Jakks Pac Inc Stock Price, News & Analysis

JAKKS Pacific (NASDAQ: JAKK) reported mixed Q2 2025 financial results, with notable regional variations in performance. Net sales decreased 20% year-over-year to $119.1 million, primarily due to reduced direct-import sales. While US sales declined 31% to $87.0 million, Rest of World sales grew 41% to $32.1 million.

The company maintained a healthy gross margin of 32.8% (vs. 32.0% in Q2 2024) but reported an operating loss of $2.8 million compared to operating income of $7.6 million in Q2 2024. First-half 2025 results showed more stability with only a 3% decrease in net sales to $232.3 million, while gross margin improved to 33.6%. The Board declared a quarterly dividend of $0.25 per share, payable September 30, 2025.

Disguise Inc., a subsidiary of JAKKS Pacific (NASDAQ: JAKK), has announced a new collection of costumes based on NBCUniversal's 2025 film releases. The lineup includes costumes from Wicked: For Good, the live-action How to Train Your Dragon, Gabby's Dollhouse: The Movie, and Jurassic World Rebirth.

The collection will feature detailed costumes and accessories, with special emphasis on Glinda and Elphaba characters from Wicked: For Good, available in North America, EMEA, and LATAM. The company is also launching dinosaur-themed costumes for Jurassic World Rebirth and character costumes from Gabby's Dollhouse: The Movie, all set to release in fall 2025.

JAKKS Pacific (NASDAQ: JAKK) has scheduled its second quarter and first half 2025 earnings conference call for July 24, 2025, at 5:00 p.m. ET, following the market close. The company will discuss financial results and may address future plans during the teleconference.

Interested parties can access the webcast through the company's investor relations website at www.jakks.com/investors. Participants are encouraged to register and dial in ten minutes before the scheduled start time to avoid delays. A replay of the webcast will be available for a limited time after the call.

JAKKS Pacific (NASDAQ: JAKK) has successfully refinanced its debt with a new $70 million five-year cash flow-based first lien secured revolving credit facility through BMO Bank NA. The new facility, maturing in 2030, replaces the company's existing $67.5 million revolving credit facility that was set to mature in June 2026.

The interest rate will be SOFR plus 150 basis points, adjustable based on quarterly net leverage ratio. The facility is secured by company assets and can be used for working capital, capital expenditures, and general corporate purposes. Notably, no debt was outstanding on the existing facility.

Disguise, Inc., a subsidiary of JAKKS Pacific (NASDAQ: JAKK), has extended its multi-year contract with PhatMojo to continue producing Rainbow Friends costumes across North America and Europe. Rainbow Friends, a kid-friendly horror gaming brand that launched its costume line in 2024, has shown significant success in the gaming-inspired costume category.

The brand combines multiplayer gaming with horror elements, featuring colorful monsters and creatures throughout different chapters. The collection has gained popularity among gaming enthusiasts, content creators, and roleplay fans. The costumes will be available at major retailers across North America and Europe this fall, both in-store and online.

JAKKS Pacific (NASDAQ: JAKK) has announced a new licensing partnership to produce toys for the DC x Sonic the Hedgehog crossover event. The toy line, launching in Fall 2025, will feature characters from both franchises, including Sonic, Shadow, Tails, and DC's Justice League members Superman, Batman, and Wonder Woman.

The collection will include articulated action figures, vehicles, and plush items. This launch follows the March 2025 kickoff of a five-issue comic book series, written by Ian Flynn and illustrated by Adam Bryce Thomas, where the Justice League and Team Sonic unite to battle Darkseid across dimensions.

JAKKS Pacific reported strong Q1 2025 financial results, with net sales reaching $113.3 million, up 26% year-over-year. The company's performance was marked by significant improvements in key metrics:

• Gross margin increased to 34.4% from 23.4% in Q1 2024
• Operating loss reduced to $3.8 million from $21.3 million last year
• Adjusted net loss per share improved to $0.03 from $1.09

The company's global expansion shows promise, with international sales reaching $21.0 million, driven by over 100% growth in Europe. North America sales rose to $92.2 million. The Board approved a $0.25 quarterly dividend, payable June 27, 2025. JAKKS maintains a strong financial position with $59.4 million in cash and cash equivalents, and has successfully eliminated all long-term debt while completing preferred stock repurchase in 2023.

Disguise Inc, a subsidiary of JAKKS Pacific (NASDAQ: JAKK), has secured a multi-year licensing agreement with SEGA of America for exclusive rights to create Sonic the Hedgehog costumes. The deal covers North America, Europe, Middle East, Africa, and Latin America.

The company has already developed successful costume lines for Sonic Prime, Sonic the Hedgehog 2, and the upcoming Sonic the Hedgehog 3. This new agreement allows Disguise to expand its Sonic offerings with costumes, masks, role-play accessories, and seasonal dress-up items.

The partnership aims to leverage advanced manufacturing techniques and creative innovation to enhance the Sonic costume portfolio. Disguise has established itself as a global leader in licensed costume design with expanding worldwide distribution.

Disguise Inc, the costume division of JAKKS Pacific (NASDAQ: JAKK), has secured North American rights for PAW Patrol costumes and accessories, including the upcoming PAW Patrol: The Dino Movie. The company will launch a refreshed core costume line in fall 2025, followed by a movie-inspired collection for the film's release on July 31, 2026.

This expansion gives Disguise rights to the entire PAW Patrol portfolio, strengthening its position in the children's costume market. The franchise, which reaches over 350 million households globally on Nickelodeon, will see its third theatrical release distributed by Paramount Pictures.

The new agreement builds upon Disguise's previous successful collaborations with the first two PAW Patrol movies, now encompassing both core product lines and movie-themed collections. The company plans to deliver character-accurate costumes featuring popular pups like Chase, Marshall, Skye, and new dino-themed characters.