Stock Analysis

Will Hasbro’s (HAS) Retail Tie-Up With Duluth Trading Co. Advance Its Brand Growth Strategy?

  • Duluth Trading Co. recently announced a collaboration with Hasbro to launch a limited-time, nostalgia-themed holiday collection featuring classic Hasbro toys and playful apparel across U.S. retail stores and online.
  • This partnership showcases Hasbro's ongoing commitment to leveraging its well-known toy brands to capture new audiences and drive seasonal sales growth through creative cross-industry collaborations.
  • We’ll examine how Hasbro’s collaboration with Duluth Trading Co. supports its strategy of brand portfolio diversification and retail expansion.

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Hasbro Investment Narrative Recap

To be a Hasbro shareholder today, you need to have confidence in the company’s ability to expand its iconic brands across new consumer touchpoints while managing ongoing disruptions in its core toy business. The newly announced Duluth Trading Co. collaboration highlights Hasbro’s strength in activating nostalgic brands, but its near-term impact on the company’s key catalysts, growth in digital gaming and franchise monetization, remains limited. Consumer Products headwinds and reliance on major franchises still represent the most meaningful risks right now.

Among recent announcements, Hasbro’s move to begin developing its own video games stands out. This pivot draws on the same brand strength showcased in the Duluth partnership and directly addresses the most important growth catalyst: expanding the reach and loyalty of Hasbro’s franchises in higher-margin, recurring digital channels. Despite these moves, lingering concerns about franchise concentration risk should remain top of mind for investors, especially if...

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Hasbro's narrative projects $4.9 billion in revenue and $773.5 million in earnings by 2028. This requires 4.7% yearly revenue growth and a $1.34 billion increase in earnings from -$568.3 million today.

Uncover how Hasbro's forecasts yield a $90.67 fair value, a 18% upside to its current price.

Exploring Other Perspectives

HAS Community Fair Values as at Nov 2025
HAS Community Fair Values as at Nov 2025

Six different fair value estimates from the Simply Wall St Community place Hasbro stock anywhere from US$1.90 to US$90.67 per share. While some see headroom for digital-driven growth, others point to the ongoing risk of significant revenue swings if major franchises lose momentum.

Explore 6 other fair value estimates on Hasbro - why the stock might be worth less than half the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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