Q4 2025 JAKKS Pacific Inc Earnings Call Transcript

Feb 19, 2026 / 10:00 PM GMT

Release Date Price: $18.16 (+2.43%)

Transcript 10-K8-K

Key Points

Positve

Jakks Pacific Inc (JAKK) maintained a strong balance sheet with no debt and significant cash reserves, which is appreciated by licensors.
The company achieved a gross margin of 32.4%, the highest in over 15 years, through better costing and inventory management.
International sales were up 9.9% in Q4, with strong performance in Latin America and Europe.
The company successfully launched new products, such as the Super Mario Galaxy line, which contributed to a 19% increase in the action play and collectibles segment.
Jakks Pacific Inc (JAKK) maintained its market leadership position in the costume segment despite a challenging year.

Negative

Overall sales were down 2.8% in Q4, with a significant 7.8% decline in the US market due to higher tariff-burdened retail prices.
The toy and consumer products business saw a 19% decline for the full year, impacted by tariffs and higher consumer prices.
Costume sales were down 10% for the full year, with only a slight increase in international markets offsetting US declines.
The company faced a significant impact from tariffs, with an estimated $50 million in tariffs paid by US FOB customers, reducing potential revenue.
Full-year operating margin dropped to 2.5%, down from 5.7% the previous year, reflecting financial challenges.

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

JAKK.OQ - JAKKS Pacific Inc
Q4 2025 JAKKS Pacific Inc Earnings Call
Feb 19, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone. Welcome to the Jack Pacific fourth quarter and full year 2025 earnings conference call with management who will review financial results for the quarter ended December 31, 2025.

Jack's issued its earnings press release earlier today.

The earnings release and presentation slides related to today's call are available on the company's website in the investor section.

On the call this afternoon are Stephen 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

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