JAKKS Pacific Launches Global Anime, Manga, and Digital Creator Platform, Accelerating Expansion Into High-Growth Pop Culture Markets

Rhea-AI Summary

JAKKS Pacific (NASDAQ: JAKK) launched a global anime, manga, and digital creator platform on Feb 23, 2026, targeting collectibles, figures, plush, tech accessories, costumes, and role-play products.

The platform, developed over more than two years and anchored by strategic partnerships, includes a live-event and influencer merchandising strategy and a new multi-layered global distribution network. Initial product launches are expected in 2027.

Positive

• Platform developed over more than two years
• Initial product launches expected in 2027
• New multi-layered global distribution network

Negative

• No financial targets or guidance disclosed for the new platform
• Primary product launches not expected until 2027

Key Figures

Q4 2025 net sales: $127.1M FY 2025 net sales: $570.7M FY 2025 gross margin: 32.4% +5 more

8 metrics

Q4 2025 net sales $127.1M Q4 2025, down 3% year over year

FY 2025 net sales $570.7M Full-year 2025, down 17% year over year

FY 2025 gross margin 32.4% Full-year 2025, highest in 15 years

Quarterly dividend $0.25 per share Declared for payment on March 30, 2026

Year-end cash $54.1M End-of-year 2025 cash balance

Shelf capacity $150,000,000 Total S-3 shelf securities capacity filed 10/29/2025

ATM program size $75,000,000 At-the-market common stock program within S-3 shelf

Gate City ownership 782,717 shares (6.9%) Passive stake as of 12/31/2025 per Schedule 13G

Market Reality Check

Price: $22.47 Vol: Volume 750,327 is 5.43x t...

high vol

$22.47 Last Close

Volume Volume 750,327 is 5.43x the 20-day average of 138,058, signaling heavy interest ahead of this strategic launch. high

Technical Shares at $22.47 are trading above the 200-day MA of $18.51, while still 37.22% below the 52-week high of $35.79.

Peers on Argus

JAKK gained 23.73%, outpacing peers: SRM +32.05%, FNKO +12.45%, PLBY +3.94%, ESC...

1 Up 1 Down

JAKK gained 23.73%, outpacing peers: SRM +32.05%, FNKO +12.45%, PLBY +3.94%, ESCA +1.26%, while DOGZ fell 4.32%. Momentum scans show FNKO down 4.01% alongside CLAR up 2.38%, indicating mixed, stock-specific moves rather than a unified sector rotation.

Historical Context

5 past events · Latest: Feb 19 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 19	Q4/FY 2025 earnings	Neutral	-1.7%	Reported lower net sales but stronger gross margins and maintained quarterly dividend.
Feb 17	Movie toy partnership	Positive	+0.7%	Renewed global toy partnership for The Super Mario Galaxy Movie with new product line.
Feb 06	Earnings call notice	Neutral	+0.6%	Announced timing and access details for Q4 and full-year 2025 earnings call.
Dec 04	Hershey licensing deal	Positive	-2.2%	Launched Hershey-themed Charming mini-doll expansion with CVS debut and 2026 partnership term.
Nov 10	Anime costume expansion	Positive	+1.3%	Expanded Demon Slayer costume rights across multiple regions and channels into 2025–2026.

Pattern Detected

Recent strategic and partnership announcements generally saw modest moves, with most positive or neutral news aligning with small price gains, and one licensing deal on 2025-12-04 coinciding with a 2.18% decline.

Recent Company History

Over the last several months, JAKKS has combined licensing expansion with disciplined financial management. Earnings on 02/19/2026 showed softer net sales but a 15‑year-high gross margin and continued dividends. Multiple partnerships, including Super Mario and Hershey-branded products, expanded its IP footprint. Today’s anime and digital creator platform announcement continues that strategy of leveraging entertainment properties and live-event channels to drive long-term branded growth.

Regulatory & Risk Context

Active S-3 Shelf · $150,000,000

Shelf Active

Active S-3 Shelf Registration 2025-10-29

$150,000,000 registered capacity

An effective S-3 shelf filed on 10/29/2025 allows 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 under a sales agreement with B. Riley Securities. The ATM capacity is included within the total shelf, and usage_count is 0, indicating no takedowns reported in the shelf_context.

Market Pulse Summary

This announcement highlights JAKKS’ push into anime, manga, and digital creator markets via a new gl...

Analysis

This announcement highlights JAKKS’ push into anime, manga, and digital creator markets via a new global platform, building on prior deals like Demon Slayer and movie-linked products. The strategy targets live events, influencer-driven merchandising, and multi-channel distribution, with initial launches expected in 2027. Investors may track how this complements recent margin strength, ongoing dividends of $0.25 per share, and potential capital deployment under the existing S-3 shelf.

Key Terms

shelf registration, at-the-market program, s-3, schedule 13g, +4 more

8 terms

shelf registration regulatory

"filed an S-3 shelf registration to offer up to $150,000,000 of securities"

Shelf registration is when a company gets permission ahead of time to sell new stocks or bonds over a period of time instead of all at once. It matters to investors because it lets a company raise money quickly when needed, but it can also change the value of existing shares if many new ones are sold.

at-the-market program financial

"including an at-the-market program of up to $75,000,000 of common stock"

An at-the-market program is a way for a company to sell new shares of its stock gradually over time directly into the stock market, rather than all at once. This approach allows the company to raise money as needed while giving investors the opportunity to buy shares at current market prices. It helps manage the timing and price of new stock offerings, providing flexibility for both the company and investors.

s-3 regulatory

"filed an S-3 shelf registration to offer up to $150,000,000 of securities"

A Form S-3 is a streamlined registration filing that eligible, already-public U.S. companies use to offer new stocks or bonds to investors more quickly and with less paperwork. Think of it as a pre‑approved fast pass that lets a company raise money on shorter notice; for investors it signals the issuer meets certain reporting and size standards and can affect share supply, potential dilution, and market liquidity.

schedule 13g regulatory

"[SCHEDULE 13G] JAKKS PACIFIC INC Passive Investment Disclosure (>5%)"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

form 4 regulatory

"[Form 4] JAKKS PACIFIC INC Insider Trading Activity"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

form 3 regulatory

"[Form 3] JAKKS PACIFIC INC Initial Statement of Beneficial Ownership"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

restricted stock units financial

"was granted 4,827 restricted stock units (RSUs) on 09/09/2025"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

senior secured revolving credit facility financial

"a new $70.0 million senior secured revolving credit facility with BMO"

A senior secured revolving credit facility is a multi‑use bank lending line that a company can draw, repay and redraw as needed, backed by specific assets and ranked first in repayment order if the company defaults. Think of it like a collateralized credit card that gives flexible short‑term cash while lenders hold priority to recover their money; investors watch it because it affects a company’s liquidity, borrowing cost, and who gets paid first in financial distress.

AI-generated analysis. Not financial advice.

CLICK HERE

SANTA MONICA, Calif., Feb. 23, 2026 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK), a leading designer, manufacturer, and marketer of toys and consumer products, together with Disguise Inc., today announced the launch of a large-scale, next-generation anime, manga, and digital creator cultural platform—one of the most ambitious, strategic, and value-enhancing initiatives for the company.

Developed over more than two years, this multi-faceted investment positions JAKKS at the forefront of one of the fastest-growing and most influential segments in global entertainment. Anchored by strategic partnerships with premier anime properties and top-tier industry collaborators, this platform establishes a powerful foundation for sustained global growth, enhanced monetization, and long-term shareholder value creation.

Through this initiative, JAKKS will collaborate with best-in-class partners across fandom engagement, licensing, live entertainment, and brand commercialization to design, manufacture, and market a comprehensive portfolio of premium collectibles, figures, plush, tech accessories, costumes, and role-play products—bringing iconic franchises to life for fans worldwide.

“As anime, manga, and digital fandom continue their rapid global expansion, our objective is clear: to lead this category at scale,” said Stephen Berman, Co-Founder and Chief Executive Officer of JAKKS Pacific. “This platform is built for speed, reach, and sustained performance. It expands our global footprint, accelerates revenue opportunities, and strengthens our connection with millions of highly engaged fans who are shaping the future of global pop culture.”

Accelerated Live-Event and Influencer Merchandising Strategy

A central pillar of the platform is an expansive merchandising strategy focused on live venues, collaborative activations, performances, and influencer-driven events—high-growth markets that have historically lacked premium, authentic product offerings. With consumer engagement at record levels, JAKKS views this segment as a major white-space opportunity with substantial near- and long-term revenue potential.

Next-Generation Global Distribution Infrastructure

In parallel, JAKKS is deploying a new, multi-layered global distribution network spanning direct-to-consumer, specialty retail, experiential retail, and promotional channels. This infrastructure is designed to shorten the path to the consumer, improve speed-to-market, and expand reach across multiple touchpoints and purchase occasions worldwide.

“This initiative represents a fundamental evolution in our long-term growth strategy,” added Berman. “We are not simply entering a category—we are building a durable, repeatable platform designed to outperform traditional product cycles and deliver sustained, multi-year value.”

Building on a Proven Legacy of Brand Leadership

This strategic expansion builds on JAKKS Pacific’s long-standing track record of successfully commercializing world-class entertainment properties while deepening engagement with audiences around the world. The launch reflects the company’s disciplined approach to innovation, brand stewardship, and operational excellence.

Additional details regarding partnerships, product lines, and licensed properties will be announced throughout 2026, with initial product launches expected in 2027.

For more information visit https://www.jakks.com/anime/.

Media Contact:
JAKKS Pacific
Jessica Kavanaugh
publicrelations@jakks.net

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

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/bbf040fd-4305-4b29-b851-e5ce9319341e

FAQ

What did JAKKS (JAKK) announce on February 23, 2026 about anime and manga?

JAKKS announced a global anime, manga, and digital creator platform to commercialize fandom products. According to the company, the platform targets collectibles, figures, plush, tech accessories, costumes, and role-play products with partnerships across licensing, live entertainment, and brand commercialization.

When does JAKKS expect the first product launches for its JAKK anime platform?

The company expects initial product launches in 2027 as part of a phased rollout. According to the company, additional partnership and product details will be announced throughout 2026 ahead of the 2027 launches.

How will JAKKS distribute products from the new anime platform (JAKK)?

JAKKS is deploying a multi-layered global distribution network including direct-to-consumer and specialty retail. According to the company, the network also covers experiential retail and promotional channels to shorten the path to the consumer and speed-to-market.

What role do live events and influencers play in JAKKS' JAKK strategy?

Live-event and influencer merchandising are central pillars, focusing on activations, performances, and influencer-driven events. According to the company, these channels target high-growth markets that have lacked premium, authentic product offerings.

Does JAKKS (JAKK) provide financial guidance or targets for the new platform?

No specific financial targets or guidance were provided in the announcement for the platform. According to the company, additional details on partnerships and products will be disclosed throughout 2026, but no revenue figures were given.