JAKKS Pacific Partners with KODANSHA for New Toy Line
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
0mins
Should l Buy JAKK?
JAKKS Pacific announced a new licensing partnership with KODANSHA to design, manufacture, market, and sell a wide-ranging collection of toys, collectibles, and accessories inspired by select KODANSHA Ltd. anime properties. Under the agreement, JAKKS will develop a full collection inspired by the beloved series Attack on Titan and the hit first season of Gachiakuta. The partnership marks an expanded push by JAKKS into anime-driven products, with offerings designed for both core collectors and broad retail audiences. The lineup will include a wide assortment of figures, plush, and tech accessories, with a distribution roll out across specialty and online retailers, direct-to-consumer channels, and collector-focused platforms, with select products also available at major retailers.
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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: 23.220
Low
27.00
Averages
27.00
High
27.00
Current: 23.220
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.
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
JAKKS Pacific Reports Wider Loss in Q1 Results
- Revenue Decline: JAKKS Pacific reported Q1 revenue of $106.7 million, a 6% decrease from $113.3 million last year, indicating significant sales pressure amid a sluggish toy market.
- Widening Net Loss: The company posted a net loss of $4.3 million, or $0.37 per share, compared to a loss of $2.4 million, or $0.21 per share a year ago, reflecting deteriorating financial health.
- Adjusted Loss: Adjusted net loss was $1.9 million, or $0.17 per share, significantly higher than last year's adjusted loss of $0.4 million, or $0.03 per share, indicating declining operational efficiency.
- Gross Margin Decline: Gross profit fell 9% to $35.6 million, with gross margin decreasing from 34.4% to 33.4% year-over-year, which may impact future profitability and investor confidence.
See More
JAKKS Pacific Q1 Earnings Beat Expectations
- Earnings Surprise: JAKKS Pacific reported a Q1 non-GAAP EPS of -$0.17, beating expectations by $0.26, indicating resilience despite ongoing challenges, although overall performance remains weak.
- Revenue Decline: The company generated $106.68 million in revenue for Q1, a 5.8% year-over-year decrease, yet it surpassed market expectations by $2.88 million, demonstrating some sales capability in a competitive market.
- Gross Margin Pressure: Gross margin fell to 33.4%, down 100 basis points from Q1 2025, leading to a gross profit of $35.6 million, a 9% decline from $39.0 million last year, reflecting increased cost pressures.
- Widening Operating Loss: JAKKS reported an operating loss of $5.6 million in Q1, compared to a loss of $3.8 million in the same quarter of 2025, highlighting challenges in cost control and profitability improvement.
See More
Jakks Pacific Reports $4.3 Million Loss in Q1
- Poor Financial Performance: Jakks Pacific reported a loss of $4.3 million in Q1, translating to a loss of 37 cents per share, with adjusted losses at 17 cents per share, indicating significant pressure on the company's profitability amid competitive market conditions.
- Revenue Insights: The company generated $106.7 million in revenue during the period, which, despite being substantial, was insufficient to offset the losses, highlighting challenges in cost management and market demand.
- Market Environment Impact: The toy industry is facing intense competition and shifting consumer demands, and Jakks Pacific's financial results may compel the company to reassess its market positioning and future investment strategies.
- Investor Concerns: As losses widen, investor confidence in the company's long-term growth potential may wane, potentially impacting stock performance and overall market sentiment.
See More
JAKKS Pacific to Announce Q1 Earnings on April 30
- Earnings Announcement Schedule: JAKKS Pacific is set to release its Q1 2023 earnings report on April 30 after market close, with consensus estimates predicting an EPS of -$0.43 and revenue of $103.8 million, reflecting an 8.4% year-over-year decline.
- Historical Performance Review: Over the past two years, JAKKS Pacific has exceeded EPS estimates 75% of the time and revenue estimates 63% of the time, indicating a degree of stability in the company's financial performance.
- Non-GAAP Financial Data: The latest figures show JAKKS Pacific reporting a non-GAAP EPS of $0.18 and revenue of $127.1 million, suggesting strong performance in specific financial metrics despite overall lower expectations.
- Market Reaction Expectations: Given the company's historical tendency to beat estimates, investors may remain cautiously optimistic about the upcoming earnings report, although current market expectations indicate some downward pressure.
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
JAKKS Pacific Reports Wider Loss in Q1 Results
- Revenue Decline: JAKKS Pacific reported Q1 revenue of $106.7 million, a 6% decrease from $113.3 million last year, indicating significant sales pressure amid a sluggish toy market.
- Widening Net Loss: The company posted a net loss of $4.3 million, or $0.37 per share, compared to a loss of $2.4 million, or $0.21 per share a year ago, reflecting deteriorating financial health.
- Adjusted Loss: Adjusted net loss was $1.9 million, or $0.17 per share, significantly higher than last year's adjusted loss of $0.4 million, or $0.03 per share, indicating declining operational efficiency.
- Gross Margin Decline: Gross profit fell 9% to $35.6 million, with gross margin decreasing from 34.4% to 33.4% year-over-year, which may impact future profitability and investor confidence.
See More
JAKKS Pacific Q1 Earnings Beat Expectations
- Earnings Surprise: JAKKS Pacific reported a Q1 non-GAAP EPS of -$0.17, beating expectations by $0.26, indicating resilience despite ongoing challenges, although overall performance remains weak.
- Revenue Decline: The company generated $106.68 million in revenue for Q1, a 5.8% year-over-year decrease, yet it surpassed market expectations by $2.88 million, demonstrating some sales capability in a competitive market.
- Gross Margin Pressure: Gross margin fell to 33.4%, down 100 basis points from Q1 2025, leading to a gross profit of $35.6 million, a 9% decline from $39.0 million last year, reflecting increased cost pressures.
- Widening Operating Loss: JAKKS reported an operating loss of $5.6 million in Q1, compared to a loss of $3.8 million in the same quarter of 2025, highlighting challenges in cost control and profitability improvement.
See More
Jakks Pacific Reports $4.3 Million Loss in Q1
- Poor Financial Performance: Jakks Pacific reported a loss of $4.3 million in Q1, translating to a loss of 37 cents per share, with adjusted losses at 17 cents per share, indicating significant pressure on the company's profitability amid competitive market conditions.
- Revenue Insights: The company generated $106.7 million in revenue during the period, which, despite being substantial, was insufficient to offset the losses, highlighting challenges in cost management and market demand.
- Market Environment Impact: The toy industry is facing intense competition and shifting consumer demands, and Jakks Pacific's financial results may compel the company to reassess its market positioning and future investment strategies.
- Investor Concerns: As losses widen, investor confidence in the company's long-term growth potential may wane, potentially impacting stock performance and overall market sentiment.
See More
JAKKS Pacific to Announce Q1 Earnings on April 30
- Earnings Announcement Schedule: JAKKS Pacific is set to release its Q1 2023 earnings report on April 30 after market close, with consensus estimates predicting an EPS of -$0.43 and revenue of $103.8 million, reflecting an 8.4% year-over-year decline.
- Historical Performance Review: Over the past two years, JAKKS Pacific has exceeded EPS estimates 75% of the time and revenue estimates 63% of the time, indicating a degree of stability in the company's financial performance.
- Non-GAAP Financial Data: The latest figures show JAKKS Pacific reporting a non-GAAP EPS of $0.18 and revenue of $127.1 million, suggesting strong performance in specific financial metrics despite overall lower expectations.
- Market Reaction Expectations: Given the company's historical tendency to beat estimates, investors may remain cautiously optimistic about the upcoming earnings report, although current market expectations indicate some downward pressure.
See More
