Jakks Pac Inc Stock Price, News & Analysis

JAKKS Pacific (NASDAQ: JAKK) has announced a new licensing partnership to produce toys for the DC x Sonic the Hedgehog crossover event. The toy line, launching in Fall 2025, will feature characters from both franchises, including Sonic, Shadow, Tails, and DC's Justice League members Superman, Batman, and Wonder Woman.

The collection will include articulated action figures, vehicles, and plush items. This launch follows the March 2025 kickoff of a five-issue comic book series, written by Ian Flynn and illustrated by Adam Bryce Thomas, where the Justice League and Team Sonic unite to battle Darkseid across dimensions.

JAKKS Pacific reported strong Q1 2025 financial results, with net sales reaching $113.3 million, up 26% year-over-year. The company's performance was marked by significant improvements in key metrics:

• Gross margin increased to 34.4% from 23.4% in Q1 2024
• Operating loss reduced to $3.8 million from $21.3 million last year
• Adjusted net loss per share improved to $0.03 from $1.09

The company's global expansion shows promise, with international sales reaching $21.0 million, driven by over 100% growth in Europe. North America sales rose to $92.2 million. The Board approved a $0.25 quarterly dividend, payable June 27, 2025. JAKKS maintains a strong financial position with $59.4 million in cash and cash equivalents, and has successfully eliminated all long-term debt while completing preferred stock repurchase in 2023.

Disguise Inc, a subsidiary of JAKKS Pacific (NASDAQ: JAKK), has secured a multi-year licensing agreement with SEGA of America for exclusive rights to create Sonic the Hedgehog costumes. The deal covers North America, Europe, Middle East, Africa, and Latin America.

The company has already developed successful costume lines for Sonic Prime, Sonic the Hedgehog 2, and the upcoming Sonic the Hedgehog 3. This new agreement allows Disguise to expand its Sonic offerings with costumes, masks, role-play accessories, and seasonal dress-up items.

The partnership aims to leverage advanced manufacturing techniques and creative innovation to enhance the Sonic costume portfolio. Disguise has established itself as a global leader in licensed costume design with expanding worldwide distribution.

Disguise Inc, the costume division of JAKKS Pacific (NASDAQ: JAKK), has secured North American rights for PAW Patrol costumes and accessories, including the upcoming PAW Patrol: The Dino Movie. The company will launch a refreshed core costume line in fall 2025, followed by a movie-inspired collection for the film's release on July 31, 2026.

This expansion gives Disguise rights to the entire PAW Patrol portfolio, strengthening its position in the children's costume market. The franchise, which reaches over 350 million households globally on Nickelodeon, will see its third theatrical release distributed by Paramount Pictures.

The new agreement builds upon Disguise's previous successful collaborations with the first two PAW Patrol movies, now encompassing both core product lines and movie-themed collections. The company plans to deliver character-accurate costumes featuring popular pups like Chase, Marshall, Skye, and new dino-themed characters.

JAKKS Pacific (NASDAQ: JAKK) has scheduled its first quarter 2025 financial results announcement for Tuesday, April 29, 2025, after market close. The company will host a teleconference and webcast at 5:00 p.m. ET / 2:00 p.m. PT on the same day to discuss the results and potentially address future plans.

Analysts, investors, and media are invited to participate in the call, which can be accessed through the company's website at www.jakks.com/investors. Participants are encouraged to dial in ten minutes before the scheduled start time. A replay of the webcast will be available for a time on the company's investor relations page.

JAKKS Pacific's costume division Disguise has extended its licensing partnership with BBC Studios for the Bluey costume line in North America. The agreement covers fall 2025 season with new styles and expanded distribution. Bluey, produced by Ludo Studio, was 2024's #1 most-watched streaming series in the U.S., with 7.3 billion views on its official YouTube channel.

The costume collection, which has shown strong retail performance both in-store and online, includes offerings for both children and adults, making it a family-wide dress-up experience. The line is available through major retailers, specialty stores, and online platforms, demonstrating Disguise's leadership in the preschool costume category.

JAKKS Pacific (NASDAQ: JAKK) has unveiled new THE SIMPSONS collectibles at WonderCon 2025, headlined by the Funzo Feature Plush, priced at $49.99. The 14-inch interactive plush features facial expressions, missiles, and sound effects.

The company introduced several new products including:

• King Homer Collector Plush ($29.99) - 16-inch premium plush with vinyl head
• Bartman Roto Plush ($9.99) - Walmart exclusive 9-inch plush
• 2.5-inch Figures Wave 3 & 4 ($4.99 each) featuring various characters
• Krusty Burger Diorama Set ($19.99) with accessories
• 5-inch Deluxe Figures Wave 3 & 4 ($12.99 each) with articulation and accessories

JAKKS Pacific (NASDAQ: JAKK) has announced significant changes to its Board of Directors following the successful completion of its 2019 recapitalization transition. The company scheduled its 2025 annual meeting for June 20, 2025, and revealed the restructuring of its board from seven to six members.

Three directors appointed during the 2019 recapitalization will depart: Matthew Winkler will resign at the 2025 annual meeting, while Joshua Cascade and Carole Levine's positions will be filled by new nominees. The Board approved Jonathan R. Liebman, co-CEO of Brillstein Entertainment Partners, and Jordan Moelis, Managing Partner of Deep Field Asset Management , as candidates for election to Class II of the Board, alongside current director Alexander Shoghi.

JAKKS Pacific (NASDAQ:JAKK) has partnered with Warner Bros. Discovery Global Consumer Products to launch a new line of Harry Potter Hogwarts House Robes, available exclusively at Walmart for $39.97.

The premium robes feature house-specific designs for Gryffindor, Hufflepuff, Slytherin, and Ravenclaw, including embroidered house crests, colored lining, and practical features like a hidden wand pocket, hood, and functional pockets. The product launch aims to provide fans with authentic, high-quality merchandise for cosplay, themed events, or casual wear.

According to Debbie Haag, SVP of Marketing at JAKKS Pacific, the robes are designed to fulfill young fans' dreams of experiencing the magical world of Harry Potter while wearing their house colors.