Jakks Pac Inc Stock Price, News & Analysis

JAKKS Pacific (NASDAQ: JAKK) launched a new The Wizard of Oz product line in partnership with Warner Bros. Discovery Global Consumer Products, available exclusively at Walmart starting Oct 8, 2025. The collection includes a Dorothy Dress Up Set (size 4-6X) priced at $19.97, a Dorothy Accessory Set with basket, plush Toto and Ruby Red Slippers at $19.97, and a Petite Dolls Collection (Dorothy, Tin Man, Scarecrow, Cowardly Lion) at $34.97. The line features detailed costumes, accessories, and six-inch collector dolls designed for fans and collectors.

Company marketing highlights nostalgia, play-driven role play, and retail exclusivity at Walmart.

JAKKS Pacific (NASDAQ: JAKK) has announced its fall 2025 lineup of Super Mario toys and collectibles for the holiday season. The collection features several new products, including the $69.99 Big Bad Bowser exclusive to Costco, featuring fire-breathing effects and 13 points of articulation.

Other notable releases include the $39.99 Princess Peach figure with 25+ sounds, $19.99 Spinning Spirit House playsets, and various 2.5-inch and 4-inch scale figures ranging from $4.99 each. The company continues its decade-long partnership with Nintendo, offering products across multiple Nintendo franchises including The Legend of Zelda, Metroid, and Donkey Kong.

Disguise, the costume division of JAKKS Pacific (NASDAQ: JAKK), has won the Best Licensed Dress-Up or Partyware Range award at the 2025 Licensing Awards for its Pokémon costume collection in EMEA. The award ceremony took place on September 16, 2025, at London's Grosvenor House Hotel.

Disguise has been producing Pokémon costumes in North America since 2019 and expanded into EMEA in late 2024. The recognition comes less than a year after acquiring the EMEA license, highlighting the company's successful international expansion strategy with the popular gaming franchise.

JAKKS Pacific (NASDAQ: JAKK) has launched Disney Darlings, a new baby doll line in collaboration with Disney, targeting children ages 2-5. The collection features iconic Disney characters including Minnie Mouse, Stitch, Marie, and Winnie the Pooh.

The 13-inch interactive dolls come with unique features including glowing cheeks, glittery eyes, and four play modes: Sparking the Magic/Waking, Feeding, Playing, and Rocking to Sleep. Each doll includes a signature wand, bottle, plush friend, and birth certificate, and is available in multiple skin tones and styles.

The dolls are now available at major retailers including Walmart, Amazon, and Target, marking JAKKS Pacific's continued expansion in the Disney-licensed toy market.

JAKKS Pacific (NASDAQ: JAKK) unveiled an extensive new product lineup at San Diego Comic-Con 2025, featuring toys and collectibles from major franchises. The showcase highlighted the Super Mario Big Bad Bowser ($59.99), a Costco-exclusive 12-inch figure with interactive features, and Yours Truly, Princess Peach ($39.99) with 25+ sounds and quotes.

Other notable releases include The Simpsons Treehouse of Horror Countdown Calendar ($39.99), DC x Sonic the Hedgehog crossover collectibles, and the GameStop-exclusive Shadow 18-inch Ice Cream Bar Plush ($44.99). The company also presented new products from Bendy and Dog Man franchises, expanding their licensed portfolio across major retailers including Target, Costco, and GameStop.

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.