Demand
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자본지출
HAS
FY2026 Q2
상향
Hasbro, Inc. 실적 발표
Buzzberg 분석
Magic up 32% in Q2, raising Wizards outlook
Hasbro delivered strong Q2 with Magic surging 32%, consumer products returning to growth, and full-year guidance raised across revenue, margins, and EBITDA. Management highlighted durability of Magic as a mega-franchise, a new Nintendo licensing deal for Zelda products, and Disney's robust film slate supporting toy demand. Digital gaming strategy is being streamlined with a $56M impairment on cancelled projects, while 2026 is positioned as the peak investment year. Q2 total revenue $1.14B (+16% y/y), Wizards segment up 27% to $664M led by Magic (+32%) on Marvel Super Heroes and Strixhaven launches.
Buzzberg 분석 Magic up 32% in Q2, raising Wizards outlook Hasbro delivered strong Q2 with Magic surging 32%, consumer products returning to growth, and full-year guidance raised across revenue, margins, and EBITDA. Management highlighted durability of Magic as a mega-franchise, a new Nintendo licensing deal for Zelda products, and Disney's robust film slate supporting toy demand. Digital gaming strategy is being streamlined with a $56M impairment on cancelled projects, while 2026 is positioned as the peak investment year. Q2 total revenue $1.14B (+16% y/y), Wizards segment up 27% to $664M led by Magic (+32%) on Marvel Super Heroes and Strixhaven launches. 전체 분석 보기분석 접기
Hasbro delivered strong Q2 with Magic surging 32%, consumer products returning to growth, and full-year guidance raised across revenue, margins, and EBITDA. Management highlighted durability of Magic as a mega-franchise, a new Nintendo licensing deal for Zelda products, and Disney's robust film slate supporting toy demand. Digital gaming strategy is being streamlined with a $56M impairment on cancelled projects, while 2026 is positioned as the peak investment year. Q2 total revenue $1.14B (+16% y/y), Wizards segment up 27% to $664M led by Magic (+32%) on Marvel Super Heroes and Strixhaven launches.
- Full-year guidance raised: revenue growth 5-7%, adjusted operating margin 25-26%, EBITDA $1.45-1.5B.
- New multi-year licensing agreement with Nintendo for The Legend of Zelda products announced.
- Digital gaming portfolio streamlined: $56M impairment on canceled 2028+ projects; total digital spend expected to decline at least 25% by 2028.
CONSUMER_PRODUCTS 매출$0.463B보고값
ENTERTAINMENT 매출$0.0128B보고값
매출$1.1396B+14% 전분기 대비
WIZARDS 매출$0.664B보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Demand
Marvel superheroes fastest set to $300M
Capex
Digital spend to decrease 25% annually by 2028
핵심 내용 3개 더 보기
Capital return
Share repurchase target raised to $200M
Risk
$56M non-cash write-down on digital games
Risk
Cyber incident lost $25M, less than feared
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| CONSUMER_PRODUCTS 매출 | $0.463B | 보고값 |
| ENTERTAINMENT 매출 | $0.0128B | 보고값 |
| 매출 | $1.1396B | +14% 전분기 대비 |
| WIZARDS 매출 | $0.664B | 보고값 |
| 주당순이익(EPS) | $1.28 | -13% 전분기 대비 |
| 매출총이익률 | 76.1% | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 영업이익률 | FY2026 | 25%–26% | 25.5% | 상향 |
| 영업이익률CONSUMER_PRODUCTS | FY2026 | 6%–8% | 7% | 유지 |
| 영업이익률ENTERTAINMENT | FY2026 | 50% | 50% | 유지 |
| 매출 | FY2026 | 5%–7% | 6% | 상향 |
AI, 자본지출 및 수요 분석
경영진 분석
confident
Management expressed confidence, raising full-year guidance after a strong first half driven by broad-based growth in Magic and consumer products, with no notable shift in tone from prior calls.
경영진의 AI 분석
Management discussed CharacterOS, an AI-powered behavioral licensing platform enabling Hasbro characters in digital contexts, with a dozen characters already available for licensing pilots through their six-wall AI studio and Eleven Labs' marketplace.
투자 및 생산능력
Management noted 2026 is the peak year for digital investment, with total digital spend expected to decrease at least 25% annually by 2028, while continuing to invest in Magic production capacity and supply chain.
아래에 언급된 기업 1개 모두 표시
기업발표 이후 수익률
파트너
파트너
Chris Cox
New licensing deal expands Hasbro's IP-based product lineup, leveraging Nintendo's popular franchise; signals continued strength in premium licensing partnerships.
근거
“we announced a multi-year licensing agreement with Nintendo to develop products inspired by the Legend of Zelda franchise.”
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 1개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.