JAKKS Pacific Announces a Sweet New Licensing Partnership with The Hershey Company
Rhea-AI Summary
JAKKS Pacific (NASDAQ: JAKK) announced a licensing partnership with The Hershey Company to create a confection-themed expansion of its Charming mini-doll line. The collaboration includes eight SKUs inspired by Hershey products (Kisses, Jolly Rancher, Reese’s, Bubble Yum, Twizzlers, Hershey’s Syrup) with themed charms and accessories. The first items—Hershey’s Kisses collectibles—will debut exclusively at CVS on December 26, 2025. The partnership runs through December 31, 2026 with an option to extend. The collection targets Charming Bag Charms’ on-the-go, collectible trend and includes an investor-facing product page at the company website.
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News Market Reaction – JAKK
On the day this news was published, JAKK declined 2.18%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
JAKK was up 2.14% pre-news with mixed peer moves: SRM up 32.05%, ESCA up 3.46%, FNKO up 1.52%, PLBY up 0.45%, while DOGZ fell 1.54%, pointing to stock-specific rather than broad sector momentum.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Licensing partnership | Positive | -2.2% | New Hershey-branded Charming mini-doll and collectibles collaboration. |
| Nov 10 | Licensing expansion | Positive | +1.3% | Expanded Demon Slayer costume rights across additional regions and channels. |
| Nov 05 | Product launch | Positive | +5.5% | Launch of Big Kid Shopping Cart in Target’s role-play line at $34.99. |
| Nov 03 | Partnership renewal | Positive | -1.4% | Renewed global Sonic the Hedgehog toy partnership with SEGA through 2029. |
| Oct 30 | Earnings release | Negative | +0.5% | Q3 2025 net sales down 34% YoY to $211.2M but still profitable. |
Recent news flow shows mixed reactions, with positive product and partnership updates sometimes followed by negative price moves, and earnings with weaker fundamentals seeing modest gains.
Over the last few months, JAKKS reported weaker Q3 2025 sales of $211.2M and lower profitability, yet the stock rose 0.45% the next day. Product and partnership announcements have been frequent: a Target-exclusive Big Kid Shopping Cart launch saw a 5.47% gain, while partnership renewals and new collaborations with SEGA and Disney produced modest negative moves between 1–3%. Today’s Hershey licensing deal fits this strategy of leveraging branded IP across toys and collectibles.
Regulatory & Risk Context
JAKKS has an active S-3 shelf filed on 2025-10-29 to offer up to $150,000,000 in securities, including an at-the-market program of up to $75,000,000 of common stock. The filing indicates flexibility to raise capital for general corporate purposes; no usage has been recorded yet and the shelf is noted as not effective in the context data.
Market Pulse Summary
This announcement adds Hershey-branded SKUs to JAKKS’ Charming mini-doll line, extending its use of recognizable IP alongside Sonic and Disney collaborations. The collection launches at CVS on December 26, 2025 and the partnership runs through December 31, 2026. In parallel, JAKKS has an active $150,000,000 shelf with ATM capacity, and recent filings highlight softer sales but ongoing profitability. Investors may watch how this collaboration performs at retail relative to other licensed lines.
Key Terms
licensing partnership financial
AI-generated analysis. Not financial advice.
SANTA MONICA, Calif., Dec. 04, 2025 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK), a leading designer and marketer of toys, and The Hershey Company, one of the world’s largest confectionery brands, announced today a new partnership that will bring the beloved Hershey branding to JAKKS Pacific’s popular Charming line of small dolls and collectibles, marking the first-ever confection-themed expansion of the fashionable mini-doll brand.
The collection will consist of eight SKUs featuring dolls inspired by fan-favorite treats including Hershey’s Kisses, Jolly Rancher, Reese’s, Bubble Yum, Twizzlers, and Hershey’s Syrup each comes with themed charms and accessories unique to the beloved confection it represents, adding a collectible twist to the line’s signature style.
The first products to launch under the collaboration, The Hershey’s Kisses collectibles, will debut exclusively at CVS beginning December 26, 2025, just in time for Valentine’s Day. The partnership runs through December 31, 2026, with an option for extension.
“Partnering with The Hershey Company allows us to blend two worlds that people love, delicious treats and self-expression,” said Debbie Haag, Senior Vice President at JAKKS Pacific. “With the addition of the iconic Hershey branding, we’re adding an extra touch of sweetness to our popular trendy besties that will delight people around the world.”
"We're excited to see the new Charming line bring our iconic Hershey brands to life in a way that feels fresh, fun, and right on trend." Said Michelle McLaughlin, CEO, Brand Activation Consulting, The Hershey Company Licensing Agent.
Charming Bag Charms are a viral trend and on-the-go toy, designed to be clipped onto purses, backpacks, phones, or water bottles for accessorizing and play. Kids can mix, match, and rearrange the doll and charms to customize their look, allowing for daily style changes. Charming Bag Charms are the besties kids can bring everywhere! For more information, visit https://www.jakks.com/brands/charming/.
Media Contact:
JAKKS Pacific
Jessica Kavanaugh
publicrelations@jakks.net
About THE HERSHEY Company:
The Hershey Company is an industry leading snacks company known for making more moments of goodness through its iconic brands, remarkable people and enduring commitment to doing the right thing for its people, planet, and communities. Hershey has more than 20,000 employees in the U.S. and worldwide who work daily to deliver delicious, high-quality products. The company has more than 90 brand names in approximately 80 countries that drive more than
For over 130 years, Hershey has been committed to operating fairly, ethically and sustainably. The candy and snack maker's founder, Milton Hershey, created Milton Hershey School in 1909, and since then, the company has focused on helping children succeed through equitable access to education.
To learn more visit www.thehersheycompany.com.
About Brand Activation Consulting:
Brand Activation Consulting (BAC) is a leading, retail-focused brand development and licensing agency with a proven track record of building, protecting, and expanding the commercial value of iconic consumer brands. Partnering with industry leaders including The Hershey Company, Just Born Confections, Hormel Foods, Cloudco Entertainment (Care Bears), and Build-A-Bear Workshop, BAC delivers end-to-end strategy, creative development, and product commercialization that drive meaningful growth and strengthen brand relevance across channels.
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: AirTitans®, Disguise®, Fly Wheels®, JAKKS Wild Games®, Moose Mountain®, Maui®, Perfectly Cute®, ReDo® Skateboard Co., Sky Ball®, SportsZone™, Xtreme Power Dozer®, WeeeDo®, and Wild Manes™ as well as a wide range of entertainment-inspired products featuring premier licensed properties. Through our products and our 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) and Facebook (@jakkspacific.toys).
©2025 JAKKS Pacific, Inc. All rights reserved
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9ecad8a5-3d2d-4daa-889d-8f3f4bb35b0c
FAQ
What did JAKK announce about the Hershey collaboration on December 4, 2025?
When and where will JAKK’s Hershey’s Kisses Charming collectibles launch?
How long does the JAKK and Hershey licensing partnership run for JAKK (NASDAQ: JAKK)?
How many SKUs are included in the JAKK and Hershey Charming collection?
Will the JAKK Charming Hershey items be collectible and portable as Charming Bag Charms?
