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Mattel announced Monday that it is releasing exclusives for KPop Demon Hunters, Masters of The Universe, Jurassic Park III and its Monster High doll line at San Diego Comic-Con 2026 in late July.
Mattel's KPop Demon Hunters singing dolls of Rumi, Mira and Zoey — as well as fashion dolls of the HUNTR/X trio and Jinu — are almost here as they've gone on pre-order with late July and early August release dates.
Mattel (MAT) reported earnings 30 days ago. What's next for the stock?
Mattel's American Girl doll brand is continuing to celebrate its 40th anniversary with an early look at its 2027 Girl of the Year in a new book.
Ariel Appreciation Fund traded up +1.14% in the quarter, lagging the Russell Midcap Value Index's +3.68% gain and the +1.29% return posted by the Russell Midcap Index. Demand was broad based across high growth markets including AI networking, aerospace and defense, non-terrestrial satellite communications and semiconductors. Mattel's results were also pressured by tariff uncertainty and elevated promotions, which pinched margins.
Southeastern Asset Management is calling for a sale of Mattel, arguing it would be better off if owned by a private equity firm, competitor or large media company.
Mattel, Inc (NASDAQ:MAT) is expected to see improved growth in 2026, according to Jefferies, which raised its forecasts and price target for the toymaker, citing potential upside from its entertainment-driven product slate. Jefferies has increased its fiscal 2026 sales growth estimate to 6.6% year over year, up from a prior 4.5% and above the roughly 6% consensus.
MAT tops Q1 estimates as net sales rise 4% to $862M, powered by Vehicles momentum - while margins slide on tariffs, FX and inflation.
Mattel is transforming from a stagnant toy manufacturer into a brand-driven IP company, leveraging movies and mobile gaming for growth. MAT's $1.5B buyback plan could retire 35% of shares in three years, following a prior 15% reduction, enhancing per-share value. The Barbie movie's success validated MAT's brand monetization strategy, with future films and full ownership of Mattel 163 driving high-margin growth.
Mattel, Inc. (MAT) Q1 2026 Earnings Call Transcript
Mattel is downgraded to 'hold' after persistent underperformance, margin pressures, and disappointing execution despite a surprise Q1 profit. Tariff headwinds are fading, but oil-driven cost inflation and continued weakness in the toddler segment offset potential margin recovery for MAT. MAT's Q1 benefited from a one-time accounting gain; underlying free cash flow guidance is cut to $300–375 million, with a 7% free cash flow yield.