Hasbro vs The LEGO Group

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.

Strong demand and brand relevance drive LEGO Group revenue up 21%, operating profit up 22% in H1 2026

The LEGO Group reported financial results for the first half of 2026, with revenue and operating profit both growing double digits, building on a record 2025, and gaining market share.

Strong demand and brand relevance drive LEGO Group revenue up 21%, operating profit up 22% in H1 2026

The LEGO Group Newsroom added multiple new announcements, including H1 2026 financial results, the LEGO Star Wars UCS Executor Super Star Destroyer, a new LEGO Super Mario range, the DC Batman Returns Batmobile set, a Harry Potter Ministry of Magic Collectors' Edition, and a second LEGO Star Trek set.

The LEGO Group unveils first ever LEGO® SpongeBob SquarePants set for adults

In celebration of the inaugural SpongeBob Day and SpongeBob’s birthday, the LEGO Group unveils the LEGO® Icons SpongeBob SquarePants: Bikini Bottom building set, featuring iconic locations and characters.