Toy maker Spin Master misses Q2 revenue estimates
Overview
Spin Master Q2 2025 revenue declines 2.7%, missing analyst expectations
Company reports $52.4 mln operating loss, impacted by Digital Games impairments
Repurchased 636,632 shares for $10.5 mln in Q2 2025
Outlook
Spin Master focuses on consumer needs amid macroeconomic headwinds
Company accelerates innovation and scales global franchise brands
Spin Master implements tariff mitigation plan and cost synergies
Company optimistic about Digital Games segment growth potential
Result Drivers
RETAILER ORDER PATTERNS - Revenue pressure due to shift in retailer ordering patterns driven by global tariffs
DIGITAL GAMES GROWTH - Strong double-digit growth in Digital Games segment helped offset revenue decline
TOYS SEGMENT DECLINE - Toys segment revenue decreased due to temporary slowdown in U.S. retailer orders
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $400.70 mln | $416.90 mln (6 Analysts) |
Q2 Adjusted EBITDA |
| $28.70 mln |
|
Q2 Adjusted EBITDA Margin |
| 7.2% |
|
Q2 Free Cash Flow |
| -$15.20 mln |
|
Q2 Operating Income |
| -$52.40 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the toys & children's products peer group is "buy"
Wall Street's median 12-month price target for Spin Master Corp is C$30.50, about 18.3% above its July 30 closing price of C$24.93
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 7 three months ago
Press Release: ID:nCNWMt6vJa
