Toys and Consumer Products / Entertainment Merchandising
Strategic Profile
JAKKS launched a global anime, manga, and digital creator platform on February 23, 2026, and announced a partnership with Crunchyroll to design, manufacture, market, and sell a wide toy, cosplay, and collectibles lineup. The company maintains master toy partnerships with major entertainment franchises including Universal, Nintendo, and Illumination, with a new Super Mario Galaxy Movie toy line arriving in April 2026.
Cyborg Score Rationale
Full-year 2025 net sales declined 17% year-over-year to $570.7M, though Q4 gross margin improved to 31.0% and full-year gross margin reached 32.4%, the highest in 15 years. Strategic investments in anime and digital creator platforms developed over two years position the company at the forefront of fast-growing entertainment segments anchored by strategic partnerships.
Top Insights
Major strategic pivot into anime/manga collectibles with Crunchyroll partnership covering multiple premium anime properties launching in 2026-2027.
Despite 17% revenue decline in 2025, company achieved highest gross margins in 15 years (32.4%), indicating improved operational efficiency.
Partnerships with digital entertainment properties like hololive and COVER Corporation represent expansion into emerging creator economy and VTuber communities.
Maintained shareholder returns with $0.25 quarterly dividend and $11.2M cash returned to shareholders ($1.00 per share) despite revenue challenges.
Named Competitors
Action Figures & Dolls — Global toy leader with Hot Wheels, Barbie, and Fisher-Price brands
Kids Furniture & Costumes — Children's furniture and toy storage solutions
Sports Equipment — Frisbees, boomerangs, and outdoor recreational toys
Collectibles — Japanese toys, figures, and entertainment merchandise
Recent Developments
(February 2026) Launched global anime, manga, and digital creator platform with Disguise Inc., anchored by Crunchyroll and hololive partnerships
(February 2026) Renewed master toy partnership with Universal/Nintendo for Super Mario Galaxy Movie collection launching April 2026
(December 2025) Partnership with Hershey Company for Charming mini-doll collectibles line launching at CVS
(February 2026) Reported Q4 2025 net sales of $127.1M (down 3% YoY) with full-year sales of $570.7M (down 17% YoY)
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