Hasbro shares have fallen 10.1% over the past three months, underperforming the State Street Consumer Discretionary Select Sector SPDR ETF's 3.4% gain, even as the stock is up nearly 2% year-to-date versus the ETF's 4.6% decline. The toy and game maker, with a market cap of $11.9 billion, has seen its stock dip 21.8% from its 52-week high of $106.98, though it has risen 18.4% over the past 52 weeks compared to the ETF's 6.3% gain. Despite reporting stronger-than-expected first-quarter 2026 revenue of $1 billion and adjusted earnings per share of $1.47, shares tumbled 8.8% on May 20 after the company warned of roughly $30 million in additional second-half 2025 costs from higher oil prices and signaled slowing growth in its Wizards of the Coast and Digital Gaming segment. Analysts remain strongly optimistic, with a consensus Strong Buy rating and a mean price target of $113.40, implying a 34.4% premium to current levels.
Hasbro IncCompany warned of ~$30M additional costs from higher oil prices, impacting margins.
Mattel Inc