Jakks Pac Stock Price, News & Analysis
Company Description
JAKKS Pacific, Inc. (NASDAQ: JAKK) is a designer, manufacturer and marketer of toys and consumer products sold throughout the world. Classified in the Manufacturing sector and associated with sporting and athletic goods manufacturing, the company develops multi-product toy lines and related kid-targeted consumer products. According to company and market descriptions, JAKKS Pacific’s offerings span traditional toys, electronics, ride-on toys, dolls and accessories, toys for pets, kids’ indoor and outdoor furniture, costumes, and product lines in the sporting goods and home furnishings space.
The company’s products are organized into two primary segments: Toys/Consumer Products and Costumes. The Toys/Consumer Products segment includes traditional toys and electronics such as action figures, toy vehicles, dolls and accessories, ride-on toys, toys for pets and other play items. The Costumes segment focuses on dress-up and role-play products, including Halloween and everyday costumes and accessories. JAKKS Pacific manages a broad portfolio of both owned proprietary brands and licensed entertainment properties, combining internal intellectual property with well-known global franchises.
JAKKS Pacific is headquartered in Santa Monica, California, and its common stock is listed on the NASDAQ Global Select Market under the trading symbol JAKK, as disclosed in multiple Form 8-K filings. The company describes itself as a global toy and consumer products business, with products sold throughout the world through retailers and online channels.
Brands, Licensing and Product Portfolio
JAKKS Pacific highlights a set of proprietary brands that form a significant part of its portfolio. These 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™. These brands cover categories such as games, outdoor play, preschool toys, wheeled products, and action-oriented play.
The company also emphasizes its role in creating entertainment-inspired products featuring premier licensed properties. Recent announcements show collaborations with major entertainment and brand owners. For example, JAKKS Pacific has renewed a global toy partnership with SEGA of America for Sonic the Hedgehog merchandise, under which it designs, manufactures, markets and sells Sonic-branded action figures, playsets, vehicles, plush and collectibles. The company also works with Nintendo on Super Mario figures, toys and themed playsets, and has launched Super Mario products such as figures, playsets and character-based items at major retailers.
JAKKS Pacific also collaborates with Disney on licensed toys. One example is the Disney Darlings baby doll brand, a line of dolls inspired by Disney characters such as Minnie Mouse, Stitch, Marie and Winnie the Pooh. The dolls feature interactive modes of play and character-inspired outfits, illustrating how JAKKS integrates story-driven play with licensed properties. In addition, the company has introduced a Wizard of Oz dress-up, role play and petite doll line in partnership with Warner Bros. Discovery Global Consumer Products, offering costumes, accessories and petite dolls based on the classic film.
Beyond entertainment brands, JAKKS Pacific also engages in consumer brand licensing. A notable example is its partnership with The Hershey Company to bring Hershey branding to the Charming line of small dolls and collectibles. This confection-themed expansion includes dolls inspired by treats such as Hershey’s Kisses, Jolly Rancher, Reese’s, Bubble Yum, Twizzlers and Hershey’s Syrup, each with themed charms and accessories.
Costumes and Disguise Division
The company’s costume activities are primarily conducted through Disguise, Inc., which JAKKS Pacific identifies as its global costume division and a subsidiary. Disguise has a long-standing presence in the dress-up and role-play industry, creating costumes and accessories under many licensed brands as well as its own proprietary brands. It designs and manufactures millions of costumes each year for large retailers, specialty stores, party outlets and pop-up stores.
Disguise’s licensing activity includes agreements for popular entertainment and gaming properties. For instance, Disguise has a multi-year licensing agreement with Aniplex Inc. for Demon Slayer: Kimetsu no Yaiba costumes and accessories, covering adult and children’s costumes in regions such as North America, Australia, New Zealand, Latin America, Ireland and the UK, and costume accessories and toy role-play weapons across EMEA. Disguise also produces Pokémon costumes and accessories, and its Pokémon costume collection in EMEA has received recognition at the Licensing Awards for Best Licensed Dress-Up or Partyware Range.
Role-Play, Dolls and Themed Play
Within the Toys/Consumer Products segment, JAKKS Pacific develops role-play products that simulate real-world experiences for children. The company’s Target Role Play line, for example, includes items such as the Big Kid Shopping Cart, designed for pretend shopping play and compatible with other Target-branded role-play items like the Target Checklane and Target Toy Shopping Cart. These products are aimed at imaginative play and are sold through major retailers.
JAKKS Pacific also offers character-based dolls and petite doll collections. The Wizard of Oz Petite Dolls Collection features six-inch dolls of Dorothy, Tin Man, Scarecrow and Cowardly Lion with soft fashions and rooted hair. The Disney Darlings dolls incorporate interactive features such as light-up cheeks and multiple play modes, combining nurturing play with Disney storytelling.
Corporate Structure, Governance and Financing
JAKKS Pacific reports its results and material events through filings with the U.S. Securities and Exchange Commission. Recent Form 8-K filings confirm that the company remains listed on the NASDAQ Global Select Market and continues to operate as a public company. The filings also document actions by the Board of Directors, including the declaration of quarterly cash dividends on common stock and the outcomes of shareholder votes on director elections, auditor ratification and advisory votes on executive compensation.
In June 2025, JAKKS Pacific and certain subsidiaries entered into a Credit Agreement with BMO Bank N.A. for a first-lien secured revolving credit loan, described as a cash flow-based credit facility. This facility replaced a prior asset-based revolving credit facility with another lender. The new credit facility can be used for working capital, capital expenditures and other general corporate purposes, and is secured by a substantial amount of the company’s consolidated assets, including inventory, accounts receivable, intellectual property and equity interests in subsidiaries, under a related Pledge and Security Agreement.
Financial Reporting and Segments
In its reported financial results for the third quarter and first nine months of 2025, JAKKS Pacific presents performance by segment and geography. The company discloses net sales for its Toys/Consumer Products and Costumes segments, as well as net sales in the United States and the rest of the world. It also reports metrics such as gross profit, gross margin, operating income, adjusted net income and adjusted EBITDA, along with supplemental balance sheet and cash flow data. These disclosures highlight the role of tariffs, royalty expenses, sourcing, and inventory management in its operations.
The company uses non-GAAP measures such as Adjusted EBITDA and Adjusted Net Income to provide additional perspective on operating performance, explaining that these measures adjust for certain non-recurring and non-cash items. JAKKS Pacific notes that these non-GAAP measures are used to compare performance across reporting periods and are reconciled to GAAP measures in its disclosures.
Philanthropy and Corporate Impact
In its corporate descriptions, JAKKS Pacific states that through its products and charitable donations, it aims to make a positive impact on the lives of children. This focus on charitable activity is presented as part of the company’s broader role in the toy and consumer products industry and its engagement with communities.
Stock and Investor Information
JAKKS Pacific’s common stock has a par value of $0.001 per share and trades under the symbol JAKK on the NASDAQ Global Select Market. The company communicates with investors through press releases, earnings calls and webcasts hosted on its investor relations page. Recent filings describe regular teleconferences and webcasts following quarterly earnings announcements, where management discusses financial results and business topics.