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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Today, we announced Mattel and Hasbro have been named the global co-master toy licensees for K-Pop Demon Hunters.”
Hasbro was named a global co-master toy licensee for Netflix's K-Pop Demon Hunters, a licensing win tied to a breakout franchise.
“companies like a Pop Mart or a Lego or a Bandai Namco, and we would put Hasbro squarely inside of those that peer set.”
Hasbro benchmarks itself against Bandai Namco in the gamified/collectible category.
“companies like a Pop Mart or a Lego or a Bandai Namco, and we would put Hasbro squarely inside of those that peer set.”
Hasbro benchmarks itself against Lego in the gamified/collectible category.
“companies like a Pop Mart or a Lego or a Bandai Namco, and we would put Hasbro squarely inside of those that peer set.”
Hasbro positions itself in the gamified/collectibles peer set alongside Pop Mart at premium valuation multiples.
“last year, we had Sorry World from GameBerry Labs that did pretty well.”
Hasbro's digital-licensing title Sorry World from GameBerry Labs performed well.
“Last year, we announced a joint venture with Sabre on a game.”
Hasbro formed a game joint venture with Sabre.
“We're partnering with best-in-class platforms, including Google Gemini, OpenAI, and Eleven Labs, to embed AI into workflows where it adds real value.”
Hasbro embeds Eleven Labs among AI platforms in its workflows.
“We're partnering with best-in-class platforms, including Google Gemini, OpenAI, and Eleven Labs, to embed AI into workflows where it adds real value.”
Hasbro embeds OpenAI among AI platforms in its workflows.
“We're partnering with best-in-class platforms, including Google Gemini, OpenAI, and Eleven Labs, to embed AI into workflows where it adds real value.”
Hasbro embeds Google Gemini among AI platforms in its workflows.
“And Scopely have been fantastic partners.”
Scopely, developer of MONOPOLY GO, remains a strong Hasbro partner as the mobile title holds a steady revenue run rate.
“Joining new recently announced partnerships for Voltron with Amazon MGM Studios, and Streetfighter with Legendary Pictures.”
Hasbro partnered with Legendary Pictures on Street Fighter toys.
“Joining new recently announced partnerships for Voltron with Amazon MGM Studios, and Streetfighter with Legendary Pictures.”
Hasbro partnered with Amazon MGM Studios on Voltron toys.
“This morning, we also announced the primary toy license for the world of Harry Potter and the upcoming HBO original Harry Potter series with Warner Brothers Discovery.”
Hasbro won the primary Harry Potter toy license tied to WBD's HBO series, a positive IP-monetization read-through for Warner Bros Discovery.
A pre-earnings brief is ready for HAS: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Arpiné Kocharyan | UBS | 12 (0%) |
| Megan Alexander | Morgan Stanley | 12 (0%) |
| Kylie Cohu | Jefferies | 11 (0%) |
| Chris Horvers | JPMorgan | 10 (0%) |
| Jim Hardiman | Citigroup | 10 (10%) |
| Eric Handler | ROTH Capital Partners | 10 (0%) |
| Steve Laszczyk | Goldman Sachs | 8 (0%) |
| Jaime Katz | Morningstar | 8 (0%) |
| Alex Perry | Bank of America | 8 (0%) |
| Gerrick Johnson | Seaport Research Partners | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed fiscal 2025 with Q4 revenue of $1.05 billion, up 3% year-over-year, as Wizards of the Coast delivered 8% growth but Consumer Products declined 6% due to a $127 million goodwill impairment charge in the segment. Full-year adjusted EBITDA of $1.13 billion landed within the twice-raised guidance range, and the company generated $648 million in free cash flow. Management introduced 2026 guidance calling for low-to-mid single-digit revenue growth and adjusted EBITDA of $1.15-$1.25 billion, anchored by the BALDUR'S GATE 4 launch cycle.
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 | 6 | +5.3% |