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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Megan Clapp | Morgan Stanley | 12 | 0% |
| Arpiné Kocharyan | UBS | 12 | 0% |
| Kylie Cohu | Jefferies | 11 | 0% |
| Chris Horvers | JPMorgan | 10 | 0% |
| Jim Hardiman | Citigroup | 10 | 10% |
| Eric Handler | ROTH Capital Partners | 10 | 0% |
| Jaime Katz | Morningstar | 8 | 0% |
| Alex Perry | Bank of America | 8 | 0% |
| Steve Laszczyk | Goldman Sachs | 8 | 0% |
| Gerrick Johnson | Seaport Research Partners | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 12 | 0% |
| UBS | 1 | 12 | 0% |
| Jefferies | 1 | 11 | 0% |
| Citigroup | 1 |
| 10 |
| 10% |
| ROTH Capital Partners | 1 | 10 | 0% |
| JPMorgan | 1 | 10 | 0% |
| Bank of America | 1 | 8 | 0% |
| Goldman Sachs | 1 | 8 | 0% |
Hasbro delivered a strong Q1 2026 with revenue up 13% to $1 billion, driven by Wizards of the Coast where segment revenue surged 26% to $582 million on record Magic: The Gathering Premier set sales and a quarterly backlist record. Adjusted operating margins expanded 360 basis points to 28.7% as cost transformation delivered $37 million in savings, translating to adjusted EPS of $1.47, up 41% year-over-year. Consumer Products was essentially flat but showed positive POS trends through April with a strong entertainment slate ahead including Mandalorian & Grogu, Toy Story 5, and Avengers Doomsday. Management maintained full-year guidance despite absorbing a cyber incident that will delay $40-60 million of CP revenue from Q2 to the back half and roughly $30 million in oil-related input cost headwinds.
Demand | Margin | Revenue Growth | Trade Tariffs | Product Launch | Guidance Reliability | Supply Chain | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 8 | 2 | 1 | 2 | 2 | 2 | 3 |
| 2025Q1 | 6 | 1 | 3 | 8 | 3 | 3 | 6 | |
| 2025Q2 | 8 | 3 | 3 | 2 | 2 | 4 | 2 | 2 |
| 2025Q3 | 3 | 7 | 4 | 2 | 2 | 1 | 1 | |
| 2025Q4 | 5 | 3 | 5 | 2 | 4 | 3 | 3 | |
| 2026Q1 | 3 | 1 | 4 | 1 | 2 | 2 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 6 | 8 | 3 | 5 | 3 |
| Margin | 8 | 1 | 3 | 7 | 3 | 1 |
| Revenue Growth | 2 | 3 | 3 | 4 | 5 | 4 |
| Trade Tariffs | 1 | 8 | 2 | 2 | 2 | 1 |
| Product Launch | 2 | 3 | 2 | 2 | 4 | 2 |
| Guidance Reliability | 2 | 3 | 4 | 1 | 3 | 2 |
| Supply Chain | 2 | 6 | 2 | 3 | ||
| Competitive Dynamics | 3 | 2 | 1 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
HAS Hasbro | 8 | +12.8% | |
| CCL Carnival | 5 | +6.1% |