Mattel, Hasbro Ahead Of Earnings, Holiday Season: JPMorgan Says Consumers 'Remain Soft'
Portfolio Pulse from Erica Kollmann
JPMorgan previews Q3 earnings for Mattel and Hasbro, highlighting consumer softness and holiday season challenges. Mattel's Barbie expansion and Hasbro's product innovations are key focuses. JPMorgan maintains Neutral on Mattel, raises price target to $23, and Overweight on Hasbro, raising target to $82.

October 22, 2024 | 11:20 pm
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POSITIVE IMPACT
JPMorgan maintains an Overweight rating on Hasbro, raising the price target to $82. New product releases and innovation are expected to drive a strong holiday season, with any stock weakness likely to be bought.
Hasbro's new product releases and innovation are expected to drive a strong holiday season. The Overweight rating and increased price target suggest positive short-term prospects.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 90
NEUTRAL IMPACT
JPMorgan maintains a Neutral rating on Mattel, raising the price target to $23. Despite Barbie's 65th Anniversary and product expansions, consumer spending remains soft, and a shorter holiday season may impact performance.
Mattel's stock setup is improving with product expansions, but consumer softness and a shorter holiday season could offset gains. The Neutral rating and slight price target increase reflect cautious optimism.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90