Disguise and Aniplex Reveal Expanded Licensing Deal for 'Demon Slayer'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Expansion of Licensing Agreement: Disguise, a division of JAKKS Pacific, has expanded its licensing agreement with Aniplex for the popular anime and manga franchise Demon Slayer: Kimetsu no Yaiba.
Cultural Impact of Anime: Tara Cortner, President and GM of Disguise, highlighted that anime has become mainstream, with Demon Slayer recognized as a leading brand in fan engagement, prompting the launch of new costumes and accessories for fans of all ages.
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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: 22.160
Low
27.00
Averages
27.00
High
27.00
Current: 22.160
Low
27.00
Averages
27.00
High
27.00
No data
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.
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- Significant Market Potential: The global anime market is projected to grow from $27.1 billion in 2025 to $49.6 billion by 2031, with JAKKS Pacific's new division poised to capitalize on this rapid growth, expecting to launch products globally in early 2027.
- Strong Profitability: JAKKS Pacific reported a gross margin of 32.4% in 2025, the highest level in 15 years, indicating the company's financial health as it expands into new business areas, laying a solid foundation for future growth.
- Increased Engagement Among Youth: Approximately 50% of Gen Z viewers watch anime weekly, and about 28% of global anime viewers spent over $200 on anime-related products in the past year, highlighting the growing enthusiasm and market demand among younger consumers.
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- Product Innovation: The new product line will feature costumes based on well-known brands such as SPAM®, SKIPPY® peanut butter, and CORN NUTS®, aiming to engage tween and teen consumers in a playful manner, thereby driving sales growth during festive seasons.
- Market Expansion Plans: In 2027, Disguise plans to expand this seasonal-themed costume collection to multiple international markets including the U.S., Canada, the U.K., the European Union, Mexico, and Australia, showcasing its global market strategy and brand influence.
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JAKKS Pacific (JAKK) Q1 2026 Earnings Transcript
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- Anime Division Debut: JAKKS Pacific showcased prototypes from its new Anime Division at Licensing Expo Las Vegas, featuring keychains, jumbo plush dolls, and mini figures in collaboration with the globally recognized VTuber brand hololive, marking a strategic expansion into the anime market.
- Significant Market Potential: The global anime market is projected to grow from $27.1 billion in 2025 to $49.6 billion by 2031, with JAKKS Pacific's new division poised to capitalize on this rapid growth, expecting to launch products globally in early 2027.
- Strong Profitability: JAKKS Pacific reported a gross margin of 32.4% in 2025, the highest level in 15 years, indicating the company's financial health as it expands into new business areas, laying a solid foundation for future growth.
- Increased Engagement Among Youth: Approximately 50% of Gen Z viewers watch anime weekly, and about 28% of global anime viewers spent over $200 on anime-related products in the past year, highlighting the growing enthusiasm and market demand among younger consumers.
See More
JAKKS Pacific Extends BLACK+DECKER Toy Licensing Agreement Through 2028
- Partnership Renewal: JAKKS Pacific has renewed its licensing agreement with Stanley Black & Decker for the BLACK+DECKER toy line, extending the partnership through December 2028, which highlights their long-standing collaboration in the toy industry.
- Product Expansion: The renewed agreement not only extends the partnership but also expands BLACK+DECKER toy offerings into new categories and retail channels, aiming to provide children with richer role-play experiences and enhance brand impact.
- Best-Selling Products: Current best-sellers include the Tool Belt Set, Electric Power Drill, and Coffee Maker, which are available at major retailers like Target, Walmart, and Amazon, further increasing the brand's market penetration.
- Growth Potential: JAKKS Pacific's ability to translate adult brands into children's toys fosters creativity and fine motor development, which is expected to attract more families and drive future sales growth.
See More
Nintendo's New Toy Pre-Order Launches
- Pre-Order Launch: JAKKS Pacific, in collaboration with Nintendo and Illumination, will begin pre-orders for the Chomping Wonder Bowser Jr. figure on May 15, 2026, at Target and Smyths, which is expected to drive further sales growth for the product line.
- Product Features: Standing over 8 inches tall, the figure boasts 13 points of articulation and a unique chomping motion activated by pushing its shell, enhancing interactivity and likely attracting more fan engagement.
- Market Performance: With the blockbuster success of The Super Mario Galaxy Movie, the product line has shown strong sales performance in Q1, particularly with the 5-inch figures and Yoshi Egg Playset, indicating robust consumer demand for interactive toys.
- Future Product Line: In addition to Chomping Wonder Bowser Jr., the new offerings will include Mario Riding Yoshi and Deluxe Wonder Bowser Jr. Planet playset, which are expected to enrich market choices and enhance brand influence.
See More
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- e.l.f. Beauty Growth Potential: e.l.f. Beauty (ELF) trades at a forward P/E of just 15, despite consistently gaining market share in the mass cosmetics sector, and the recently acquired premium skincare brand Rhode is poised for growth through product line expansion and distribution channels, enhancing the company's position in the competitive beauty industry.
- Chewy Margin Expansion: Chewy (CHWY) trades at a forward P/E of less than 14, aiming to increase adjusted EBITDA margins from 5.7% to 10% by pursuing higher-margin revenue streams and leveraging artificial intelligence for operational efficiency, with EBITDA expected to surge around 27% this year, demonstrating strong operating leverage.
- JAKKS Pacific Future Opportunities: JAKKS Pacific (JAKK) trades at a forward P/E of 10, achieving its highest gross margins in over 15 years despite declining toy sales, and plans to launch a large-scale next-generation anime and digital creator cultural platform, which is expected to attract high-priced, high-margin products and drive future growth.
- Market Environment Challenges: Despite the market nearing all-time highs, the consumer sector faces challenges such as tariffs, high gasoline prices, and consumer confidence issues, yet these factors also present investors with opportunities to find undervalued stocks, particularly in the consumer goods sector outside of technology.
See More
Disguise Partners with Hormel Foods for New Costume Line
- Partnership Announcement: Disguise, Inc. has formed a new licensing partnership with Hormel Foods to launch costumes and accessories inspired by Hormel's iconic brands, with a first-to-market debut planned for 2026 at Target stores in the U.S., marking a strategic expansion in the global costume market.
- Product Innovation: The new product line will feature costumes based on well-known brands such as SPAM®, SKIPPY® peanut butter, and CORN NUTS®, aiming to engage tween and teen consumers in a playful manner, thereby driving sales growth during festive seasons.
- Market Expansion Plans: In 2027, Disguise plans to expand this seasonal-themed costume collection to multiple international markets including the U.S., Canada, the U.K., the European Union, Mexico, and Australia, showcasing its global market strategy and brand influence.
- Strategic Brand Significance: Disguise President Tara Cortner emphasized that this partnership leverages Hormel's cultural impact while the humorous costume designs are expected to attract younger consumers, enhancing brand loyalty and competitive positioning in the market.
See More
JAKKS Pacific (JAKK) Q1 2026 Earnings Transcript
See More
