Hasbro vs Mattel

10-Q Financial Filing Analysis for Hasbro (2026-07-30)

Hasbro, Inc. verzeichnete im ersten Halbjahr 2026 eine solide Finanzentwicklung mit einem Umsatzanstieg von 14,6 % auf 2.139,8 Mio. USD, getrieben durch ein Wachstum von 26,5 % im Segment Wizards of the Coast and Digital Gaming (1.245,8 Mio. USD). Das operative Ergebnis erholte sich deutlich auf 522,8 Mio. USD, verglichen mit einem operativen Verlust von 627,5 Mio. USD im Vorjahreszeitraum, der durch eine Firmenwertabschreibung von 1.021,9 Mio. USD belastet war. Das Unternehmen trieb seine 'Playing to Win'-Strategie durch bedeutende Lizenzpartnerschaften mit Warner Bros. Discovery und Amazon MGM Studios sowie den Start von Sixth Wall Studio voran. Zu den operativen Belastungen zählten Sanierungskosten in Höhe von 10,8 Mio. USD infolge eines Sicherheitsvorfalls sowie eine nicht zahlungswirksame Wertberichtigung von 56,4 Mio. USD im Digital-Games-Portfolio.

• Die Nettoumsatzerlöse im ersten Halbjahr 2026 stiegen um 14,6 % auf 2.139,8 Mio. USD, wobei Wizards of the Coast und Digital Gaming 1.245,8 Mio. USD (+26,5 %) beisteuerten und den operativen Gewinn auf 522,8 Mio. USD kurbelten.
• Zu den Kapitalmaßnahmen zählten die Verlängerung der revolvierenden Kreditfazilität über 1,1 Mrd. USD bis 2031, die Emission von 4,65 % Notes über 400,0 Mio. USD (Fälligkeit 2031) sowie der Rückkauf von Verbindlichkeiten in Höhe von 125,0 Mio. USD.
• Das Ergebnis wurde durch Kosten für die Behebung eines Cyber-Vorfalls im März 2026 in Höhe von 10,8 Mio. USD sowie eine nicht zahlungswirksame Wertminderung im Digital-Games-Portfolio von 56,4 Mio. USD beeinflusst.

tonies H1 2026 Revenue Up Over 40%

German toy maker tonies reported a strong first half of 2026, with currency-adjusted revenue rising 41% to €242.9 million driven by high demand for the Toniebox 2 and expanded product and licensing activity. North America became the company's largest and fastest-growing market, generating €104.3 million (up 57% y/y). Hardware revenues (Toniebox) and Tonie-figures also climbed steeply. Adjusted EBITDA margin was temporarily compressed to 0.7% in H1 and free cash flow was negative (€-64.3m) due to seasonal inventory build and US tariffs. tonies confirmed its 2026 guidance: currency-adjusted revenue growth of more than 20% to over €760 million and an adjusted EBITDA margin target of 9–11% for the full year.

• tonies' H1 2026 currency-adjusted revenue increased 41% to €242.9 million.
• North America generated €104.3 million in H1 2026, up 57% year-over-year, becoming tonies' largest and fastest-growing market.
• Hardware (Toniebox) revenues rose 69% to €57.2 million; Tonie-figures revenues rose 36% to €177.1 million.

Hasbro Brings Mummy Pig to Kylie Kelce Podcast

Hasbro returned Peppa Pig’s character Mummy Pig to Kylie Kelce’s podcast Not Gonna Lie in an eight-minute short published Aug. 11, 2026, positioning the character as an ambassador to reach millennial mothers. Hasbro — which acquired Peppa Pig owner Entertainment One in 2019 for roughly $4 billion — says the campaign aims to build Mummy Pig as a long-term brand voice by creating authentic relationships with influencers like Kelce. The prior Kylie–Mummy Pig video call generated over seven billion media impressions. Wave Sports & Entertainment produced the content; Hasbro’s VP of global marketing Sarah Madey and Wave’s Meg Jones are quoted on the strategy. The piece cites CDC data on average new-mother age and emphasizes Hasbro’s intent to use Kelce’s engaged mom audience to introduce Peppa to a new generation of children via parental influence.

• On Aug. 11, 2026 Mummy Pig appeared in an eight-minute short on Kylie Kelce’s podcast Not Gonna Lie.
• Hasbro acquired Peppa Pig owner Entertainment One for roughly $4 billion in 2019.
• A previous two-minute, 40-second Kylie Kelce video call with Mummy Pig generated over seven billion media impressions.

Mattel and BBC Studios Expand the World of Bluey Through Multi-Brand Global Licensing Partnership

Mattel and BBC Studios Expand the World of Bluey Through Multi-Brand Licensing Partnership. The first products from the collaboration arrive Fall 2026. EL SEGUNDO, Calif., September 15, 2026 — Mattel, Inc. (Nasdaq: MAT), a leading global play and family entertainment company and owner of one of t...

Mattel Partners with BBC's Bluey Across Multiple Brands

Mattel announced a multi-year global licensing partnership with BBC Studios to bring the animated series Bluey to five of its major brands: Fisher-Price's Little People, Barbie, Polly Pocket, Hot Wheels, and UNO. This move is part of Mattel's strategic shift from a traditional toy maker to a 'brand management company' focused on building lifelong fandom through an ecosystem of toys, entertainment, and live experiences. The partnership was announced by Mattel's chief marketing and brand officer, Roberto Stanichi, at ADWEEK's Brandweek. The collaboration aims to leverage Bluey's emotional resonance to deepen consumer engagement and expand Mattel's franchise ecosystem, aligning with its brand pillars of centering fans and creating immersive experiences.

• Mattel and BBC Studios signed a multi-year global licensing partnership for Bluey.
• Bluey characters will appear in Fisher-Price Little People, Barbie, Polly Pocket, Hot Wheels, and UNO products.
• The deal was announced by Mattel's CMO Roberto Stanichi at ADWEEK's Brandweek.

Mattel Game Studios Targets Mobile Hit Like Monopoly Go

Mattel is restructuring its gaming division, now known as Mattel Game Studios, to pursue a blockbuster mobile title similar to Hasbro and Scopely's Monopoly Go. After acquiring NetEase's stake in the joint venture Mattel163 in February 2026 and rebranding in August, Mattel aims to leverage its iconic IPs like Uno, Barbie, and Hot Wheels for mobile and other gaming platforms. Devin Nambiar, COO, oversees a team of about 300 spread across LA and Hangzhou. The company plans to launch games tied to major movie and toy releases, with ambitions to replicate the success of Monopoly Go, which generated significant revenue for Hasbro. Mattel views this as a long-term digital transformation initiative spanning five to ten years.

• Mattel acquired NetEase's stake in the joint venture Mattel163 in February 2026.
• Mattel163 rebranded as Mattel Game Studios in August 2026.
• Devin Nambiar, former EA executive, serves as COO of Mattel Game Studios, overseeing ~300 employees in LA and Hangzhou.