Why Toy Maker Hasbro's Shares Are Shooting Higher Today
Portfolio Pulse from Shivani Kumaresan
Hasbro Inc (NASDAQ:HAS) shares surged after reporting Q1 FY24 sales of $757.30 million, surpassing estimates despite a 24.4% decline year-on-year. The decline was mainly due to the eOne film and TV divestiture. Excluding this, revenue fell by 9%. Consumer Products segment dropped 21%, while Wizards of the Coast and Digital Gaming rose by 7%. Entertainment revenues plummeted 85% due to the eOne sale. Operating margin improved significantly from 1.8% to 15.3%, with operating income at $116.2 million. Adjusted EBITDA increased by 75% to $172.8 million, and adjusted EPS of $0.61 beat consensus of $0.27. The company maintains its FY24 outlook, expecting Consumer Products Segment revenue to decline by 7-12% and targets adjusted EBITDA of $925 million to $1 billion.

April 24, 2024 | 12:26 pm
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Hasbro Inc reported a better-than-expected Q1 FY24 with sales of $757.30 million and an adjusted EPS of $0.61, surpassing consensus estimates. The company's operating margin expanded significantly, and it maintains a positive outlook for FY24.
Hasbro's shares are likely to experience a short-term positive impact due to the earnings beat and improved operating margins. The company's ability to surpass expectations despite a significant revenue decline indicates strong operational efficiency and cost management. The positive outlook for FY24 and the commitment to achieving substantial savings by 2025 further bolster investor confidence.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100