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JAKKS Pacific (JAKK) investor relations material
JAKKS Pacific Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 net sales declined 20% year-over-year to $119.1M, mainly due to reduced U.S. demand and higher import costs, while international sales grew 33–41%, led by Europe.
Gross margin improved to 32.8% from 32.0% year-over-year, supported by product mix and new launches.
Operating loss was $2.8M versus operating income of $7.6M last year; adjusted net income for Q2 was $0.4M ($0.03/share), down from $7.3M ($0.65/share).
Adjusted EBITDA for Q2 was $2.3M, down from $12.3M last year; H1 adjusted EBITDA was $2.7M, up from a $4.9M loss.
A new $70M revolving credit facility was established, replacing the prior JPMorgan facility.
Financial highlights
Q2 2025 net sales: $119.1M (Q2 2024: $148.6M); six-month sales: $232.3M (2024: $238.7M).
Q2 gross profit: $39.0M (32.8% margin); SG&A expenses: $41.8M (35.1% of sales).
Cash and equivalents at June 30, 2025: $43.1M, up from $17.9M a year ago.
Inventory at quarter-end: $71.8M, up from $51.3M last year.
First-half gross margin rose to 33.6% from 28.8% last year; gross profit increased 14% to $78.0M.
Outlook and guidance
Management remains cautious for H2, prioritizing profitability and cash generation over sales growth.
U.S. retail remains unpredictable due to tariff and cost uncertainties; international momentum expected to continue but not at current expansion rates.
New $70M credit facility provides enhanced liquidity and flexibility for working capital and growth.
No formal guidance provided; focus is on margin optimization and inventory discipline.
Q3 is historically the largest quarter, but full recovery depends on customer confidence and tariff clarity.
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