Logotype for Mattel Inc

Mattel (MAT) investor relations material

Mattel Morgan Stanley Global Consumer & Retail Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Mattel Inc
Morgan Stanley Global Consumer & Retail Conference 2025 summary3 Dec, 2025

Strategic transformation and brand management

  • Transitioned from a toy manufacturer to a brand-centric, IP-driven company, focusing on holistic brand management across toys, entertainment, and digital platforms.

  • Organizational changes in 2025 aligned toy and entertainment businesses, integrating marketing and activation to better engage consumers across fragmented platforms.

  • Emphasis on leveraging strong brand equity to expand into new verticals and build emotional connections with consumers.

Financial performance and guidance

  • Positive year-to-date and quarter-to-date POS, with strong Black Friday and Cyber Monday results, supporting unchanged full-year guidance.

  • Gaining market share in key categories such as dolls, vehicles, action figures, and plush, with industry growth in high single digits.

  • Retailer orders and inventory management are on track, with a focus on ending the year well-positioned for 2026.

Brand and product performance

  • Hot Wheels continues record growth, driven by cultural relevance, innovation, and adult collector engagement.

  • Barbie and Fisher-Price show improving trends, with new product innovation, enhanced segmentation, and upcoming entertainment tie-ins expected to drive recovery.

  • Other brands like UNO and Masters of the Universe are positioned for growth, with new movies and product launches planned.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Mattel earnings date

Logotype for Mattel Inc
Q4 20253 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Mattel earnings date

Logotype for Mattel Inc
Q4 20253 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage