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Analyst
Gerrick Johnson
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 40%2 of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 5 of 5 questions from 1 company
HASHasbro5 questions · 3 reporting periods · 2 of 5 challenging
Calendar 2026 Q2
how much of Magic goes through the mass channel these days, how much through hobby shops
Show response
Goetter quantified Magic distribution as roughly 70% hobby, 20% mass, and 10% international, with all three channels growing.
Calendar 2026 Q1
On the network breach, perhaps you could provide a few more details. What specifically was delayed
Show response
Goetter declined to discuss breach details but confirmed suppliers were unaffected since they use co-manufacturers. Systems expected fully operational by June. Situation is contained with no foreseen future risk.
on Magic on tabletop, what kind of printing capacity card stock availability, card stock pricing, those sort of metrics
Show response
Cocks highlighted diversified supply chain with US, German, and Japanese card stock suppliers. Reprints now take 3-4 months vs prior 6 weeks. Cards stay in rotation 32-36 months vs 18-24 months to compensate.
Calendar 2025 Q4
what do you think the ratio or the proportion of tabletop sales go to players or go to games being played, and what proportion go to collectors and collections?
Show response
Cocks emphasized Magic is overwhelmingly player-based or player-collector, unique vs competitors who are more collector-heavy. Provides stable play and community base that can weather collector sentiment wobbles.
your licensing revenue was down, and I thought that was a major plank in the strategy. So has that outlicensing program stalled
Show response
Goetter attributed decline to My Little Pony trading card comp (China-specific) and Caillou partner lapping huge 2024. Cocks noted out-licensed toy POS up mid-teens, LBE up 20-30 locations YoY. Underlying health strong.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HAS Hasbro | 5 | 40%2 of 5 questions |
- HASHasbro · 5 questions40%2 of 5 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q4 | 2 | 50%1 of 2 questions | 1 |
| 2026 Q1 | 2 | 50%1 of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q42 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Supply Chain2
- Competitive Dynamics2
- Geographic Expansion1
- Demand1
- Product Launch1