Explore how Jakks' (JAKK) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
JAKKS Pacific, Inc. (JAKK) Q4 2025 Earnings Call Transcript
Jakks Pacific (JAKK) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of a loss of $1.01. This compares to a loss of $0.67 per share a year ago.
Jakks (JAKK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
JAKKS Pacific remains a "Buy" despite sharp revenue and profit declines, supported by a robust balance sheet and attractive valuation. JAKK's Q3 revenue plunged 34%, mainly due to the Toys/Consumer Products segment's weakness from delayed retailer orders and tariff-driven price hikes. Recent licensing wins, such as Demon Slayer and Hershey partnerships, position JAKK for future growth as market conditions normalize.
JAKKS Pacific has paid millions in extra U.S. tariff expense to date, on imported goods sold in America compared to 2024 rates. A potential Supreme Court ruling on the constitutionality of Trump-era tariffs could result in a refund of these expenses. JAKK is clearly undervalued trading at a 25% discount to tangible book value, with limited liabilities, new $1.00 annual dividend and forecast of 5x 2026 earnings.
JAKKS Pacific, Inc. ( JAKK ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Stephen Berman - Co-Founder, Chairman, CEO, President & Secretary John Kimble - Executive VP & CFO Conference Call Participants Eric Beder - Small Cap Consumer Research, LLC Thomas Forte - Maxim Group LLC, Research Division Presentation Operator Good afternoon, everyone. And welcome to JAKKS Pacific Third Quarter 2025 Earnings Conference Call with Management, who will review financial results for the quarter ended September 30, 2025.
Jakks Pacific (JAKK) came out with quarterly earnings of $1.8 per share, missing the Zacks Consensus Estimate of $2.6 per share. This compares to earnings of $4.79 per share a year ago.
Jakks (JAKK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
JAKKS Pacific remains a compelling value, with shares up 74.7% since December 2021 despite ongoing revenue and profit declines. JAKK boasts a strong net cash position, valuable IP portfolio, and is trading at low single-digit cash flow multiples, supporting further upside potential. Management's focus on higher-margin products and cost-cutting is improving profitability, even as tariffs and weak demand challenge near-term results.
Explore how Jakks' (JAKK) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
JAKKS Pacific reported the company's Q2 report, now reflecting massive tariff pressure on earnings from Chinese sourcing. The outlook stands highly volatile. JAKKS' tariff mitigation has proven unsuccessful so far due to changing policies, and pricing power is very unsure in a weak consumer environment. I estimate JAKKS to have 31% upside to $24.8 in a base scenario, but such upside is highly uncertain.