Hasbro (HAS) raised its full-year revenue guidance after reporting fiscal second-quarter results above Wall Street's expectations, sending the toymaker's shares higher Tuesday.
The company now anticipates revenue to increase between 5% and 7% at constant currencies for 2026, compared with its prior outlook range of 3% to 5% growth.
Net revenue for the quarter ended June 28 jumped 16% annually to $1.14 billion, exceeding the FactSet-polled consensus of $1.07 billion. Adjusted earnings fell to $1.28 a share from $1.30 a year earlier, but topped the Street's $1.14 views.
"Magic: The Gathering eclipsed $500 million in quarterly revenue for the first time in its 30-plus year history, led by the record-breaking debut of Marvel Super Heroes," Hasbro Chief Executive Chris Cocks said in an earnings release. "With strong indications for our remaining releases and line of sight to continued growth in 2027, the Magic flywheel is firing on all cylinders."
The company's shares were up 8.6% in afternoon trade, bringing its year-to-date gains to 7.7%.
Second-quarter revenue in the Wizards of the Coast and digital gaming division rose 27% to $663.8 million, driven by a 30% increase in tabletop gaming sales to $528.3 million. The digital and licensed gaming business' revenue increased 17%, while the entertainment segment saw a 20% drop related to "the nature and timing of deals," Hasbro said.
The company lost about $25 million of revenue in the quarter due to a cybersecurity event identified earlier in the year and expects to incur additional costs related to the incident in the future, it said.
Hasbro increased its share repurchase target for the year to a minimum of $200 million from $100 million, Chief Financial Officer and Chief Operating Officer Gina Goetter said in prepared remarks.
The company also outlined its plans for its digital future. "We are taking lower conviction projects out of the portfolio, reducing our annual spend base and concentrating investment behind the places where Hasbro has the best chance to build durable digital franchises," Cocks said. "We expect our total digital spend to decrease at least 25% annually by 2028."
Price: $87.41, Change: $+5.82, Percent Change: +7.13%



