JAKKS Pacific Inc
NASDAQ:JAKK

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JAKKS Pacific Inc Logo
JAKKS Pacific Inc
NASDAQ:JAKK
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Price: 16.43 USD -0.24% Market Closed
Market Cap: 185.2m USD

JAKKS Pacific Inc
Investor Relations

JAKKS Pacific, Inc. engages in the design, development, and sale of toys, consumables, electronics, kids indoor and outdoor furniture, and other consumer products. The company is headquartered in Santa Monica, California and currently employs 583 full-time employees. The Company’s segments include Toys/Consumer Products and Costumes. The Toys/Consumer Products segment includes action figures, vehicles, play sets, plush products, dolls, electronic products, construction toys, infant and pre-school toys, child-sized and hand-held role play toys and everyday costume play, foot-to-floor ride-on vehicles, wagons, novelty toys, seasonal and outdoor products, kids’ indoor and outdoor furniture, and related products, and makeup and skincare products under the C'est Moi brand. The Costumes segment, under its Disguise branding, designs, develops, markets and sells a range of every-day and special occasion dress-up costumes and related accessories in support of Halloween, Carnival, Children’s Day, Book Day/Week, and every-day/any-day costume play.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Sales Drop: JAKKS Pacific reported a significant sales decline in Q3, with Toys/Consumer Products down 41% to $156.1 million and Costumes down 4% to $55.1 million, citing delayed retailer orders and high tariffs.

Tariff Impact: Volatile tariffs (ranging from 10% up to over 140%, now settling at around 30%) have created major uncertainty, pushing seasonal retail programs from August to October and sharply reducing sales volume.

Margin Protection: Despite the sales drop, JAKKS kept gross margin relatively stable at 32% (down from 33.8% last year) by carefully raising prices to offset tariff costs.

Cost Control: SG&A expenses fell 6% in the quarter; management focused on lean inventory and cash preservation.

Profit Decline: Adjusted EBITDA dropped to $36.5 million from $74.4 million last year, and adjusted EPS fell to $1.80 from $4.79.

International Strength: International business remained resilient, roughly flat year-to-date, with growth offsetting some U.S. weakness.

Cautious Outlook: Management expects ongoing uncertainty for the rest of the year but is optimistic about 2026 and beyond, citing a robust product pipeline and potential new licensing/extensions.

Dividend Maintained: Board approved a Q4 cash dividend of $0.25 per share.

Key Financials
Toys/Consumer Products Sales
$156.1 million
Costumes Sales
$55.1 million
Gross Margin
32%
Gross Margin (Year-to-date)
32.8%
Adjusted EBITDA
$36.5 million
Trailing 12-Month Adjusted EBITDA
$29 million
Adjusted Diluted EPS
$1.80
Adjusted Diluted EPS (Year-to-date)
$1.79
Cash Balance
$27.8 million
Worldwide Inventory
$72 million
Tariff Cash Outflow (Year-to-date)
$8 million
Dividend
$0.25 per share
Earnings Call Recording
Other Earnings Calls

Management

Mr. Stephen G. Berman
Co-Founder, Chairman, CEO, President & Secretary
No Bio Available
Mr. John L. Kimble
Executive VP & CFO
No Bio Available
Mr. John Joseph McGrath
President of European Operations
No Bio Available
Mr. Jon Trent
Executive Vice President of Sales
No Bio Available
Ms. Elsa Morgan
Senior Vice President of Human Resources
No Bio Available
Mr. Wills Hon
Managing Director of Asia
No Bio Available
Mr. Daniel Cooney
Executive Vice President of International Sales
No Bio Available
Ms. Tara Hefter
President & GM of Disguise
No Bio Available

Contacts

Address
CALIFORNIA
Santa Monica
2951 28th St
Contacts
+14242689444.0
www.jakks.com