Mattel Management
Management criteria checks 3/4
Mattel's CEO is Ynon Kreiz, appointed in Apr 2018, has a tenure of 8.42 years. total yearly compensation is $15.06M, comprised of 10.6% salary and 89.4% bonuses, including company stock and options. directly owns 0.64% of the company’s shares, worth $25.35M. The average tenure of the management team and the board of directors is 5.7 years and 8 years respectively.
Key information
Ynon Kreiz
Chief executive officer
US$15.1m
Total compensation
| CEO salary percentage | 10.62% |
| CEO tenure | 8.4yrs |
| CEO ownership | 0.6% |
| Management average tenure | 5.7yrs |
| Board average tenure | 8yrs |
Recent management updates
Recent updates
Seeking Alpha • Aug 14
Mattel Q2: Nothing Exciting Ahead, But 2027 Might Be Different
Summary Mattel, Inc. delivered disappointing Q2 results, with significant declines in profitability and cash flow despite 11.9% revenue growth. Hot Wheels and action figures drove revenue gains, but core segments like Dolls and Preschool underperformed; margin pressure stemmed from tariffs, inflation, and higher SG&A. Leverage ratio climbed to 3x EBITDA, approaching covenant limits, while management maintained FY26 guidance and highlighted upcoming gaming and Barbie franchise initiatives. I remain cautious on MAT's near-term upside, awaiting improved profitability and clearer catalysts before considering a more constructive rating. Read the full article on Seeking Alpha
Narrative Update • Aug 07
MAT: Entertainment And Licensing Pipeline Will Support Stronger Long-Term Outlook
Mattel's updated fair value estimate has shifted from $25.90 to $26.97 as analysts balance mixed price target revisions and commentary around execution risks, along with ongoing expectations tied to the company's entertainment and investment plans. Analyst Commentary Recent research on Mattel highlights a split view.
Narrative Update • Jul 09
MAT: Buybacks And Newer Categories Will Test Execution And Keep Upside In Check
Analysts have trimmed their fair value estimate for Mattel to $12 from $13, citing concerns about execution challenges, softer profit margin assumptions, and uncertainty around the company’s push into newer areas such as trading cards, collectibles, and video games. Analyst Commentary on Mattel Recent Street research around Mattel points to a more cautious tone, with several bearish analysts recalibrating their expectations as they reassess execution risk and the potential payoff from newer categories like trading cards, collectibles, and video games.Analysis Article • Jun 19
Mattel (MAT) Stock Could Be 45.8% Undervalued After UNO Social Club Expansion
Mattel (MAT) has put its UNO franchise center stage, announcing that UNO Social Clubs will expand from last year’s trial events to a five city U.S. tour and nine international locations. See our latest analysis for Mattel. Despite the UNO news, Mattel’s recent price performance has been weak, with the share price at about $14.04 after a single day gain of 2.71%, but the year-to-date share price return is down 29.94% and the 1-year total shareholder return is down 25.99%, pointing to fading...Narrative Update • Jun 11
MAT: Content And Entertainment Expansion Will Support Stronger Long-Term Outlook
Mattel's updated analyst price target has shifted to $25.90 from $27.17. Analysts cite adjusted assumptions for discount rates, revenue growth, profit margins, and future P/E as the key drivers behind the change.Narrative Update • May 28
MAT: 2026 Spending Plans May Limit Upside From Content And Media Options
Analysts now see Mattel's fair value at $13.00, down from $14.00. This reflects updated assumptions around a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a lower future P/E multiple in light of recent mixed price target changes across the Street.Narrative Update • Apr 28
MAT: 2026 Spending And Tariff Relief Will Shape Content Option Upside
Analysts have trimmed their average price targets for Mattel by a few dollars, reflecting a mix of cautious views around 2026 investment spending and recent target cuts, along with supportive commentary on potential EPS tailwinds from lower tariffs, new content and entertainment optionality. Analyst Commentary Street research around Mattel has become more mixed, with several firms cutting price targets or shifting to a more cautious stance even as others see upside tied to content, entertainment options and potential tariff related EPS support.Narrative Update • Apr 14
MAT: Content And Entertainment Expansion Will Drive Stronger Long-Term Outlook
Mattel's updated analyst price target shows a modest adjustment around $27, as analysts balance recent target cuts with expectations that investments for 2026, potential tariff tailwinds, and content and entertainment initiatives could influence earnings power over time. Analyst Commentary Recent Street research on Mattel shows a mix of target cuts and fresh initiations, with some firms highlighting potential earnings support from 2026 investment spending, lower tariffs, and new content and entertainment efforts.Narrative Update • Mar 31
MAT: 2026 Investment Spend And Tariff Relief Will Shape Balanced Upside
Analysts have modestly adjusted their price expectations for Mattel, with recent targets ranging from $17 to $30, as they weigh a 2026 investment year against potential catalysts in content, entertainment tie ins, and possible tariff relief. Analyst Commentary Recent research on Mattel reflects a mix of optimism around long term growth initiatives and caution around near term execution and spending plans, especially as 2026 is framed as an investment year.Narrative Update • Mar 16
MAT: Content And Gaming Expansion Will Drive Stronger Long-Term Outlook
The analyst price target for Mattel has shifted from a fair value estimate of $29 to about $27.16, as analysts weigh higher assumed revenue growth and a slightly richer future P/E against lower projected profit margins, a modestly higher discount rate, and a recent mix of cautious and supportive research views around 2026 investment spending, content opportunities, and tariff related EPS tailwinds. Analyst Commentary Recent Street commentary around Mattel reflects a mix of optimism and caution, with several Bullish analysts pointing to potential upside tied to content, new growth initiatives, and possible tariff related EPS benefits, while others highlight uncertainties around 2026 investment spending and the consumer backdrop for toys.Narrative Update • Mar 02
MAT: 2026 Execution And Macro Toy Demand Risks Will Limit Upside
Analysts have adjusted their price targets on Mattel in a mixed way, with some firms lifting targets toward $18 to $30 on product lineup strength and clearer growth initiatives, while others have trimmed estimates by $4 to $7 and moved to more cautious ratings, reflecting a more balanced view of risk and reward. Analyst Commentary Street research on Mattel has shifted toward a more balanced, and in some cases cautious, stance.Analysis Article • Feb 17
We Think You Can Look Beyond Mattel's (NASDAQ:MAT) Lackluster Earnings
The most recent earnings report from Mattel, Inc. ( NASDAQ:MAT ) was disappointing for shareholders. However, our...Narrative Update • Feb 16
MAT: 2026 Toy Demand Headwinds And Execution Risks Will Restrain Upside
The analyst price target for Mattel has shifted from $20 to $14, as analysts factor in more cautious assumptions around growth, margins and valuation multiples following a series of recent downgrades and target cuts across the Street. Analyst Commentary Across the Street, recent research on Mattel has tilted more cautious, with several bearish analysts trimming price targets and flagging execution and growth risks that they feel are not fully reflected in the current share price.Narrative Update • Feb 02
MAT: Fair Outlook As 2026 Toy Demand And New Initiatives Shape Upside
Analysts have adjusted their price targets on Mattel in mixed fashion, including at least one increase to US$30 and one reaffirmed at US$21. This reflects a balance of views that hinges on progress in newer growth initiatives and caution around the toy market outlook into 2026.Narrative Update • Jan 19
MAT: Fair Outlook Balances New Initiatives With Toy Cycle Execution Risks
Analysts have raised their fair value estimate for Mattel from $17 to $20. They cite a higher assumed future P/E multiple and updated views on revenue growth, while balancing this with a higher discount rate and slightly lower profit margin expectations amid mixed recent rating and price target actions on the stock.Narrative Update • Jan 05
MAT: Expanded Digital And Licensing Platforms Will Drive Stronger Long-Term Outlook
Analysts have slightly raised their price target on Mattel to approximately $29 per share. This reflects modestly lower growth and margin expectations, offset by a higher anticipated future earnings multiple.Narrative Update • Dec 14
MAT: Digital And Licensing Expansion Will Drive Stronger Long-Term Outlook
Analysts have trimmed their price target on Mattel to $29 from $30, citing a higher perceived discount rate and a lower assumed future P/E multiple, which more than offset modestly stronger expectations for revenue growth and profit margins. What's in the News Mattel reiterated its 2025 guidance, expecting constant currency net sales growth of 1% to 3%, signaling steady underlying demand despite market volatility (company guidance).Analysis Article • Aug 01
Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results
Last week saw the newest second-quarter earnings release from Mattel, Inc. ( NASDAQ:MAT ), an important milestone in...Analysis Article • Jul 23
Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Jul 02
Investors Will Want Mattel's (NASDAQ:MAT) Growth In ROCE To Persist
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Analysis Article • May 21
There's No Escaping Mattel, Inc.'s (NASDAQ:MAT) Muted Earnings Despite A 34% Share Price Rise
Those holding Mattel, Inc. ( NASDAQ:MAT ) shares would be relieved that the share price has rebounded 34% in the last...Analysis Article • Apr 24
Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$427m |
| Mar 31 2026 | n/a | n/a | US$499m |
| Dec 31 2025 | US$15m | US$2m | US$398m |
| Sep 30 2025 | n/a | n/a | US$432m |
| Jun 30 2025 | n/a | n/a | US$526m |
| Mar 31 2025 | n/a | n/a | US$530m |
| Dec 31 2024 | US$38m | US$2m | US$542m |
| Sep 30 2024 | n/a | n/a | US$548m |
| Jun 30 2024 | n/a | n/a | US$322m |
| Mar 31 2024 | n/a | n/a | US$293m |
| Dec 31 2023 | US$19m | US$2m | US$214m |
| Sep 30 2023 | n/a | n/a | US$83m |
| Jun 30 2023 | n/a | n/a | US$227m |
| Mar 31 2023 | n/a | n/a | US$266m |
| Dec 31 2022 | US$12m | US$2m | US$394m |
| Sep 30 2022 | n/a | n/a | US$604m |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$16m | US$2m | US$903m |
| Sep 30 2021 | n/a | n/a | US$806m |
| Jun 30 2021 | n/a | n/a | US$322m |
| Mar 31 2021 | n/a | n/a | US$217m |
| Dec 31 2020 | US$16m | US$2m | US$124m |
| Sep 30 2020 | n/a | n/a | -US$5m |
| Jun 30 2020 | n/a | n/a | -US$246m |
| Mar 31 2020 | n/a | n/a | -US$243m |
| Dec 31 2019 | US$16m | US$2m | -US$219m |
Compensation vs Market: Ynon's total compensation ($USD15.06M) is above average for companies of similar size in the US market ($USD6.99M).
Compensation vs Earnings: Ynon's compensation has been consistent with company performance over the past year.
CEO
Ynon Kreiz (61 yo)
8.4yrs
Tenure
US$15,060,621
Compensation
Mr. Ynon Kreiz has been an Independent Director of Warner Music Group Corp. since May 9, 2016. He is Trustee at The Paley Center for Media since April 2022. Mr. Kreiz has been a Director and Chief Executiv...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman & CEO | 8.4yrs | US$15.06m | 0.64% $ 25.4m | |
| Chief Financial Officer | 1.3yrs | US$8.18m | 0.018% $ 699.0k | |
| Executive VP | 5.7yrs | US$2.82m | 0.044% $ 1.7m | |
| Executive Advisor & President of Strategic Transition | less than a year | US$4.62m | 0.075% $ 2.9m | |
| Executive VP & Chief Supply Chain Officer | 7.6yrs | US$3.24m | 0.051% $ 2.0m | |
| President | less than a year | no data | 0.016% $ 632.1k | |
| Senior VP & Chief Technology Officer | 2.1yrs | no data | no data | |
| Head of Investor Relations | no data | no data | no data | |
| Executive VP & Chief Corporate Communications Officer | 5.8yrs | no data | no data | |
| Executive VP & Chief People Officer | 2.3yrs | no data | 0.0092% $ 361.7k | |
| President & Chief Content Officer of Mattel Studios | 8yrs | no data | no data | |
| Global Head of Dolls | 7.3yrs | no data | no data |
5.7yrs
Average Tenure
57yo
Average Age
Experienced Management: MAT's management team is seasoned and experienced (5.7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman & CEO | 9.3yrs | US$15.06m | 0.64% $ 25.4m | |
| Independent Director | 20.7yrs | US$325.00k | 0.0033% $ 130.9k | |
| Independent Director | 6.2yrs | US$315.00k | 0.0096% $ 379.0k | |
| Independent Director | 2.6yrs | US$310.00k | no data | |
| Independent Lead Director | 8.1yrs | US$365.00k | 0.011% $ 423.4k | |
| Independent Director | 8yrs | US$312.50k | 0.021% $ 816.1k | |
| Independent Director | 3.5yrs | US$307.50k | 0.0030% $ 118.7k | |
| Independent Director | 8.1yrs | US$292.50k | 0.013% $ 518.1k | |
| Independent Director | 8.3yrs | US$302.50k | 0.026% $ 1.0m | |
| Independent Director | 2.6yrs | US$293.75k | no data |
8.0yrs
Average Tenure
62.5yo
Average Age
Experienced Board: MAT's board of directors are considered experienced (8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/10 23:34 |
| End of Day Share Price | 2026/09/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Mattel, Inc. is covered by 32 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Felicia Kantor Hendrix | Barclays |
| Alok Patel | Berenberg |