JAKKS Pacific, Inc. (JAKK)

JAKKS Pacific reported a decrease in net sales in Q3 2025, attributed to reduced direct-import sales and a lack of new theatrical release-related products. In February 2026, they announced the launch of a platform for anime, manga, and digital creator culture. New licensing partnerships with KODANSHA Ltd., Crunchyroll, and SEGA were announced in March 2026. As of March 23, 2026, the share price had declined by 23.57% from the previous year. New performance-based bonus criteria for the CEO and CFO were disclosed, tied to achieving specified EBITDA targets.

The toy industry is characterized by significant demand seasonality, with a large portion of JAKKS Pacific's sales occurring in the second and third quarters. Fiscal 2022 experienced unusually heavy first half seasonality. The company encourages customers to utilize its FOB selling model, which results in the majority of sales taking place in the second and third quarters.

JAKKS Pacific, Inc. is an American toy manufacturer, designer, and marketer operating in the Consumer Discretionary sector. Founded in 1995, the company leverages licensing agreements with major entertainment companies to produce products based on popular franchises. Its product portfolio includes toys, consumer products, and costumes, with proprietary brands such as AirTitans, Disguise, and Fly Wheels.

JAKKS Pacific has a broad global presence, with a focus on North America, Europe, Australia, Canada, Latin America, and Asia. The company has distribution centers in key regions and international branches in several countries. They are planning to expand its presence in international markets, especially in Asia and Latin America.

JAKKS Pacific is known for delivering high-quality, engaging products and leveraging strong licensing partnerships. Recent successes include products tied to The Simpsons, Moana 2, Sonic the Hedgehog 3, and Dog Man. The company launched a new line of branded lifestyle products and a global anime, manga, and digital creator platform to bolster its market standing. The company actively engages its audience and promotes new products through social media platforms.

The ownership structure of JAKKS Pacific includes institutional, insider, and individual investors. Major institutional shareholders include Gate City Capital Management, Llc, BlackRock, Inc., and Dimensional Fund Advisors LP. Stephen G. Berman, the Chairman and CEO, held 190,539 shares as of May 13, 2025. Patrick Soonshiong is reported as the largest individual shareholder, owning 80.22% of the company.