US · Consumer Cyclical · Leisure
EPS came in at 1.30 against a street estimate of 0.94 — a beat of 38.3%.
Analysts rate Mattel Inc a buy (10 buy, 3 hold, 2 sell out of 15) with an average price target of $18.46.
CONFIDENT Q2 net sales +10% YoY, reiterated full-year guidance despite margin headwinds. Hot Wheels strong; Barbie declining but expected to recover 2027. Digital games and film strategy advancing with Masters of the Universe and UNO Wild. Q2 2026 Management noted U.S. retail ordering pattern shift has largely stabilized after 4 quarters of disruption. Fall resets returned to traditional August timing. Analysts pressed Barbie turnaround credibility (content + product + packaging plan detailed), Masters of the Universe box office miss (management highlighted Prime Video #1 status and franchise value across ecosystem), and Little People growth potential (cross-generational appeal + partnership success cited). Management emphasized brand-centric model capturing multi-vertical IP value, not just theatrical box office. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| EdgePoint Investment | 17.87% |
| PRIMECAP Management Company | 10.33% |
| BlackRock Inc | 9.16% |
| Ariel Investments, LLC | 5.40% |
| Vanguard Capital Management, LLC | 4.61% |
| Vanguard Portfolio Management, LLC | 4.59% |
| Dimensional Fund Advisors, Inc. | 4.41% |
| Southeastern Asset Management Inc | 4.31% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $1,807 million, up 4% as reported and 3% in constant currency. • Reported gross margin was 54.8 | 2026-11-05 |
| Material agreement · Q4 2026 OTHER NOTABLE POINTS • Mattel entered into a cooperation agreement with EdgePoint Investment Group Inc. on October 21, 2026. • Mattel appointed Lee | 2026-10-22 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Mattel appointed Peter Griffith as Chief Financial Officer and a non-independent director, effective October 20, 2026. • Griffith | 2026-10-19 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Mattel amended CEO Roger Lynch’s offer letter on October 12, 2026, with his start date moved to October 12, 2026. • Three equity | 2026-10-14 |
| Board / officer change · Q3 2026 HEADLINE NUMBERS • Mattel’s CEO and Chairman Ynon Kreiz resigned effective October 2, 2026. • Roger Lynch, a Mattel director since 2018 and current | 2026-09-30 |
| Quarterly report · Q2 2026 MATTEL, INC. - Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Sales (6M 2026): $1,987.5 million vs. $1,845.2 million (6M 2025) — up 7.7% • Net Sal | 2026-08-06 |
| Results announced · Q3 2026 MATTEL Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Sales: $1,125 million, up 10% as reported (9% constant currency) vs. prior year Q2 • Gross Ma | 2026-08-04 |
| Board / officer change · Q3 2026 MATTEL, INC. - FORM 8-K SUMMARY Date of Report: July 29, 2026 --- HEADLINE NUMBERS • Roberto Stanichi promoted to President, Chief Marketing and Br | 2026-07-31 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorizes $1.5 billion share repurchase program Mattel's Board of Directors has authorized a $1.5 billion share repurchase program. This announcement was made in a press release dated February 10, 2026. Share buybacks occur when a company | 2026-02-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.