Disguise Marks Three Straight Years as the Leading Costume Manufacturer in the U.S., with Minecraft Taking the Top License Position, Reports Circana
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
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Should l Buy JAKK?
Source: Newsfilter
Disguise, Inc. Achieves Top Ranking: Disguise, Inc. has been ranked the #1 costume manufacturer in the U.S. for 2025, marking its third consecutive year at the top, attributed to its commitment to quality licensed products and a strong gaming portfolio, particularly with Minecraft.
Minecraft Movie Boosts Costume Sales: The release of A Minecraft Movie in April 2025 significantly increased demand for Minecraft-branded costumes, including the popular Chicken Jockey Pop-Up Costume, which sold out quickly and became a viral sensation due to a memorable scene in the film.
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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: 17.730
Low
27.00
Averages
27.00
High
27.00
Current: 17.730
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 to Announce Q4 Earnings on February 19
- Earnings Announcement Date: JAKKS Pacific is set to release its Q4 earnings on February 19 after market close, with a consensus EPS estimate of -$1.01, reflecting a significant 50.7% year-over-year decline, indicating substantial profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 is $117.35 million, representing a 10.2% year-over-year decrease, which highlights the company's struggles amid competitive pressures and weak demand, potentially impacting investor confidence moving forward.
- Historical Performance Review: Over the past two years, JAKKS Pacific has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, although recent estimate revisions indicate a lack of upward momentum, which may affect market perceptions of its future performance.
- Estimate Revision Status: In the last three months, JAKKS Pacific has seen no upward revisions to its EPS estimates and one downward revision, suggesting a cautious outlook from analysts regarding the company's future performance, thereby increasing market uncertainty.
See More
JAKKS Pacific Reports Q4 2025 Earnings with Significant Declines
- Revenue Decline: JAKKS Pacific reported net sales of $570.7 million for FY 2025, a 17% decrease from the previous year, primarily driven by weak demand in toys and consumer products, indicating a significant market contraction.
- Gross Margin Improvement: Although gross profit fell to $185.1 million, down 13% from $213.0 million last year, the gross margin improved from 30.8% to 32.4%, suggesting progress in cost management despite declining sales.
- Net Income Plummet: The net income attributable to common stockholders dropped to $9.9 million from $35.3 million in 2024, reflecting a severe deterioration in profitability that could impact investor confidence moving forward.
- Shareholder Returns: The company returned $11.2 million to shareholders in FY 2025, equating to $1 per common share, despite a decrease in cash and cash equivalents to $54.1 million, highlighting pressure on cash flow management.
See More
JAKKS Pacific Renews Partnership with Nintendo for New Toy Line
- New Toy Line Launch: JAKKS Pacific announced the renewal of its partnership with Nintendo and Illumination to launch a new toy line inspired by The Super Mario Galaxy Movie, set to hit theaters on April 1, 2026, with pre-orders now available at Walmart and Smyths Toys, further solidifying its position in the toy market.
- Successful Continuation: The toy line based on the 2023 film, The Super Mario Bros. Movie, performed exceptionally well in 2023 and 2024, becoming a top seller and driving double-digit growth in JAKKS Pacific's action figures and collectibles business, indicating strong market demand and brand influence.
- Product Diversification: The new series includes various movie-inspired toys such as highly articulated 5-inch figures, 1.5-inch mini figures, a double-sided Yoshi Egg playset, and a deluxe Bowser Castle playset, enriching consumer choices and appealing to fans of all ages.
- Optimistic Market Outlook: JAKKS Pacific's Global Commercial Officer stated that the new series will provide fans with a more immersive experience, expected to enhance brand loyalty and market share, particularly among younger consumers, driving future sales growth.
See More
JAKKS Pacific to Announce 2025 Financial Results
- Earnings Announcement: JAKKS Pacific is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, after market close, which is expected to provide critical performance data and future outlook for investors.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026, to discuss the financial results and future plans, enhancing transparency.
- Live Webcast Availability: The teleconference will be available via a live webcast on the company's
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage in e-commerce despite tariff pressures.
- Chewy's Stable Growth: Chewy (CHWY) derives most of its sales from auto-shipped pet food, with revenue growth exceeding 8% in recent quarters, and its forward P/E ratio stands at just 21, making it an attractive defensive stock.
- Philip Morris International's Strong Growth: Philip Morris International (PM) saw a 37% increase in shipments of its smoke-free product Zyn and over 15% growth in Iqos sales in Q3, with a forward P/E of 18, indicating successful transformation in the tobacco industry.
- Dutch Bros' Expansion Potential: Dutch Bros (BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and after testing hot food items, sales at those locations rose by about 4%, showcasing strong growth potential.
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (NASDAQ: AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage from investments in robotics and AI, maintaining stable sales despite tariff pressures.
- Chewy's Steady Growth: Chewy (NYSE: CHWY) has seen revenue growth exceeding 8%, primarily from auto-shipped pet food and essentials, with a forward P/E of just 21 times, highlighting its appeal in a stable business model while enhancing gross margins through paid memberships and sponsored ads.
- Philip Morris International's Strong Growth: Philip Morris International (NYSE: PM) benefits from a smoke-free portfolio driving significant growth, with U.S. shipments of Zyn up 37% and Iqos sales climbing over 15%, trading at a forward P/E of 18, showcasing its competitive edge in a rapidly evolving market.
- Dutch Bros' Expansion Potential: Dutch Bros (NYSE: BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and locations testing food items have seen a 4% sales lift, indicating strong growth potential in its rapid expansion strategy.
See More
JAKKS Pacific to Announce Q4 Earnings on February 19
- Earnings Announcement Date: JAKKS Pacific is set to release its Q4 earnings on February 19 after market close, with a consensus EPS estimate of -$1.01, reflecting a significant 50.7% year-over-year decline, indicating substantial profitability challenges for the company.
- Revenue Decline Forecast: The anticipated revenue for Q4 is $117.35 million, representing a 10.2% year-over-year decrease, which highlights the company's struggles amid competitive pressures and weak demand, potentially impacting investor confidence moving forward.
- Historical Performance Review: Over the past two years, JAKKS Pacific has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, although recent estimate revisions indicate a lack of upward momentum, which may affect market perceptions of its future performance.
- Estimate Revision Status: In the last three months, JAKKS Pacific has seen no upward revisions to its EPS estimates and one downward revision, suggesting a cautious outlook from analysts regarding the company's future performance, thereby increasing market uncertainty.
See More
JAKKS Pacific Reports Q4 2025 Earnings with Significant Declines
- Revenue Decline: JAKKS Pacific reported net sales of $570.7 million for FY 2025, a 17% decrease from the previous year, primarily driven by weak demand in toys and consumer products, indicating a significant market contraction.
- Gross Margin Improvement: Although gross profit fell to $185.1 million, down 13% from $213.0 million last year, the gross margin improved from 30.8% to 32.4%, suggesting progress in cost management despite declining sales.
- Net Income Plummet: The net income attributable to common stockholders dropped to $9.9 million from $35.3 million in 2024, reflecting a severe deterioration in profitability that could impact investor confidence moving forward.
- Shareholder Returns: The company returned $11.2 million to shareholders in FY 2025, equating to $1 per common share, despite a decrease in cash and cash equivalents to $54.1 million, highlighting pressure on cash flow management.
See More
JAKKS Pacific Renews Partnership with Nintendo for New Toy Line
- New Toy Line Launch: JAKKS Pacific announced the renewal of its partnership with Nintendo and Illumination to launch a new toy line inspired by The Super Mario Galaxy Movie, set to hit theaters on April 1, 2026, with pre-orders now available at Walmart and Smyths Toys, further solidifying its position in the toy market.
- Successful Continuation: The toy line based on the 2023 film, The Super Mario Bros. Movie, performed exceptionally well in 2023 and 2024, becoming a top seller and driving double-digit growth in JAKKS Pacific's action figures and collectibles business, indicating strong market demand and brand influence.
- Product Diversification: The new series includes various movie-inspired toys such as highly articulated 5-inch figures, 1.5-inch mini figures, a double-sided Yoshi Egg playset, and a deluxe Bowser Castle playset, enriching consumer choices and appealing to fans of all ages.
- Optimistic Market Outlook: JAKKS Pacific's Global Commercial Officer stated that the new series will provide fans with a more immersive experience, expected to enhance brand loyalty and market share, particularly among younger consumers, driving future sales growth.
See More
JAKKS Pacific to Announce 2025 Financial Results
- Earnings Announcement: JAKKS Pacific is set to release its fourth quarter and full-year 2025 financial results on February 19, 2026, after market close, which is expected to provide critical performance data and future outlook for investors.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for 5:00 p.m. ET / 2:00 p.m. PT on February 19, 2026, to discuss the financial results and future plans, enhancing transparency.
- Live Webcast Availability: The teleconference will be available via a live webcast on the company's
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage in e-commerce despite tariff pressures.
- Chewy's Stable Growth: Chewy (CHWY) derives most of its sales from auto-shipped pet food, with revenue growth exceeding 8% in recent quarters, and its forward P/E ratio stands at just 21, making it an attractive defensive stock.
- Philip Morris International's Strong Growth: Philip Morris International (PM) saw a 37% increase in shipments of its smoke-free product Zyn and over 15% growth in Iqos sales in Q3, with a forward P/E of 18, indicating successful transformation in the tobacco industry.
- Dutch Bros' Expansion Potential: Dutch Bros (BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and after testing hot food items, sales at those locations rose by about 4%, showcasing strong growth potential.
See More
Amazon Q3 Revenue Up 11%, Operating Income Soars 28%
- Amazon's Strong Performance: Amazon (NASDAQ: AMZN) reported an 11% increase in North American revenue and a 28% surge in adjusted operating income in Q3, demonstrating robust operating leverage from investments in robotics and AI, maintaining stable sales despite tariff pressures.
- Chewy's Steady Growth: Chewy (NYSE: CHWY) has seen revenue growth exceeding 8%, primarily from auto-shipped pet food and essentials, with a forward P/E of just 21 times, highlighting its appeal in a stable business model while enhancing gross margins through paid memberships and sponsored ads.
- Philip Morris International's Strong Growth: Philip Morris International (NYSE: PM) benefits from a smoke-free portfolio driving significant growth, with U.S. shipments of Zyn up 37% and Iqos sales climbing over 15%, trading at a forward P/E of 18, showcasing its competitive edge in a rapidly evolving market.
- Dutch Bros' Expansion Potential: Dutch Bros (NYSE: BROS) plans to increase its store count from 1,100 to over 2,000 by 2029, and locations testing food items have seen a 4% sales lift, indicating strong growth potential in its rapid expansion strategy.
See More
