Mattel Gestion
Gestion contrôle des critères 3/4
Le PDG Mattel est Ynon Kreiz, nommé en Apr2018, a un mandat de 8.08 ans. La rémunération annuelle totale est $ 15.06M, composée du salaire de 10.6% et des bonus 89.4%, y compris les actions et options de la société. détient directement 0.63% des actions de la société, d'une valeur de $ 27.44M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.1 ans et 7.7 ans.
Informations clés
Ynon Kreiz
Directeur général
US$15.1m
Rémunération totale
| Pourcentage du salaire du PDG | 10.62% |
| Durée du mandat du directeur général | 8.1yrs |
| Propriété du PDG | 0.6% |
| Durée moyenne d'occupation des postes de direction | 4.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.7yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 28
MAT: 2026 Spending Plans May Limit Upside From Content And Media Options
Analysts now see Mattel's fair value at $13.00, down from $14.00. This reflects updated assumptions around a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a lower future P/E multiple in light of recent mixed price target changes across the Street.Seeking Alpha • Apr 30
Mattel: Lackluster Execution Limits Upside (Rating Downgrade)
Summary Mattel is downgraded to 'hold' after persistent underperformance, margin pressures, and disappointing execution despite a surprise Q1 profit. Tariff headwinds are fading, but oil-driven cost inflation and continued weakness in the toddler segment offset potential margin recovery for MAT. MAT's Q1 benefited from a one-time accounting gain; underlying free cash flow guidance is cut to $300–375 million, with a 7% free cash flow yield. Buybacks accelerated on share weakness, but with limited growth prospects and downside risk to margin guidance, I see no near-term catalyst for MAT shares. Read the full article on Seeking AlphaMise à jour du récit • Apr 28
MAT: 2026 Spending And Tariff Relief Will Shape Content Option Upside
Analysts have trimmed their average price targets for Mattel by a few dollars, reflecting a mix of cautious views around 2026 investment spending and recent target cuts, along with supportive commentary on potential EPS tailwinds from lower tariffs, new content and entertainment optionality. Analyst Commentary Street research around Mattel has become more mixed, with several firms cutting price targets or shifting to a more cautious stance even as others see upside tied to content, entertainment options and potential tariff related EPS support.
Mise à jour du récit • Apr 14
MAT: Content And Entertainment Expansion Will Drive Stronger Long-Term Outlook
Mattel's updated analyst price target shows a modest adjustment around $27, as analysts balance recent target cuts with expectations that investments for 2026, potential tariff tailwinds, and content and entertainment initiatives could influence earnings power over time. Analyst Commentary Recent Street research on Mattel shows a mix of target cuts and fresh initiations, with some firms highlighting potential earnings support from 2026 investment spending, lower tariffs, and new content and entertainment efforts.Mise à jour du récit • Mar 31
MAT: 2026 Investment Spend And Tariff Relief Will Shape Balanced Upside
Analysts have modestly adjusted their price expectations for Mattel, with recent targets ranging from $17 to $30, as they weigh a 2026 investment year against potential catalysts in content, entertainment tie ins, and possible tariff relief. Analyst Commentary Recent research on Mattel reflects a mix of optimism around long term growth initiatives and caution around near term execution and spending plans, especially as 2026 is framed as an investment year.Mise à jour du récit • Mar 16
MAT: Content And Gaming Expansion Will Drive Stronger Long-Term Outlook
The analyst price target for Mattel has shifted from a fair value estimate of $29 to about $27.16, as analysts weigh higher assumed revenue growth and a slightly richer future P/E against lower projected profit margins, a modestly higher discount rate, and a recent mix of cautious and supportive research views around 2026 investment spending, content opportunities, and tariff related EPS tailwinds. Analyst Commentary Recent Street commentary around Mattel reflects a mix of optimism and caution, with several Bullish analysts pointing to potential upside tied to content, new growth initiatives, and possible tariff related EPS benefits, while others highlight uncertainties around 2026 investment spending and the consumer backdrop for toys.Mise à jour du récit • Mar 02
MAT: 2026 Execution And Macro Toy Demand Risks Will Limit Upside
Analysts have adjusted their price targets on Mattel in a mixed way, with some firms lifting targets toward $18 to $30 on product lineup strength and clearer growth initiatives, while others have trimmed estimates by $4 to $7 and moved to more cautious ratings, reflecting a more balanced view of risk and reward. Analyst Commentary Street research on Mattel has shifted toward a more balanced, and in some cases cautious, stance.Article d’analyse • Feb 17
We Think You Can Look Beyond Mattel's (NASDAQ:MAT) Lackluster Earnings
The most recent earnings report from Mattel, Inc. ( NASDAQ:MAT ) was disappointing for shareholders. However, our...Mise à jour du récit • Feb 16
MAT: 2026 Toy Demand Headwinds And Execution Risks Will Restrain Upside
The analyst price target for Mattel has shifted from $20 to $14, as analysts factor in more cautious assumptions around growth, margins and valuation multiples following a series of recent downgrades and target cuts across the Street. Analyst Commentary Across the Street, recent research on Mattel has tilted more cautious, with several bearish analysts trimming price targets and flagging execution and growth risks that they feel are not fully reflected in the current share price.Mise à jour du récit • Feb 02
MAT: Fair Outlook As 2026 Toy Demand And New Initiatives Shape Upside
Analysts have adjusted their price targets on Mattel in mixed fashion, including at least one increase to US$30 and one reaffirmed at US$21. This reflects a balance of views that hinges on progress in newer growth initiatives and caution around the toy market outlook into 2026.Mise à jour du récit • Jan 19
MAT: Fair Outlook Balances New Initiatives With Toy Cycle Execution Risks
Analysts have raised their fair value estimate for Mattel from $17 to $20. They cite a higher assumed future P/E multiple and updated views on revenue growth, while balancing this with a higher discount rate and slightly lower profit margin expectations amid mixed recent rating and price target actions on the stock.Mise à jour du récit • Jan 05
MAT: Expanded Digital And Licensing Platforms Will Drive Stronger Long-Term Outlook
Analysts have slightly raised their price target on Mattel to approximately $29 per share. This reflects modestly lower growth and margin expectations, offset by a higher anticipated future earnings multiple.Mise à jour du récit • Dec 14
MAT: Digital And Licensing Expansion Will Drive Stronger Long-Term Outlook
Analysts have trimmed their price target on Mattel to $29 from $30, citing a higher perceived discount rate and a lower assumed future P/E multiple, which more than offset modestly stronger expectations for revenue growth and profit margins. What's in the News Mattel reiterated its 2025 guidance, expecting constant currency net sales growth of 1% to 3%, signaling steady underlying demand despite market volatility (company guidance).Article d’analyse • Aug 01
Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results
Last week saw the newest second-quarter earnings release from Mattel, Inc. ( NASDAQ:MAT ), an important milestone in...Article d’analyse • Jul 23
Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jul 02
Investors Will Want Mattel's (NASDAQ:MAT) Growth In ROCE To Persist
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Article d’analyse • May 21
There's No Escaping Mattel, Inc.'s (NASDAQ:MAT) Muted Earnings Despite A 34% Share Price Rise
Those holding Mattel, Inc. ( NASDAQ:MAT ) shares would be relieved that the share price has rebounded 34% in the last...Article d’analyse • Apr 24
Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • Apr 06
Investors Don't See Light At End Of Mattel, Inc.'s (NASDAQ:MAT) Tunnel
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...Article d’analyse • Mar 18
We Like These Underlying Return On Capital Trends At Mattel (NASDAQ:MAT)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Mar 11
Mattel Has Good Long-Term Outlook, But Is A Short-Term Hold
Summary Mattel's stock has been doing well, recently trading near its 52-week high after strong earnings. The company reported strong margins, with adjusted gross margin at 50.8%, up 200 basis points, thanks to efficiency measures and favorable currency-exchange effects. MAT has exciting prospects for the long term, most notably to me, being the company's further push into movies and television on the heels of the 'Barbie' success. There is a lot of volatility in the marketplace with tariff uncertainty, and unlike competitor Hasbro, Mattel does not have a dividend yield. For now, I rate the stock as a 'Hold', but it could become a 'Buy' on a significant pullback or compelling strategic progress in entertainment. Read the full article on Seeking AlphaArticle d’analyse • Jan 13
Is Mattel (NASDAQ:MAT) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jan 11
Mattel: Diversification Plan Moves Into Manga Comic Book Partnership With TokyoPop
Summary Mattel's move into cult comic phenomenon Japanese manga comics is not yet understood by Mr. Market. Revenue declines are being aggressively addressed with new field for legacy IPs. TOKYOPOP has books that have sold 100m copies. Read the full article on Seeking AlphaArticle d’analyse • Dec 11
Mattel, Inc.'s (NASDAQ:MAT) P/S Is On The Mark
It's not a stretch to say that Mattel, Inc.'s ( NASDAQ:MAT ) price-to-sales (or "P/S") ratio of 1.2x right now seems...Article d’analyse • Nov 26
Mattel (NASDAQ:MAT) Might Have The Makings Of A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Seeking Alpha • Oct 29
Mattel: A Solid IP Treasure Trove Acquisition Candidate Hiding In Plain Sight
Summary Top global toy maker Mattel is a solid little company ripe for an acquisition by one of the content-short techies. Its gross margins and cost controls contribute value that a stagnant revenue line cannot until its TV and film IP value is recognized. We think at $19 it's a strong buy with low risk. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$499m |
| Dec 31 2025 | US$15m | US$2m | US$398m |
| Sep 30 2025 | n/a | n/a | US$432m |
| Jun 30 2025 | n/a | n/a | US$526m |
| Mar 31 2025 | n/a | n/a | US$530m |
| Dec 31 2024 | US$38m | US$2m | US$542m |
| Sep 30 2024 | n/a | n/a | US$548m |
| Jun 30 2024 | n/a | n/a | US$322m |
| Mar 31 2024 | n/a | n/a | US$293m |
| Dec 31 2023 | US$19m | US$2m | US$214m |
| Sep 30 2023 | n/a | n/a | US$83m |
| Jun 30 2023 | n/a | n/a | US$227m |
| Mar 31 2023 | n/a | n/a | US$266m |
| Dec 31 2022 | US$12m | US$2m | US$394m |
| Sep 30 2022 | n/a | n/a | US$604m |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$16m | US$2m | US$903m |
| Sep 30 2021 | n/a | n/a | US$806m |
| Jun 30 2021 | n/a | n/a | US$322m |
| Mar 31 2021 | n/a | n/a | US$217m |
| Dec 31 2020 | US$16m | US$2m | US$124m |
| Sep 30 2020 | n/a | n/a | -US$5m |
| Jun 30 2020 | n/a | n/a | -US$246m |
| Mar 31 2020 | n/a | n/a | -US$243m |
| Dec 31 2019 | US$16m | US$2m | -US$219m |
Rémunération vs marché: La rémunération totale de Ynon ($USD 15.06M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.02M ).
Rémunération et revenus: La rémunération de Ynon a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Ynon Kreiz (60 yo)
8.1yrs
Titularisation
US$15,060,621
Compensation
Mr. Ynon Kreiz has been an Independent Director of Warner Music Group Corp. since May 9, 2016. He is Trustee at The Paley Center for Media since April 2022. Mr. Kreiz has been a Director and Chief Executiv...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman & CEO | 8.1yrs | US$15.06m | 0.63% $ 27.4m | |
| Chief Financial Officer | 1yr | US$8.18m | pas de données | |
| Executive VP | 5.3yrs | US$2.82m | 0.043% $ 1.9m | |
| Executive Advisor & President of Strategic Transition | no data | US$4.62m | 0.074% $ 3.2m | |
| Executive VP & Chief Supply Chain Officer | 7.3yrs | US$3.24m | 0.063% $ 2.7m | |
| Senior VP & Chief Technology Officer | 1.8yrs | pas de données | pas de données | |
| Executive VP & Chief Corporate Communications Officer | 5.4yrs | pas de données | pas de données | |
| Executive VP & Chief People Officer | 2yrs | pas de données | 0.0054% $ 231.9k | |
| President & Chief Content Officer of Mattel Studios | 7.7yrs | pas de données | pas de données | |
| Global Head of Dolls | 7yrs | pas de données | pas de données | |
| Executive VP & Chief Design Officer | 2.8yrs | pas de données | pas de données | |
| Executive VP & Chief Strategy Officer | 2.3yrs | pas de données | pas de données |
4.1yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MAT est considérée comme expérimentée (ancienneté moyenne 4.1 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman & CEO | 8.9yrs | US$15.06m | 0.63% $ 27.4m | |
| Independent Director | 20.3yrs | US$325.00k | 0.0033% $ 141.5k | |
| Independent Director | 5.8yrs | US$315.00k | 0.0095% $ 410.2k | |
| Independent Director | 2.3yrs | US$310.00k | pas de données | |
| Independent Lead Director | 7.8yrs | US$365.00k | 0.011% $ 458.2k | |
| Independent Director | 7.7yrs | US$312.50k | 0.020% $ 883.1k | |
| Independent Director | 3.2yrs | US$307.50k | 0.0030% $ 128.5k | |
| Independent Director | 7.8yrs | US$292.50k | 0.013% $ 560.8k | |
| Independent Director | 8yrs | US$302.50k | 0.025% $ 1.1m | |
| Independent Director | 2.3yrs | US$293.75k | pas de données |
7.7yrs
Durée moyenne de l'emploi
61.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de MAT sont considérés comme expérimentés (ancienneté moyenne 7.7 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/29 22:21 |
| Cours de l'action en fin de journée | 2026/05/29 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Mattel, Inc. est couverte par 32 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Felicia Kantor Hendrix | Barclays |
| Alok Patel | Berenberg |