JAKKS Pacific reported a 20% year-over-year increase in net sales for the third quarter of 2026, reaching $254.2 million. The growth was primarily supported by strong demand in the North American market and the Dolls, Role-Play, and Dress-Up categories, while international sales saw a slight decline.
Key Highlights
- North American net sales grew 28% to $209 million, significantly offsetting a 4% decline in international sales to $45 million.
- Dolls, Role-Play, and Dress-Up net sales jumped 29% to $119 million, representing the company's largest growth driver.
- Operating income increased 27% to $37.4 million as gross margins expanded slightly by 10 basis points to 32.1%.
- Inventory levels improved to $63.8 million, down 11% from $71.5 million in the prior-year period.