Mattel Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 03, 2025 / 02:30PM GMT

Release Date Price: $21.23 (+4.48%)

Transcript

Megan Christine Alexander

Morgan Stanley - Moderator

Okay. Good morning, everyone. A quick disclaimer before we start. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. For any questions, you can reach out to your Morgan Stanley sales rep.

So again, good morning, everyone. Welcome, day two of the Morgan Stanley 2025 Global Consumer and Retail Conference. I'm Megan Clapp. I am the US Food and Leisure Analyst here at Morgan Stanley. And really glad to be here today with Mattel, the company's CEO, Ynon Kreiz; and CFO, Paul Ruh.

Mattel probably needs no introduction, but global toy and family entertainment company, leading brands like Barbie, Hot Wheels, Fisher-Price. Company operates an IP-driven model spanning toys, consumer products, digital gaming, and a growing film and TV partnership business through their company, Mattel Films.

So again, thank you both so much for being here during what's a busy time.

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