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Stock impact report

Jefferies sees solid 2026 setup for toys, favors ‘sticker' fan cohorts [Yahoo! Finance]

Mattel, Inc. (MAT) 
Last mattel, inc. earnings: 2/13 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.shareholder.com/mattel
Company Research Source: Yahoo! Finance
In its latest sector outlook, the broker's analysts point to potential upside from larger tax refunds tied to expanded SALT deductions and bonus depreciation incentives, alongside a lineup of “toyetic” film releases scheduled for next year, including Mandalorian & Grogu, Toy Story 5, and Paw Patrol 3. While analysts, led by Kylie Cohu, remain broadly positive on the group, their preference is tilted toward companies with exposure to older, highly engaged fan bases. [We] continue to prefer companies with high sticker demographics (engaged fan bases) and adult consumers with higher discretionary spending power,” they wrote. Hasbro sits at the center of that view and remains Jefferies' top pick in toys. The analysts highlighted the durability of Magic: The Gathering, which they see as “one of the best cohorts for sustained growth in 2026, despite lapping impressive 2025 results.” That strength underpins higher confidence in margins, particularly after the company pushed the laun Show less Read more
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