Every 8-K that Mattel, Inc. (MAT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MAT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MAT filings page.
Mattel, Inc. (MAT) appointed Roger Lynch chairman effective October 2, 2026, and CEO on a mutually agreed date no later than November 2, 2026. Ynon Kreiz resigned as CEO, chairman and director effective October 2; Diana Ferguson becomes independent lead director then. Jonathan Anschell, executive vice president, chief legal officer and secretary, will serve as interim principal executive officer until Lynch assumes the CEO role, with no additional compensation for interim service.
Lynch’s offer letter takes effect when he starts and provides a $2,300,000 annual salary and a target bonus of 200% of base salary, eligible beginning in the 2027 performance year. His $10,000,000 2026 annual equity award is allocated 60% to performance-based restricted stock units and 40% to restricted stock units. Separate awards include a $6,000,000 performance-based grant tied to a three-year performance period and a $6,000,000 fully vested make-whole restricted stock unit grant. A $10,600,000 make-whole cash bonus and $985,000 relocation payment are payable by December 31, 2026; the cash bonus, make-whole equity grant and relocation payment carry specified repayment conditions.
Mattel, Inc. reported second quarter 2026 results with Net Sales of $1,125.3 million, up 10% as reported and 9% in constant currency versus a year earlier. Reported Gross Margin declined to 48.2% from 50.9%, and Operating Income fell to $10.9 million from $78.5 million.
The quarter swung to a Net Loss of $18.2 million, or a loss per share of $0.06, compared with Net Income of $53.4 million, or $0.16 per share; Adjusted EPS was $0.01 versus $0.21. Vehicles and Action Figures, Building Sets, Games, and Other posted strong Gross Billings growth, while Dolls and Infant, Toddler, and Preschool declined. For the six months, operating cash outflows improved to $202.1 million from $275.3 million, while investing outflows rose due to the Mattel163 acquisition. Mattel repurchased $100 million of shares in the quarter, $300 million year-to-date, and continues to target $400 million for 2026, with 285.7 million shares outstanding as of June 30, 2026.
Full-year 2026 guidance is reiterated: Net Sales growth of 3% to 6% in constant currency, Adjusted Gross Margin of approximately 50%, Adjusted Operating Income of $580–$630 million, Adjusted Tax Rate of about 24%, and Adjusted EPS of $1.27–$1.39, compared with 2025 Adjusted EPS of $1.49.
Mattel, Inc. promoted Roberto Stanichi to President, Chief Marketing and Brand Officer effective July 29, 2026. He oversees brand and business strategy, marketing, consumer insights, and product design across Mattel’s global portfolio and continues to report to Chairman and CEO Ynon Kreiz.
Under a new offer letter, Stanichi receives an annual base salary of $900,000, with a Mattel Incentive Plan target bonus equal to 100% of salary and a maximum of 200%. He is granted an incremental equity award valued at $1,900,000 (50% RSUs vesting over three years and 50% PSUs under the 2026 Long-Term Incentive Program) and a promotion RSU award valued at $2,000,000 vesting over two years. Beginning in 2027, his annual target stock grant value increases to $3,000,000, subject to Compensation Committee approval. He also receives a $2,000 monthly car allowance, remains subject to stock ownership guidelines equal to three times his base salary, and participates in Mattel’s Executive Severance Plan as a Tier II participant. Mattel states there are no family relationships or related-party transactions requiring disclosure.
Mattel, Inc. reported results from its 2026 Annual Meeting of Stockholders held on May 28, 2026. Stockholders approved an amendment and restatement of the Mattel, Inc. Amended and Restated 2010 Equity and Long-Term Compensation Plan, increasing the number of shares of common stock that may be issued under the plan by 2,155,000 shares and extending the plan’s termination date to March 19, 2036.
All director nominees listed in the proxy were elected by a majority of votes cast. Stockholders also ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for the year ending December 31, 2026 and approved, on a non-binding advisory basis, the compensation of Mattel’s named executive officers and the 2026 Restatement of the plan.
Mattel, Inc. reported first quarter 2026 results with Net Sales of $862 million, up 4% as reported and 1% in constant currency, driven by strong International growth partially offset by lower North America sales. Reported Gross Margin fell to 44.9%, and Adjusted Gross Margin to 45.1%, both down 450 basis points, mainly from tariffs, unfavorable foreign exchange and inflation.
The company posted a reported Operating Loss of $103 million, and an Adjusted Operating Loss of $70 million, both wider than a year ago, while reported Net Income swung to $61 million, helped by a $148 million gain on remeasurement of its Mattel163 stake. Reported EPS was $0.20, with Adjusted EPS at a loss of $0.20. Mattel completed the acquisition of full ownership of the Mattel163 mobile games studio, repurchased $200 million of shares, and reaffirmed its 2026 guidance, modestly raising Adjusted Operating Income and Adjusted EPS ranges by excluding amortization of acquired intangibles.
Mattel, Inc. announced a leadership transition in its global commercial organization. Effective May 1, 2026, longtime executive Steve Totzke will step down as President and Chief Commercial Officer and be succeeded as Chief Commercial Officer by Sanjay Luthra, who will oversee worldwide sales and commercial operations and report to Chairman and CEO Ynon Kreiz.
To support continuity, Totzke will serve as Executive Advisor and President, Strategic Transition through December 31, 2026, retaining his current compensation during this period and then receiving severance, benefits, and certain accelerated equity vesting under existing company plans. Mattel also highlighted Luthra’s track record leading the EMEA and global direct-to-consumer businesses as he moves to the company’s El Segundo headquarters.
Mattel, Inc. reported fourth quarter and full year 2025 results and announced a new $1.5 billion share repurchase authorization expected to run through 2028.
Fourth quarter 2025 net sales were $1,766 million, up 7%, with gross margin declining to 45.9% and net income falling to $106 million, or $0.34 per diluted share. Full year 2025 net sales were $5,348 million, down 1%, and net income was $398 million, versus $542 million in 2024, with adjusted EPS of $1.41 versus $1.62.
The company highlighted strong growth in Vehicles and Action Figures but weakness in Dolls and Infant, Toddler, and Preschool categories. Management issued 2026 guidance for net sales growth of 3%–6% in constant currency, adjusted gross margin of about 50%, adjusted operating income of $550–$600 million, and adjusted EPS of $1.18–$1.30, reflecting about $150 million of expected Mattel163 net sales and roughly $150 million in strategic and marketing investments. In 2025, Mattel repurchased $600 million of shares and ended the year with over $1.2 billion of cash.
Mattel, Inc. issued $600,000,000 aggregate principal amount of 5.000% Senior Notes due 2030 under an existing shelf registration and an underwriting agreement with several major banks. The Notes pay interest semi-annually each May 17 and November 17, beginning May 17, 2026, and mature on November 17, 2030, with optional redemption provisions and a change of control put at 101% of principal plus accrued interest. The Notes are senior unsecured obligations, ranking equally with Mattel’s other senior debt and effectively subordinated to secured and subsidiary indebtedness. Net proceeds, together with cash on hand, were used to redeem the company’s outstanding 3.375% Senior Notes due 2026 in the same November 2025 timeframe, effectively refinancing this $600.0 million debt.
Mattel, Inc. entered into an underwriting agreement for a $600,000,000 offering of 5.000% Senior Notes due 2030. The offering, made off an automatically effective Form S-3, is expected to close on or about November 17, 2025, subject to the satisfaction of customary closing conditions.
Mattel intends to use the net proceeds, together with cash on hand, to redeem all of its outstanding 3.375% Senior Notes due 2026 and pay related fees and expenses. The company also announced the pricing of the notes in a press release.
Mattel, Inc. furnished an 8‑K announcing its third quarter 2025 financial results via a press release attached as Exhibit 99.1. The disclosure was provided under Item 2.02 and, per General Instruction B.2, is furnished—not filed—under the Exchange Act.
The filing also lists the press release in Item 9.01 and notes it will be incorporated by reference only if specifically referenced in a future filing.