India's Aequs Eyes Higher Value Aircraft Parts As Airbus Supplier Launches Ipo

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Dj Airbus Cuts Plane Delivery Goal Due To A320 Fuselage Quality Issue

Reuters

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Q3 Toys and Electronics Earnings: Funko (NASDAQ:FNKO) Earns Top Marks

Stock Story

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at toys and electronics stocks, starting with Funko .

The toys and electronics industry presents both opportunities and challenges for investors. Established companies often enjoy strong brand recognition and customer loyalty while smaller players can carve out a niche if they develop a viral, hit new product. The downside, however, is that success can be short-lived because the industry is very competitive: the barriers to entry for developing a new toy are low, which can lead to pricing pressures and reduced profit margins, and the rapid pace of technological advancements necessitates continuous product updates, increasing research and development costs, and shortening product life cycles for electronics companies. Furthermore, these players must navigate various regulatory requirements, especially regarding product safety, which can pose operational challenges and potential legal risks.

The 4 toys and electronics stocks we track reported a slower Q3. As a group, revenues missed analysts’ consensus estimates by 1% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 1.2% on average since the latest earnings results.

Best Q3: Funko

Boasting partnerships with media franchises like Marvel and One Piece, Funko is a company specializing in creating and distributing licensed pop culture collectibles.

Funko reported revenues of $250.9 million, down 14.3% year on year. This print fell short of analysts’ expectations by 4.2%, but it was still a very strong quarter for the company with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

"We delivered a solid 2025 third quarter performance, with net sales in line with internal expectations and gross margin and bottom-line profitability well ahead of expectations,” said Josh Simon, Chief Executive Officer of Funko.

Interestingly, the stock is up 4.5% since reporting and currently trades at $3.16.

Is now the time to buy Funko? Access our full analysis of the earnings results here, it’s free for active Edge members.

Hasbro

Credited with the creation of toys such as Mr. Potato Head and the Rubik’s Cube, Hasbro is a global entertainment company offering a diverse range of toys, games, and multimedia experiences for children and families.

Hasbro reported revenues of $1.39 billion, up 8.3% year on year, outperforming analysts’ expectations by 3.2%. The business had a strong quarter with a decent beat of analysts’ Wizards & Digital Gaming revenue estimates and a decent beat of analysts’ revenue estimates.

Hasbro scored the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 8.6% since reporting. It currently trades at $81.63.

Is now the time to buy Hasbro? Access our full analysis of the earnings results here, it’s free for active Edge members.

Slowest Q3: Bark

Making a name for itself with the BarkBox, Bark specializes in subscription-based, personalized pet products.

Bark reported revenues of $107 million, down 15.2% year on year, exceeding analysts’ expectations by 2.6%. Still, it was a softer quarter as it posted a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EBITDA estimates.

Bark delivered the slowest revenue growth in the group. As expected, the stock is down 16.6% since the results and currently trades at $0.67.

Read our full analysis of Bark’s results here.

Mattel

Known for the creation of iconic toys such as Barbie and Hotwheels, Mattel is a global children's entertainment company specializing in the design and production of consumer products.

Mattel reported revenues of $1.74 billion, down 5.9% year on year. This result missed analysts’ expectations by 5.5%. It was a softer quarter as it also recorded a significant miss of analysts’ revenue estimates and a significant miss of analysts’ EPS estimates.

Mattel had the weakest performance against analyst estimates among its peers. The stock is up 8.3% since reporting and currently trades at $20.39.

Read our full, actionable report on Mattel here, it’s free for active Edge members.

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Stocks Rebound, and Bitcoin Makes Full Recovery From Monday's Selloff — WSJ

Dow Jones Newswires

By Jack Pitcher

Investors regained their appetite for some risk Tuesday, with stocks rebounding and bitcoin retracing its sharp Monday decline.

The major U.S. stock indexes have remained resilient despite nagging concerns over rich valuations and the path of interest rates. The S&P 500 was back to within 1% of its October record following Tuesday's moves.

The Nasdaq composite added 0.6%, boosted by Intel and other chip makers. The S&P 500 rose 0.2%. The Dow Jones Industrial Average was up 185 points, or 0.4%.

Trading volume was relatively light, with 51 million shares of the largest S&P 500 exchange-traded fund, SPY, trading hands on the New York Stock Exchange, according to FactSet. The average daily volume is 77 million shares.

More speculative corners of the market such as cryptocurrencies and unprofitable tech stocks have been hit harder and still below the year's highs. Bitcoin, which rebounded to above $91,000 on Tuesday, remains down close to 17% over the past month. The cryptocurrency posted its worst day since March on Monday.

Boeing and Intel, corporate stalwarts that have fallen on hard times, were the S&P 500's two best performers on Tuesday. Boeing shares jumped by 10% after the company's finance chief said during a conference that the company expects deliveries of its 737 and 787 jets to rise next year. Intel rose 9%, hitting the highest level since April 2024.

Recent comments from Federal Reserve officials have Wall Street overwhelmingly betting on an interest-rate cut at the central bank's meeting later this month. "Incremental weakness" in the labor market now looks like a bigger issue than the risk of accelerating inflation, clearing the path for the Fed to cut, said Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers

The Fed's preferred inflation gauge is set for release Friday, and Janasiewicz does still see cause for concern with how inflation is affecting lower-income consumers. Food, rent and car prices are all rising at a faster pace than the headline inflation rate, while wage growth for the lowest income cohort is slowing at a faster pace than the rest of the group.

"We see a pretty dim picture," Janasiewicz said.

Procter & Gamble CFO Andre Schulten said Tuesday that the maker of products such as Pampers and Gillette razors is feeling the effects of a more cautious consumer on its sales this quarter. P&G shares fell 1.1%, at one point touching a two-year low.

Overseas, Japanese government bonds remained in focus after hawkish comments from the country's central bank chief on Monday. The 30-year yield set a record intraday high, but benchmark borrowing costs ended the day lower, following a well-received debt auction.

Stocks rallied in Seoul after the U.S. confirmed levies on South Korean vehicles will drop to 15% from 25%. That will be retroactive to early November. Automakers Kia and Hyundai both rose more than 4%.

Write to Jack Pitcher at jack.pitcher@wsj.com

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