JAKKS Pacific Renews Master Global Toy Partnership with Universal Products & Experiences for Nintendo and Illumination’s The Super Mario Galaxy Movie
Rhea-AI Summary
JAKKS Pacific (NASDAQ: JAKK) renewed its master global toy partnership with Universal Products & Experiences, Illumination and Nintendo for an all-new collection tied to The Super Mario Galaxy Movie, arriving April 1, 2026.
The toy line, available for pre-order at Walmart and Smyths and landing at retail on February 20, 2026, includes articulated 5-inch figures, mini figures, playsets, plush, glow-in-the-dark Luma yoyos and retailer exclusives.
Positive
- Retail launch set for February 20, 2026
- Pre-orders available at Walmart and Smyths Toys
- Action figure success previously drove double-digit growth in collectibles
- 5-inch figures were top-selling action figures multiple months in 2023 per Circana
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
Peers show mixed moves: SRM +32.05%, DOGZ +8.82%, while PLBY -13.85%, FNKO -1.1%, ESCA -0.67%. JAKK’s -1.14% move appears stock-specific, not a coordinated sector rotation.
Previous Partnership Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Licensing partnership | Positive | -2.2% | New Hershey-themed Charming mini-doll licensing agreement through 2026. |
| Nov 03 | Partnership renewal | Positive | -1.4% | Renewed global Sonic the Hedgehog toy partnership extended through 2029. |
| Sep 16 | Disney collaboration | Positive | -0.3% | Launch of Disney Darlings baby doll line with major retailer distribution. |
| Apr 07 | Costume licensing | Positive | -2.7% | Disguise extends Bluey costume deal for 2025 with expanded distribution. |
| Apr 08 | New IP partnership | Positive | +2.4% | Partnership with Epic Story Media to launch Wild Manes brand. |
Partnership and licensing announcements have often been followed by modest negative next-day moves, despite being strategically positive.
Over the past two years, JAKKS Pacific has frequently used partnerships to expand its licensed portfolio. Deals with Hershey, SEGA, Disney, Bluey, and Epic Story Media show a consistent strategy of tying core toy lines to strong entertainment IPs. Market reactions to these partnership headlines have usually been muted to negative, with several 24h moves between about -0.3% and -2.7%, suggesting investors have not consistently rewarded this news type in the near term.
Historical Comparison
Partnership headlines for JAKK have averaged about -0.85% next-day moves, suggesting historically muted or slightly negative trading reactions to similar licensing and collaboration news.
Recent partnership news traces a steady build-out of licensed IP—from Disney and Bluey to Sonic and Hershey—positioning JAKKS as a recurring partner for major entertainment franchises.
Regulatory & Risk Context
An effective S-3 shelf 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 its agreement with B. Riley Securities, providing flexibility for future capital raises.
Market Pulse Summary
This announcement renews JAKKS’ role as a global toy partner for Nintendo and Illumination around The Super Mario Galaxy Movie, following a prior film that generated over $1.3 billion worldwide. It reinforces a broader strategy of leveraging strong entertainment IP, consistent with past partnership news that has averaged about -0.85% next-day moves. Investors may watch how this line performs at retail from February 20, 2026 and consider existing capital-raising flexibility under the $150,000,000 shelf and $75,000,000 ATM.
AI-generated analysis. Not financial advice.
ALL-NEW TOY LINE LANDS AT RETAIL FEBRUARY 20, 2026
NINTENDO AND ILLUMINATION’S THE SUPER MARIO GALAXY MOVIE
ARRIVES IN THEATERS APRIL 1, 2026
SANTA MONICA, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- JAKKS Pacific, Inc. (NASDAQ: JAKK) announced today the renewal of its partnership with Universal Products & Experiences, Illumination and Nintendo on an all-new collection of figures, playsets, plush and more inspired by Nintendo and Illumination’s new animated film, The Super Mario Galaxy Movie, which arrives in theaters April 1, 2026. The collection is available for pre-order now at Walmart and Smyths Toys.
JAKKS Pacific’s toy collection inspired by the 2023 film, The Super Mario Bros. Movie, was a top performer in 2023 and 2024, with action figures, posable plush, playsets, pull-back karts, and more. According to Circana, the 5-inch figures with accessories were the only action figures in the top 50 best-selling toys for multiple months in 2023. The global launch of the line helped fuel double-digit growth within JAKKS Pacific’s action figures and collectibles business.
The all-new The Super Mario Galaxy Movie product line builds upon those successes and will include movie-inspired figures and playsets, premium figures with accessories, plush, and more, giving fans of all ages the chance to recreate their favorite film moments.
Key product line details include:
- Best-selling and highly articulated 5-inch figures return and wave 1 features Mario with yellow Luma, Yoshi with accessories, Rosalina with wand and Bowser Jr. with paint brush
- All-new 1.5-inch mini scale figures include Mario, Luigi, Yoshi, Princess Peach, Bowser Jr. and Wonder Bowser Jr.
- Yoshi Egg playset is a double-sided adventure with Yoshi and exclusive Fire Mario
- Deluxe Bowser Castle playset and Gateway Galaxy diorama set further buildout the world of playability
- All-new 9-inch plush featuring Mario, Luigi, and Princess Peach
- Colored Luma yoyos glow in the dark
- Exclusive to Target are a 5-inch 4-pack with Mario, Yoshi with exclusive Luigi and Wonder Bowser Jr. figures, as well as posable jumbo plush in Fire Mario and Fire Luigi styles
- Walmart will exclusively carry a 5-inch Bowser Jr. with a punching Clown Car, paint brush and water reveal stickers, and Mario and Luigi figures with pull-back motorcycles
“JAKKS Pacific’s products inspired by the first film, which earned more than
“Teaming up again with Illumination, Nintendo, and Universal Products & Experiences for The Super Mario Galaxy Movie toy line has been incredibly inspiring,” said Jeremy Sueper, VP of Marketing at JAKKS Pacific, Inc. “Together, we are working hard to bring fan-favorite characters and memorable movie moments into the home that both longtime fans and new audiences will truly enjoy. We look forward to unveiling the full line soon.”
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 manages a broad portfolio of licensed and owned I.P. brands and products. These product lines include best sellers such as The Legend of Zelda and Donkey Kong action figures, plush and playsets. All products are available online or in retail stores nationwide.
About Nintendo + Illumination’s The Super Mario Galaxy Movie
The Super Mario Galaxy Movie is an animated film based on the world of Super Mario Bros., and follows The Super Mario Bros. Movie, which was released in 2023 and earned more than
The Super Mario Galaxy Movie is directed by returning filmmakers Aaron Horvath and Michael Jelenic, from a screenplay by returning screenwriter Matthew Fogel, with Brian Tyler returning to compose the score.
The film stars Chris Pratt as Mario, Anya Taylor-Joy as Princess Peach, Charlie Day as Luigi, Jack Black as Bowser, Keegan-Michael Key as Toad, Benny Safdie as Bowser Jr., Kevin Michael Richardson as Kamek, and Brie Larson as Rosalina.
About Illumination
Illumination, founded by Chris Meledandri in 2007, is one of the entertainment industry's leading producers of event-animated films, including Despicable Me—the most successful animated franchise in cinematic history—as well as the record breaking The Super Mario Bros. Movie, Dr. Seuss' The Lorax, Dr. Seuss' The Grinch, Migration, and The Secret Life of Pets and Sing films. Illumination's iconic, beloved franchises—infused with memorable and distinct characters, global appeal and cultural relevance—have grossed nearly
About Nintendo
Nintendo Co., Ltd., headquartered in Kyoto, Japan, has been providing a wide range of entertainment products and experiences since its founding in 1889, beginning with the manufacture and sale of Hanafuda playing cards.
Since the 1983 release of the Family Computer (Famicom) system in Japan, and continuing through Nintendo Switch 2, Nintendo’s focus has been the development, manufacturing, and sale of its gaming systems and software. To date, Nintendo has sold more than 5.9 billion video games and over 860 million hardware units globally, and has created franchises such as Mario™, Donkey Kong™, The Legend of Zelda™, Pokémon™, Metroid™, Kirby™, Animal Crossing™, Pikmin™, and Splatoon™.
Nintendo strives to expand the number of people who have access to its characters and worlds. Its continuing mission is to put smiles on the faces of everyone it touches with unique entertainment experiences, centered on its integrated video game hardware and software products.
About Universal Products & Experiences (UP&E)
Universal Products & Experiences (UP&E) globally drives the expansion and elevation of NBCUniversal’s iconic collection of brands, intellectual properties, characters, and stories based on the company’s extensive portfolio of properties created by Universal Pictures, Illumination, DreamWorks Animation and NBCUniversal Television and Streaming. The division executes this through innovative physical and digital products, as well as engaging retail and product experiences across our expansive global theme park destinations (for both owned and third-party IP), location-based venues, e-commerce product platforms, and retailers around the world. Along with global brand strategy and creative, UP&E’s lines of business include Consumer Products and Games, along with Theme Parks Products & Retail. UP&E is a division of Universal Destinations & Experiences, part of NBCUniversal, a subsidiary of Comcast Corporation. More information is available at universalproductsexperiences.com.
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
Media Contact
JAKKS Pacific
Jessica Kavanaugh
publicrelations@jakks.net
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9da4ce5d-00db-4b11-9a71-108bd85ded69
FAQ
When will JAKK’s Super Mario Galaxy Movie toy collection be in stores and online?
What products does JAKK offer for Nintendo and Illumination’s The Super Mario Galaxy Movie?
Which retailers have exclusive JAKK Super Mario Galaxy Movie items for JAKK (NASDAQ: JAKK)?
How does JAKK tie this new line to prior Super Mario movie performance for JAKK (NASDAQ: JAKK)?
What are the key launch dates investors should note for JAKK’s Super Mario Galaxy Movie merchandise?
Will JAKK’s Super Mario Galaxy Movie toys include new product types that could affect sales for JAKK (NASDAQ: JAKK)?
