Q1 2026 JAKKS Pacific Inc Earnings Call Transcript

Apr 30, 2026 / 09:00 PM GMT

Release Date Price: $21.76 (+1.21%)

Transcript 10-Q8-K

Key Points

Positve

International business grew by 38% compared to the prior year, indicating strong global demand.
Gross margin remained robust at 33.4%, reflecting strong product margins from new product introductions.
The Super Mario Galaxy movie release has generated significant excitement and promotional opportunities.
The company is launching a large-scale anime, manga, and digital creator platform, positioning itself in a fast-growing entertainment segment.
Cash reserves increased to $64 million, providing financial flexibility for future investments and initiatives.

Negative

Net sales declined by 6% compared to the previous year, with a notable 16% drop in North American sales.
The company reported an adjusted EBITDA loss of $371,000 for the quarter, compared to a gain in the previous year.
Higher U.S. tariffs impacted costs, with $1 to $2 million paid in tariffs during the quarter.
SG&A expenses decreased by only 4%, not enough to offset the drop in margin dollars.
The company faces ongoing challenges from cautious U.S. retailers and higher oil prices affecting transportation costs.

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

JAKK.OQ - JAKKS Pacific Inc
Q1 2026 JAKKS Pacific Inc Earnings Call
Apr 30, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone. Welcome to the JAX Pacific First Quarter Earnings Conference Call with management, who will review financial results for the first quarter ended March 31, 2026. JAX 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 Investors 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.

John and John will provide some comments around JACS Pacific's

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