)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Mattel
Mattel (MAT) investor relations material
Mattel Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 priorities: strengthen core toys and brands, improve execution, drive innovation, and allocate capital toward profitable growth; digital, content, and live experiences build on the core toy business.
Q3 net sales rose 4% reported and 3% in constant currency to $1,806.7 million; adjusted operating income reached $501.6 million and adjusted EPS was $1.30.
Hot Wheels remained strong, while Barbie declined; leadership highlighted the need for more consistent product and brand execution.
Financial highlights
Q3 reported operating income rose 25% to $476.3 million; net income increased 27% to $353.6 million and diluted EPS was $1.23 versus $0.88.
Adjusted operating income increased 27% to $501.6 million; adjusted EPS rose to $1.30 from $0.91.
Reported gross margin rose 480 bps to 54.8%; adjusted gross margin rose 480 bps to 55.0%, primarily reflecting $88.4 million of tariff refunds.
Advertising increased $25 million to $143 million, primarily due to Mattel163 expenses; adjusted SG&A declined $8 million to $349 million.
Nine-month sales increased 6% to $3,794.2 million; operating income declined 5% to $384.5 million, while net income rose 36% to $396.4 million, including a $147.9 million Mattel163 remeasurement gain.
Outlook and guidance
FY26 guidance: net sales growth of 1%–4% in constant currency, adjusted gross margin ~48%, adjusted operating income of $500 million–$570 million, and adjusted EPS of $1.05–$1.20.
Guidance includes an ~1% FX benefit to FY26 net sales and an adjusted effective tax rate of ~23%; it excludes tariff refunds recognized year to date and any additional refunds for the rest of FY26.
Revised outlook reflects softer-than-expected POS and late-Q3 deceleration continuing into Q4 across major markets; supply chain is prepared for the full net sales range.
2027 guidance and plans are expected with Q4 2026 results in February 2027.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Mattel
- Q4 growth and cash generation support 2024 earnings targets and a $200M savings plan.MAT
Q4 2023 - Strong industry growth and brand-focused investments set the stage for high returns in 2027.MATGoldman Sachs Global Consumer and Retail Conference
- Strong financial and operational improvements driven by brand-centric strategy and digital expansion.MATInvestor presentation
- Sales up 10% YoY, digital gains strong, but margins fell; 2026 guidance reaffirmed.MATQ2 2026
- Strategic IP expansion, margin gains, and entertainment partnerships drive growth and resilience.MATMorgan Stanley Global Consumer & Retail Conference
- Gross margin and profitability surged, with strong cash flow and $200M in share buybacks.MATQ2 2024
- Brand innovation and entertainment expansion position the business for growth despite industry headwinds.MATStifel 2024 Cross Sector Insight Conference
- IP-driven growth, diversified brands, and robust capital returns drive future value.MATUBS Global Consumer and Retail Conference 2025
- Q1 2025 sales and margins grew, but guidance paused due to macro and tariff risks.MATQ1 2025
Next Mattel earnings date
Q4 20269 Feb, 2027
Mattel
Next Mattel earnings date
Q4 20269 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
The Company Behind Barbie
Mattel, Inc. is an American toy company with global operations, most known for its iconic Barbie dolls. These dolls have become some of the most popular children's toys of all time, seeing continuous success since their introduction during the late 1950s. Besides Barbie, the company also produces a variety of other toys and games. Mattel is headquartered in El Segundo, California, and its shares are listed on the Nasdaq.
The Story of Barbie and Mattel
The story of Barbie begins with Ruth Handler, who co-founded Mattel, Inc. with her husband, Elliot, and their business partner, Harold "Matt" Matson, in 1945. The inspiration for Barbie came to Ruth in the late 1950s when she noticed her daughter, Barbara, playing with paper dolls and imagining them in adult roles during a time when most children's dolls were representations of infants. Ruth envisioned a doll that could project an adult or teenage girl's future self, offering an opportunity for play in which children could envision themselves in adult roles.
While on a trip to Europe in 1956, Ruth encountered a German doll named Bild Lilli, which was unlike any doll she had seen in the United States. Bild Lilli was based on a popular comic strip character and was marketed as an adult novelty item, but Ruth saw potential in adapting a similar concept for children. She bought three of them: one for her daughter and two for study back home.
Ruth's idea faced skepticism within Mattel, as well as from bankers who doubted its market potential. However, she persisted, and with the help of engineer Jack Ryan, Mattel developed the Barbie doll, named after Ruth's daughter, Barbara. Barbie made her debut at the American International Toy Fair in New York on March 9, 1959 (considered Barbie's official birthday). The first Barbie doll wore a black-and-white striped swimsuit and had her hair in a ponytail. She was marketed as a "Teen-age Fashion Model," and her clothing was created by Mattel fashion designer Charlotte Johnson. The initial reception was lukewarm, but Barbie's popularity soared after Mattel launched a television advertising campaign, a novel strategy for toy marketing at the time.
Expanding the Barbie Line
Barbie's success led to an expansive product line, including a variety of dolls with different identities, professions, and backgrounds, as well as an extensive range of accessories, playsets, and vehicles Over the decades, Barbie has become a cultural icon, and Mattel has continuously updated the dolls and launched a massive amount of different models.
Not Just Barbie
Besides Barbie, which is the main IP and what Mattel is most known for, the company also owns and produces other toys. One of the most recognizable lines of toys is Hot Wheels, small collectible cars that can be raced around purpose-built tracks. The company also owns the popular Uno card game, operates a number of subsidiaries, and has licensing agreements with Disney and World Wrestling Entertainment.