JAKKS Pacific Inc

JAKKS Pacific is debuting Doll Haus of Dread, a new collector fashion doll line that reimagines horror icons as high-style collectibles, launching exclusively at Walmart and Walmart.com in Fall 2026. The debut lineup features 11-inch dolls inspired by Ghost Face as seen in Scream, Billy the Puppet from Saw, Jason from the Jason Universe franchise, and Pinhead from Hellraiser, each priced at $39.97 with franchise-authentic fashions, signature accessories, and nine points of articulation. Two Ghost Face dolls are offered, one classic hooded version and a limited-edition version available exclusively at Walmart.com wearing a bling-encrusted mask. Dominick Lisi, Senior Vice President of Marketing at JAKKS Pacific, said the dolls honor the DNA of each property while introducing fresh creative perspectives for horror enthusiasts and collectors. The line marks the first chapter in a broader Doll Haus collector destination, with JAKKS planning sub-collections, direct-to-consumer exclusives, and a growing presence at conventions and events.

JAKKS Pacific reported second-quarter net sales of $139.2 million, a 17% increase from a year earlier, as the toymaker recovered from prior tariff-related order reductions. Year-to-date sales reached $245.9 million, up 6% and the company's best first half since 2023, with North America sales rising 20% in the quarter and international first-half shipments hitting a more than 10-year high of $53 million. Adjusted EBITDA was $5.4 million, up from $2.3 million in the prior-year period, and adjusted earnings per share reached $0.25 compared to $0.03 a year ago. The company also received $6.8 million in tariff refunds recognized as nonoperating other income, and its board approved a sixth consecutive quarterly cash dividend of $0.25 per share. Management highlighted a structural shift toward higher FOB shipments, which accounted for over 75% of first-half shipments, and outlined growth initiatives including new anime and manga product lines set for a wide launch in fall 2027.

Jakks Pacific reported second-quarter earnings of $0.25 per share, matching the Zacks Consensus Estimate and up from $0.03 a year ago. Revenue came in at $139.24 million, surpassing the consensus by 7.42% and exceeding the prior-year quarter's $119.09 million. The company has topped consensus revenue estimates three times over the last four quarters. Jakks shares have gained about 45% year to date, outperforming the S&P 500's 9.6% advance. The stock currently carries a Zacks Rank #1, or Strong Buy.