Disguise Renews Global Rights to Minecraft Costumes
Rhea-AI Summary
Disguise (NASDAQ: JAKK) renewed a multi-year global licensing agreement to design, develop and distribute Minecraft costumes and accessories worldwide.
The renewal follows strong 2025 growth driven by A Minecraft Movie and supports ongoing product rollouts ahead of a second film slated for release in 2027.
Positive
- Multi-year renewal of global Minecraft licensing agreement
- Minecraft delivered exceptional growth in 2025 following the film
- Continued global distribution of costumes and accessories
- Official second film slated for 2027, sustaining franchise demand
Negative
- None.
News Market Reaction – JAKK
On the day this news was published, JAKK declined 0.43%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
JAKK showed a modest 0.68% gain pre-news while key peers were mixed: SRM +32.05%, DOGZ +5.41%, FNKO +0.43%, ESCA +1.03%, and PLBY flat. Moves do not indicate a unified sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 03 | Licensing collaboration | Positive | -1.5% | New Ironmouse merchandise deal across figures, plush, tech and cosplay. |
| Mar 02 | Partnership extension | Positive | -3.9% | Extended Aniplex partnership to expand Demon Slayer toys and collectibles. |
| Feb 26 | New licensing deal | Positive | -0.9% | New Naruto toy and costume agreement with VIZ Media for 2027 debut. |
| Feb 25 | Strategic partnership | Positive | -2.2% | Crunchyroll partnership covering multiple anime properties and collectibles. |
| Feb 24 | Merchandise partnership | Positive | +1.6% | hololive merchandise line deal targeting North American fans and events. |
Recent licensing and partnership announcements have often been followed by flat-to-negative next-day moves, despite generally positive business implications.
Over late February and early March 2026, JAKKS announced multiple partnerships and licensing deals across anime and VTuber properties, plus a landmark Ironmouse collaboration. These included Crunchyroll, VIZ Media for Naruto, Aniplex for Demon Slayer, and COVER’s hololive, largely expanding toys, costumes, and collectibles lines into 2027. Despite their growth-focused nature, most of these headlines saw slightly negative 24-hour price reactions, framing today’s Minecraft costume license renewal as part of an ongoing IP expansion strategy.
Regulatory & Risk Context
An effective S-3 shelf filed on 2025-10-29 permits JAKKS to offer up to $150,000,000 of securities, including an at-the-market program of up to $75,000,000 of common stock, with no usage reported to date. This provides flexibility for future capital raises alongside the company’s revolving credit facility.
Market Pulse Summary
This announcement renews Disguise’s global rights to Minecraft costumes, reinforcing one of JAKKS’ strongest licenses after strong 2025 demand following A Minecraft Movie. It adds to a string of recent IP partnerships, positioning the costume and toy portfolio around well-known entertainment brands. Investors may track how this renewal supports segment performance over time, especially as another Minecraft movie is slated for 2027 and as JAKKS manages capital under its existing shelf registration.
AI-generated analysis. Not financial advice.
POWAY, Calif., March 05, 2026 (GLOBE NEWSWIRE) -- Disguise, Inc., the top licensed costume manufacturer and global costume division of leading toy and consumer products company JAKKS Pacific, Inc. (NASDAQ: JAKK), today announced a multi-year renewal of its global licensing agreement for Minecraft costumes and costume accessories. The extension reinforces the company’s long-standing partnership with one of the most influential gaming brands in the world and solidifies Minecraft’s position as a top-performing license within Disguise’s portfolio.
Minecraft continues to be a powerhouse for Disguise, delivering exceptional growth in 2025 following the successful release of A Minecraft Movie in April. The film’s global impact fueled heightened fan engagement and demand for authentic character costumes, further elevating the brand across retail channels worldwide.
Tara Cortner, President and GM of Disguise, said, “Minecraft continues to be a cornerstone of our overall success. Our long-term partnership with Minecraft has allowed us to bring its world to life through costumes that resonate with fans of all ages. The excitement around A Minecraft Movie last year took that connection to an entirely new level and we look forward to several more years of delivering high quality costumes to support this amazing brand as well as a new movie to come in 2027.”
The momentum behind the franchise is expected to continue rising. Earlier this year, the official A Minecraft Movie Instagram account confirmed that a second film is currently in development and slated for release in 2027, signaling sustained demand and long-term opportunities for franchise expansion. With the renewed agreement, Disguise will continue to design, develop, and distribute innovative Minecraft costumes and accessories globally, delivering products that capture the creativity, adventure, and imagination that define the beloved franchise.
About JAKKS Pacific, Inc.:
JAKKS Pacific, Inc. is a leading designer, manufacturer and marketer of toys and consumer products sold throughout the world, with its headquarters in Santa Monica, California. JAKKS Pacific’s popular proprietary brands include Disguise®, Fly Wheels®, Charming™, Kidtopia™, Moose Mountain®, Maui®, ReDo® Skateboard Co., Sky Ball®, and Xtreme Power Dozer® as well as a wide range of entertainment-inspired products featuring premier licensed properties. Through their products and charitable donations, JAKKS is helping to make a positive impact on the lives of children. Visit us at www.jakks.com and follow us on Instagram (@jakkspacific.toys), X (@jakkstoys), YouTube (@JAKKSPacific), Facebook (@jakkspacific.toys) and LinkedIn (JAKKS Pacific).
©2026 JAKKS Pacific, Inc. All rights reserved
About Disguise Inc.
Since 1987, Disguise has been a global leader in the dress up and roleplay industry creating innovative and trend setting costumes and accessories. Based in San Diego, Disguise produces costumes and accessories under many of the world’s leading licensed brands, as well as its own proprietary brands for the world’s largest retailers including specialty, party and pop-up stores. Disguise designs and manufactures millions of costumes each year bringing smiles and creating memories for kids and adults alike. To see Disguise’s extensive licensed dress up collection, please visit www.disguise.com and follow us on Instagram (@disguise.costumes), X (@DisguiseInc) and Facebook (Disguise Costumes).
MEDIA CONTACT:
PR@Disguise.com
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7be86598-8ade-4b14-bd2f-567ad04296aa
FAQ
What did Disguise announce about its Minecraft licensing renewal (JAKK) on March 5, 2026?
How did A Minecraft Movie affect Disguise's Minecraft costume sales for JAKK in 2025?
Will Disguise sell Minecraft products globally under the renewed JAKK agreement?
Does the JAKK renewal mention future Minecraft films or timing for new releases?
What does the Minecraft license renewal mean for JAKK shareholders and product roadmap?
