Major Indices Retreat as Utilities Shine
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy JAKK?
After two days of gains, major indices turned lower on Thursday as investors rotated toward the safety of high-yielding Utilities - by far the best performing sector over the past week - as well as US Treasuries. The Energy and Industrials sectors also outperformed thanks to Oil prices topping $66.50 per barrel - the highest level since mid-2025 - as well as strength in Aerospace and Defense names amid growing concerns about potential military action by U.S. forces against Iran. Meanwhile, cyclically-oriented Financials, Consumer Discretionary, and Tech traded relatively softer.In the opening hour of the evening session, equity futures are little changed, with mixed sentiment emerging from the afterhours earnings reports. In Infrastructure Software, Akamaifell despite beating Q4 estimates due to soft guidance. In Home Improvement however, Floor & Decorrallied over 5% on better than feared results. Investors will also tune in to Friday's release of PCE inflation data that will hopefully echo the retreat seen in CPI figures and further appease Fed policy board members whose inflation worries tilted the last Fed meeting minutes more hawkishly.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -JAKKS Pacificup 12.3%Opendoor Technologiesup 12.3%Workivaup 9.7%Perdoceo Educationup 7.4%Floor & Decorup 5.2%Texas Roadhouseup 3.0%AMN Healthcare Servicesup 3.8%Live Nationup 2.7%DOWN AFTER EARNINGS -GRAILdown 48.2%Akamaidown 8.1%Copartdown 7.8%AXTdown 6.0%Sprouts Farmers Marketdown 1.2%
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: 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
