Mattel MAT

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    1. Moving Mattel ’s Moat Trend to Negative From Stable as Concern Increases Around Weakening Brand Power

      Commentary

      Thu, 13 Nov 2014

      moat trend rating for Mattel to negative from stable ..... outside of the analog toy space (something Mattel hasn’t responded to ..... and-mortar channels ( Toys R Us, Wal-Mart, and ..... of total sales for Mattel ). Around 75% of a toy company’s products are

    2. Mattel Announces Plan to Address Business Slowdown; Successful Execution Will Take Time to Assess

      Commentary

      Fri, 31 Oct 2014

      Mattel 's trailing four quarters ..... the business' core brands. Mattel 's management team took the ..... accelerate, and simplify. Mattel plans to strengthen its business ..... treated equally, but also that Mattel would continue to focus on the toy box, bringing new products

    3. Hasbro’s Tone Positive Heading Into Holiday Season; Shares Modestly Undervalued

      Commentary

      Mon, 20 Oct 2014

      Following Mattel ’s weak third-quarter ..... across these narrow-moat toy businesses. Hasbro’s continued ..... a marked difference to Mattel ’s reported high-single ..... threatening some of Mattel ’s shelf space in the toy aisle. Cost of goods

    4. Cadence of Mattel's Sales Growth Remains Negative; Stable Moat Trend at Risk

      Commentary

      Thu, 16 Oct 2014

      disappointing quarter coming to a close, we fear Mattel could face some uncertainty in the upcoming ..... ground on one of the leaders in the global toy industry. We recently lowered our fair ..... in revenue could indicate that some of Mattel 's brands have fallen out of favor secularly ..... s play patterns. We see this trend in toys like Barbie, which has experienced double

    5. Mattel ’s Third Straight Quarter of Declining Sales Toys With Our Near-Term Confidence

      Commentary

      Thu, 17 Jul 2014

      Mattel ’s second-quarter results ..... say we were surprised that Mattel had a difficult quarter. Admittedly ..... experienced. In our opinion, Mattel ’s narrow moat remains intact ..... partners will creep into the toy aisle. This growing need for promotional ..... Price, which fell 17% despite Mattel ’s efforts to rebrand and repackage

    6. Consumer Cyclicals: E-Commerce Hits an Inflection Point

      Headlines

      Thu, 27 Mar 2014

      consistent evolution of toy companies Hasbro and Mattel protects their narrow ..... salesperson help), others like toys , office supplies, and ..... and Acquisition Position Toy Companies for Success ..... away from traditional toy manufacturer offerings ..... Narrow-moat firms Mattel MAT and Hasbro HAS are

    7. Mattel's Fourth Quarter Falls Short of Expectations; Shares Fall Materially

      Commentary

      Fri, 31 Jan 2014

      Mattel ’s fourth quarter suffered ..... particularly surprised that a toy company would suffer a similar ..... maintaining its market share in the toy aisle. In our opinion, shares ..... longer term impact on some of Mattel 's more established core brands

    8. Newer Product Categories Drive Mattel's 3Q Results; Shares Slightly Undervalued

      Commentary

      Wed, 16 Oct 2013

      Mattel 's third-quarter results again pleased ..... that incorporate some of the most-demanded toys in the marketplace, notably the other girls ..... growth (2% in the quarter), we think Mattel can still expand sales and margins thanks

    9. Mattel's Long-Term Goals Remain Intact Despite Weak 2Q Results; Shares Slightly Undervalued

      Commentary

      Wed, 17 Jul 2013

      Mattel MAT continues to adapt to children's ..... will be business as usual, but think Mattel risks falling slightly shy of its targeted ..... incremental segments of the children's toy market is imperative in order for Mattel to continue to grow its top line at a

    10. Hasbro Reports a Solid First Quarter as Toy Sales Continue to Escape Global Austerity

      Commentary

      Mon, 22 Apr 2013

      first-quarter results reiterated the sales stability the toy industry is experiencing in 2013, in line with Mattel 's MAT earnings last week. Both narrow-moat companies have ..... recent economic slowdown, and we expect this to continue, as toys remain a guilty pleasure that parents are willing to indulge

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