Mattel (MAT) News Today

Mattel, Inc. (MAT) shares moved today after a mix of disappointing Q3 results and near-term headwinds, offset by positive retail trends and a major licensing win. Investors are reacting to a Q3 earnings and revenue miss and tariff/timing effects in North America, while management cites stronger retailer orders ahead of the holidays and won a high-profile Netflix toy deal that could help diversify revenue; overall the stock is trading higher today.

• Positive Sentiment: Netflix/consumer-products deal — Netflix tapped Mattel to make dolls, action figures and playsets for "KPop Demon Hunters," a high-visibility franchise partnership that can drive product sales and licensing upside. From screen to shelf: Netflix taps Mattel, Hasbro for 'KPop Demon Hunters' toys
• Positive Sentiment: Retail restocking ahead of holidays — Management said retailers are ramping orders for the holiday season, which could drive a rebound in Q4 sales if demand sustains. Mattel Says Retailers Are Stocking Up for Holiday Shopping Season
• Neutral Sentiment: Management cautious on outlook — CEO noted the company expects a "good" holiday season but remains cautious given shifting retailer ordering patterns; this tempers upside until Q4 results confirm recovery. Mattel sees ‘good' holiday season but stays cautious on outlook
• Neutral Sentiment: FY‑2025 guidance maintained but slightly mixed — Mattel issued EPS guidance of $1.54–$1.66 (vs. consensus ~ $1.61) and revenue range roughly in line with expectations, leaving limited near-term surprise. Mattel (NASDAQ:MAT) Issues FY 2025 Earnings Guidance
• Negative Sentiment: Q3 miss — Mattel reported $0.89 EPS and $1.74B revenue, missing consensus and reflecting a year‑over‑year sales decline; this is the primary driver of near-term share weakness. Barbie-maker Mattel misses quarterly estimates on North America weakness, shares slump
• Negative Sentiment: Tariff/timing headwinds — Reporting cited tariff timing that hurt North American sales and pressured margins, a structural risk that could delay full recovery in the region. Mattel shares slump as sales and earnings hit by tariff timing