screener tool. “Toy stocks” is informal slang for shares that investors treat like speculative playthings rather than serious long-term investments — typically small‑cap, illiquid, or meme/penny stocks bought for quick gains or entertainment. They tend to be highly volatile and prone to price manipulation, so they carry elevated risk and usually lack the fundamental supp ...

Core Viewpoint - Mattel, Inc. (MAT) is expected to report strong fourth-quarter results, with earnings per share (EPS) projected at 53 cents, reflecting a 51.4% increase year-over-year, and revenues estimated at nearly $1.84 billion, indicating an 11.7% rise from the previous year [2][9]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for fourth-quarter EPS is 53 cents, a significant increase from 35 cents in the same quarter last year [2]. - Revenue expectations are set at approximately $1.84 billion, which represents an 11.7% growth compared to the previous year's quarter [2]. Group 2: Factors Influencing Q4 Performance - Mattel's fourth-quarter performance is anticipated to benefit from increased retailer orders and sustained consumer demand leading up to the holiday season [3]. - Positive point-of-sale trends, particularly in the U.S., and a recovery in shipments after third-quarter order deferrals are expected to support the company's performance [3][4]. - Strong sales momentum in the Hot Wheels category, driven by adult collectors, is likely to contribute positively to the quarter's results [5]. - The dolls segment, particularly Barbie, is showing signs of stabilization, aided by product innovations and expanded offerings [6]. Group 3: Challenges and Risks - Despite the positive outlook, macroeconomic challenges such as inflation, tariff-related costs, and unfavorable foreign currency movements may negatively impact performance [7]. - Increased advertising and promotional expenses associated with the holiday season, along with the delayed impact of tariff costs, could pressure profit margins [7]. Group 4: Earnings Prediction Model - The current model does not predict a definitive earnings beat for Mattel, as the company has an Earnings ESP of -18.61% and a Zacks Rank of 3 [8][10].

Mattel Inc. (NASDAQ:MAT) is one of the most undervalued quality stocks to buy right now. On February 2, Morgan Stanley analyst Megan Alexander Clapp increased the price target for Mattel to $22 from $21 while maintaining an Equal Weight rating. In a Q4 2025 earnings preview for the toymaking sector, Morgan Stanley suggested that the risk and reward profile is more favorably skewed toward Hasbro than Mattel. Earlier on January 9, Goldman Sachs downgraded Mattel to Neutral from Buy while maintaining a $21 ...

Core Viewpoint - Mattel (MAT) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results having a significant impact on its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on February 10, with a consensus EPS estimate of $0.53 per share, reflecting a year-over-year increase of 51.4% [3]. - Revenues are projected to reach $1.84 billion, marking an 11.7% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 28.13%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. - The Most Accurate Estimate for Mattel is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -18.61%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with positive readings being more reliable [9][10]. - Mattel currently holds a Zacks Rank of 3, which complicates the prediction of an earnings beat given the negative Earnings ESP [12]. Historical Performance - In the last reported quarter, Mattel was expected to earn $1.05 per share but only achieved $0.89, resulting in a surprise of -15.24% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Conclusion - While the potential for an earnings beat exists, various factors can influence stock movement beyond just earnings results, making it essential for investors to consider multiple aspects before making decisions [15][17].

Core Insights - Expedia and Mattel, Inc. have collaborated to feature Ken as the star in Expedia's Super Bowl LX advertisement titled "Going Places with Ken" [1] Company Highlights - Mattel, Inc. is recognized as a leading global toy and family entertainment company, owning a portfolio of iconic brands [1] - The advertisement will be aired in pre- and post-game placements in the U.S., indicating a strategic marketing approach to reach a wide audience [1] Industry Context - The collaboration between a toy company and an online travel agency highlights the blending of entertainment and travel sectors, showcasing innovative advertising strategies [1]

Core Insights - Mattel has launched a new line of action figures for its upcoming live-action movie "Masters of the Universe" [1] - The company aims to replicate the success of its 2023 hit "Barbie" with this new product line [1] Company Strategy - The launch of the action figures is part of Mattel's strategy to leverage its film properties for merchandise sales [1] - The company is focusing on creating synergies between its film releases and toy lines to drive revenue growth [1] Industry Context - The toy industry is increasingly integrating with film and entertainment to boost sales and brand visibility [1] - Successful franchises like "Barbie" set a precedent for future product launches tied to movie releases [1]

Core Insights - Mattel is launching a full-franchise relaunch of Thomas & Friends™, introducing a bold new look for Thomas the Tank Engine while honoring over 80 years of storytelling and train culture [1][4] - The new design aims to inspire today's children and fans, reflecting both the brand's heritage and a modern aesthetic [1][4] Design Evolution - Since its debut in 1945, Thomas the Tank Engine has evolved through various media, including classic illustrations, live-action television, CGI, and now a 2D animation style [2] - The design process for the new look was informed by audience research, ensuring it resonates with preschoolers and their parents, ranking highest in appeal and emotional connection during testing [2] Key Design Elements - The refreshed design includes a new Thomas & Friends™ logo, updated character designs, and brand elements that stay true to the franchise's iconic heritage [4] - The new look blends classic train culture with a modern aesthetic, emphasizing emotional storytelling and authenticity [6] Future Plans - The franchise will continue to roll out additional announcements through 2026, including live experiences, products, publishing, and content [4] - The focus will be on maintaining the emotional connection families have had with Thomas while modernizing the brand for contemporary audiences [6]