JAKK JAKKS Pacific Inc.
Price Chart
Executive Summary
JAKKS Pacific reported Q1 2026 net sales of $106.7M (-6% YoY) and a GAAP net loss of $0.37/share, wider than the $0.21 loss in Q1 2025. Revenue missed the $103.8M consensus by 2.8%, while the adjusted EPS loss of $0.17 was a 58.6% beat vs the $-0.43 consensus estimate. The core Toys/Consumer Products segment declined 7%, partially offset by 13% growth in Costumes and strong international sales (+38%), but operating losses widened to $5.6M from $3.8M, and adjusted EBITDA turned negative.
Key Financial Metrics
Actionable Insight
The widening operating loss and negative adjusted EBITDA signal deteriorating profitability despite the EPS beat vs low consensus. Monitor the Q2 2026 pre-orders and North America recovery trajectory; the international growth is a positive offset but insufficient to reverse the bearish trend. The maintained $0.25 dividend provides a modest floor but does not offset fundamental weakness.
Key Facts
- Q1 2026 net sales $106.7M, down 6% YoY from $113.3M
- GAAP net loss $0.37 per diluted share vs $0.21 loss in Q1 2025
- Adjusted net loss $0.17 per share vs $0.03 loss in Q1 2025
- Gross margin contracted 100 bps to 33.4%
- Operating loss widened to $5.6M from $3.8M
- Adjusted EBITDA turned negative to -$0.4M from +$0.4M
- North America sales fell 16% YoY; International sales grew 38% to $29.0M
- Action Play & Collectibles grew 29% YoY to $55.3M; Dolls/Role-Play fell 32% to $37.5M
- Cash and equivalents $64.0M vs $59.4M a year ago
- Quarterly dividend maintained at $0.25 per share
Financial Impact
Revenue miss of ~$2.9M vs consensus; net loss widened by $1.9M YoY; operating loss increased $1.8M
Risk Factors
- Continued North America sales decline (-16%) may indicate structural market share loss
- Gross margin compression (-100 bps) and negative adjusted EBITDA suggest cost pressures
- Dolls/Role-Play segment (-32% YoY) faces significant headwinds from licensing or demand shifts
- TTM adjusted EBITDA dropped to $34.6M from $76.9M, a 55% decline
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3285450 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $21.97 awaiting T+5 | awaiting T+5 | — | $22.50 (+2.41%) |
|
May 16, 2026
27d ago
|
ANALYST-UPGRADE
| $18.39 $18.47 | ▲ +0.41% | ▲ +2.37% | $22.50 (+22.34%) |
|
May 12, 2026
4w ago
|
Press Release
| $21.89 $21.66 | ▼ −1.05% | ▼ −1.13% | $22.50 (+2.79%) |
|
May 7, 2026
5w ago
|
Press Release
| $23.28 $21.51 | ▼ −7.60% | ▼ −9.11% | $22.50 (−3.35%) |
|
May 6, 2026
5w ago
|
EFFECT
| $23.03 $21.89 | ▼ −4.95% | ▼ −6.08% | $22.50 (−2.30%) |
|
Apr 30, 2026
6w ago
|
Press Release
| $24.06 $23.28 | ▲ +3.24% | ▲ +5.59% | $22.50 (+6.48%) |
|
Apr 30, 2026
6w ago
|
S-3/A
| $21.52 $23.03 | ▲ +6.99% | ▲ +5.26% | $22.50 (+4.54%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $21.56 $22.60 | ▲ +4.82% | ▲ +3.84% | $22.50 (+4.36%) |
|
Apr 16, 2026
8w ago
|
Press Release
| $21.56 $22.60 | ▲ +4.82% | ▲ +3.84% | $22.50 (+4.36%) |
|
Mar 4, 2026
14w ago
|
Press Release
| $20.82 $20.42 | ▼ −1.92% | ▼ −0.59% | $22.50 (+8.07%) |
US Market Status
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