Hasbro（HAS）株式概要ハズブロ社は、米国、欧州、カナダ、メキシコ、中南米、オーストラリア、中国、香港で玩具およびゲーム会社として事業を展開している。 詳細HAS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績0/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より60.6%で取引されている 収益は年間35.04%増加すると予測されています リスク分析2.94%の配当は利益で十分にカバーされていない 多額の負債を抱えている すべてのリスクチェックを見るHAS Community Fair Values Create NarrativeSee what 44 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN15.4% undervaluedAnalystConsensusTarget•25d agoGaming And Digital Expansion Will Drive Shareholder Value In The Coming Years224024Top Community NarrativesHasbroGLGLUCommunity ContributorThey're already dead; spreadsheets are detached from reality.Hasbro seems to be doing okay; on the spreadsheets and analyses, it seems they're recovering, it seems there is a plan unfolding. But nothing is father from the truth.View narrativeUS$1.9FV4.9k% 割高 内在価値ディスカウントSet Fair ValueView389users have viewed this narrative7users have liked this narrative0users have commented on this narrative9users have followed this narrativeover 1 year ago author updated this narrativeTop Community NarrativesHasbroGLGLUCommunity ContributorThey're already dead; spreadsheets are detached from reality.Hasbro seems to be doing okay; on the spreadsheets and analyses, it seems they're recovering, it seems there is a plan unfolding. But nothing is father from the truth.View narrativeUS$1.9FV4.9k% 割高 内在価値ディスカウントSet Fair ValueView389users have viewed this narrative7users have liked this narrative0users have commented on this narrative9users have followed this narrativeover 1 year ago author updated this narrativeTop Analyst NarrativesHasbroANAnalystConsensusTargetBased on Analyst Price TargetsGaming And Digital Expansion Will Drive Shareholder Value In The Coming YearsKey Takeaways Accelerating digital gaming revenues and strategic brand collaborations are broadening Hasbro's market reach and creating high-margin, recurring income streams. Enhanced operational efficiency and a focus on strong franchise IP are driving margin expansion, revenue diversification, and more stable long-term earnings.View narrativeUS$112.6FV15.4% 割安 内在価値ディスカウントSet Fair ValueView224users have viewed this narrative0users have liked this narrative0users have commented on this narrative24users have followed this narrative25 days ago author updated this narrativeView all narrativesHasbro, Inc. 競合他社BrunswickSymbol: NYSE:BCMarket cap: US$5.0bAcushnet HoldingsSymbol: NYSE:GOLFMarket cap: US$5.0bMattelSymbol: NasdaqGS:MATMarket cap: US$4.4bPolarisSymbol: NYSE:PIIMarket cap: US$3.7b価格と性能株価の高値、安値、推移の概要Hasbro過去の株価現在の株価US$95.2552週高値US$106.9852週安値US$64.74ベータ0.521ヶ月の変化-1.96%3ヶ月変化-6.83%1年変化39.70%3年間の変化57.67%5年間の変化1.20%IPOからの変化46,702.22%最新ニュースライブニュース • May 16Hasbro Shares Outperform as Magic and Dungeons and Dragons Crossovers Boost OutlookHasbro shares have outperformed both the broader market and the Consumer Discretionary sector this year, supported by strong Q1 2026 results and growing analyst optimism. Wall Street expects Q2 earnings per share between $1.09 and $1.26 and revenue of more than $980 million, with analysts revising full-year 2026 and 2027 earnings estimates upward. Management is leaning heavily on Magic: The Gathering, Wizards of the Coast and Digital Gaming, while also planning more Dungeons & Dragons crossovers with franchises like Stranger Things, Rick & Morty, Minecraft and Fortnite to further monetize its intellectual property. The key story is that Hasbro is leaning into its higher-margin, brand-driven segments and expanding crossover projects to support earnings, while investors watch margins, segment profitability, inventory and guidance as signals for any profit recovery path. You should also factor in fan pushback around Dungeons & Dragons crossovers, since brand fatigue or concerns about original content could become a longer-term risk to engagement and monetization.お知らせ • May 13Hasbro, Inc. announced delayed 10-Q filingOn 05/11/2026, Hasbro, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.Seeking Alpha • Apr 27Hasbro: Magic Is Working, But I'm Not SpellboundSummary Hasbro, Inc. has shifted, and maintained, from a Buy to a Hold rating after underperforming the S&P 500 over the past decade. While digital gaming shows strength, HAS faces pressure from declining traditional toy sales, high debt, and slow revenue growth. Recent stock volatility stemmed from exiting an Indian supplier and a rebound on strong Q1 guidance. Strategic focus on entertainment and storytelling has not fully offset core business headwinds. Read the full article on Seeking Alphaお知らせ • Apr 23+ 1 more updateHasbro, Inc. to Report Q1, 2026 Results on May 20, 2026Hasbro, Inc. announced that they will report Q1, 2026 results Pre-Market on May 20, 2026ナラティブの更新 • Apr 23HAS: Entertainment And Gaming Slate Will Drive Post 2025 Earnings UpsideAnalysts have raised their average price target on Hasbro by $13 to $110, citing stronger-than-expected Q4 results, a 2026 outlook that leaves room for gaming upside, a solid entertainment slate, and potential tariff relief that could support earnings despite possible logistics and freight cost pressures. Analyst Commentary Recent research on Hasbro shows a mix of optimism around earnings power and entertainment execution, alongside caution on category share and potential operational hiccups.お知らせ • Apr 21Hasbro, Inc., Annual General Meeting, Jun 11, 2026Hasbro, Inc., Annual General Meeting, Jun 11, 2026.最新情報をもっと見るRecent updatesライブニュース • May 16Hasbro Shares Outperform as Magic and Dungeons and Dragons Crossovers Boost OutlookHasbro shares have outperformed both the broader market and the Consumer Discretionary sector this year, supported by strong Q1 2026 results and growing analyst optimism. Wall Street expects Q2 earnings per share between $1.09 and $1.26 and revenue of more than $980 million, with analysts revising full-year 2026 and 2027 earnings estimates upward. Management is leaning heavily on Magic: The Gathering, Wizards of the Coast and Digital Gaming, while also planning more Dungeons & Dragons crossovers with franchises like Stranger Things, Rick & Morty, Minecraft and Fortnite to further monetize its intellectual property. The key story is that Hasbro is leaning into its higher-margin, brand-driven segments and expanding crossover projects to support earnings, while investors watch margins, segment profitability, inventory and guidance as signals for any profit recovery path. You should also factor in fan pushback around Dungeons & Dragons crossovers, since brand fatigue or concerns about original content could become a longer-term risk to engagement and monetization.お知らせ • May 13Hasbro, Inc. announced delayed 10-Q filingOn 05/11/2026, Hasbro, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.Seeking Alpha • Apr 27Hasbro: Magic Is Working, But I'm Not SpellboundSummary Hasbro, Inc. has shifted, and maintained, from a Buy to a Hold rating after underperforming the S&P 500 over the past decade. While digital gaming shows strength, HAS faces pressure from declining traditional toy sales, high debt, and slow revenue growth. Recent stock volatility stemmed from exiting an Indian supplier and a rebound on strong Q1 guidance. Strategic focus on entertainment and storytelling has not fully offset core business headwinds. Read the full article on Seeking Alphaお知らせ • Apr 23+ 1 more updateHasbro, Inc. to Report Q1, 2026 Results on May 20, 2026Hasbro, Inc. announced that they will report Q1, 2026 results Pre-Market on May 20, 2026ナラティブの更新 • Apr 23HAS: Entertainment And Gaming Slate Will Drive Post 2025 Earnings UpsideAnalysts have raised their average price target on Hasbro by $13 to $110, citing stronger-than-expected Q4 results, a 2026 outlook that leaves room for gaming upside, a solid entertainment slate, and potential tariff relief that could support earnings despite possible logistics and freight cost pressures. Analyst Commentary Recent research on Hasbro shows a mix of optimism around earnings power and entertainment execution, alongside caution on category share and potential operational hiccups.お知らせ • Apr 21Hasbro, Inc., Annual General Meeting, Jun 11, 2026Hasbro, Inc., Annual General Meeting, Jun 11, 2026.ナラティブの更新 • Apr 07HAS: Entertainment And Gaming Expansion Will Drive Post 2025 Earnings UpsideAnalysts trimmed the Hasbro fair value estimate slightly from $112.73 to $112.60. This reflects a mix of higher price targets, such as the new $110 level at UBS, and fresh coverage that highlights both gaming and entertainment opportunities as well as ongoing share and industry headwinds.ナラティブの更新 • Mar 24HAS: Entertainment And Gaming Expansion Will Drive Post 2025 Earnings PowerThe updated analyst price target for Hasbro edges lower to about $112.73 from $114.50, as analysts factor in slightly softer assumptions for growth and margins, despite recent research highlighting mixed views on category share, gaming potential, and the upcoming entertainment slate. Analyst Commentary Recent research on Hasbro points to a split view, with some analysts focusing on upside tied to gaming and entertainment, while others highlight pressures in core toy categories and industry growth.ナラティブの更新 • Mar 10HAS: Entertainment Slate And Gaming Upside Will Drive Post 2025 Earnings PowerAnalysts have nudged their fair value estimate for Hasbro higher to $114.50 from $113.38, pointing to recent price target increases across the Street, stronger than expected Q4 results, potential gaming upside into 2026, and a solid entertainment slate, with some additional support from tariff and cost assumptions. Analyst Commentary Recent research points to a generally constructive stance on Hasbro, with several firms revising their fair value views higher following the latest quarterly update and outlook commentary.ナラティブの更新 • Feb 23HAS: Higher Media Tie Ins And Margin Execution Will Drive Post 2025 UpsideAnalysts have lifted their price targets on Hasbro, supporting a higher implied fair value from about $96 to $113 as they factor in slightly lower revenue growth expectations, modestly higher projected profit margins, and a higher future P/E multiple. Analyst Commentary Recent research has clustered around higher price targets for Hasbro, with several firms adjusting their models to reflect updated assumptions on growth, profitability, and valuation multiples.Recent Insider Transactions Derivative • Feb 18CEO & Director exercised options and sold US$3.3m worth of stockOn the 12th of February, Christian Cocks exercised 182k options at a strike price of around US$55.78 and sold these shares for an average price of US$73.73 per share. This trade did not impact their existing holding. For the year to December 2021, Christian's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Christian's direct individual holding has decreased from 277.66k shares to 249.86k. Company insiders have collectively sold US$9.4m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Feb 16CFO & COO recently sold US$1.3m worth of stockOn the 12th of February, Gina Goetter sold around 12k shares on-market at roughly US$103 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gina's only on-market trade for the last 12 months.お知らせ • Feb 14Hasbro Is 'Inspiring a Lifetime of Play' at 2026 Toy Fair®? with Premier Collaborations, Entertainment Announces and New ProductsHasbro returns to the North American International Toy Fair®? at the Javits Convention Center in New York (February 14-17, 2026) with a dynamicslate of product reveals and franchise milestones that blend pop culture with play. Throughout the weekend, Hasbro will welcome fans and partners at Booth #403 to experience the latest across its iconic brands. This year's show highlights meaningful new storytelling across Hasbro's portfolio--including the first-ever PEPPA PIG toy featuring George with his hearing aid--alongside the most ruthless version of MONOPOLY yet with MONOPOLY Deal No Mercy. Adding to the buzz are a brand-new FURBY called FURBY Vibes, adorable BABY ALIVE co-brand with Burt's Bees, the nostalgic return of CROSSFIRE, cutting-edge innovations for action favorites BEYBLADE X, NERF and TRANSFORMERS, a deliciously creative new PLAY-DOH campaign and fresh entertainment-inspired offerings from powerhouse Disney Consumer Products brands Marvel andStar Wars™?. Across every category, Hasbro is "Inspiring a Lifetime of Play" with products and experiences that spark imagination, creativity, learning, excitement and self-expression. During the session, Boyd will share insights into Hasbro's licensing strategy and key focus areas for the future. To kick off Day 1 of Toy Fair, Hasbro announces the following major brand moments and product launches debuting this year. Hasbro x Harry Potter: Hasbro announced a multi-year licensing partnership starting in 2027 with Warner Bros. Product Reveals BABY ALIVE: BABY ALIVE expands its nurturing play lineup with new bedtime-inspired dolls designed for comfort, connection and early caregiving. Anchored by a new co-brand with B Kurt's Bees Baby, the collection introduces soft, snuggly dolls with cozy sleepwear and soothing accessories. BEYBLADE X: Hasbro raises the stakes with the BEYBLADE X sneak Attack Battle Set, featuring an all-newadium with a pop-up rail and X-Celerator Rail that can dramatically change battles with high-speed Xtreme Dash action and explosive collisions. The lineup also introduces the BEYBLADE X Clip & Rip Launcher Set, designed for on-the-go play with a belt- and backpack-ready clip and built-in ripcord storage. Both sets launch in July 2026, giving Bladers new ways to battle anytime, anywhere. Stay tuned for more epic bursts and battles later this year. The upcoming Universes Beyond set launches globally on March 6 and brings decades of Turtle Power to Magic with the famous heroes along with their infamous foes and friends. Fans can swing into action with the new "Rescue-Webs" themed product line from season five of Spidey and his Amazing Friends that features the Rescue Webs Web-Quarters playset, and enjoy other exciting toys inspired by the new Iron Man "Giant-Sized Armor" storyline featured in upcoming episodes later this year. Unlike in the classic MONOPOLY Deal game, a set can be stolen instantly, Action cards can be used to charge double rent and force someone to hand over their Bank, and when a player can't pay an opponent, they must fork over a debt chip and pay them back with one of their cards. Reel Ops delivers eye-catching designs, customizable attachments, and standout performance at every price point, available at most major retailers this July 2026. PEPPA PIG: PEPPA PEPPA PIG introduces a meaningful new story in Season 11 as George, Peppa's little brother, is revealed to be moderately deaf.Recent Insider Transactions Derivative • Feb 13CFO & COO notifies of intention to sell stockGina Goetter intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$103, it would amount to US$1.3m. Since March 2025, Gina's direct individual holding has decreased from 19.00k shares to 4.83k. Company insiders have collectively sold US$3.5m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 12Fourth quarter dividend of US$0.70 announcedDividend of US$0.70 is the same as last year. Ex-date: 18th February 2026 Payment date: 4th March 2026 Dividend yield will be 2.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (57% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Price Target Changed • Feb 11Price target increased by 14% to US$108Up from US$94.23, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of US$106. Stock is up 77% over the past year. The company is forecast to post earnings per share of US$5.43 next year compared to a net loss per share of US$2.30 last year.Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$2.30 loss per share (down from US$2.77 profit in FY 2024). Revenue: US$4.70b (up 14% from FY 2024). Net loss: US$322.4m (down 184% from profit in FY 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Leisure industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Feb 10+ 2 more updatesHasbro, Inc. Declares Quarterly Cash Dividend, Payable on March 4, 2026The Board of Directors of Hasbro, Inc. declared a quarterly cash dividend of $0.70 per common share payable on March 4, 2026, to shareholders of record at the close of business on February 18, 2026.ナラティブの更新 • Feb 08HAS: Higher Street Expectations And New Media Deals Will Shape Post 2025 OutlookAnalysts have raised their price targets on Hasbro by about $9 to $10, resulting in a higher implied fair value of roughly $96.23 as they cite updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts are signaling more confidence in Hasbro's outlook, with several research shops lifting their price targets by about $9 to $10 and one call taking the target to $99 from $89.お知らせ • Feb 03Kayou Launches Fan-Fueled "Chase the Magic" Sweepstakes and MY LITTLE Pony Friendship Eternal Cards: Moon Edition 2 Trading Cards in collaboration with HasbroKayou in collaboration with Hasbro has introduced the MY LITTLE PONYFriendship Eternal Cards - Moon Edition 2 in the U.S. The release kicks off the "Chase the Magic" Sweepstakes, offering fans a once-in-a-lifetime opportunity to collaborate on a brand-new pony character with acclaimed MY LITTLE PONY comic artist Andy Price. Following the 15th anniversary of the MY LITTLE Pony: Friendship is Magic animated series in 2025, this new launch invites fans to experience a radiant and festive new chapter of friendship, adventure, and collectability. Complete with exclusive cards, stunning artistry, and interactive fan experiences, Kayou continues to bridge art, storytelling, and fandom for the superfan. The rarest Shining Celebration - Zenith Rare card shows the Mane 6 in a dazzling commemorative scene filled with music, sparkle and joyful party details. Collectors can also chase the Crystal Fantasy - Secret Rare (SC) cards that combine the ponies with sparkling gemstones, as well as the Shimmering Goldflow - Super Golden Rare (SGR) cards that show what each pony wore to Equestria's Grand Galloping Gala. Fans can collect 189 cards across 10 rarity levels, including a U.S. exclusive PR card that recreates the giant art painted live at New York Comic Con by Andy Price. Plus, 20 autographed cards signed by Andy are randomly inserted into boxes for lucky fans to chase. The cards are available now at major retailers including Amazon, Target, GameStop, Best Buy, and Barnes & Noble as well as the livestream commerce company Crossing. To celebrate the launch, Kayou is introducing the "Chase the Magic' Sweepstakes, giving MY LITTLE PONY enthusiasts an unprecedented creative experience. The first 30 lucky fans who pull and verify a Shining Celebration - Zenith Rare (ZR) card will qualify for a grand prize draw. They will also have the opportunity to receive a free PSA grading by Kayou for their ZR card, creating an elevated experience for true collectors. To enter and verify, visit the official sweepstakes page on kayou official.com to upload photos of the card. Entrants will also ship the card for physical card verification. One grand-prize winner will collaborate with MY LITTLE Pony comic artist Andy Price to design a brand-newony character inspired by themselves. This special character will appear in the future edition of Kayou's MY LITTLE PONY products. Once the new pony character is completed later this year, the winner will also be gifted an oversized version of the Kayou card with the newly created artwork. The official entry period of the "Chase the Magic") Sweepstakes is February 1, 2026 at 12 AM EST through May 31, 2026. Sweepstakes is open only to residents of the United States who purchased the U.S. version of the cards.Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Doug Bowser was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.ナラティブの更新 • Jan 24HAS: Modest UBS Upgrade And Licensing Deals Will Shape Post 2025 UpsideAnalysts have modestly raised their price target on Hasbro to US$99 from US$89, tying the change to slightly higher assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. Analyst Commentary Bullish analysts are tying the higher US$99 price target to a view that the risk and reward trade off has improved, even with only modest tweaks to their underlying assumptions.お知らせ • Jan 21Hasbro, Inc. to Report Q4, 2025 Results on Feb 10, 2026Hasbro, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 10, 2026お知らせ • Jan 20Hasbro, Inc. Announces Board Appointments, Effective January 19, 2026Hasbro, Inc. announced that effective January 19, 2026 Doug Bowser, retired President and Chief Operating Officer of Nintendo of America Inc., and Carla Vernón, Chief Executive Officer of The Honest Company, Inc. have been appointed to Hasbro's Board of Directors. Doug Bowser served in various leadership roles for Nintendo of America Inc. (NOA) for over a decade, including as President and Chief Operating Officer from April 2019 until his recent retirement. Bowser led the company during a period of historic growth, in large part fueled by the strong performance of the Nintendo Switch, one of the best-selling video game platforms of all time. He also oversaw the launch of the Nintendo Switch 2 in the Americas, which went on to be the best-selling video game of all time in its initial sales period. During his tenure, with Nintendo, the company also expanded its licensed merchandise business, highlighted by the opening of the Nintendo SAN FRANCISCO flagship store, which at the time was only the fifth Nintendo store globally, and further broadened its video game footprint in Latin America, including re-entering the Brazilian market. He also served as an Executive Officer of Nintendo Co. Ltd. (NCL), Kyoto Japan, collaborating closely with NCL and Nintendo of Europe executives to align on worldwide initiatives. Prior to Nintendo, Bowser spent eight years at Electronic Arts, most recently as Vice President of Global Business Planning, and 23 years at Procter & Gamble in various sales leadership roles. Carla Vernón has served as Chief Executive Officer of The Honest Company since January 2023. During her tenure as CEO, Carla has led a strategic and financial transformation that has strengthened operational discipline, improved profitability and positioned Honest for long-term, sustainable growth. Prior to joining Honest, Carla was Vice President of Consumables Categories at Amazon where she had P&L, Supply Chain and Technology responsibility for Everyday Essentials categories across Amazon.com. Before joining Amazon, Carla was a Corporate Office and Operating Unit President at General Mills where she was recognized for her business transformation, brand building and growth of iconic brands including Cheerios, Annie’s, Nature Valley, and Larabar.ナラティブの更新 • Jan 07HAS: Pivot Execution And Q3 EPS Beat Will Shape Post 2025 UpsideAnalysts have slightly raised their average price target on Hasbro, with one firm moving from $85 to $87. They cite a solid Q3 EPS beat and early progress on the company’s pivot as key supports for the updated view.ナラティブの更新 • Dec 20HAS: Gaming And Digital Franchise Momentum Will Drive Further Upside Beyond 2025Analysts have modestly raised their blended price target on Hasbro by a few dollars per share, reflecting confidence that solid Q3 execution, a maturing strategic pivot, and a strengthening Magic and video game pipeline can support slightly faster growth and improved long term earnings power, despite only incremental changes to discount rate and profitability assumptions. Analyst Commentary Bullish analysts highlight that the incremental price target increases reflect growing conviction that Hasbro can deliver upside to prior growth and margin expectations as its strategic pivot gains traction.ナラティブの更新 • Dec 06HAS: Gaming And Digital Franchise Momentum Will Drive Further Upside Into 2025Analysts have nudged their blended price target on Hasbro modestly higher, reflecting increased conviction after a solid Q3 EPS beat and upbeat channel checks around Magic's 2025 comp potential and the company's emerging video game pipeline. Analyst Commentary Bullish analysts highlight that the recent Q3 EPS beat, achieved despite below the line headwinds, underscores improving execution under Hasbro's strategic pivot and supports a gradual rerating of the shares.ナラティブの更新 • Nov 22HAS: Gaming Pipeline Momentum Will Drive Continued Gains Into 2025Hasbro's analyst price target saw a modest increase of nearly $1 to $91.54, as analysts cite solid quarterly earnings along with confidence in the company's strategic initiatives and upcoming product pipeline. Analyst Commentary Analyst sentiment around Hasbro has shown a positive tilt following recent corporate updates and earnings.ナラティブの更新 • Nov 08HAS: Gaming Segment Outperformance Will Drive Share Gains Into Next YearHasbro's analyst price target has edged up slightly, with analysts citing robust performance in key segments and improved earnings visibility as reasons for raising estimates by approximately $0.08 to $90.75. Analyst Commentary Following recent quarterly results and management discussions, analyst sentiment on Hasbro reflects both heightened optimism around core growth drivers and awareness of ongoing risks.ナラティブの更新 • Oct 24Gaming And Digital Expansion Will Drive Shareholder Value In The Coming YearsHasbro's analyst price target has been raised by approximately $1.50 to $90.67. Analysts cite improving profit margins, higher revenue growth expectations, and demonstrated strength in the company's gaming and digital segments.お知らせ • Oct 23+ 1 more updateHasbro, Inc. Provides Earnings Guidance for the Year 2025Hasbro, Inc. provided earnings guidance for the year 2025. For the year, company expected Total Hasbro revenue to grow high-single digits in constant currency.お知らせ • Oct 10Kayou and Hasbro Introduces MY LITTLE PONY Trading Card Game at New York Comic ConKayou, in collaboration with Hasbro, a leading games, IP and toy company, will introduce its beloved MY LITTLE PONYCard Game - Friendships Beginto superfans at New York Comic Con today at the Jacob K. Javits Convention Center, Kayou booth #1217. Now through Sunday, October 12, U.S. fans will have their first opportunity to get up close and hands-on with the trading card game (TCG) that has already captured hearts overseas, an exclusive preview before the game's official retail launch in early 2026. At the Kayou booth, fans will be able to admire an exquisite wall of MY LITTLE PONY trading card artwork, learn the rules and gameplay mechanics directly from the Kayou team, and participate in onsite activities to win free card packs. Co-developed by Kayou and Hasbro, MY LITTLE PONYCard Game - Friendships Begin combines the beloved storytelling of the MY LITTLE PONY Friendship is Magic animated series with innovative gameplay. The game is designed to engage both TCG enthusiasts and MY LITTLE PONY fans of all ages, age 6 and up, who value strategy, creativity and friendship – it's quick to learn and only takes 20-30 minutes to play. First launched in China in April 2025, the game features brand-new illustrations created by official MY LITTLE PONY artists and internationally renowned creators. Since its debut, the game has built strong momentum as it prepares to expand into the U.S. Fans can choose from six collectible starter decks featuring each of the Mane 6 – Twilight Sparkle, Rainbow Dash, Pinkie Pie, Rarity, Applejack and Fluttershy – and step into the magical world of Equestria as their favorite Main Character Cards.お知らせ • Oct 07Gameberry Labs Collaborates with Hasbro to Launch First-Ever Stand-Alone Mobile App for the Iconic Board Game SORRYGameberry Labs has collaborated with Hasbro to launch SORRY! worldwide - the first-ever stand-alone mobile app for the beloved and iconic board game SORRY! World is a free-to-play experience that reimagines the classic board game on mobile through a vibrant, immersive world - bringing even more fun to longtime fans and welcoming a new generation of players to the SORRY! community. Cherished by millions, SORRY! has represented playful rivalry, family bonding, and sweet redemption for almost a century. SORRY! World adds lively animations and fast-paced matches that add an extra layer of energetic and social gameplay. Players can choose quirky characters, build towns, climb ranks, block rivals, and compete in league play - bringing additional layers of progression and strategy to this timeless favorite. The launch of SORRY! World marks a new milestone in the evolution of both Gameberry Labs and the SORRY! franchise - merging the beloved game with technology, allowing people to come together through shared play, no matter where they are. The future of mobile board games is fun, fast, and fiercely social, and SORRY! World will be leading the way.お知らせ • Oct 03Hasbro, Inc. to Report Q3, 2025 Results on Oct 23, 2025Hasbro, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 23, 2025ナラティブの更新 • Sep 17Digital Gaming Expansion Will Unlock APAC And Global MarketsDriven by strong Q2 results, outperformance in Wizards & Digital Gaming, and improved earnings visibility, analysts have modestly raised Hasbro’s consensus price target from $88.33 to $89.17. Analyst Commentary Strong Q2 results and beats across core segments, providing increased near- and long-term earnings visibility.お知らせ • Sep 09Hasbro, Inc. Announces Relocation of its Rhode Island OperationsHasbro, Inc. announced it will relocate its Rhode Island operations to 400 Summer Street in Boston’s Seaport District. This new location will be the primary headquarters for Hasbro’s toys, board games, and licensing businesses, and a majority of its corporate services. This strategic move positions the company to accelerate innovation, attract top talent, and drive long-term growth in line with Hasbro’s Playing to Win strategy which emphasizes play-driven engagement and collaboration with partners. The 400 Summer Street facility, developed and owned by was Development, will house teams that power some of the world’s most iconic brands, occupying seven floors across 265,000 square feet. The new space will be home to at least 700 full-time employees expected to transition from Rhode Island to Boston by the end of 2026. While Hasbro is establishing a new home in Boston, the company’s ties to Rhode Island remain strong. In addition to its new East Coast facility, on the West Coast, Hasbro’s Renton, WA office serves as the headquarters for the Gaming and Digital businesses. This Seattle-based hub is already home to legendary franchises like Magic: The Gathering and Dungeons & Dragons, as well as Hasbro’s expanding digital gaming and technology operations. The office, located in the scenic Southport area on Lake Washington, is currently home to more than 500 employees and growing. Hasbro currently occupies 111,000 square feet across three floors. Hasbro is building a structure that strengthens speed, agility, and innovation. Boston and Seattle are two of the nation’s leading innovation and tech centers, serving as talent magnets that will help Hasbro harness the full power of the company’s portfolio and unlock growth in both physical and digital play. With locations anchoring the East and West Coasts of the U.S., Hasbro is reinforcing its position as a global company with a footprint to match. Beyond Boston and Renton, Hasbro operates campuses and manufacturing sites across the broader U.S., as well as major offices in Hong Kong, London, Mexico City, and Montreal. Each plays a critical role in the company’s creative pipeline, digital innovation, and operations. These locations strengthen Hasbro’s ability to deliver world-class brands and experiences to fans and families around the globe.お知らせ • Sep 04Just Play and Hasbro Reimagine EASY-BAKE and PLAYSKOOL Toys for A New GenerationJust Play, in collaboration with Hasbro, a leading games, IP and toy company, is relaunching two of the most iconic toy brands of all time: EASY-BAKE and PLAYSKOOL. Available now exclusively at Walmart, these refreshed product lines bring modern updates to brands that have inspired creativity and play for decades. EASY-BAKE has been encouraging aspiring young bakers and chefs to explore food play for over 60 years with toys that let them create tasty treats without the use of a real oven. The new UltimateOven is an exciting introduction of the beloved classic with a new retro-modern style, colorful sprinkle lights, a built-in timer, upgraded baking tools and new mixes featuring updated flavors. SRP $44.97 exclusively at Walmart. The Freezy-Bake Ice Cream Maker puts a cool twist on the EASY-BAKE experience. With a hands-on workstation and specially developed mixes (available in vanilla, chocolate, and strawberry), kids can mix, pour, freeze, and decide their own frozen treat creations. RP $34.97 exclusively at Walmart. PLAYSKOOL, one of the most trusted names in early childhood play, has unveiled a refreshed line designed especially for today's parents, blending timeless, developmentally rich play with a clean, modern aesthetic. The collection will support early development through sensory, problem-solving, and active play. Key items include the Flip & Fun Sensory Board, BusyGears, TumbleTopGiraffe and an updated version of the iconic Sit 'n Spin, all feel right at home in today's playrooms. SRPs from $10.97 to $34.97 exclusively atWal.Recent Insider Transactions • Aug 24CEO & Director recently sold US$2.2m worth of stockOn the 21st of August, Christian Cocks sold around 28k shares on-market at roughly US$78.92 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christian's only on-market trade for the last 12 months.Price Target Changed • Aug 13Price target increased by 7.1% to US$88.33Up from US$82.50, the current price target is an average from 12 analysts. New target price is 10.0% above last closing price of US$80.32. Stock is up 24% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$2.77 last year.Upcoming Dividend • Aug 13Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 20 August 2025. Payment date: 03 September 2025. The company is not currently making a profit and its cash payout ratio is 78%. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (3.1%).分析記事 • Aug 07Hasbro (NASDAQ:HAS) Has Affirmed Its Dividend Of $0.70Hasbro, Inc. ( NASDAQ:HAS ) will pay a dividend of $0.70 on the 3rd of September. This means the dividend yield will be...お知らせ • Aug 07New Holland Brewing Co. Announces the Return of Its Collaboration with HasbroCraft brewery and distillery New Holland Brewing Co. announced the return of its collaboration with Hasbro and its Wizards of the Coast division, stewards of the iconic DUNGEONS & DRAGONS (D&D) franchise. The collaboration kicks off with the launch of a bold new flavor in the Dragon's Milk Reserve line. Inspired by the legendary Dragon Turtle, DUNGEONS & dragONS Coconut Rum Barrel Reserve invites fans to embark on a new flavor adventure. This limited-edition release will be available in late August 2025 at select retailers, New Holland Brewing locations, and online. Featuring artwork inspired by DUNGEONS & DRAGons Story, the bottle of Coconut Rum Barrel Reserve connects the release to its legendary namesake and serves as a nod to the collaborative effort between the two brands. This launch marks the beginning of an extended agreement between Dragon's Milk and Hasbro's D&D brand, with additional special releases planned for later this fall. Fans can expect the return of more legendary flavors and surprises as the collaboration's story continues to unfold. Dragon's Milk is one of the best-selling American-made stouts, renowned for its signature bourbon barrel aging that pushes boundaries and fuels the imagination. Over the years, it has earned numerous accolades, including Gold at the New York International Beer Competition and Silver at the Great American Beer Festival.Declared Dividend • Jul 27Second quarter dividend of US$0.70 announcedDividend of US$0.70 is the same as last year. Ex-date: 20th August 2025 Payment date: 3rd September 2025 Dividend yield will be 3.7%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (78% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Price Target Changed • Jul 25Price target increased by 8.2% to US$87.20Up from US$80.57, the current price target is an average from 12 analysts. New target price is 16% above last closing price of US$75.05. Stock is up 18% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$2.77 last year.Reported Earnings • Jul 24Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$6.10 loss per share (down from US$0.99 profit in 2Q 2024). Revenue: US$980.8m (down 1.5% from 2Q 2024). Net loss: US$855.8m (down US$994.3m from profit in 2Q 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Leisure industry in the US. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Price Target Changed • Jul 24Price target increased by 7.6% to US$86.20Up from US$80.11, the current price target is an average from 12 analysts. New target price is 15% above last closing price of US$75.04. Stock is up 22% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$2.77 last year.お知らせ • Jul 23+ 2 more updatesHasbro, Inc. Reports Impairment of Goodwill for the Three Months Ended June 29, 2025Hasbro, Inc. reported impairment of goodwill for the three months ended June 29, 2025. For the period, the company reported impairment of goodwill was $1,021.9 million.お知らせ • Jul 03Hasbro, Inc. to Report Q2, 2025 Results on Jul 23, 2025Hasbro, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 23, 2025お知らせ • Jun 30+ 4 more updatesHasbro, Inc.(NasdaqGS:HAS) dropped from Russell Midcap Growth IndexHasbro, Inc.(NasdaqGS:HAS) dropped from Russell Midcap Growth Index分析記事 • Jun 27Here's Why Hasbro (NASDAQ:HAS) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...新しいナラティブ • May 26Disney, Marvel, And Star Wars Will Power Future Digital Gaming Growth in digital gaming and expanded entertainment partnerships are boosting high-margin revenues and strengthening Hasbro's intellectual property value.Upcoming Dividend • May 14Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 04 June 2025. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (3.8%).Reported Earnings • Apr 25First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.70 (up from US$0.42 in 1Q 2024). Revenue: US$887.1m (up 17% from 1Q 2024). Net income: US$98.6m (up 69% from 1Q 2024). Profit margin: 11% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Leisure industry in the US. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Apr 24+ 1 more updateHasbro, Inc. Declares Quarterly Cash Dividend, Payable on June 4, 2025Hasbro, Inc. board of directors declared quarterly cash dividend of $0.70 per common share payable on June 4, 2025, to shareholders of record at the close of business on May 21, 2025.Price Target Changed • Apr 23Price target decreased by 7.1% to US$73.51Down from US$79.09, the current price target is an average from 12 analysts. New target price is 40% above last closing price of US$52.69. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.87 for next year compared to US$2.77 last year.Seeking Alpha • Apr 17Hasbro: The Toymaker Faces Big Questions In Q1 As Tariff Risks LoomSummary Hasbro, Inc. is undergoing a transformation, focusing on core toys, games, and licensing, but faces short-term risks from tariffs and capped growth expectations. The company shows operational improvements, especially in its gaming and digital segments, but core toy revenues are declining, and tariffs pose significant risks. Hasbro's valuation appears fair but not compelling, with a forward dividend yield of 5.4% and a payout ratio under 70%. Rating HAS stock as a Hold before Q1 earnings; existing investors might stay for the turnaround, but new investors should wait for clearer conditions. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$50.71, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Leisure industry in the US. Total loss to shareholders of 30% over the past three years.お知らせ • Apr 07Hasbro, Inc., Annual General Meeting, May 21, 2025Hasbro, Inc., Annual General Meeting, May 21, 2025.お知らせ • Apr 04Hasbro, Inc. to Report Q1, 2025 Results on Apr 24, 2025Hasbro, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025Seeking Alpha • Mar 06Hasbro: Improving Economics, New Growth, And An Attractive UndervaluationSummary Hasbro's profitability has improved post-eOne divestiture, with 2024 being a mostly robust year for the firm despite a slight decline in revenues. The company enjoys a wide economic moat due to valuable intangible assets, cost advantages, and strong network effects, ensuring competitive resilience. Financial metrics show robust performance with high margins and efficient cash conversion, though core consumer product sales have weakened due to inflation. Despite risks like economic cyclicality and potential failed expansions, Hasbro's valuation remains compelling, with shares potentially up to 40% undervalued. Buy rating issued. Read the full article on Seeking Alphaお知らせ • Mar 01Hasbro Unveils All-New Toy Brand, Nano-Mals, Electronic Interactive Pets That Encourage Nurture Play, Sensory Play and Self-ExpressionHasbro kicks off the North American International Toy Fair in New York (March 1-4, 2025) by unveiling the magical new toy brand, Nano-mals, where handheld tech play meets nurture, sensory play and self-expression. These mini electronic companions, which double as interactive fidget toys, are pocket-sized and fit in the palm of hand. They will squeak, giggle, and purr when show them love by filling up their digital heart meter. Launching in Fall 2025, the mini friends are the cutest new must-have tech pet companions, with eight adorable pets in the line to collect and connect. Nurture and sensory play are key components of the Nano-mals play experience, encouraging kids to learn how to care for these cute handheld pets to identify their needs. Each Nano-mals pal features over 70 sounds, lights and reactions, and comes with a textured outfit for added sensory play that snaps on and off with a satisfying sound. Kids can mix and match outfits with other Nano-mals pets to create their own unique styles. Additionally, each pet includes a portable keychain for on-the-go play, perfect for clipping onto backpacks, bags or belts, so the fun travels wherever go. Nano-mals can even interact with each other: place two or more Nano-mals figures in front of each other to connect and discover more fun reactions, lights and sounds. The vibrant and adorably aesthetic Nano-mals product line was designed with inspiration from trends in consumer electronics. Each trendy pet features a uniquely textured outfit that can be mixed and matched for fun, cool and stylish looks: Strawberry Cow with Mint Tracksuit, Highland Cow with Tuxedo, Blue Kitty with Teal Mermaid Tail, Calico Kitty with Purple Iridescent Skirt, White Unicorn with Ombre Skirt, Midnight Unicorn with Yellow Tail, Narwhal with Puffy Vest and Red Panda with Rocker Jacket. Nano-mals make perfect gifts for kids who love animal toys and interactive pets; they are affordable companions to collect and connect! Nano-mals figures launch Fall 2025 (8/1/25) at major retailers at SRP $19.99 (each sold separately).Upcoming Dividend • Feb 24Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 03 March 2025. Payment date: 12 March 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.5%).お知らせ • Feb 21+ 1 more updateHasbro, Inc. Declares Quarterly Cash Dividend, Payable on March 12, 2025The Board of Directors of Hasbro, Inc. has declared a quarterly cash dividend of $0.70 per common share payable on March 12, 2025, to shareholders of record at the close of business on March 3, 2025.Reported Earnings • Feb 20Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: US$2.77 (up from US$10.73 loss in FY 2023). Revenue: US$4.14b (down 17% from FY 2023). Net income: US$385.6m (up US$1.87b from FY 2023). Profit margin: 9.3% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Leisure industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.お知らせ • Feb 20Hasbro Launches Imaginative PLAY-DOH Barbie Playsets in Licensing Collaboration with MattelHasbro, Inc. and Mattel, Inc. announced the launch of a new PLAY-DOH Barbie collection from Hasbro’s new licensing collaboration with Mattel. This unique line includes an assortment of dolls with special fashion-making tools that encourage kids to bring out their inner fashionista and create whatever DOH-ified fashions they can imagine. The PLAY-DOH Barbie line will be sold by Hasbro, launching in Target stores and online in June 2025, and will be available at most retailers in August 2025. PLAY-DOH Kids Can Dream It, Design It. and bring their stylish imaginations to life through PLAY-DOH fashions featuring Barbie dolls, PLAY-DOH compound, special fashion-making tools and molds, new PLAY-DOH Pattern Sheets, and more. The debut PLAY-DOH Barbie collection highlights the PLAY-DOH Barbie Designer Fashion Show Playset, which features a 2-in-1 runway and design studio playset, fashion-making tools like the ruffle maker and faux fur roller, and PLAY-DOH Pattern sheets with chic designs that look just like fabric, except they’re PLAY-DOH compound! Additionally, the PLAY-DOH Barbie Designer Dolls Assortment features four different playsets, each complete with a doll and special fashion-making tools, and the PLAY-DOH Barbie Designer Pattern Packs Assortment offers a new format of PLAY-DOH compound with floral, gem, pearl, and bow patterns. The line is sure to spark imaginations, letting kids make and remake whatever DOH-ified fashions they can dream up. The PLAY-DOH Barbie collection was inspired by massive consumer trends on social media of pairing PLAY-DOH compound with Barbie dolls, sparking the limitless creative possibilities of designing styles through an arts and crafts lens. This licensing collaboration between two iconic brands in their respective toy categories, PLAY-DOH and Barbie, gives consumers a branded experience that unleashes this imaginative potential so kids can dream up and design fun and stylish looks for their Barbie doll with PLAY-DOH compound and tools. Originally developed as a wallpaper cleaner, PLAY-DOH compound is now the #1 reusable modeling compound, sold in more than 80 countries worldwide. As a classic toy that has shaped imaginations for generations, the PLAY-DOH brand aims to provide resources to audiences everywhere to make imagination accessible and fun for all - bringing families together for engaging activities beloved across generations. The PLAY-DOH brand has always been synonymous with imagination, providing kids the creative freedom to express themselves by championing the universal importance of individuality, expression and self-belief. Since 1959, the Barbie brand’s purpose has been to inspire the limitless potential in every girl. What started out as a revolutionary idea—a doll that inspired girls to explore their limitless possibilities—has grown into a global phenomenon. Sold in over 150 countries, Barbie is the original girl empowerment brand and the most inclusive doll line on the market. From highlighting global role models to having a resume with over 250 careers and counting, Barbie continues to show that company can be anything.お知らせ • Jan 24Hasbro, Inc. to Report Q4, 2024 Results on Feb 20, 2025Hasbro, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025新しいナラティブ • Jan 13They're already dead; spreadsheets are detached from reality.Physical retailers barely sell Hasbro merchandise anymore, with many important brands missing. They're not placed front-and-center. This goes for any retailer in the Americas or Europa; this is somethSeeking Alpha • Jan 10Hasbro: Reshaping The FutureSummary Hasbro, Inc. is going through a turnaround, focusing on core brands and improving earnings through severe cost cuts. The strategy has started to show results with an expanding bottom line. As the toy industry is likely to have low growth, and Hasbro's core asset focus hinders alternative growth avenues, the company will likely have low growth ahead. HAS stock already prices in slow growth that I anticipate. Read the full article on Seeking Alphaお知らせ • Nov 21Glancy Prongay & Murray LLP Announces the Filing of A Securities Class Action on Behalf of Hasbro, Inc. InvestorsGlancy Prongay & Murray LLP announced that a class action lawsuit has been filed on behalf of investors who purchased or otherwise acquired Hasbro, Inc. common stock between February 7, 2022, and October 25, 2023, inclusive (the Class Period). Hasbro investors have until January 13, 2025 to file a lead plaintiff motion. On January 26, 2023, Hasbro disclosed that its fourth quarter 2022 financial results would see revenue lowered by 17% year-over-year and that, to combat weakening sales, the Company planned to lay off 15% of its global workforce. Further, the Company announce the immediate departure of its COO. Then, on October 26, 2023, Hasbro released its third quarter 2023 financial results, disclosed an 18% decline in Consumer Products revenues year-over-year and a reduced guidance for the remainder of the year. The Company further explained that it was forecasting “$50-ish million of onetime cost” that was to be spent on “mov[ing] through inventory at the retailer level, extra marketing to move through the inventory, [and] extra obsolescence cost” in its Consumer Products segment. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) the Company had a significant buildup of inventory that it was struggling to manage and which far exceeded customer demand; and (2) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.Upcoming Dividend • Nov 13Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 20 November 2024. Payment date: 04 December 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (3.2%).Seeking Alpha • Oct 30Hasbro: Long-Term Outlook Remains Positive Despite Softer Than Anticipated Q3 ResultsSummary Hasbro's Q3 results show solid profitability despite a YoY revenue decline, demonstrating the firm's efficiency and scalability amidst a challenging market environment. The company's strong IP portfolio and expansion into digital gaming offer promising avenues for long-term growth, particularly in emerging markets like Southeast Asia. Management's rational focus on long-term profitability and operational efficiency underscores Hasbro's potential to generate outsized returns for shareholders. Risks arising from market cyclicality and competitive pressures still exist and require continuous management by Hasbro's team. Despite short-term volatility and a post-earnings selloff, I calculate a 23% undervaluation in HAS stock and still see a positive long-term outlook, justifying a Buy rating. Read the full article on Seeking AlphaReported Earnings • Oct 25Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$1.60 (up from US$1.23 loss in 3Q 2023). Revenue: US$1.28b (down 15% from 3Q 2023). Net income: US$223.2m (up US$394.3m from 3Q 2023). Profit margin: 17% (up from net loss in 3Q 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 38%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Leisure industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Oct 24Hasbro, Inc. Declares A Quarterly Cash Dividend, Payable on December 4, 2024Hasbro, Inc. declared a quarterly cash dividend of $0.70 per common share payable on December 4, 2024, to shareholders of record at the close of business on November 20, 2024.お知らせ • Oct 04Hasbro, Inc. to Report Q3, 2024 Results on Oct 24, 2024Hasbro, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024Seeking Alpha • Sep 18Hasbro: More Focus On Digital Entertainment To Earn A Spot In My PortfolioSummary Hasbro's CEO Chris Cocks has improved operations, but the unprofitable toys segment remains a concern; focus should shift to Digital and WotC for profitability. Financial health is stable with improved margins and a manageable debt load, but the declining toys segment drags overall revenue. The company should divest from the toys segment and capitalize on high-margin digital products and IPs like D&D and Magic The Gathering. Despite conservative valuation, I will wait to see further developments in the toys segment before considering an investment in Hasbro. Read the full article on Seeking AlphaUpcoming Dividend • Aug 14Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 04 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (3.1%).Seeking Alpha • Aug 08Hasbro's Q2 2024: Digital Dominance Amid Traditional Toy ChallengesSummary Hasbro, Inc.'s shift to digital gaming and entertainment is driving growth, with earnings and revenue exceeding expectations in Q2 2024. The company's strategic partnerships and investments in digital gaming are paying off, with strong licensing revenue and potential for long-term growth. Despite positive earnings results, Hasbro faces challenges in traditional toy sales and consumer products, leading to a “Hold” rating for investors. Read the full article on Seeking Alphaお知らせ • Aug 06East Side Games Group in Collaboration with Mighty Kingdom and Hasbro Announce Global Launch of the Free-To-Play Mobile Game Power Rangers: Mighty ForceEast Side Games Group in collaboration with Mighty Kingdom and Hasbro announced the global launch of the free-to-play mobile game "POWER RANGERS: MIGHTY FORCE." Key Features of "POWER RANGERS: MIGHTY FORCE": Story-Driven Gameplay: "POWER RANGERS: MIGHTY FORCE" features an original story where POWER RANGERS across every series gather to fight Rita Repulsa's evil forces. Immerse yourself in the action with limited-time narrative events featuring fan-favorite Rangers and monsters. Daily Battles and PvP: Build teams of your favorite POWER RANGERS and face off against other teams in daily battles. Level up your Rangers and compete in daily PvP Battles to climb the leaderboard and prove your might while earning in-game prizes. Special Playable Events: Take part in special events with unique characters and storylines. Help the POWER RANGERS fight some of the most dangerous foes in the series and unlock new characters and upgrades. Accessible Idle Gameplay and RPG-Style Battles: Experience the best of both worlds in a game that combines idle gameplay with exciting battles, giving fans a fresh experience that feels true to the spirit of POWER RANGERS.株主還元HASUS LeisureUS 市場7D0.06%-2.6%-0.3%1Y39.7%27.8%24.1%株主還元を見る業界別リターン: HAS過去 1 年間で27.8 % の収益を上げたUS Leisure業界を上回りました。リターン対市場: HAS過去 1 年間で24.1 % の収益を上げたUS市場を上回りました。価格変動Is HAS's price volatile compared to industry and market?HAS volatilityHAS Average Weekly Movement4.4%Leisure Industry Average Movement8.1%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: HAS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: HASの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19234,520Chris Cockscorporate.hasbro.comハズブロ社は、米国、欧州、カナダ、メキシコ、中南米、オーストラリア、中国、香港で玩具およびゲーム会社として事業を展開している。同社は、トレーディングカードやコレクターズアイテム、アクションフィギュア、アート＆クラフトやクリエイティブ・プレイ製品、人形、プレイセット、幼児向け玩具、ぬいぐるみ製品、乗り物や玩具関連の専門製品、スポーツアクション製品やアクセサリー、その他の消費者向け製品、およびアパレル、出版製品、家庭用品、電子機器、玩具製品などのライセンス製品を提供している。また、玩具やゲーム製品の調達、マーケティング、販売も行っており、玩具やアパレルなどのブランド消費者向け製品の販売を通じて、商標、キャラクター、その他のブランド権や知的財産権を第三者にアウトライセンスすることにより、自社ブランドのプロモーションを行っている。さらに、ハズブロおよびウィザーズ・オブ・ザ・コーストのゲームをベースにしたトレーディングカード、ロールプレイング、デジタルゲーム体験の開発を通じて、自社ブランドのプロモーションを行っているほか、ハズブロブランドをベースとしたキャラクターやその他の知的財産をデジタルゲーム体験に変換する第三者デジタルゲーム開発者に特定のブランドをライセンス供与している。さらに、映画、テレビ、子供向け番組、デジタルコンテンツ、ライブエンターテイメントなど、ハズブロブランドのエンターテイメントコンテンツの開発・制作も行っている。同社は、小売店、流通業者、卸売業者、ディスカウントストア、ホビー専門店、ドラッグストア、通信販売業者、カタログ店、百貨店、その他の伝統的な小売業者、およびeコマース小売業者に、「マジック（MAGIC：また、ルーカスフィルムの「スター・ウォーズ」、「ベイブレード」、「ファイナルファンタジー」、「ロード・オブ・ザ・リング」、「フォールアウト」、「スパイダーマン」、「アベンジャーズ」の各ブランドも展開している。ハズブロ社は1923年に設立され、ロードアイランド州ポータケットに本社を置いている。もっと見るHasbro, Inc. 基礎のまとめHasbro の収益と売上を時価総額と比較するとどうか。HAS 基礎統計学時価総額US$13.48b収益（TTM）-US$222.60m売上高(TTM)US$4.81b2.8xP/Sレシオ-60.5xPER（株価収益率HAS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計HAS 損益計算書（TTM）収益US$4.81b売上原価US$1.75b売上総利益US$3.06bその他の費用US$3.29b収益-US$222.60m直近の収益報告Mar 29, 2026次回決算日May 20, 2026一株当たり利益（EPS）-1.57グロス・マージン63.65%純利益率-4.62%有利子負債／自己資本比率532.8%HAS の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.9%現在の配当利回り-177%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/18 12:16終値2026/05/15 00:00収益2026/03/29年間収益2025/12/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Hasbro, Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関John StaszakArgus Research CompanyFelicia Kantor HendrixBarclaysDavid BeckelBerenberg28 その他のアナリストを表示
ライブニュース • May 16Hasbro Shares Outperform as Magic and Dungeons and Dragons Crossovers Boost OutlookHasbro shares have outperformed both the broader market and the Consumer Discretionary sector this year, supported by strong Q1 2026 results and growing analyst optimism. Wall Street expects Q2 earnings per share between $1.09 and $1.26 and revenue of more than $980 million, with analysts revising full-year 2026 and 2027 earnings estimates upward. Management is leaning heavily on Magic: The Gathering, Wizards of the Coast and Digital Gaming, while also planning more Dungeons & Dragons crossovers with franchises like Stranger Things, Rick & Morty, Minecraft and Fortnite to further monetize its intellectual property. The key story is that Hasbro is leaning into its higher-margin, brand-driven segments and expanding crossover projects to support earnings, while investors watch margins, segment profitability, inventory and guidance as signals for any profit recovery path. You should also factor in fan pushback around Dungeons & Dragons crossovers, since brand fatigue or concerns about original content could become a longer-term risk to engagement and monetization.
お知らせ • May 13Hasbro, Inc. announced delayed 10-Q filingOn 05/11/2026, Hasbro, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
Seeking Alpha • Apr 27Hasbro: Magic Is Working, But I'm Not SpellboundSummary Hasbro, Inc. has shifted, and maintained, from a Buy to a Hold rating after underperforming the S&P 500 over the past decade. While digital gaming shows strength, HAS faces pressure from declining traditional toy sales, high debt, and slow revenue growth. Recent stock volatility stemmed from exiting an Indian supplier and a rebound on strong Q1 guidance. Strategic focus on entertainment and storytelling has not fully offset core business headwinds. Read the full article on Seeking Alpha
お知らせ • Apr 23+ 1 more updateHasbro, Inc. to Report Q1, 2026 Results on May 20, 2026Hasbro, Inc. announced that they will report Q1, 2026 results Pre-Market on May 20, 2026
ナラティブの更新 • Apr 23HAS: Entertainment And Gaming Slate Will Drive Post 2025 Earnings UpsideAnalysts have raised their average price target on Hasbro by $13 to $110, citing stronger-than-expected Q4 results, a 2026 outlook that leaves room for gaming upside, a solid entertainment slate, and potential tariff relief that could support earnings despite possible logistics and freight cost pressures. Analyst Commentary Recent research on Hasbro shows a mix of optimism around earnings power and entertainment execution, alongside caution on category share and potential operational hiccups.
お知らせ • Apr 21Hasbro, Inc., Annual General Meeting, Jun 11, 2026Hasbro, Inc., Annual General Meeting, Jun 11, 2026.
ライブニュース • May 16Hasbro Shares Outperform as Magic and Dungeons and Dragons Crossovers Boost OutlookHasbro shares have outperformed both the broader market and the Consumer Discretionary sector this year, supported by strong Q1 2026 results and growing analyst optimism. Wall Street expects Q2 earnings per share between $1.09 and $1.26 and revenue of more than $980 million, with analysts revising full-year 2026 and 2027 earnings estimates upward. Management is leaning heavily on Magic: The Gathering, Wizards of the Coast and Digital Gaming, while also planning more Dungeons & Dragons crossovers with franchises like Stranger Things, Rick & Morty, Minecraft and Fortnite to further monetize its intellectual property. The key story is that Hasbro is leaning into its higher-margin, brand-driven segments and expanding crossover projects to support earnings, while investors watch margins, segment profitability, inventory and guidance as signals for any profit recovery path. You should also factor in fan pushback around Dungeons & Dragons crossovers, since brand fatigue or concerns about original content could become a longer-term risk to engagement and monetization.
お知らせ • May 13Hasbro, Inc. announced delayed 10-Q filingOn 05/11/2026, Hasbro, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
Seeking Alpha • Apr 27Hasbro: Magic Is Working, But I'm Not SpellboundSummary Hasbro, Inc. has shifted, and maintained, from a Buy to a Hold rating after underperforming the S&P 500 over the past decade. While digital gaming shows strength, HAS faces pressure from declining traditional toy sales, high debt, and slow revenue growth. Recent stock volatility stemmed from exiting an Indian supplier and a rebound on strong Q1 guidance. Strategic focus on entertainment and storytelling has not fully offset core business headwinds. Read the full article on Seeking Alpha
お知らせ • Apr 23+ 1 more updateHasbro, Inc. to Report Q1, 2026 Results on May 20, 2026Hasbro, Inc. announced that they will report Q1, 2026 results Pre-Market on May 20, 2026
ナラティブの更新 • Apr 23HAS: Entertainment And Gaming Slate Will Drive Post 2025 Earnings UpsideAnalysts have raised their average price target on Hasbro by $13 to $110, citing stronger-than-expected Q4 results, a 2026 outlook that leaves room for gaming upside, a solid entertainment slate, and potential tariff relief that could support earnings despite possible logistics and freight cost pressures. Analyst Commentary Recent research on Hasbro shows a mix of optimism around earnings power and entertainment execution, alongside caution on category share and potential operational hiccups.
お知らせ • Apr 21Hasbro, Inc., Annual General Meeting, Jun 11, 2026Hasbro, Inc., Annual General Meeting, Jun 11, 2026.
ナラティブの更新 • Apr 07HAS: Entertainment And Gaming Expansion Will Drive Post 2025 Earnings UpsideAnalysts trimmed the Hasbro fair value estimate slightly from $112.73 to $112.60. This reflects a mix of higher price targets, such as the new $110 level at UBS, and fresh coverage that highlights both gaming and entertainment opportunities as well as ongoing share and industry headwinds.
ナラティブの更新 • Mar 24HAS: Entertainment And Gaming Expansion Will Drive Post 2025 Earnings PowerThe updated analyst price target for Hasbro edges lower to about $112.73 from $114.50, as analysts factor in slightly softer assumptions for growth and margins, despite recent research highlighting mixed views on category share, gaming potential, and the upcoming entertainment slate. Analyst Commentary Recent research on Hasbro points to a split view, with some analysts focusing on upside tied to gaming and entertainment, while others highlight pressures in core toy categories and industry growth.
ナラティブの更新 • Mar 10HAS: Entertainment Slate And Gaming Upside Will Drive Post 2025 Earnings PowerAnalysts have nudged their fair value estimate for Hasbro higher to $114.50 from $113.38, pointing to recent price target increases across the Street, stronger than expected Q4 results, potential gaming upside into 2026, and a solid entertainment slate, with some additional support from tariff and cost assumptions. Analyst Commentary Recent research points to a generally constructive stance on Hasbro, with several firms revising their fair value views higher following the latest quarterly update and outlook commentary.
ナラティブの更新 • Feb 23HAS: Higher Media Tie Ins And Margin Execution Will Drive Post 2025 UpsideAnalysts have lifted their price targets on Hasbro, supporting a higher implied fair value from about $96 to $113 as they factor in slightly lower revenue growth expectations, modestly higher projected profit margins, and a higher future P/E multiple. Analyst Commentary Recent research has clustered around higher price targets for Hasbro, with several firms adjusting their models to reflect updated assumptions on growth, profitability, and valuation multiples.
Recent Insider Transactions Derivative • Feb 18CEO & Director exercised options and sold US$3.3m worth of stockOn the 12th of February, Christian Cocks exercised 182k options at a strike price of around US$55.78 and sold these shares for an average price of US$73.73 per share. This trade did not impact their existing holding. For the year to December 2021, Christian's total compensation was 9% salary and 91% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Christian's direct individual holding has decreased from 277.66k shares to 249.86k. Company insiders have collectively sold US$9.4m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Feb 16CFO & COO recently sold US$1.3m worth of stockOn the 12th of February, Gina Goetter sold around 12k shares on-market at roughly US$103 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Gina's only on-market trade for the last 12 months.
お知らせ • Feb 14Hasbro Is 'Inspiring a Lifetime of Play' at 2026 Toy Fair®? with Premier Collaborations, Entertainment Announces and New ProductsHasbro returns to the North American International Toy Fair®? at the Javits Convention Center in New York (February 14-17, 2026) with a dynamicslate of product reveals and franchise milestones that blend pop culture with play. Throughout the weekend, Hasbro will welcome fans and partners at Booth #403 to experience the latest across its iconic brands. This year's show highlights meaningful new storytelling across Hasbro's portfolio--including the first-ever PEPPA PIG toy featuring George with his hearing aid--alongside the most ruthless version of MONOPOLY yet with MONOPOLY Deal No Mercy. Adding to the buzz are a brand-new FURBY called FURBY Vibes, adorable BABY ALIVE co-brand with Burt's Bees, the nostalgic return of CROSSFIRE, cutting-edge innovations for action favorites BEYBLADE X, NERF and TRANSFORMERS, a deliciously creative new PLAY-DOH campaign and fresh entertainment-inspired offerings from powerhouse Disney Consumer Products brands Marvel andStar Wars™?. Across every category, Hasbro is "Inspiring a Lifetime of Play" with products and experiences that spark imagination, creativity, learning, excitement and self-expression. During the session, Boyd will share insights into Hasbro's licensing strategy and key focus areas for the future. To kick off Day 1 of Toy Fair, Hasbro announces the following major brand moments and product launches debuting this year. Hasbro x Harry Potter: Hasbro announced a multi-year licensing partnership starting in 2027 with Warner Bros. Product Reveals BABY ALIVE: BABY ALIVE expands its nurturing play lineup with new bedtime-inspired dolls designed for comfort, connection and early caregiving. Anchored by a new co-brand with B Kurt's Bees Baby, the collection introduces soft, snuggly dolls with cozy sleepwear and soothing accessories. BEYBLADE X: Hasbro raises the stakes with the BEYBLADE X sneak Attack Battle Set, featuring an all-newadium with a pop-up rail and X-Celerator Rail that can dramatically change battles with high-speed Xtreme Dash action and explosive collisions. The lineup also introduces the BEYBLADE X Clip & Rip Launcher Set, designed for on-the-go play with a belt- and backpack-ready clip and built-in ripcord storage. Both sets launch in July 2026, giving Bladers new ways to battle anytime, anywhere. Stay tuned for more epic bursts and battles later this year. The upcoming Universes Beyond set launches globally on March 6 and brings decades of Turtle Power to Magic with the famous heroes along with their infamous foes and friends. Fans can swing into action with the new "Rescue-Webs" themed product line from season five of Spidey and his Amazing Friends that features the Rescue Webs Web-Quarters playset, and enjoy other exciting toys inspired by the new Iron Man "Giant-Sized Armor" storyline featured in upcoming episodes later this year. Unlike in the classic MONOPOLY Deal game, a set can be stolen instantly, Action cards can be used to charge double rent and force someone to hand over their Bank, and when a player can't pay an opponent, they must fork over a debt chip and pay them back with one of their cards. Reel Ops delivers eye-catching designs, customizable attachments, and standout performance at every price point, available at most major retailers this July 2026. PEPPA PIG: PEPPA PEPPA PIG introduces a meaningful new story in Season 11 as George, Peppa's little brother, is revealed to be moderately deaf.
Recent Insider Transactions Derivative • Feb 13CFO & COO notifies of intention to sell stockGina Goetter intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$103, it would amount to US$1.3m. Since March 2025, Gina's direct individual holding has decreased from 19.00k shares to 4.83k. Company insiders have collectively sold US$3.5m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 12Fourth quarter dividend of US$0.70 announcedDividend of US$0.70 is the same as last year. Ex-date: 18th February 2026 Payment date: 4th March 2026 Dividend yield will be 2.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (57% cash payout ratio). The dividend has increased by an average of 4.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Price Target Changed • Feb 11Price target increased by 14% to US$108Up from US$94.23, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of US$106. Stock is up 77% over the past year. The company is forecast to post earnings per share of US$5.43 next year compared to a net loss per share of US$2.30 last year.
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$2.30 loss per share (down from US$2.77 profit in FY 2024). Revenue: US$4.70b (up 14% from FY 2024). Net loss: US$322.4m (down 184% from profit in FY 2024). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Leisure industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Feb 10+ 2 more updatesHasbro, Inc. Declares Quarterly Cash Dividend, Payable on March 4, 2026The Board of Directors of Hasbro, Inc. declared a quarterly cash dividend of $0.70 per common share payable on March 4, 2026, to shareholders of record at the close of business on February 18, 2026.
ナラティブの更新 • Feb 08HAS: Higher Street Expectations And New Media Deals Will Shape Post 2025 OutlookAnalysts have raised their price targets on Hasbro by about $9 to $10, resulting in a higher implied fair value of roughly $96.23 as they cite updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts are signaling more confidence in Hasbro's outlook, with several research shops lifting their price targets by about $9 to $10 and one call taking the target to $99 from $89.
お知らせ • Feb 03Kayou Launches Fan-Fueled "Chase the Magic" Sweepstakes and MY LITTLE Pony Friendship Eternal Cards: Moon Edition 2 Trading Cards in collaboration with HasbroKayou in collaboration with Hasbro has introduced the MY LITTLE PONYFriendship Eternal Cards - Moon Edition 2 in the U.S. The release kicks off the "Chase the Magic" Sweepstakes, offering fans a once-in-a-lifetime opportunity to collaborate on a brand-new pony character with acclaimed MY LITTLE PONY comic artist Andy Price. Following the 15th anniversary of the MY LITTLE Pony: Friendship is Magic animated series in 2025, this new launch invites fans to experience a radiant and festive new chapter of friendship, adventure, and collectability. Complete with exclusive cards, stunning artistry, and interactive fan experiences, Kayou continues to bridge art, storytelling, and fandom for the superfan. The rarest Shining Celebration - Zenith Rare card shows the Mane 6 in a dazzling commemorative scene filled with music, sparkle and joyful party details. Collectors can also chase the Crystal Fantasy - Secret Rare (SC) cards that combine the ponies with sparkling gemstones, as well as the Shimmering Goldflow - Super Golden Rare (SGR) cards that show what each pony wore to Equestria's Grand Galloping Gala. Fans can collect 189 cards across 10 rarity levels, including a U.S. exclusive PR card that recreates the giant art painted live at New York Comic Con by Andy Price. Plus, 20 autographed cards signed by Andy are randomly inserted into boxes for lucky fans to chase. The cards are available now at major retailers including Amazon, Target, GameStop, Best Buy, and Barnes & Noble as well as the livestream commerce company Crossing. To celebrate the launch, Kayou is introducing the "Chase the Magic' Sweepstakes, giving MY LITTLE PONY enthusiasts an unprecedented creative experience. The first 30 lucky fans who pull and verify a Shining Celebration - Zenith Rare (ZR) card will qualify for a grand prize draw. They will also have the opportunity to receive a free PSA grading by Kayou for their ZR card, creating an elevated experience for true collectors. To enter and verify, visit the official sweepstakes page on kayou official.com to upload photos of the card. Entrants will also ship the card for physical card verification. One grand-prize winner will collaborate with MY LITTLE Pony comic artist Andy Price to design a brand-newony character inspired by themselves. This special character will appear in the future edition of Kayou's MY LITTLE PONY products. Once the new pony character is completed later this year, the winner will also be gifted an oversized version of the Kayou card with the newly created artwork. The official entry period of the "Chase the Magic") Sweepstakes is February 1, 2026 at 12 AM EST through May 31, 2026. Sweepstakes is open only to residents of the United States who purchased the U.S. version of the cards.
Board Change • Feb 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Doug Bowser was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
ナラティブの更新 • Jan 24HAS: Modest UBS Upgrade And Licensing Deals Will Shape Post 2025 UpsideAnalysts have modestly raised their price target on Hasbro to US$99 from US$89, tying the change to slightly higher assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. Analyst Commentary Bullish analysts are tying the higher US$99 price target to a view that the risk and reward trade off has improved, even with only modest tweaks to their underlying assumptions.
お知らせ • Jan 21Hasbro, Inc. to Report Q4, 2025 Results on Feb 10, 2026Hasbro, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 10, 2026
お知らせ • Jan 20Hasbro, Inc. Announces Board Appointments, Effective January 19, 2026Hasbro, Inc. announced that effective January 19, 2026 Doug Bowser, retired President and Chief Operating Officer of Nintendo of America Inc., and Carla Vernón, Chief Executive Officer of The Honest Company, Inc. have been appointed to Hasbro's Board of Directors. Doug Bowser served in various leadership roles for Nintendo of America Inc. (NOA) for over a decade, including as President and Chief Operating Officer from April 2019 until his recent retirement. Bowser led the company during a period of historic growth, in large part fueled by the strong performance of the Nintendo Switch, one of the best-selling video game platforms of all time. He also oversaw the launch of the Nintendo Switch 2 in the Americas, which went on to be the best-selling video game of all time in its initial sales period. During his tenure, with Nintendo, the company also expanded its licensed merchandise business, highlighted by the opening of the Nintendo SAN FRANCISCO flagship store, which at the time was only the fifth Nintendo store globally, and further broadened its video game footprint in Latin America, including re-entering the Brazilian market. He also served as an Executive Officer of Nintendo Co. Ltd. (NCL), Kyoto Japan, collaborating closely with NCL and Nintendo of Europe executives to align on worldwide initiatives. Prior to Nintendo, Bowser spent eight years at Electronic Arts, most recently as Vice President of Global Business Planning, and 23 years at Procter & Gamble in various sales leadership roles. Carla Vernón has served as Chief Executive Officer of The Honest Company since January 2023. During her tenure as CEO, Carla has led a strategic and financial transformation that has strengthened operational discipline, improved profitability and positioned Honest for long-term, sustainable growth. Prior to joining Honest, Carla was Vice President of Consumables Categories at Amazon where she had P&L, Supply Chain and Technology responsibility for Everyday Essentials categories across Amazon.com. Before joining Amazon, Carla was a Corporate Office and Operating Unit President at General Mills where she was recognized for her business transformation, brand building and growth of iconic brands including Cheerios, Annie’s, Nature Valley, and Larabar.
ナラティブの更新 • Jan 07HAS: Pivot Execution And Q3 EPS Beat Will Shape Post 2025 UpsideAnalysts have slightly raised their average price target on Hasbro, with one firm moving from $85 to $87. They cite a solid Q3 EPS beat and early progress on the company’s pivot as key supports for the updated view.
ナラティブの更新 • Dec 20HAS: Gaming And Digital Franchise Momentum Will Drive Further Upside Beyond 2025Analysts have modestly raised their blended price target on Hasbro by a few dollars per share, reflecting confidence that solid Q3 execution, a maturing strategic pivot, and a strengthening Magic and video game pipeline can support slightly faster growth and improved long term earnings power, despite only incremental changes to discount rate and profitability assumptions. Analyst Commentary Bullish analysts highlight that the incremental price target increases reflect growing conviction that Hasbro can deliver upside to prior growth and margin expectations as its strategic pivot gains traction.
ナラティブの更新 • Dec 06HAS: Gaming And Digital Franchise Momentum Will Drive Further Upside Into 2025Analysts have nudged their blended price target on Hasbro modestly higher, reflecting increased conviction after a solid Q3 EPS beat and upbeat channel checks around Magic's 2025 comp potential and the company's emerging video game pipeline. Analyst Commentary Bullish analysts highlight that the recent Q3 EPS beat, achieved despite below the line headwinds, underscores improving execution under Hasbro's strategic pivot and supports a gradual rerating of the shares.
ナラティブの更新 • Nov 22HAS: Gaming Pipeline Momentum Will Drive Continued Gains Into 2025Hasbro's analyst price target saw a modest increase of nearly $1 to $91.54, as analysts cite solid quarterly earnings along with confidence in the company's strategic initiatives and upcoming product pipeline. Analyst Commentary Analyst sentiment around Hasbro has shown a positive tilt following recent corporate updates and earnings.
ナラティブの更新 • Nov 08HAS: Gaming Segment Outperformance Will Drive Share Gains Into Next YearHasbro's analyst price target has edged up slightly, with analysts citing robust performance in key segments and improved earnings visibility as reasons for raising estimates by approximately $0.08 to $90.75. Analyst Commentary Following recent quarterly results and management discussions, analyst sentiment on Hasbro reflects both heightened optimism around core growth drivers and awareness of ongoing risks.
ナラティブの更新 • Oct 24Gaming And Digital Expansion Will Drive Shareholder Value In The Coming YearsHasbro's analyst price target has been raised by approximately $1.50 to $90.67. Analysts cite improving profit margins, higher revenue growth expectations, and demonstrated strength in the company's gaming and digital segments.
お知らせ • Oct 23+ 1 more updateHasbro, Inc. Provides Earnings Guidance for the Year 2025Hasbro, Inc. provided earnings guidance for the year 2025. For the year, company expected Total Hasbro revenue to grow high-single digits in constant currency.
お知らせ • Oct 10Kayou and Hasbro Introduces MY LITTLE PONY Trading Card Game at New York Comic ConKayou, in collaboration with Hasbro, a leading games, IP and toy company, will introduce its beloved MY LITTLE PONYCard Game - Friendships Beginto superfans at New York Comic Con today at the Jacob K. Javits Convention Center, Kayou booth #1217. Now through Sunday, October 12, U.S. fans will have their first opportunity to get up close and hands-on with the trading card game (TCG) that has already captured hearts overseas, an exclusive preview before the game's official retail launch in early 2026. At the Kayou booth, fans will be able to admire an exquisite wall of MY LITTLE PONY trading card artwork, learn the rules and gameplay mechanics directly from the Kayou team, and participate in onsite activities to win free card packs. Co-developed by Kayou and Hasbro, MY LITTLE PONYCard Game - Friendships Begin combines the beloved storytelling of the MY LITTLE PONY Friendship is Magic animated series with innovative gameplay. The game is designed to engage both TCG enthusiasts and MY LITTLE PONY fans of all ages, age 6 and up, who value strategy, creativity and friendship – it's quick to learn and only takes 20-30 minutes to play. First launched in China in April 2025, the game features brand-new illustrations created by official MY LITTLE PONY artists and internationally renowned creators. Since its debut, the game has built strong momentum as it prepares to expand into the U.S. Fans can choose from six collectible starter decks featuring each of the Mane 6 – Twilight Sparkle, Rainbow Dash, Pinkie Pie, Rarity, Applejack and Fluttershy – and step into the magical world of Equestria as their favorite Main Character Cards.
お知らせ • Oct 07Gameberry Labs Collaborates with Hasbro to Launch First-Ever Stand-Alone Mobile App for the Iconic Board Game SORRYGameberry Labs has collaborated with Hasbro to launch SORRY! worldwide - the first-ever stand-alone mobile app for the beloved and iconic board game SORRY! World is a free-to-play experience that reimagines the classic board game on mobile through a vibrant, immersive world - bringing even more fun to longtime fans and welcoming a new generation of players to the SORRY! community. Cherished by millions, SORRY! has represented playful rivalry, family bonding, and sweet redemption for almost a century. SORRY! World adds lively animations and fast-paced matches that add an extra layer of energetic and social gameplay. Players can choose quirky characters, build towns, climb ranks, block rivals, and compete in league play - bringing additional layers of progression and strategy to this timeless favorite. The launch of SORRY! World marks a new milestone in the evolution of both Gameberry Labs and the SORRY! franchise - merging the beloved game with technology, allowing people to come together through shared play, no matter where they are. The future of mobile board games is fun, fast, and fiercely social, and SORRY! World will be leading the way.
お知らせ • Oct 03Hasbro, Inc. to Report Q3, 2025 Results on Oct 23, 2025Hasbro, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 23, 2025
ナラティブの更新 • Sep 17Digital Gaming Expansion Will Unlock APAC And Global MarketsDriven by strong Q2 results, outperformance in Wizards & Digital Gaming, and improved earnings visibility, analysts have modestly raised Hasbro’s consensus price target from $88.33 to $89.17. Analyst Commentary Strong Q2 results and beats across core segments, providing increased near- and long-term earnings visibility.
お知らせ • Sep 09Hasbro, Inc. Announces Relocation of its Rhode Island OperationsHasbro, Inc. announced it will relocate its Rhode Island operations to 400 Summer Street in Boston’s Seaport District. This new location will be the primary headquarters for Hasbro’s toys, board games, and licensing businesses, and a majority of its corporate services. This strategic move positions the company to accelerate innovation, attract top talent, and drive long-term growth in line with Hasbro’s Playing to Win strategy which emphasizes play-driven engagement and collaboration with partners. The 400 Summer Street facility, developed and owned by was Development, will house teams that power some of the world’s most iconic brands, occupying seven floors across 265,000 square feet. The new space will be home to at least 700 full-time employees expected to transition from Rhode Island to Boston by the end of 2026. While Hasbro is establishing a new home in Boston, the company’s ties to Rhode Island remain strong. In addition to its new East Coast facility, on the West Coast, Hasbro’s Renton, WA office serves as the headquarters for the Gaming and Digital businesses. This Seattle-based hub is already home to legendary franchises like Magic: The Gathering and Dungeons & Dragons, as well as Hasbro’s expanding digital gaming and technology operations. The office, located in the scenic Southport area on Lake Washington, is currently home to more than 500 employees and growing. Hasbro currently occupies 111,000 square feet across three floors. Hasbro is building a structure that strengthens speed, agility, and innovation. Boston and Seattle are two of the nation’s leading innovation and tech centers, serving as talent magnets that will help Hasbro harness the full power of the company’s portfolio and unlock growth in both physical and digital play. With locations anchoring the East and West Coasts of the U.S., Hasbro is reinforcing its position as a global company with a footprint to match. Beyond Boston and Renton, Hasbro operates campuses and manufacturing sites across the broader U.S., as well as major offices in Hong Kong, London, Mexico City, and Montreal. Each plays a critical role in the company’s creative pipeline, digital innovation, and operations. These locations strengthen Hasbro’s ability to deliver world-class brands and experiences to fans and families around the globe.
お知らせ • Sep 04Just Play and Hasbro Reimagine EASY-BAKE and PLAYSKOOL Toys for A New GenerationJust Play, in collaboration with Hasbro, a leading games, IP and toy company, is relaunching two of the most iconic toy brands of all time: EASY-BAKE and PLAYSKOOL. Available now exclusively at Walmart, these refreshed product lines bring modern updates to brands that have inspired creativity and play for decades. EASY-BAKE has been encouraging aspiring young bakers and chefs to explore food play for over 60 years with toys that let them create tasty treats without the use of a real oven. The new UltimateOven is an exciting introduction of the beloved classic with a new retro-modern style, colorful sprinkle lights, a built-in timer, upgraded baking tools and new mixes featuring updated flavors. SRP $44.97 exclusively at Walmart. The Freezy-Bake Ice Cream Maker puts a cool twist on the EASY-BAKE experience. With a hands-on workstation and specially developed mixes (available in vanilla, chocolate, and strawberry), kids can mix, pour, freeze, and decide their own frozen treat creations. RP $34.97 exclusively at Walmart. PLAYSKOOL, one of the most trusted names in early childhood play, has unveiled a refreshed line designed especially for today's parents, blending timeless, developmentally rich play with a clean, modern aesthetic. The collection will support early development through sensory, problem-solving, and active play. Key items include the Flip & Fun Sensory Board, BusyGears, TumbleTopGiraffe and an updated version of the iconic Sit 'n Spin, all feel right at home in today's playrooms. SRPs from $10.97 to $34.97 exclusively atWal.
Recent Insider Transactions • Aug 24CEO & Director recently sold US$2.2m worth of stockOn the 21st of August, Christian Cocks sold around 28k shares on-market at roughly US$78.92 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christian's only on-market trade for the last 12 months.
Price Target Changed • Aug 13Price target increased by 7.1% to US$88.33Up from US$82.50, the current price target is an average from 12 analysts. New target price is 10.0% above last closing price of US$80.32. Stock is up 24% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$2.77 last year.
Upcoming Dividend • Aug 13Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 20 August 2025. Payment date: 03 September 2025. The company is not currently making a profit and its cash payout ratio is 78%. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (3.1%).
分析記事 • Aug 07Hasbro (NASDAQ:HAS) Has Affirmed Its Dividend Of $0.70Hasbro, Inc. ( NASDAQ:HAS ) will pay a dividend of $0.70 on the 3rd of September. This means the dividend yield will be...
お知らせ • Aug 07New Holland Brewing Co. Announces the Return of Its Collaboration with HasbroCraft brewery and distillery New Holland Brewing Co. announced the return of its collaboration with Hasbro and its Wizards of the Coast division, stewards of the iconic DUNGEONS & DRAGONS (D&D) franchise. The collaboration kicks off with the launch of a bold new flavor in the Dragon's Milk Reserve line. Inspired by the legendary Dragon Turtle, DUNGEONS & dragONS Coconut Rum Barrel Reserve invites fans to embark on a new flavor adventure. This limited-edition release will be available in late August 2025 at select retailers, New Holland Brewing locations, and online. Featuring artwork inspired by DUNGEONS & DRAGons Story, the bottle of Coconut Rum Barrel Reserve connects the release to its legendary namesake and serves as a nod to the collaborative effort between the two brands. This launch marks the beginning of an extended agreement between Dragon's Milk and Hasbro's D&D brand, with additional special releases planned for later this fall. Fans can expect the return of more legendary flavors and surprises as the collaboration's story continues to unfold. Dragon's Milk is one of the best-selling American-made stouts, renowned for its signature bourbon barrel aging that pushes boundaries and fuels the imagination. Over the years, it has earned numerous accolades, including Gold at the New York International Beer Competition and Silver at the Great American Beer Festival.
Declared Dividend • Jul 27Second quarter dividend of US$0.70 announcedDividend of US$0.70 is the same as last year. Ex-date: 20th August 2025 Payment date: 3rd September 2025 Dividend yield will be 3.7%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (78% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Price Target Changed • Jul 25Price target increased by 8.2% to US$87.20Up from US$80.57, the current price target is an average from 12 analysts. New target price is 16% above last closing price of US$75.05. Stock is up 18% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$2.77 last year.
Reported Earnings • Jul 24Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: US$6.10 loss per share (down from US$0.99 profit in 2Q 2024). Revenue: US$980.8m (down 1.5% from 2Q 2024). Net loss: US$855.8m (down US$994.3m from profit in 2Q 2024). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Leisure industry in the US. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Price Target Changed • Jul 24Price target increased by 7.6% to US$86.20Up from US$80.11, the current price target is an average from 12 analysts. New target price is 15% above last closing price of US$75.04. Stock is up 22% over the past year. The company is forecast to post a net loss per share of US$3.06 compared to earnings per share of US$2.77 last year.
お知らせ • Jul 23+ 2 more updatesHasbro, Inc. Reports Impairment of Goodwill for the Three Months Ended June 29, 2025Hasbro, Inc. reported impairment of goodwill for the three months ended June 29, 2025. For the period, the company reported impairment of goodwill was $1,021.9 million.
お知らせ • Jul 03Hasbro, Inc. to Report Q2, 2025 Results on Jul 23, 2025Hasbro, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 23, 2025
お知らせ • Jun 30+ 4 more updatesHasbro, Inc.(NasdaqGS:HAS) dropped from Russell Midcap Growth IndexHasbro, Inc.(NasdaqGS:HAS) dropped from Russell Midcap Growth Index
分析記事 • Jun 27Here's Why Hasbro (NASDAQ:HAS) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
新しいナラティブ • May 26Disney, Marvel, And Star Wars Will Power Future Digital Gaming Growth in digital gaming and expanded entertainment partnerships are boosting high-margin revenues and strengthening Hasbro's intellectual property value.
Upcoming Dividend • May 14Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 04 June 2025. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (3.8%).
Reported Earnings • Apr 25First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.70 (up from US$0.42 in 1Q 2024). Revenue: US$887.1m (up 17% from 1Q 2024). Net income: US$98.6m (up 69% from 1Q 2024). Profit margin: 11% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Leisure industry in the US. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 24+ 1 more updateHasbro, Inc. Declares Quarterly Cash Dividend, Payable on June 4, 2025Hasbro, Inc. board of directors declared quarterly cash dividend of $0.70 per common share payable on June 4, 2025, to shareholders of record at the close of business on May 21, 2025.
Price Target Changed • Apr 23Price target decreased by 7.1% to US$73.51Down from US$79.09, the current price target is an average from 12 analysts. New target price is 40% above last closing price of US$52.69. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.87 for next year compared to US$2.77 last year.
Seeking Alpha • Apr 17Hasbro: The Toymaker Faces Big Questions In Q1 As Tariff Risks LoomSummary Hasbro, Inc. is undergoing a transformation, focusing on core toys, games, and licensing, but faces short-term risks from tariffs and capped growth expectations. The company shows operational improvements, especially in its gaming and digital segments, but core toy revenues are declining, and tariffs pose significant risks. Hasbro's valuation appears fair but not compelling, with a forward dividend yield of 5.4% and a payout ratio under 70%. Rating HAS stock as a Hold before Q1 earnings; existing investors might stay for the turnaround, but new investors should wait for clearer conditions. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$50.71, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Leisure industry in the US. Total loss to shareholders of 30% over the past three years.
お知らせ • Apr 07Hasbro, Inc., Annual General Meeting, May 21, 2025Hasbro, Inc., Annual General Meeting, May 21, 2025.
お知らせ • Apr 04Hasbro, Inc. to Report Q1, 2025 Results on Apr 24, 2025Hasbro, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025
Seeking Alpha • Mar 06Hasbro: Improving Economics, New Growth, And An Attractive UndervaluationSummary Hasbro's profitability has improved post-eOne divestiture, with 2024 being a mostly robust year for the firm despite a slight decline in revenues. The company enjoys a wide economic moat due to valuable intangible assets, cost advantages, and strong network effects, ensuring competitive resilience. Financial metrics show robust performance with high margins and efficient cash conversion, though core consumer product sales have weakened due to inflation. Despite risks like economic cyclicality and potential failed expansions, Hasbro's valuation remains compelling, with shares potentially up to 40% undervalued. Buy rating issued. Read the full article on Seeking Alpha
お知らせ • Mar 01Hasbro Unveils All-New Toy Brand, Nano-Mals, Electronic Interactive Pets That Encourage Nurture Play, Sensory Play and Self-ExpressionHasbro kicks off the North American International Toy Fair in New York (March 1-4, 2025) by unveiling the magical new toy brand, Nano-mals, where handheld tech play meets nurture, sensory play and self-expression. These mini electronic companions, which double as interactive fidget toys, are pocket-sized and fit in the palm of hand. They will squeak, giggle, and purr when show them love by filling up their digital heart meter. Launching in Fall 2025, the mini friends are the cutest new must-have tech pet companions, with eight adorable pets in the line to collect and connect. Nurture and sensory play are key components of the Nano-mals play experience, encouraging kids to learn how to care for these cute handheld pets to identify their needs. Each Nano-mals pal features over 70 sounds, lights and reactions, and comes with a textured outfit for added sensory play that snaps on and off with a satisfying sound. Kids can mix and match outfits with other Nano-mals pets to create their own unique styles. Additionally, each pet includes a portable keychain for on-the-go play, perfect for clipping onto backpacks, bags or belts, so the fun travels wherever go. Nano-mals can even interact with each other: place two or more Nano-mals figures in front of each other to connect and discover more fun reactions, lights and sounds. The vibrant and adorably aesthetic Nano-mals product line was designed with inspiration from trends in consumer electronics. Each trendy pet features a uniquely textured outfit that can be mixed and matched for fun, cool and stylish looks: Strawberry Cow with Mint Tracksuit, Highland Cow with Tuxedo, Blue Kitty with Teal Mermaid Tail, Calico Kitty with Purple Iridescent Skirt, White Unicorn with Ombre Skirt, Midnight Unicorn with Yellow Tail, Narwhal with Puffy Vest and Red Panda with Rocker Jacket. Nano-mals make perfect gifts for kids who love animal toys and interactive pets; they are affordable companions to collect and connect! Nano-mals figures launch Fall 2025 (8/1/25) at major retailers at SRP $19.99 (each sold separately).
Upcoming Dividend • Feb 24Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 03 March 2025. Payment date: 12 March 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.1%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.5%).
お知らせ • Feb 21+ 1 more updateHasbro, Inc. Declares Quarterly Cash Dividend, Payable on March 12, 2025The Board of Directors of Hasbro, Inc. has declared a quarterly cash dividend of $0.70 per common share payable on March 12, 2025, to shareholders of record at the close of business on March 3, 2025.
Reported Earnings • Feb 20Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: US$2.77 (up from US$10.73 loss in FY 2023). Revenue: US$4.14b (down 17% from FY 2023). Net income: US$385.6m (up US$1.87b from FY 2023). Profit margin: 9.3% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Leisure industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 20Hasbro Launches Imaginative PLAY-DOH Barbie Playsets in Licensing Collaboration with MattelHasbro, Inc. and Mattel, Inc. announced the launch of a new PLAY-DOH Barbie collection from Hasbro’s new licensing collaboration with Mattel. This unique line includes an assortment of dolls with special fashion-making tools that encourage kids to bring out their inner fashionista and create whatever DOH-ified fashions they can imagine. The PLAY-DOH Barbie line will be sold by Hasbro, launching in Target stores and online in June 2025, and will be available at most retailers in August 2025. PLAY-DOH Kids Can Dream It, Design It. and bring their stylish imaginations to life through PLAY-DOH fashions featuring Barbie dolls, PLAY-DOH compound, special fashion-making tools and molds, new PLAY-DOH Pattern Sheets, and more. The debut PLAY-DOH Barbie collection highlights the PLAY-DOH Barbie Designer Fashion Show Playset, which features a 2-in-1 runway and design studio playset, fashion-making tools like the ruffle maker and faux fur roller, and PLAY-DOH Pattern sheets with chic designs that look just like fabric, except they’re PLAY-DOH compound! Additionally, the PLAY-DOH Barbie Designer Dolls Assortment features four different playsets, each complete with a doll and special fashion-making tools, and the PLAY-DOH Barbie Designer Pattern Packs Assortment offers a new format of PLAY-DOH compound with floral, gem, pearl, and bow patterns. The line is sure to spark imaginations, letting kids make and remake whatever DOH-ified fashions they can dream up. The PLAY-DOH Barbie collection was inspired by massive consumer trends on social media of pairing PLAY-DOH compound with Barbie dolls, sparking the limitless creative possibilities of designing styles through an arts and crafts lens. This licensing collaboration between two iconic brands in their respective toy categories, PLAY-DOH and Barbie, gives consumers a branded experience that unleashes this imaginative potential so kids can dream up and design fun and stylish looks for their Barbie doll with PLAY-DOH compound and tools. Originally developed as a wallpaper cleaner, PLAY-DOH compound is now the #1 reusable modeling compound, sold in more than 80 countries worldwide. As a classic toy that has shaped imaginations for generations, the PLAY-DOH brand aims to provide resources to audiences everywhere to make imagination accessible and fun for all - bringing families together for engaging activities beloved across generations. The PLAY-DOH brand has always been synonymous with imagination, providing kids the creative freedom to express themselves by championing the universal importance of individuality, expression and self-belief. Since 1959, the Barbie brand’s purpose has been to inspire the limitless potential in every girl. What started out as a revolutionary idea—a doll that inspired girls to explore their limitless possibilities—has grown into a global phenomenon. Sold in over 150 countries, Barbie is the original girl empowerment brand and the most inclusive doll line on the market. From highlighting global role models to having a resume with over 250 careers and counting, Barbie continues to show that company can be anything.
お知らせ • Jan 24Hasbro, Inc. to Report Q4, 2024 Results on Feb 20, 2025Hasbro, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025
新しいナラティブ • Jan 13They're already dead; spreadsheets are detached from reality.Physical retailers barely sell Hasbro merchandise anymore, with many important brands missing. They're not placed front-and-center. This goes for any retailer in the Americas or Europa; this is someth
Seeking Alpha • Jan 10Hasbro: Reshaping The FutureSummary Hasbro, Inc. is going through a turnaround, focusing on core brands and improving earnings through severe cost cuts. The strategy has started to show results with an expanding bottom line. As the toy industry is likely to have low growth, and Hasbro's core asset focus hinders alternative growth avenues, the company will likely have low growth ahead. HAS stock already prices in slow growth that I anticipate. Read the full article on Seeking Alpha
お知らせ • Nov 21Glancy Prongay & Murray LLP Announces the Filing of A Securities Class Action on Behalf of Hasbro, Inc. InvestorsGlancy Prongay & Murray LLP announced that a class action lawsuit has been filed on behalf of investors who purchased or otherwise acquired Hasbro, Inc. common stock between February 7, 2022, and October 25, 2023, inclusive (the Class Period). Hasbro investors have until January 13, 2025 to file a lead plaintiff motion. On January 26, 2023, Hasbro disclosed that its fourth quarter 2022 financial results would see revenue lowered by 17% year-over-year and that, to combat weakening sales, the Company planned to lay off 15% of its global workforce. Further, the Company announce the immediate departure of its COO. Then, on October 26, 2023, Hasbro released its third quarter 2023 financial results, disclosed an 18% decline in Consumer Products revenues year-over-year and a reduced guidance for the remainder of the year. The Company further explained that it was forecasting “$50-ish million of onetime cost” that was to be spent on “mov[ing] through inventory at the retailer level, extra marketing to move through the inventory, [and] extra obsolescence cost” in its Consumer Products segment. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) the Company had a significant buildup of inventory that it was struggling to manage and which far exceeded customer demand; and (2) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Upcoming Dividend • Nov 13Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 20 November 2024. Payment date: 04 December 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (3.2%).
Seeking Alpha • Oct 30Hasbro: Long-Term Outlook Remains Positive Despite Softer Than Anticipated Q3 ResultsSummary Hasbro's Q3 results show solid profitability despite a YoY revenue decline, demonstrating the firm's efficiency and scalability amidst a challenging market environment. The company's strong IP portfolio and expansion into digital gaming offer promising avenues for long-term growth, particularly in emerging markets like Southeast Asia. Management's rational focus on long-term profitability and operational efficiency underscores Hasbro's potential to generate outsized returns for shareholders. Risks arising from market cyclicality and competitive pressures still exist and require continuous management by Hasbro's team. Despite short-term volatility and a post-earnings selloff, I calculate a 23% undervaluation in HAS stock and still see a positive long-term outlook, justifying a Buy rating. Read the full article on Seeking Alpha
Reported Earnings • Oct 25Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: EPS: US$1.60 (up from US$1.23 loss in 3Q 2023). Revenue: US$1.28b (down 15% from 3Q 2023). Net income: US$223.2m (up US$394.3m from 3Q 2023). Profit margin: 17% (up from net loss in 3Q 2023). Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 38%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Leisure industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 24Hasbro, Inc. Declares A Quarterly Cash Dividend, Payable on December 4, 2024Hasbro, Inc. declared a quarterly cash dividend of $0.70 per common share payable on December 4, 2024, to shareholders of record at the close of business on November 20, 2024.
お知らせ • Oct 04Hasbro, Inc. to Report Q3, 2024 Results on Oct 24, 2024Hasbro, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 24, 2024
Seeking Alpha • Sep 18Hasbro: More Focus On Digital Entertainment To Earn A Spot In My PortfolioSummary Hasbro's CEO Chris Cocks has improved operations, but the unprofitable toys segment remains a concern; focus should shift to Digital and WotC for profitability. Financial health is stable with improved margins and a manageable debt load, but the declining toys segment drags overall revenue. The company should divest from the toys segment and capitalize on high-margin digital products and IPs like D&D and Magic The Gathering. Despite conservative valuation, I will wait to see further developments in the toys segment before considering an investment in Hasbro. Read the full article on Seeking Alpha
Upcoming Dividend • Aug 14Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 21 August 2024. Payment date: 04 September 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 4.4%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (3.1%).
Seeking Alpha • Aug 08Hasbro's Q2 2024: Digital Dominance Amid Traditional Toy ChallengesSummary Hasbro, Inc.'s shift to digital gaming and entertainment is driving growth, with earnings and revenue exceeding expectations in Q2 2024. The company's strategic partnerships and investments in digital gaming are paying off, with strong licensing revenue and potential for long-term growth. Despite positive earnings results, Hasbro faces challenges in traditional toy sales and consumer products, leading to a “Hold” rating for investors. Read the full article on Seeking Alpha
お知らせ • Aug 06East Side Games Group in Collaboration with Mighty Kingdom and Hasbro Announce Global Launch of the Free-To-Play Mobile Game Power Rangers: Mighty ForceEast Side Games Group in collaboration with Mighty Kingdom and Hasbro announced the global launch of the free-to-play mobile game "POWER RANGERS: MIGHTY FORCE." Key Features of "POWER RANGERS: MIGHTY FORCE": Story-Driven Gameplay: "POWER RANGERS: MIGHTY FORCE" features an original story where POWER RANGERS across every series gather to fight Rita Repulsa's evil forces. Immerse yourself in the action with limited-time narrative events featuring fan-favorite Rangers and monsters. Daily Battles and PvP: Build teams of your favorite POWER RANGERS and face off against other teams in daily battles. Level up your Rangers and compete in daily PvP Battles to climb the leaderboard and prove your might while earning in-game prizes. Special Playable Events: Take part in special events with unique characters and storylines. Help the POWER RANGERS fight some of the most dangerous foes in the series and unlock new characters and upgrades. Accessible Idle Gameplay and RPG-Style Battles: Experience the best of both worlds in a game that combines idle gameplay with exciting battles, giving fans a fresh experience that feels true to the spirit of POWER RANGERS.
