JAKKS Pacific is heading into the holiday stretch with some wind at its back.
Third-quarter net sales jumped 20% to $254.2 million, led by a 23% increase in Toys/Consumer Products and a 13% gain from its Disguise Costumes business. North America did most of the heavy lifting, climbing 28% to $209 million.
The more interesting part: JAKKS pulled that off without a new theatrical release driving its toy business this holiday season. Instead, familiar franchises and evergreen lines carried the quarter. Dolls, Role-Play, and Dress-Up surged 29% to $119 million, with Disney leading the way. Management said retail POS at its two largest accounts remained up double digits for the quarter and year-to-date.
Action Play & Collectibles rose 19% to $63 million, fueled by Super Mario Galaxy and JAKKS’ core Nintendo business. The company is also seeing continued traction around SEGA’s Sonic the Hedgehog as the franchise moves toward Sonic the Hedgehog 4 in 2027.
“We’re very happy with our Q3 results as we approach the end of the year,” said Stephen Berman, Chairman and CEO of JAKKS Pacific.
Berman said buying patterns are beginning to look more like they did before last year’s tariff disruption. More than 75% of JAKKS’ sales through the first nine months moved through its FOB model, while management noted that some Q4 volume shifted into Q3.
Costumes also had a solid quarter, reaching $62.2 million. KPop Demon Hunters has emerged as a hot property for Disguise, alongside Descendants 5, Toy Story 5, Super Mario, Sonic, and Harry Potter.
JAKKS is seeing encouraging signs on price, too. Management said lower retail price points on some products are aligning with stronger unit sales heading into the holiday. Disney Princess Magical Light & Style Rapunzel is among the items the company expects to stand out this season.
Gross profit climbed 20% to $81.5 million, while operating income increased 27% to $37.4 million. Net income reached $29.9 million, or $2.48 per diluted share, compared with $19.9 million a year ago.
Inventory closed the quarter below last year’s level at $63.8 million, while cash improved to $45.1 million.
With 2026 largely in hand, JAKKS is already looking downfield.
The company’s Doll Haus collection is off to a strong start, powered in part by the horror-themed Doll Haus of Dread, which debuted at New York Comic Con (NYCC) and was also featured at our sister publication, The Pop Insider‘s, booth alongside a Walmart livestream featuring Scream‘s Jamie Kennedy.
Looking ahead to next year, JAKKS Pacific is building new initiatives across anime, manga, VTubers, and other digital entertainment properties. Additionally, theatrical releases, including The Simpsons and Frozen 3, are expected to power big sales.
