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JAKKS Pacific Debuts Doll Haus of Dread Horror Fashion Dolls at New York Comic Con
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.
JAKK · Demand · Positive JAKKS Pacific debuts its new Doll Haus of Dread collector doll line launching exclusively at Walmart in Fall 2026, a concrete new product rollout.
WMT · Demand · Positive Walmart is the exclusive retail launch partner for JAKKS Pacific's new Doll Haus of Dread line, gaining exclusive product offerings.
Onsemi announced a new agreement to acquire Synaptics for $123 a share in cash, revising the all-stock deal disclosed in June after an unsolicited competing proposal. Advanced Micro Devices said it would acquire World Labs, an AI model and research lab, in an all-stock transaction valued at nearly $8.2 billion. Hormel Foods agreed to acquire Brakebush Brothers, a value-added chicken provider, from the Brakebush family for approximately $1.055B, with the deal expected to close in the first quarter of fiscal 2027. Lynas Rare Earths agreed to acquire Australian peer Meteoric Resources in an all-stock deal valued at A$968M, or $672M. Mattel soared 19% after a report that the toymaker has recently received takeover interest from Authentic Brands, while Walgreens private-equity owner Sycamore is near a deal to sell the U.K. pharmacy chain Boots for close to $9 billion, including debt.
Stifel Upgrades YETI to Buy, Raises Price Target to $50
Stifel upgraded YETI Holdings to Buy from Hold and raised its price target to $50 from $45, arguing the company's growth now depends on international expansion and newer categories such as bags and soft coolers rather than a rebound in US drinkware. The call follows YETI's August results, when revenue rose 9%, adjusted EPS beat Wall Street consensus, and the company raised its full-year adjusted EPS and operating margin guidance. On September 17, at Investor Day, YETI introduced a mid-to-high single-digit revenue growth framework, below the high-single-digit to low-double-digit long-term range management had previously said it saw a clear path toward, with the low end of the new framework assuming flat US drinkware sales. YETI has identified approximately $100 million of productivity opportunities across cost of goods sold and operating expenses under its Project Upcycle initiative, and plans to reinvest some of those savings into international expansion, innovation, and brand building. The stock trades at a forward P/E of 14x, roughly in line with the sector median but about a 22% discount to its 5-year average of 18x, while short interest stood at 14.10% of the float as of August 31, 2026.
Brunswick CEO David Foulkes to Retire; Aine Denari Named Successor
Brunswick Corporation announced that long-serving CEO and Chairman David M. Foulkes will retire on December 31, 2026, with current Navico Group President and Chief Technology Officer Aine L. Denari set to become CEO and a board member on January 1, 2027. The transition comes alongside a series of leadership changes across Navico Group, Business Acceleration, and technology roles, concentrating technology, autonomy, and shared-access expertise at the top of the company. Will Sangster will lead Navico and Karly Yuds will take over Business Acceleration, placing the leaders closest to connected electronics, AI-driven autonomy, and shared-access models in charge of the businesses tied to Brunswick's digital services, Freedom Boat Club growth, and higher technology content per boat. Brunswick's investment narrative projects $6.4 billion in revenue and $426.2 million in earnings by 2029, with a fair value estimate of $89.88, a 37% upside to its current price, while some optimistic analysts assume revenues could reach about US$7.0 billion and earnings about US$600.0 million by 2029. Investors are still cautioned that sustained softness in value boats could weigh on results.
BC · · Neutral CEO David Foulkes to retire and Aine Denari named successor, with leadership reshuffle concentrating tech/autonomy expertise; no clear directional driver for the stock.
MongoDB CEO exits, Synopsys sets targets, Mattel draws takeover interest
Corporate upheaval and strategic announcements drove sharp moves in several stocks this week. MongoDB plunged 18.5% on Monday and is on course to end the week down around 14.7% after President and CEO Chirantan Desai resigned with immediate effect to lead a new AI initiative at Meta Platforms; former chief executive Dev Ittycheria returns as interim CEO, and the company reaffirmed its third-quarter and full-year guidance. Synopsys surged 12.8% on Thursday and has gained around 9.2% over the week after setting long-term targets at its 2026 Investor Day in New York, projecting fiscal 2027 revenue of $11.1 billion to $11.2 billion, roughly 15% growth at the midpoint, non-GAAP earnings of $19.04 to $19.12 per share, free cash flow of around $3.1 billion, and plans to repurchase approximately $1 billion of stock, alongside a partnership with OpenAI on GPT-Synopsys and a multi-year IP agreement with Amazon. Mattel jumped 18.8% on Thursday and is on course to close the week up 13.6% after The Wall Street Journal reported that Authentic Brands Group has approached the toy maker with an offer that could value it at more than $20 per share, or around $6 billion or more. Nike fell 5.3% over the week to its lowest level since 2013 after mixed fiscal first-quarter results, with adjusted earnings of 48 cents per share topping expectations of 44 cents but revenue of $11.21 billion missing estimates of $11.35 billion and falling 5% on a currency-neutral basis. Fair Isaac is down 22.7% for the week after Bloomberg reported that the Federal Housing Finance Agency plans to require lenders to use credit data from only two of the three major bureaus for mortgages sold to Fannie Mae and Freddie Mac.
FICO · Regulation · Negative FHFA reportedly plans to require lenders to use only two of the three credit bureaus for mortgages sold to Fannie Mae and Freddie Mac, threatening Fair Isaac's credit-score business.
MAT · Capital · Positive Authentic Brands Group approached Mattel with a takeover offer that could value it at more than $20 per share, around $6 billion or more.
MDB · Capital · Negative President and CEO Chirantan Desai resigned with immediate effect to lead a new AI initiative at Meta, sending MongoDB shares sharply lower.
NKE · Capital · Negative Nike's fiscal first-quarter revenue of $11.21 billion missed estimates and fell 5% on a currency-neutral basis, outweighing the earnings beat.
SNPS · Capital · Positive Synopsys set long-term targets at its 2026 Investor Day, projecting fiscal 2027 revenue growth of roughly 15% and plans to repurchase about $1 billion of stock.
SNPS · Technology · Positive Synopsys announced a partnership with OpenAI on GPT-Synopsys and a multi-year IP agreement with Amazon.
Zacks Adds Johnson Outdoors, Clearfield and NIKE to Strong Sell List
Zacks Investment Research added Johnson Outdoors, Clearfield and NIKE to its Zacks Rank #5 Strong Sell List for October 2nd. Johnson Outdoors, ticker JOUT, a global outdoor recreation company, saw its Zacks Consensus Estimate for current-year earnings revised 73.3% downward over the last 60 days. Clearfield, ticker CLFD, which designs and manufactures the FieldSmart fiber management platform, had its current-year earnings estimate cut almost 55.8% over the same period. NIKE, ticker NKE, the worldwide athletic footwear, apparel and equipment maker, saw its current-year earnings estimate revised almost 7.5% downward over the last 60 days.
Mattel CEO Ynon Kreiz to Exit October 2, Roger Lynch Named Successor
Mattel CEO and chairman Ynon Kreiz will exit on October 2, with board member Roger Lynch stepping in as his successor. The leadership shakeup comes as the toy maker's stock has rallied 18.8% in one day and 14.46% over seven days, though it remains down 24.95% year to date and its five-year total shareholder return has declined 21.67%. The most followed valuation narrative pegs Mattel's fair value at $26.61 against a last close of $15.04, implying the shares are 43% undervalued. That view hinges on Mattel converting its 2026 investment year and higher spending on capabilities, advertising and digital performance marketing into the mid to high single digit revenue growth and strong double digit operating income growth management has outlined for 2027. Risks to the story include lingering tariff-related margin pressure and a longer-than-expected drag from weakness in the Infant, Toddler and Preschool segment.
MAT · Capital · Neutral CEO and chairman Ynon Kreiz exits October 2 with board member Roger Lynch named successor, a leadership shakeup at the center of the story.
Graphite Design has revised up its earnings forecast for the fiscal year ending February 2027, now expecting operating profit of 525 million yen, 3.3 times the prior-year level. That is about a 71% increase from its previous forecast. The company's main business is the manufacture and sale of golf club shafts, and demand for its TOUR AD 2026 model FI in the U.S. market has provided support, with orders from foreign clubmakers performing strongly, pushing sales volume of its own-brand shafts above initial expectations.
7847.JP · Capital · Positive Raises fiscal 2027 operating profit forecast by 71% to 525 million yen, 3.3x prior-year level.
7847.JP · Demand · Positive Strong U.S. demand for TOUR AD 2026 model FI and orders from foreign clubmakers pushed own-brand shaft sales above expectations.
American Outdoor Brands Approves New $10M Share Buyback Through 2027
American Outdoor Brands said Thursday it approved a new $10M share repurchase program effective through Sept. 30, 2027. The new authorization follows a prior $10M repurchase program initiated in 2025, under which the company bought back 236,907 shares for about $1.9M at an average price of $8.15 per share. The company said it may make repurchases occasionally through open-market purchases or other permitted transactions.
FactSet, Concentrix Beat Estimates; HPE Inks $1.2 Billion Vultr Deal; Mattel Names New CEO
FactSet Research Systems posted fourth-quarter fiscal 2026 adjusted earnings of $4.52 per share, beating the Zacks Consensus Estimate of $4.32 per share, and its shares advanced 3.8%. Concentrix Corp. reported third-quarter fiscal 2026 adjusted earnings of $2.92 per share, outpacing the Zacks Consensus Estimate of $2.71 per share, with its shares rising 0.3%. Hewlett Packard Enterprise Co. entered into a $1.2 billion deal with Vultr, sending its shares up 3.9%. Mattel, Inc. appointed Roger Lynch as its new CEO and chairman, and its shares tumbled 4.2%.
Mattel CEO to step down, Condé Nast's Lynch named successor; Kreiz to become Paramount co-CEO
U.S. toy giant Mattel announced on the 30th that Chief Executive Officer Ynon Kreiz is stepping down and that Roger Lynch, CEO of publishing giant Condé Nast, will be promoted to succeed him. Lynch has served on Mattel's board since 2018 and is expected to take over as CEO by November 2. U.S. media giant Paramount Skydance announced the same day that it will bring in Kreiz as co-CEO effective October 5, with him also serving on the board. The company has signed a deal to acquire Warner Bros. Discovery for about 110 billion dollars. Meanwhile, Condé Nast, where Lynch has served as CEO for about seven years, has named board member Mike Parisi as interim CEO. Kreiz pushed forward Mattel's transformation into an entertainment company and expanded the business, including the blockbuster film "Barbie" in 2023, but now faces higher tariffs on imported goods under the Trump administration and pressure from activist investors.
Mattel names Roger Lynch chief executive as toy maker struggles to turn toys into movie hits
Mattel is getting a new chief executive, with Roger Lynch set to lead the El Segundo company after more than seven years as chief executive of the publisher Condé Nast. Lynch, a Mattel board member since 2018, will replace Ynon Kreiz, who has led Mattel since 2018 and helped bring it Hollywood stardom with the movie "Barbie." In February, Mattel announced weak holiday sales and said it expected another slow year after its iconic Barbie doll lost some popularity, and this year the company says it will increase its focus on making more digital games and toys tied to movie franchises. Mattel returned to theaters this year with "Masters of the Universe," a movie centered on the action hero He-Man that disappointed at the box office. Mattel shares tumbled more than 5% in early trading Wednesday, and its stock price is down more than 35% so far this year.
MAT · Capital · Negative Mattel names new CEO Roger Lynch amid weak holiday sales, a slow-year outlook, and a disappointing 'Masters of the Universe' box office, with shares down over 35% this year.
Ninebot's smart electric vehicle cumulative domestic shipments surpass 14 million units
Ninebot announced that its smart electric vehicle cumulative domestic shipments have officially surpassed 14 million units. The figure was released on September 28, and the company's stock code is 689009. Ninebot focuses on smart short-distance transportation and service robot businesses, with smart electric vehicles being one of its core product lines.
OGAWA Shares Cool Down After Four Consecutive Limit-Ups; Health Service Robot Business Has Yet to Generate Sales Revenue
After OGAWA's share price hit the daily limit-up for four consecutive trading days, with a cumulative gain of about 46.65%, the company issued an announcement on abnormal stock trading fluctuations, noting that its health service robot-related business is still in an early exploration stage, does not currently involve the humanoid robot field, and as of the announcement disclosure date had not generated sales revenue, so it will not have a material impact on the company's current or near-term operating results. From September 21 to 24, OGAWA's share price hit the daily limit-up for four straight sessions. On September 21 and 22, and again on September 23 and 24, the cumulative deviation in closing price gains over two consecutive trading days exceeded 20%, triggering abnormal fluctuation disclosures, and the company released abnormal fluctuation announcements on the evenings of September 22 and September 27 respectively. After verification and inquiry with its controlling shareholders, the company disclosed that controlling shareholders Zou Jianhan and Li Wuling, along with shareholder Wei Gang, each signed share transfer agreements with Shanghai Yixin Private Fund Management Co., Ltd., planning to transfer a combined 62.3739 million shares, representing approximately 10.000% of the company's total unrestricted tradable shares. The company emphasized that in January 2026 it established a wholly owned subsidiary, Xiamen OGAWA Robot Technology Co., Ltd., to explore scenario-based applications in the vertical health service robot field, and through a fund it invested in embodied intelligence target company Xinghai Tu Beijing Artificial Intelligence Technology Co., Ltd., with a stake of less than 1%. The semi-annual report shows that in the first half of 2026, OGAWA achieved operating revenue of 2.703 billion yuan, up 16.14% year on year, while net profit attributable to shareholders of the listed company was negative 73.924 million yuan, down 373.47% year on year, and non-GAAP net profit was negative 91.5419 million yuan, down 653.35% year on year, mainly affected by foreign exchange losses of 71.7936 million yuan and losses from some non-core businesses. The company also cautioned that as of the close on September 24, 2026, its latest rolling price-to-earnings ratio was negative, while the latest rolling price-to-earnings ratio for the electrical machinery and equipment manufacturing industry was 20.67 times, a significant difference between the two.
002614.CS · Technology · Neutral OGAWA's health service robot business is still in early exploration, has no sales revenue, and does not involve humanoid robots, so the robot theme driving its limit-ups lacks near-term substance.
上海峄昕私募基金管理有限公司 · Capital · Neutral Shanghai Yixin signed agreements to acquire about 10% of OGAWA's unrestricted tradable shares from controlling shareholders, a share-transfer event with no stated operational impact.
星海图（北京）人工智能科技股份有限公司 · Capital · Neutral OGAWA's fund holds less than 1% of Xinghai Tu, a minor investment mentioned only as context for its embodied-intelligence exploration.
Hasbro Shares Rise 1.47% as Analysts Eye Upcoming Earnings
Hasbro closed the most recent trading day at $88.09, up 1.47% and ahead of the S&P 500's 0.51% gain, while the Dow rose 0.93% and the Nasdaq added 0.48%. The toy maker's stock has fallen 7.83% over the past month, a smaller decline than the Consumer Discretionary sector's 8.98% loss but behind the S&P 500's 0.74% gain. For its upcoming release, Hasbro is forecast to report EPS of $1.88, up 11.9% from the year-ago quarter, on revenue of $1.47 billion, up 6.2% from the same quarter last year. For the full year, the Zacks Consensus Estimates anticipate earnings of $6.16 per share and revenue of $5.04 billion, shifts of +11.19% and +7.25% respectively from last year. Over the last 30 days the consensus EPS estimate has moved 0.45% lower, and Hasbro currently carries a Zacks Rank of #3 (Hold), trading at a Forward P/E of 14.1 versus its industry's average of 10.46.
HAS · Capital · Neutral Article reports Hasbro's share move and analyst consensus estimates ahead of upcoming earnings, with no company-specific development beyond the price action and forecast figures.
WARRIX announces Anyawi's resignation from board and COO position, effective September 26, 2026
Warrix Sport Public Company Limited, or WARRIX, announced that Ms. Anyawi Setthaphinyo has resigned from her positions as director, risk management committee member, executive committee member, and Chief Operating Officer. Chief Executive Officer Mr. Wisan Wanaskdisakul disclosed the information. In addition, Ms. Anyawi also resigned from her position as director of KSL & Warrix Co., Ltd., a subsidiary in which WARRIX holds a 51 percent stake. The resignations take effect from September 26, 2026 onward.
Johnson Outdoors Declares $0.33 Quarterly Dividend
Johnson Outdoors has declared a quarterly dividend of $0.33 per share, in line with its previous payout. The dividend carries a forward yield of 3.02%. It is payable Oct. 23 to shareholders of record as of Oct. 9, which is also the ex-dividend date.
MGM Resorts Weighs Acquisition of Media Company People, WSJ Reports
MGM Resorts International, which operates casino hotels and other properties in Las Vegas, is considering a takeover offer for the U.S. media company People, The Wall Street Journal reported on the 24th. People, led by U.S. billionaire Barry Diller, had just withdrawn its own acquisition proposal for MGM Resorts the previous day, and People's shares rose 9% in after-hours trading. According to the Journal, citing people familiar with the matter, MGM could make an offer within days if it decides to move ahead with the acquisition process. People is MGM's largest shareholder, holding roughly 27% of its stock, and the value of that stake is nearly equal to People's own market capitalization. If a deal is completed, it would be an unusual move in which MGM seeks to acquire its longtime largest shareholder. People is a holding company engaged in the digital media business, owning brands such as People, Food & Wine, Southern Living, and The Daily Beast, and its second-quarter earnings showed improving profitability in its publishing business.
Yaoji Technology's 2026 Semi-Annual Report Mistakenly Uses 2025 Annual Report Materials; Revenue and Costs Previously Reduced by About 2.1 Billion Yuan
Yaoji Technology's disclosed 2026 semi-annual report has been found by investors to mistakenly use materials from the 2025 annual report. According to a report by Dazhong Securities News, the statement on page 67 of the semi-annual report under the section 'Statement of Compliance with Accounting Standards for Business Enterprises' reads: 'truthfully and completely reflects the consolidated and parent company financial position as of December 31, 2025, as well as the consolidated and parent company operating results and cash flows for the year 2025,' while the page header is marked 'Shanghai Yaoji Technology Co., Ltd. 2026 Semi-Annual Report Full Text.' The reporting period for the 2026 semi-annual report should correspond to June 30, 2026, or the first half of 2026. In addition, the section 'Specific Accounting Policies and Accounting Estimates Reminders' not only fully retains the content regarding the implementation of the Q&A on the Financial Instruments Standards related to accounting treatment for standard warehouse receipt transactions, but also repeats the title row once more. A board secretary of a listed company believes this is a simple error left over from copying the annual report template, which could have been completely avoided if the review and verification mechanisms were sound. Upon further review, the reporter found that in April 2026, Yaoji Technology issued an announcement on the correction of prior accounting errors and retrospective adjustments, correcting prior accounting errors in operating revenue and operating costs in the annual reports from 2020 to 2023, with cumulative reductions in operating revenue and operating costs of approximately 2.1 billion yuan. The reason was that the company had a judgment deviation regarding whether the net method or gross method should be used to recognize revenue for its internet marketing business. The board secretary stated that this correction involving core financial data for four consecutive years is far more serious than a textual error, and may simultaneously trigger deductions for 'questionable authenticity of financial information' and 'multiple supplementary corrections.' As of press time, Yaoji Technology has not provided any response to the reporter's written interview request.
002605.CS · Capital · Negative Company corrected prior accounting errors, retrospectively cutting 2020-2023 operating revenue and costs by about 2.1 billion yuan.
Peloton Launches Treadmills Priced Up to $6,695 as Stock Falls 95% in Five Years
Peloton is betting on a new lineup of treadmills, including the Foldable Peloton Tread Flex, the Peloton Tread Vision and the Peloton Tread+ Vision priced at $6,695, to reverse a long streak of failed product launches. The stock is down 20% this year and 95% over the last five years. In the most recent quarter, revenue was flat at $607 million compared with the same period a year ago, while net income rose from $22 million to $62 million. The company's core business model remains deeply challenged, with cheaper gym memberships and competing products undercutting its pricing. The stock is down 8% in the last month.
Peloton Launches Tread Flex Treadmill and Peloton IQ AI Features
Peloton is pushing beyond the bike and into running with the launch of a three-tier treadmill lineup headlined by the new Peloton Tread Flex, its most affordable treadmill ever and the first folding treadmill in company history. CEO Peter Stern told Market Domination host Josh Lipton that the Tread Flex is the first treadmill in Peloton's history to come in under $3,000, with the company pushing toward 2,000 with this product, opening up new market segments. Alongside the hardware, Peloton introduced a slew of new Peloton IQ AI-powered features for runners, walkers and hikers, including computer vision cameras on the Peloton Tread Vision and Tread Plus Vision that analyze running form and give feedback on vertical oscillation and cadence to reduce injuries and improve speed. Stern said the company uses AI to augment its human instructors, producing personal plans and Peloton IQ pace targets that challenge runners without pushing them beyond their limits, describing these as human-centric applications of AI. He framed the effort as making Peloton as famous for running as it is for cycling, citing record marathon attendance and local run clubs popping up everywhere.
PTON · Technology · Positive Peloton launched the Tread Flex folding treadmill and new Peloton IQ AI-powered running features, expanding its product lineup.
Mattel Launches Thomas & Friends Content and Bluey Licensing Deal With BBC Studios
Mattel has launched a new Thomas & Friends: Railway Stories content line and signed a Bluey licensing deal with BBC Studios, placing fresh content and toys at the center of its strategy. The moves come as Mattel shares trade at US$13.31, up 1.10% on the day but down 33.58% year to date, with a 1-year total shareholder return of negative 23.20%. The most followed analyst narrative pins Mattel's fair value at $26.97, framing the current price as 51% undervalued, on the view that creative IP revitalization, major licensing partnerships and a push into movies and streaming content can unlock higher-margin recurring revenue beyond traditional toy sales. That bullish case could crack if digital entertainment keeps pulling children away from physical play, or if brand fatigue hits legacy franchises like Barbie and Hot Wheels harder than expected.
MAT · Demand · Positive Mattel launched a new Thomas & Friends: Railway Stories content line and signed a Bluey licensing deal with BBC Studios, expanding its product/content offerings.
MAT · Capital · Positive Analyst narrative pins Mattel's fair value at $26.97, framing the current price as 51% undervalued on IP revitalization and licensing.
BBC Studios · Demand · Neutral BBC Studios is the licensing partner in the Bluey deal, but the article gives no detail on terms or impact for BBC Studios itself.
Tokyo Game Show opens with first-time exhibitors from other industries including Sanrio and Kioxia
At Tokyo Game Show 2026, which opened on the 17th, companies from outside the gaming industry are drawing attention with their first-ever exhibits, including Sanrio, which announced in April that it was making a full-scale entry into the gaming business, and major semiconductor maker Kioxia. Sanrio is developing games that make use of the world of its popular characters, and unveiled titles including Sanrio Party Land, scheduled for release in October as its first offering, while Hello Kitty appeared on stage to entertain visitors. Senior Managing Executive Officer Kosuke Hamazaki said, "We want even people who don't play games much to give them a try." Commercial kitchen equipment maker Nakanishi Manufacturing exhibited for the first time a game set in a cafeteria in another world, and many companies took on the challenge, with PARCO showing three indie titles that can be developed on a low budget and Toei also setting up a booth where visitors can try three titles before their release. Kioxia displayed high-speed storage devices for game consoles of the kind also used in international esports competitions, while Mizuno introduced its latest game controllers and high-performance gaming chairs. Atsuo Nakayama, a specially appointed professor at Nihon University who is well versed in the entertainment industry, said, "Games can keep users engaged for a long time, so every industry is always looking to move in. The market is expanding, and there is still room to enter."
8136.JP · Demand · Positive Sanrio makes full-scale gaming entry, unveiling Sanrio Party Land as its first title at Tokyo Game Show.
5941.JP · Demand · Positive Nakanishi Manufacturing exhibited its first game, a cafeteria-set title, at Tokyo Game Show.
285A.JP · Demand · Positive Kioxia displayed high-speed storage devices for game consoles used in esports competitions.
8022.JP · Demand · Positive Mizuno introduced its latest game controllers and high-performance gaming chairs at the show.
9605.JP · Demand · Positive Toei set up a booth letting visitors try three of its titles before release.
PARCO Co., Ltd. · · Neutral PARCO exhibited three low-budget indie titles at Tokyo Game Show, a first-time showcase with no clear financial impact stated.
Mattel and BBC Studios Sign Multi-Year Global Licensing Deal to Bring Bluey to Five Mattel Brands
Mattel and BBC Studios announced a multi-year global licensing partnership that will bring Bluey to five of Mattel's franchises, with the first products from the collaboration arriving in Fall 2026. The collection will feature Bluey characters across Little People figures and playsets, Barbie dolls and accessories, Polly Pocket compact playsets, Hot Wheels vehicles, and UNO card games. Little People's character lineup will include Bluey, Bingo, Bandit, Chilli and more, while Barbie will feature Bluey and Bingo across the Barbie Cutie Reveal line. Nick Karamanos, Head of Entertainment Partnerships at Mattel, said the partnership is a natural fit, and Suzy Raia, EVP of Global Consumer Products at BBC Studios, said Mattel's portfolio of iconic brands makes it an ideal partner to extend the spirit of Bluey through new play experiences. Created by Joe Brumm and produced by Ludo Studio, the Emmy Award-winning Bluey follows a blue heeler dog who lives with her mum, dad, and little sister, Bingo.
MAT · Demand · Positive Mattel signs multi-year global licensing deal to bring Bluey characters into five of its brands, expanding its product lineup.
BBC Studios · Demand · Positive BBC Studios signs a multi-year global licensing partnership with Mattel to extend Bluey through new play experiences across Mattel brands.
BRP Posts Quarterly Loss But Raises Full-Year Guidance
BRP Inc. reported a second-quarter loss on September 3 while raising its full-year outlook, as strong off-road demand offset a tariff-driven earnings hit. Revenue climbed 18.5% year over year to $2.24 billion, but normalized diluted EPS swung to a loss of $0.18 a share from a profit of $0.92 a year earlier. Gross margin fell 940 basis points to 11.7%, with Section 232 tariffs accounting for a large piece and a one-time $74.8 million supplier support payment cutting another 330 basis points, while normalized EBITDA dropped 34.9% to $138.8 million. Management raised full-year revenue guidance to a range of $9.23 billion to $9.475 billion and lifted normalized EPS guidance by $1, to $4 to $4.5, citing Can-Am's record North American side-by-side share of nearly a third and Asia Pacific retail growth of 8%. BRP now expects $200 million of net tariff exposure for the fiscal year, or roughly $225 million annualized, and a new 50% Section 338 tariff on Spyder units imported from Canada is projected to add a $60 million to $65 million headwind next year, with Q3 normalized EPS guided to fall 50% to 60% year over year.
DOO · Demand · Neutral Strong off-road demand and record Can-Am side-by-side share plus Asia Pacific retail growth of 8% lifted full-year guidance.
DOO · Tariff · Negative Section 232 tariffs and a new 50% Section 338 tariff on Spyder units drove a $74.8M supplier payment, 940bp gross-margin drop, and $200M net tariff exposure.
Smith & Wesson Swings to Profit as Sales Jump 32.3%
Smith & Wesson Brands told investors on September 3 that it flipped a year-ago loss into a profit, with net sales up 32.3% year over year to $112.6 million and GAAP earnings per share of $0.06 versus a loss of $0.08 a year earlier. Unit shipments rose nearly 20% in the quarter, well ahead of the 7.7% increase in adjusted NICS, while handgun average selling prices rose almost 9% and long-gun ASPs climbed 18%, helped by new products making up 35% of total shipments. Gross margin rose 280 basis points to 28.7%, but $2.9 million of that came from a tariff refund management flagged as non-recurring, accounting for 260 of those 280 basis points on its own. Operating expenses rose $3 million to $28.1 million, the company used $8.8 million in cash from operations, and internal inventory climbed to $180.7 million from $156.3 million in the prior quarter, while the board authorized a quarterly dividend of $0.13 per share payable October 1 to shareholders of record as of September 17. Full-year revenue guidance of just 5% to 7% growth suggests management is not ready to extrapolate the quarter's pace forward.
Mattel Q2 Revenue Rises 10.5% to $1.13 Billion but EPS Miss Sinks Stock
Mattel reported second-quarter revenues of $1.13 billion, up 10.5% year on year and 2.4% above analysts' expectations, yet the toy maker missed analysts' EPS and EBITDA estimates and its stock has fallen 7.1% since reporting to trade at $13.81. The results came as the four consumer discretionary toys and electronics stocks tracked in the roundup collectively beat consensus revenue estimates by 3.8%, with next quarter's revenue guidance 5% above expectations and share prices up 2.4% on average since the latest earnings results. Bark posted the group's best quarter, with revenues of $78.82 million, down 23.4% year on year but 2.4% ahead of expectations, alongside beats on EPS and EBITDA, sending its stock up 4.7% to $9.59. Hasbro reported revenues of $1.14 billion, up 16.2% year on year and 6.6% above estimates, with EPS and EBITDA also beating, and its stock is up 10.3% at $89.99. Funko logged revenues of $207.7 million, up 7.4% year on year and 3.7% above expectations, with EPS and EBITDA beats, and its stock is up 1.8% at $5.38.
MasterCraft Guides $287M-$291M Net Sales, $0.66-$0.76 Adjusted EPS for Six-Month Transition Period
MasterCraft Boat Holdings guided to net sales of $287 million to $291 million and adjusted earnings per share of $0.66 to $0.76 for its six-month transition period, with adjusted EBITDA of $29 million to $32 million and capital expenditures of approximately $9 million. The guidance reflects the combined company including Chaparral and Robalo, following the closing of that combination, and accompanies a change to a December fiscal year-end. Chief Executive Officer Bradley Nelson said retail market demand is expected to be down approximately 5% to 10% over the next six months, with particular weakness in the entry-level pontoon and runabout markets. For the fourth quarter, total company net sales were $348.9 million and adjusted EBITDA was $45.6 million, including $33.3 million of revenue and $1.8 million of adjusted EBITDA from the new Recreation and Sport Fishing segment during a six-week ownership window. The quarter produced a loss from continuing operations of $7 million, or $0.35 per diluted share, while consolidated adjusted net income was $13.5 million, or $0.67 per diluted share, and the company recorded a non-cash impairment charge of $10.1 million tied to certain Crest brand intangible assets in its Leisure segment. MasterCraft ended the year with $43.9 million in cash, no debt outstanding, and full availability under its $75 million revolving credit facility.
MCFT · Capital · Negative Q4 produced a $7M loss from continuing operations and a $10.1M non-cash impairment charge tied to Crest brand intangibles.
MCFT · Demand · Negative CEO guides retail market demand down ~5-10% over the next six months, with particular weakness in entry-level pontoon and runabout markets.
MasterCraft Guides to 5%-10% Retail Demand Decline, Posts $10.1 Million Impairment
MasterCraft Boat Holdings reported a 730 basis point expansion in legacy adjusted EBITDA margin and a roughly 30% year-over-year reduction in legacy field inventory on its Q4 2026 earnings call. Management guided to an approximately 5%-10% retail market demand decline over the next six months, based on current calendar year-to-date trends, as the company transitions to a December fiscal year-end and enters a seasonally low volume window for the combined entity. A non-cash impairment charge of $10.1 million was recorded in the Leisure segment tied to Crest brand intangible assets, while reported GAAP results absorbed $2.8 million in inventory step-up value and $2.9 million in intangible amortization from the Marine Products acquisition. The Recreation and Sport Fishing segment's initial 5.5% adjusted EBITDA margin is not viewed as representative of long-term potential, and management said the new brands' initial 0.9% reported gross margin would have been 9% excluding the one-time inventory step-up charge. Depreciation is expected to normalize at approximately $2.7 million per quarter, and MasterCraft's total pipeline is down about 20% including the new acquisitions.
MCFT · Capital · Negative A $10.1 million non-cash impairment charge was recorded in the Leisure segment tied to Crest brand intangible assets.
MCFT · Demand · Negative Management guided to an approximately 5%-10% retail market demand decline over the next six months based on current calendar year-to-date trends.
Morgan Stanley downgrades Peloton on fitness trends
Morgan Stanley downgraded Peloton to Underweight from Equal Weight on Tuesday, warning that a shift toward strength training and gyms will pressure the connected fitness company's subscriber base. Analyst Nathan Feather cut his price target to $4.50 from $5.00, implying about 16% downside, and lowered fiscal 2027 and 2028 estimates, now sitting 2% and 9% below consensus on fiscal 2028 revenue and EBITDA, respectively. Feather noted gross additions are down about 78% from their peak and connected fitness subscriber growth fell 9% year over year in fiscal 2026, citing structural headwinds such as Google search interest in strength training growing at an 8% compound annual rate and overtaking cardio, while gym membership rose to 24% from 20% in 2021. He argued consensus forecasts are too bullish, modeling a return to roughly flat subscriber growth within three years, and wrote that "cheap is not a catalyst," expecting a sub-$2,000 treadmill launch before the holidays to be only incremental.
CFMOTO receives another 366 million yuan in US tariff refunds, cumulative total exceeds 600 million yuan
CFMOTO announced after market close on September 7 that its wholly owned US subsidiary CFP has recently received successive US tariff refunds. From August 14 to September 7, it received a cumulative 54.0324 million US dollars, equivalent to 366 million yuan at the central parity rate of 6.7795. After accounting for income tax, this is expected to affect net profit for 2026 by approximately 256 million yuan, representing 15.31% of the most recent audited net profit attributable to the parent company. To date, the company has received cumulative US tariff and interest refunds totaling 92.6403 million US dollars, equivalent to 628 million yuan, and is expected to affect net profit for 2026 by approximately 440 million yuan, representing 26.26% of net profit attributable to the parent company. The company stated that the profit impact of the refunds will mainly occur in the second half of 2026, with the final audited results prevailing. Previously, the company reported first-half revenue of 13.386 billion yuan, up 35.82% year on year, and net profit attributable to the parent company of 1.065 billion yuan, up 6.26% year on year, with growth across all three major businesses: all-terrain vehicles, fuel motorcycles, and electric two-wheelers.
Smith & Wesson Shares Jump 5.8% on Strong Q1 Results
Smith & Wesson (NASDAQ:SWBI) shares jumped 5.8% in afternoon trading after the company reported strong first-quarter fiscal 2027 financial results, returning to profitability with a 32.3% surge in net sales. Net sales reached $112.6 million for the quarter ended July 31, 2026, up $27.5 million from the prior-year period, while both GAAP and non-GAAP net income came in at $2.6 million, or $0.06 per diluted share, rebounding from a net loss of $3.4 million, or $0.08 per diluted share. Revenue beat the consensus estimate of $98.7 million, and diluted EPS surpassed projections of a $0.05 loss, according to FactSet. Gross margin stood at 28.7%, including a $2.9 million non-recurring tariff refund that added about 260 basis points, while non-GAAP Adjusted EBITDAS rose 86% year-over-year to $13.8 million. The board authorized a quarterly dividend of $0.13 per share and reaffirmed full-year fiscal 2027 revenue growth guidance of 5% to 7%.
Midday movers: Sandisk, Tesla, Lululemon, Quanex, AMC & more
In midday trading, several stocks made notable moves. Guidewire Software plummeted 21% after issuing weaker-than-expected current-quarter revenue guidance of $372 million to $378 million, below the LSEG consensus of $387 million. Tesla dropped 6% following a National Highway Traffic Safety Administration investigation into whether its Cybercab meets federal safety standards, after the company launched robotaxis in Austin. Sandisk and KLA rallied more than 8% and 7% respectively, as the semiconductor sector gained ahead of the long weekend, with the VanEck Semiconductor ETF (SMH) up over 2% and the Roundhill Memory ETF (DRAM) up 5%. Quanex Building Products surged 19% after beating third-quarter estimates with adjusted earnings of 79 cents per share on revenue of $501.8 million, versus the FactSet consensus of 66 cents and $497.5 million. AMC Entertainment rose 6.5% after CEO Adam Aron criticized Robinhood's stock tokens as "contemptible, outrageous, disgusting," while Robinhood slipped nearly 1%. Credit monitoring firms Equifax, TransUnion, and Fair Isaac fell after Federal Housing Finance Agency Director Bill Pulte said they have been "overcharging Americans for too long," with Fair Isaac down over 15%, Equifax down 6.8%, and TransUnion down over 7%. Smith & Wesson gained 6% on an earnings beat, reporting 6 cents per share versus an expected loss of 6 cents, on revenue of $112.6 million versus the $98.7 million consensus. Lululemon Athletica tumbled 17% after forecasting current-quarter earnings of 93 to 98 cents per share on revenue of $2.29 billion to $2.32 billion, below analyst expectations of $2.40 per share and $2.53 billion. Zscaler slipped 5% despite beating earnings estimates, while Adobe fell 6% after announcing Anil Chakravarthy as its next CEO. Asana dropped 14% on weak guidance, Samsara advanced 4% on strong full-year outlook, UiPath lost 16% despite in-line guidance, and Oxford Industries sank 17% after cutting its full-year guidance.
Smith & Wesson Q1 Sales Surge 32%, EPS Turns Positive
Smith & Wesson Brands reported fiscal first-quarter net sales of $112.6 million, up 32.3% year-over-year, with adjusted EBITDA rising 86% and earnings per share of $0.06 versus a loss of $0.08 a year ago. The company gained market share in both handguns and long guns, with handgun ASPs up nearly 9% and long-gun ASPs up over 18%. Gross margin expanded to 28.7%, helped by $2.9 million in tariff relief funds. For the second quarter, management expects sales roughly 10% above last year, while maintaining full-year revenue growth guidance of 5% to 7%. The company also authorized a quarterly dividend of $0.13 per share.
American Outdoor Brands Raises FY2027 EBITDA Guidance
American Outdoor Brands reported a strong start to fiscal 2027, with first-quarter net sales rising 25.4% to $37.3 million and adjusted EBITDA turning positive at $1.2 million, up from a loss of $3.1 million a year earlier. The company maintained its full-year net sales guidance of $200 million to $210 million but raised its adjusted EBITDA forecast to $14.5 million to $17.5 million, up from a prior range of roughly $13 million to $16 million. Management attributed the improved profitability outlook to stronger e-commerce and new-product sales, which carry higher margins, while noting that tariff-related cost impacts are expected to emerge later in the third quarter and fully in the fourth quarter. The company also reported GAAP EPS of a loss of $0.12 and non-GAAP EPS of $0.03, with cash of $33.3 million and no debt.
American Outdoor Brands Swings to Profit, Raises FY27 Outlook
American Outdoor Brands swung to an adjusted profit in its fiscal first quarter, beating expectations and raising its full-year operating income guidance. The company earned $0.03 per share, up from a loss of $0.26 a year ago and $0.27 better than expected, while sales rose more than 25% to $37.3 million, also beating forecasts. Gross margin expanded by 630 basis points to 53.0%, driven by new products, which represented over 36% of net sales, according to CEO Brian Murphy. For fiscal 2027, the company maintained its sales outlook of $200 million to $210 million, in line with the $205 million consensus, and raised its adjusted EBITDA guidance to a range of $14.5 million to $17.5 million, up from a prior estimate of $14.28 million. Shares surged as much as 19% in after-hours trading.
BRP Inc. reported a second-quarter Non-GAAP loss of C$0.18 per share on revenue of C$2.24 billion, up 18.5% year-over-year, driven by higher ORV shipments and favorable SSV mix. The company raised its full-year normalized diluted earnings per share guidance to a range of C$4.00 to C$4.50.
HWH International Announces Executive Leadership Transition
HWH International Inc. announced a leadership transition, with Chairman and CEO Chan Heng Fai stepping down effective September 1, 2026, to be succeeded by Liu Ming Hui as Executive Chairman and Dr. Liu Ming Xing as CEO. Chan, 81, will remain a director, citing age and personal commitments after leading the company since its formation. Liu Ming Hui, founder of China Gas Holdings, brings experience from growing it into China's largest city-gas group, while Dr. Liu Ming Xing, a current executive at China Gas, will take over as CEO. The company, listed on Nasdaq, aims to build on its foundation and create long-term value for stockholders.
People's 2Q FY2027 Loss Narrows, Ordinary Loss of 113 Million Yen
People announced its financial results for the second quarter of the fiscal year ending January 2027 (cumulative February to July), with net sales of 561 million yen and an ordinary loss of 113 million yen, narrowing the loss from the 176 million yen deficit in the same period last year.
Square Enix Surges on Going-Private Report; Koei Tecmo and Tomy Also Rally on Upgrades
In the Tokyo stock market on September 1, game and entertainment-related stocks were mostly sold, but individual stocks with catalysts were active. Square Enix Holdings surged sharply on reports of a possible going-private deal, with speculation of a tender offer. Koei Tecmo Holdings rebounded after SBI Securities raised its rating from "Neutral" to "Buy" and lifted its target price from 1,600 yen to 2,000 yen. Tomy hit a year-to-date high after Iwai Cosmo Securities upgraded its investment rating from "B+" to "A" and raised its target price from 3,000 yen to 4,300 yen. The Nikkei average continued to fall, closing the morning session at 66,215.34 yen, down 96.59 yen from the previous day.
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