JAKKS Pacific announced a partnership with its subsidiary Disguise Inc. to launch a large‑scale, next‑generation platform focused on anime, manga, and digital creator culture. The platform is designed to extend the company’s reach beyond traditional toys into the rapidly expanding digital creator and entertainment space, leveraging its existing licensing relationships with major intellectual‑property holders.
The platform will serve as a scalable, repeatable engine that can generate new revenue streams and deepen fan engagement. By combining Disguise’s expertise in licensed costumes and apparel with JAKKS Pacific’s broader product portfolio, the company aims to create a unified ecosystem that supports collectibles, figures, plush, tech accessories, costumes, and role‑play items tied to popular anime and manga franchises.
JAKKS Pacific’s Q4 2025 results, released on February 19, 2026, provide context for the strategic shift. Net sales fell 3% YoY to $127.1 million, but the company reported a net loss of $0.47 per diluted share, an improvement from $0.83 in the prior year. Adjusted net loss was $0.18 per diluted share versus $0.67 a year earlier. The company beat consensus earnings estimates by $0.76, with an adjusted EPS of –$0.18 versus a consensus of –$1.01. Revenue also beat expectations, with $127.1 million versus a consensus of $117.33 million. Gross margin reached 32.4%, the highest in fifteen years, reflecting disciplined cost management amid a modest revenue decline.
Stephen Berman, co‑founder and CEO, emphasized the strategic importance of the initiative: "As anime, manga, and digital fandom continue their rapid global expansion, our objective is clear: to lead this category at scale," he said. He added, "This initiative represents a fundamental evolution in our long‑term growth strategy. We are not simply entering a category—we are building a durable, repeatable platform designed to outperform traditional product cycles and deliver sustained, multi‑year value."
JAKKS Pacific already has a foothold in the anime and manga market through Disguise’s licensing agreements, including a multi‑year deal with Aniplex of America for Demon Slayer and a partnership with Rooster Teeth for Bendy. These existing relationships provide a foundation for the new platform and demonstrate the company’s experience in translating popular IP into consumer products.
The company plans to roll out initial product launches in 2027, with additional partnership and licensing details to be announced throughout 2026. The phased approach allows the platform to build momentum and refine its product mix before scaling to a broader audience.
The launch signals a significant shift in JAKKS Pacific’s business model, positioning the company to capture growth in the digital creator economy while leveraging its established toy manufacturing capabilities. The combination of a high‑margin platform, disciplined cost control, and strong licensing relationships suggests the company is well‑placed to generate new revenue streams and enhance long‑term shareholder value.
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