JAKKS Pacific Reports Narrower Loss, Stock Surges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy JAKK?
Source: NASDAQ.COM
- Earnings Surprise: JAKKS Pacific reported fourth-quarter net sales exceeding $127 million, which, despite a 3% year-over-year decline, surpassed analyst expectations of $117 million, demonstrating the company's resilience in the market.
- Significant Loss Reduction: The company narrowed its net loss to $2 million ($0.18 per share), a substantial improvement from a $7.4 million loss in Q4 2024, far exceeding the market consensus of a $0.94 loss per share, reflecting effective cost management.
- Sales Structure Shift: Although costume sales dropped by 28%, contributing only $9 million in revenue, the toys and consumer products segment remained stable with $118 million in sales, indicating the core business's robustness.
- Favorable Tariff Policy: With improvements in federal tariff policies, investor sentiment towards JAKKS has turned positive; while analysts remain cautious about long-term growth opportunities, the recent tariff news undoubtedly fueled the stock's rise.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JAKK?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on JAKK
Wall Street analysts forecast JAKK stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 20.600
Low
27.00
Averages
27.00
High
27.00
Current: 20.600
Low
27.00
Averages
27.00
High
27.00
About JAKK
JAKKS Pacific, Inc. is a designer, manufacturer and marketer of toys and consumer products sold throughout the world. The Company’s segments include Toys/Consumer Products and Costumes. The Toys/Consumer Products segment includes action figures, vehicles, play sets, plush products, dolls, electronic products, construction toys, infant and pre-school toys, child-sized and hand-held role-play toys and everyday costume play, foot-to-floor ride-on vehicles, wagons, novelty toys, seasonal and outdoor products, kids’ indoor and outdoor furniture, and related products. The Costumes segment, under its Disguise branding, designs, develops, markets, and sells a range of every-day and special occasion dress-up costumes and related accessories in support of Halloween, Carnival, Children’s Day, Book Day/Week, and every-day/any-day costume play. Its brands include: AirTitans, Ami Amis, Disguise, Fly Wheels, JAKKS Wild Games, Moose Mountain, Perfectly Cute, ReDo Skateboard Co., Sky Ball, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JAKKS Pacific Partners with Kodansha for Toy Licensing
- Partnership Highlights: JAKKS Pacific has entered a new licensing partnership with Japanese publishing giant Kodansha to design, manufacture, and sell toys and collectibles based on 'Attack on Titan' and 'Gachiakuta', marking a significant expansion into anime-driven products.
- Product Diversity: The new lineup will feature a wide range of figures, plush toys, and tech accessories aimed at both core collectors and broader retail audiences, with distribution planned across specialty retailers, online channels, and direct-to-consumer platforms.
- Market Potential: Kodansha's 'Attack on Titan' has sold over 140 million copies in the past decade, indicating strong market demand, while 'Gachiakuta' has quickly built a dedicated following since its 2022 serialization, with a 2025 anime adaptation set to further enhance its reach.
- Brand Strategy: JAKKS Pacific executives noted that this collaboration will leverage Kodansha's rich brand heritage, aiming to translate these beloved anime properties into high-quality consumer products, thereby enhancing the brand's competitiveness in the global market.
See More
JAKKS Pacific Expands Partnership with Aniplex for New Demon Slayer Products
- Partnership Expansion: JAKKS Pacific extends its partnership with Aniplex to launch a new line of Demon Slayer costumes, toys, and accessories, which is expected to further enhance JAKKS's influence in the anime market.
- Product Diversification: The new agreement includes 2.5-inch and 3.75-inch scale figures, playsets for 3.75-inch figures, and tech accessories, enriching the product line to meet fan demand for diverse merchandise.
- Market Potential: By July 2025, the circulation of the Demon Slayer manga exceeded 220 million copies, indicating significant market potential, and JAKKS's expansion will help capture this growth opportunity.
- Brand Impact: Through its collaboration with Aniplex, JAKKS Pacific not only solidifies its position in the anime sector but also leverages the global popularity of Demon Slayer to enhance brand recognition and market competitiveness.
See More
JAKKS PACIFIC INC - NEW NARUTO MERCHANDISE SET TO LAUNCH IN SPRING 2027
- New Product Launch: JAKKS Pacific is set to debut new products in Spring 2027.
- Focus on Naruto: The upcoming product line will feature items related to the popular Naruto franchise.
See More
JAKKS PACIFIC INC - WILL CREATE AND MARKET NARUTO PRODUCTS IN THE US AND CANADA
Company Overview: JAKKS Pacific is involved in the design and sale of various products, particularly focusing on popular franchises like Naruto.
Market Focus: The company operates primarily in the United States and Canada, targeting these markets for its product offerings.
See More
JAKKS Pacific Partners with Crunchyroll for Anime Merchandise
- Partnership Announcement: JAKKS Pacific has partnered with Crunchyroll, the world's largest streaming service for Japanese anime, to manufacture and merchandise a variety of collectible figures, plushies, tech accessories, and cosplay items, marking a strategic entry into the rapidly growing anime market.
- Product Line Expansion: The collaboration will feature major properties including Crunchyroll's upcoming 'Sekiro: No Defeat' and the 2025 'Anime of the Year' winner, which is expected to attract more anime enthusiasts and enhance JAKKS's market share.
- Market Potential: Ariana Berman, JAKKS Pacific's senior director of anime, stated that this partnership allows the company to dive headfirst into a fast-growing category and connect with even more fans worldwide, thereby strengthening its brand influence.
- Industry Standards: With its industry-leading platform and content, Crunchyroll sets the standard for anime, and this collaboration not only enhances JAKKS's product diversity but also lays a solid foundation for future growth.
See More
JAKKS Pacific Partners with Crunchyroll for New Toy Line
- Partnership Announcement: JAKKS Pacific has formed a partnership with Crunchyroll to design, manufacture, and sell a new line of toys, cosplay, and collectibles based on Crunchyroll's extensive anime library, marking a significant expansion into the anime market for JAKKS.
- Product Range: Under the agreement, JAKKS will become one of the major U.S. manufacturers to launch a variety of products including collectible figures, plushies, and tech accessories, addressing the growing demand from anime fans and potentially increasing the company's market share in this sector.
- Key Projects: JAKKS will serve as the toy partner for Crunchyroll's upcoming series, Sekiro: No Defeat, while also producing merchandise for other major properties like Solo Leveling and My Hero Academia, further solidifying its position in the anime toy market.
- Market Potential: With over 17 million paid subscribers, Crunchyroll offers more than 2,000 unique anime titles, and JAKKS' collaboration is set to leverage this vast user base to drive global sales and enhance brand influence.
See More
JAKKS Pacific Partners with Kodansha for Toy Licensing
- Partnership Highlights: JAKKS Pacific has entered a new licensing partnership with Japanese publishing giant Kodansha to design, manufacture, and sell toys and collectibles based on 'Attack on Titan' and 'Gachiakuta', marking a significant expansion into anime-driven products.
- Product Diversity: The new lineup will feature a wide range of figures, plush toys, and tech accessories aimed at both core collectors and broader retail audiences, with distribution planned across specialty retailers, online channels, and direct-to-consumer platforms.
- Market Potential: Kodansha's 'Attack on Titan' has sold over 140 million copies in the past decade, indicating strong market demand, while 'Gachiakuta' has quickly built a dedicated following since its 2022 serialization, with a 2025 anime adaptation set to further enhance its reach.
- Brand Strategy: JAKKS Pacific executives noted that this collaboration will leverage Kodansha's rich brand heritage, aiming to translate these beloved anime properties into high-quality consumer products, thereby enhancing the brand's competitiveness in the global market.
See More
JAKKS Pacific Expands Partnership with Aniplex for New Demon Slayer Products
- Partnership Expansion: JAKKS Pacific extends its partnership with Aniplex to launch a new line of Demon Slayer costumes, toys, and accessories, which is expected to further enhance JAKKS's influence in the anime market.
- Product Diversification: The new agreement includes 2.5-inch and 3.75-inch scale figures, playsets for 3.75-inch figures, and tech accessories, enriching the product line to meet fan demand for diverse merchandise.
- Market Potential: By July 2025, the circulation of the Demon Slayer manga exceeded 220 million copies, indicating significant market potential, and JAKKS's expansion will help capture this growth opportunity.
- Brand Impact: Through its collaboration with Aniplex, JAKKS Pacific not only solidifies its position in the anime sector but also leverages the global popularity of Demon Slayer to enhance brand recognition and market competitiveness.
See More
JAKKS PACIFIC INC - NEW NARUTO MERCHANDISE SET TO LAUNCH IN SPRING 2027
- New Product Launch: JAKKS Pacific is set to debut new products in Spring 2027.
- Focus on Naruto: The upcoming product line will feature items related to the popular Naruto franchise.
See More
JAKKS PACIFIC INC - WILL CREATE AND MARKET NARUTO PRODUCTS IN THE US AND CANADA
Company Overview: JAKKS Pacific is involved in the design and sale of various products, particularly focusing on popular franchises like Naruto.
Market Focus: The company operates primarily in the United States and Canada, targeting these markets for its product offerings.
See More
JAKKS Pacific Partners with Crunchyroll for Anime Merchandise
- Partnership Announcement: JAKKS Pacific has partnered with Crunchyroll, the world's largest streaming service for Japanese anime, to manufacture and merchandise a variety of collectible figures, plushies, tech accessories, and cosplay items, marking a strategic entry into the rapidly growing anime market.
- Product Line Expansion: The collaboration will feature major properties including Crunchyroll's upcoming 'Sekiro: No Defeat' and the 2025 'Anime of the Year' winner, which is expected to attract more anime enthusiasts and enhance JAKKS's market share.
- Market Potential: Ariana Berman, JAKKS Pacific's senior director of anime, stated that this partnership allows the company to dive headfirst into a fast-growing category and connect with even more fans worldwide, thereby strengthening its brand influence.
- Industry Standards: With its industry-leading platform and content, Crunchyroll sets the standard for anime, and this collaboration not only enhances JAKKS's product diversity but also lays a solid foundation for future growth.
See More
JAKKS Pacific Partners with Crunchyroll for New Toy Line
- Partnership Announcement: JAKKS Pacific has formed a partnership with Crunchyroll to design, manufacture, and sell a new line of toys, cosplay, and collectibles based on Crunchyroll's extensive anime library, marking a significant expansion into the anime market for JAKKS.
- Product Range: Under the agreement, JAKKS will become one of the major U.S. manufacturers to launch a variety of products including collectible figures, plushies, and tech accessories, addressing the growing demand from anime fans and potentially increasing the company's market share in this sector.
- Key Projects: JAKKS will serve as the toy partner for Crunchyroll's upcoming series, Sekiro: No Defeat, while also producing merchandise for other major properties like Solo Leveling and My Hero Academia, further solidifying its position in the anime toy market.
- Market Potential: With over 17 million paid subscribers, Crunchyroll offers more than 2,000 unique anime titles, and JAKKS' collaboration is set to leverage this vast user base to drive global sales and enhance brand influence.
See More
