JAKKS Pacific, Inc
JAKKS Pacific designs, sources, markets and distributes branded toys and kid-targeted consumer products, including action figures, toy vehicles, games, costumes and selected furniture and sporting goods items. The company relies heavily on licensed intellectual property and evergreen brands, while also developing proprietary products under its own trademarks.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaBranded and licensed toys, vehicles, games, furniture and related kid-targeted consumer products.
Halloween and dress-up costumes sold through retail and seasonal channels.
Asiakkaat
JAKKS sells primarily to large mass-market retailers and other consumer channels that buy for resale to children and families. Its customer base is concentrated, with Target and Walmart representing the largest customers, and the company also sells through international distributors and retailers. Demand is driven by licensed entertainment franchises, seasonal Halloween demand, and retail shelf placement.
Large U.S. retailers buy broad toy and costume assortments for national distribution and shelf space.
Buy products for Europe, Canada, Latin America, Australia and Asia, helping expand the brand footprint.
Retailers and distributors buy Halloween costumes and dress-up products ahead of the seasonal selling window.
Retail partners purchase licensed character products tied to franchises such as Nintendo, Sonic and The Simpsons.
Strategia
JAKKS focuses on acquiring or licensing evergreen brands and well-recognized IP, then extending those franchises through new products, innovation and selective technology. The company is also expanding internationally through direct retail relationships and third-party distributors, while managing a concentrated customer base and a globally outsourced supply chain.
Licensed IP and durable brands reduce dependence on short-lived toy trends and support repeat retail demand.
International markets are a meaningful growth lever and diversify dependence on U.S. mass retail.
New items and technology help maintain retailer interest and consumer relevance in a crowded toy market.
Maantiede
Q1/2026The company is headquartered in Southern California, with corporate headquarters, distribution and IT systems in Santa Monica and the City of Industry. Most sales are in the United States, but international markets are meaningful: foreign sales were about 27.0% of net sales in 2025, with activity concentrated in Europe, Australia, Canada, Latin America and Asia. Manufacturing is principally outsourced to third-party manufacturers in China, creating exposure to tariffs, freight, and currency movements.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
The business is exposed to customer concentration, licensing dependence and intense competition from larger toy companies with greater scale and marketing power. It also faces supply-chain, tariff, currency and seasonal demand risks because products are sourced largely from China and sold through retail channels that can be volatile and highly promotional.
- China sourcing and tariff exposureVaikutus: KorkeaTodennäköisyys: Korkea
Third-party manufacturing is principally in China, so tariffs, trade restrictions and logistics disruptions can raise costs and reduce demand.
Kohdistuu: Manufacturing and import costs
- License renewal and IP dependenceVaikutus: KorkeaTodennäköisyys: Kohtalainen
A meaningful part of the portfolio depends on third-party intellectual property, and failure to renew or secure licenses would reduce product availability.
Kohdistuu: Licensed toy lines and character-based products
- Competitive pressureVaikutus: KorkeaTodennäköisyys: Kohtalainen
Mattel, Hasbro and other competitors can outspend JAKKS on marketing, licensing and retail placement.
Kohdistuu: Toy and costume categories
- Customer concentrationVaikutus: Korkea
Target and Walmart together represented a very large portion of net sales, so lost shelf space or reduced orders would materially affect revenue.
Kohdistuu: Target and Walmart
- Inventory obsolescenceVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Toy demand can shift quickly, and excess or slow-moving inventory may require write-downs.
Kohdistuu: Seasonal and trend-sensitive products
Kirjanpito
Harkinnanvaraiset erätDiscounts, promotional allowances and breakage/defect reserves are estimated at shipment and reduce reported net sales.
Vaikutus: Affects revenue timing and net sales comparability
Licensed products require royalty payments, and shortfalls against minimum guarantees can require reserves.
Vaikutus: Affects gross profit and prepaid assets
Management must estimate slow-moving and obsolete inventory based on expected sell-through.
Vaikutus: Can materially affect cost of sales and margins
Goodwill is tested annually and when indicators arise; the Toys/Consumer Products reporting unit carries the goodwill balance.
Vaikutus: Could create non-cash impairment charges
Toy sales are highly seasonal and Q1 is typically the least profitable quarter.
Vaikutus: Reduces comparability across quarters
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
Funko, Inc.
FNKO · Games, Toys & Children's Vehicles (No Dolls & Bicycles)
Jack In The Box Inc
JACK · Retail-Eating Places
Daktronics, Inc
DAKT · Miscellaneous Manufacturing Industries
Daktronics designs, manufactures, installs, and services electronic scoreboards, large-format LED video displays, and related control, timing, and sound systems.
Hasbro, Inc
HAS · Games, Toys & Children's Vehicles (No Dolls & Bicycles)
Hasbro is a U.S.-based play company built around iconic game, toy, and entertainment brands such as MAGIC: THE GATHERING, MONOPOLY, TRANSFORMERS, PLAY-DOH, NERF, and DUNGEONS & DRAGONS.
Jacobs Solutions Inc
J · Heavy Construction Other Than Bldg Const - Contractors
Escalade, Incorporated
ESCA · Sporting & Athletic Goods, NEC
Päivitetty: 24.9.2026