Toy Trends Are Improving -- Market Talk

Dow Jones

2025/10/28

1212 ET - Mattel and Hasbro were hurt by retailers delaying orders of dolls, games and other toys destined to land under Christmas trees, causing 3Q toy sales to miss at both companies, JPMorgan analysts say in a research note. However, accelerating sales and lean inventories at retail suggest a strong finish to the year and make both companies' outlooks appear reasonable, the analysts add. Mattel's outlook is a bit more mixed, given the company's primary focus on toys and recent weakness in its Barbie franchise, the analysts say. They forecast FY sales at the low end of guidance. On the other hand, Hasbro's Wizards of the Coast and digital-gaming segment remains on fire and supports the bull case moving forward, the analysts note. (connor.hart@wsj.com)

(END) Dow Jones Newswires

October 27, 2025 12:12 ET (16:12 GMT)

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However, accelerating sales and lean inventories at retail suggest a strong finish to the year and make both companies' outlooks appear reasonable, the analysts add. Mattel's outlook is a bit more mixed, given the company's primary focus on toys and recent weakness in its Barbie franchise, the analysts say. They forecast FY sales at the low end of guidance. On the other hand, Hasbro's Wizards of the Coast and digital-gaming segment remains on fire and supports the bull case moving forward, the analysts note. 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However, accelerating sales and lean inventories at retail suggest a strong finish to the year and make both companies' outlooks appear reasonable, the analysts add. Mattel's outlook is a bit more mixed, given the company's primary focus on toys and recent weakness in its Barbie franchise, the analysts say. They forecast FY sales at the low end of guidance. On the other hand, Hasbro's Wizards of the Coast and digital-gaming segment remains on fire and supports the bull case moving forward, the analysts note. (connor.hart@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 27, 2025 12:12 ET (16:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HAS","symbol_name":"孩之宝","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2578257536","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2578257536","pubTimestamp":1761581520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1212 ET - Mattel and Hasbro were hurt by retailers delaying orders of dolls, games and other toys destined to land under Christmas trees, causing 3Q toy sales to miss at both companies, JPMorgan analysts say in a research note. However, accelerating sales and lean inventories at retail suggest a strong finish to the year and make both companies' outlooks appear reasonable, the analysts add. Mattel's outlook is a bit more mixed, given the company's primary focus on toys and recent weakness in its Barbie franchise, the analysts say. They forecast FY sales at the low end of guidance. On the other hand, Hasbro's Wizards of the Coast and digital-gaming segment remains on fire and supports the bull case moving forward, the analysts note. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HAS":"孩之宝","BK4588":"碎股","BK4190":"消闲用品","BK4585":"ETF&股票定投概念","MAT":"美国美泰公司","BK4566":"资本集团"},"translate_title":"玩具趋势正在改善——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MAT":0.9,"HAS":0.9},"content_text":"1212 ET - Mattel and Hasbro were hurt by retailers delaying orders of dolls, games and other toys destined to land under Christmas trees, causing 3Q toy sales to miss at both companies, JPMorgan analysts say in a research note. However, accelerating sales and lean inventories at retail suggest a strong finish to the year and make both companies' outlooks appear reasonable, the analysts add. Mattel's outlook is a bit more mixed, given the company's primary focus on toys and recent weakness in its Barbie franchise, the analysts say. They forecast FY sales at the low end of guidance. On the other hand, Hasbro's Wizards of the Coast and digital-gaming segment remains on fire and supports the bull case moving forward, the analysts note. (connor.hart@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 27, 2025 12:12 ET (16:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}