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Feb 11, 2026
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LONG
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Hasbro revenue grew 14%, driven by a 60% surge in "Magic: The Gathering." The CEO notes 70-80% of their business is now focused on "Kidults" (collectors/adult gamers). Unlike traditional toys (Mattel), Hasbro's core demographic (adult collectors) has a stronger balance sheet, is less price-sensitive, and is not exposed to tariffs (Magic cards are printed in the USA). This creates a recession-resistant moat. LONG. Superior demographic positioning vs. competitors. Consumer discretionary spending pullback among adults. |
Bloomberg Markets
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