JAKKS Pacific, Inc. (JAKK) Earnings Call Transcripts
JAKKS Pacific, Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of fiscal year 2026, JAKKS Pacific, Inc. reported net sales of $107 million, a 6% decline year-over-year, primarily driven by a 16% drop in North American sales. The company experienced an adjusted EBITDA loss of $371,000 compared to a gain of $354,000 in Q1 2025. Management signaled a cautious outlook due to ongoing volatility in consumer behavior and rising costs, while also highlighting strong international growth and new product initiatives aimed at driving future revenue, particularly in the anime segment set to launch in 2027.
Reported metrics
| Metric | Value |
|---|---|
| Net Sales | $107 million (miss) |
| Adjusted EBITDA | -$371,000 (miss) |
| Gross Margin | 33.4% (neutral) |
| International Sales | $29 million (beat) |
| North American Sales | $78 million (miss) |
| Quarterly Loss per Share | $0.17 (miss) |
Guidance from management
Management maintained a cautious outlook for the remainder of 2026, citing ongoing market volatility and cost pressures but expressed confidence in achieving their goals for the year and setting up for a stronger 2027.
What management said
Thank you very much. I'm sorry for the brief call and also my voice during the prerecorded, I had a cold. But we're looking forward to speaking shortly and getting on the road and seeing some of the investors throughout the summer and going right into fall. So thank you very much.
What analysts pressed on
Analysts raised concerns about the impact of rising costs and tariffs on profitability, as well as the potential for continued revenue declines in North America. There was also interest in how the anime initiative could drive future growth.
Main topics on the call
- Revenue Decline — JAKKS reported net sales of $107 million, down 6% from the prior year. Management noted that 'the decline was caused by lower results in North America at $78 million, down $15 million or 16%'.
- International Growth — The company's international business grew by 38% year-over-year, reaching $29 million. Management stated, 'We saw healthy growth in both our domestic business as well as our FOB orders.'
- Gross Margin Stability — Gross margin was reported at 33.4%, down 100 basis points from the previous year. Despite the decline, management expressed satisfaction, stating, 'that is still a very robust number for our business.'
- Anime Initiative Launch — JAKKS is set to launch a new anime product line in 2027, which management described as 'one of our company's most ambitious strategically significant initiatives.' This initiative aims to capitalize on a growing segment ...
Read the full JAKKS Pacific, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About JAKKS Pacific, Inc.
JAKKS Pacific, Inc. (JAKK) is a publicly listed company in the Leisure Products industry, within the Consumer Discretionary sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 27 calls on record spanning February 19, 2020 to July 23, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 27 JAKKS Pacific, Inc. earnings call transcripts on record, spanning February 19, 2020 to July 23, 2026. Based on this history, JAKKS Pacific, Inc. reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- JAKK
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Leisure Products
- Calls on record
- 27
- First call
- February 19, 2020
- Most recent
- July 23, 2026
- Reporting cadence
- quarterly