JAKKS Pacific Collaborates with Hershey on Candy-Inspired Charming Collection
Partnership Announcement: JAKKS Pacific is collaborating with Hershey to create Charming dolls and collectibles inspired by Hershey treats, starting with a Hershey’s Kisses collection.
Launch Details: The collection will debut at CVS on December 26, aiming to boost candy sales for Valentine’s Day, and the partnership is set to last until December 2026 with a potential extension.
Future Collections: Additional collections will feature themes from other Hershey candies, including Jolly Ranchers, Reese’s, Bubble Yum, Twizzlers, and Hershey’s Syrup, with each doll accompanied by themed charms and accessories.
Company Statement: Debbie Haag, Senior Vice President at JAKKS Pacific, expressed that the partnership merges the enjoyment of treats with self-expression.
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- 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.
- 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.
- 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
- 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.
- 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.

Partnership Announcement: JAKKS Pacific is collaborating with Hershey to create Charming dolls and collectibles inspired by Hershey treats, starting with a Hershey’s Kisses collection.
Launch Details: The collection will debut at CVS on December 26, aiming to boost candy sales for Valentine’s Day, and the partnership is set to last until December 2026 with a potential extension.
Future Collections: Additional collections will feature themes from other Hershey candies, including Jolly Ranchers, Reese’s, Bubble Yum, Twizzlers, and Hershey’s Syrup, with each doll accompanied by themed charms and accessories.
Company Statement: Debbie Haag, Senior Vice President at JAKKS Pacific, expressed that the partnership merges the enjoyment of treats with self-expression.









