Q3 2025 JAKKS Pacific Inc Earnings Call Transcript

Oct 30, 2025 / 09:00 PM GMT

Release Date Price: $17.92 (+0.45%)

Transcript 8-K10-Q

Key Points

Positve

Jakks Pacific Inc (JAKK) has maintained a strong gross margin of 32% despite the challenges posed by tariffs.
The company is investing in a robust and innovative product pipeline for 2026-27 to support long-term brand growth.
International expansion efforts are showing promise, with non-US markets up 4% year-to-date when excluding Canada.
The company has been successful in maintaining its market leadership position in the costume segment despite industry-wide challenges.
Jakks Pacific Inc (JAKK) has a strong cash position, ending the quarter with $27.8 million, up from $22.3 million last year.

Negative

Year-to-date net sales are down 21% compared to last year, with a significant 41% drop in toys and consumer products for the quarter.
The company faced a substantial reduction in Q3 sales orders due to delayed holiday purchase orders and higher product costs.
Tariffs have created added uncertainty, leading to delayed purchase orders and impacting sales, particularly in the costume segment.
Retailers have increased prices significantly, which has negatively impacted unit sell-throughs.
The company does not have toy rights to significant film releases in the second half of 2025, making for challenging comparisons.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JAKK.OQ - JAKKS Pacific Inc
Q3 2025 JAKKS Pacific Inc Earnings Call
Oct 30, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone, and welcome to Jack Pacific Third quarter 2025 earnings conference call with management who will review financial results for the quarter ended September 30, 2025.AXS issued its earning press release earlier today. The earnings release and presentation slides related to today's call.

Are available on the company's website in the investors section. On the call this afternoon are Steven Berman, Chairman and Chief Executive Officer, and John Kimball, Chief Financial Officer. Stephen will first provide an overview of the quarter and full fiscal year, along with highlights of recent performance and current business trends. Then John will provide some additional comments around Jack's specific financial and

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