Hasbro, IncNasdaq: HAS
Consumer Discretionary · Leisure Products
$85.35
-5.25%
Vol: 147K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Hasbro reported Q1 2026 revenue up 13% to $1.0B with adjusted operating profit up 29%, but shares fell 7.9% as investors weighed cyberattack disruption and tariff costs ahead.Mixed▶
Hasbro posted Q1 2026 net revenue of $1.0 billion (+13% YoY), driven by Wizards of the Coast and Magic: The Gathering. Secrets of Strixhaven surpassed Lorwyn Eclipsed as the largest Magic premier set ever, and Marvel sets are coming to MTG Arena. Cost transformation delivered $37M in gross savings, on track for the $150M full-year target. Despite the beat, shares dropped 7.9% on concerns over Q2 disruption from a previously disclosed unauthorized network access incident and incremental tariff-related costs. Upcoming tentpole releases include Toy Story 5, Spider-Man Brand New Day, and Avengers Doomsday.
May 20Hasbro reports Q2 2026 earnings May 20 amid lingering cyberattack impact; reaffirms full-year guidance.Mixed▶
Hasbro is reporting Q2 2026 earnings on May 20, 2026 before market open, with consensus expecting EPS of $1.20 on revenue of $969.2 million. The company previously reaffirmed full-year 2026 guidance for 3-5% constant currency revenue growth despite the impact of a late-March cyber incident on Q2 sales and operating profit. Q1 2026 revenue of $1.00 billion (vs $887.1M YoY) was unaffected by the cyber breach, driven by MAGIC: THE GATHERING tabletop releases and MONOPOLY GO! licensing, with EPS more than doubling to $1.39. Fourteen analysts rate the stock Buy with no Sell ratings, and shares are up 16.7% YTD.
May 19Morgan Stanley raised Hasbro PT to $123 from $122 on May 14 ahead of May 20 Q1 2026 earnings, with Street expecting $1.20 EPS.Positive▶
Hasbro is set to report full Q1 2026 results before market open on May 20, 2026, with analysts expecting $1.20 EPS on $969.2M revenue. Preliminary results showed growth across revenue and operating profit, driven by continued strength in MAGIC: THE GATHERING. The company reaffirmed its full-year 2026 outlook for 3-5% constant-currency revenue growth despite a March cyberattack that is expected to weigh on Q2 sales and operating profit. Hasbro stated that unauthorized network access has been contained and systems are being restored. Morgan Stanley raised its price target to $123 from $122 on May 14, 2026. Shares are up 16.7% YTD, outperforming consumer discretionary peers.
May 18Hasbro heads into May 20 Q1 2026 earnings report with Street expecting $1.26 EPS on $1.05B revenue after preliminary results beat prior guidance despite March cyberattack disruptionMixed▶
Hasbro is set to report Q1 2026 results on May 20, 2026, with Wall Street expecting EPS of $1.26 on revenue of $1.05B. Preliminary results disclosed earlier in May indicated revenue and operating profit would exceed prior guidance of $970M-$985M and $235M-$245M respectively, led by continued strength in MAGIC: THE GATHERING. The company notified the SEC of a delayed Q1 10-Q filing tied to a March 28, 2026 unauthorized network access incident that disrupted financial closing systems. Despite the cyber breach, Hasbro reaffirmed its full-year 2026 outlook for 3%-5% constant-currency revenue growth and 24%-25% adjusted operating margin. Investors are watching for color on Q2 impact from the breach.
May 15Hasbro filed Q1 10-Q May 13 showing revenue of $1.00B (vs $887M YoY) and EPS of $1.39 vs $1.13 consensus, led by Wizards of the Coast despite March cyberattack.Positive▶
Hasbro released its Q1 2026 10-Q on May 13, 2026, reporting net revenues of $1,000.2 million for the quarter ended March 29, up from $887.1 million YoY and beating consensus of $962.5 million. Net income more than doubled to $198.4 million ($1.39 diluted EPS) vs $98.6 million ($0.70) prior year, topping consensus of $1.13. Growth was driven by Wizards of the Coast and Digital Gaming (Magic: The Gathering and MONOPOLY GO!). Hasbro confirmed full-year 2026 revenue growth guidance of 3-5% in constant currency despite a March 28 cyberattack that is expected to weigh on Q2. Magic: The Gathering shipments including April's Secrets of Strixhaven release proceeded as planned. Analysts raised average price target by $13 to $110. Next earnings call set for May 20.
May 14Hasbro delays Q1 10-Q filing after March cyber breach but reaffirms 2026 outlook ahead of May 20 earnings; analysts raise PT to $110.Mixed▶
Hasbro notified the SEC on May 11, 2026 of a delayed Form 10-Q filing for Q1 2026 due to a network breach detected on March 28. Despite this, preliminary Q1 2026 revenue is set to top the $970-$985M guidance with operating profit exceeding $235-$245M, led by continued strength in MAGIC: THE GATHERING and digital offerings unaffected by the cyber event. Hasbro reaffirmed full-year 2026 outlook for 3-5% constant-currency revenue growth, though Q2 may see disruption from cyber recovery costs. Analysts raised average price target to $110 (up $13) citing the resilient Q4, gaming upside, entertainment slate, and potential tariff relief. The May 4 Star Wars Day livestream featured new figures across Retro, Vintage, and Black Series collections. Next earnings: May 20. Risk: cyber breach disclosure timing and potential operational drag remain monitored.
May 13Hasbro delays Q1 10-Q filing after March 28 cyberattack but reiterates 2026 guidance; full Q1 results due May 20Mixed▶
Hasbro disclosed a delay in filing its Form 10-Q for the quarter ended March 29, 2026, following unauthorized network access on March 28, 2026. Containment measures took certain systems offline, delaying preparation of Q1 financial results. The Company is working with cybersecurity and forensic experts to identify potentially impacted files. Despite the breach, preliminary Q1 results show continued strength in MAGIC: THE GATHERING, which was unaffected by the incident, with growth across revenue and operating profit. Hasbro reiterated its full-year 2026 outlook for total revenue growth of 3%-5% in constant currency, though the cyberattack is expected to weigh on Q2 sales and operating profit. Full Q1 results will be released before market open on May 20, 2026. The company also signed a long-term lease for 31,435 sq ft at The Lot at Formosa in West Hollywood for its media-and-entertainment division.
May 12Hasbro to release full Q1 2026 results on May 20 after preliminary print showed Magic: The Gathering-driven beat; cyberattack expected to weigh on Q2.Mixed▶
Hasbro reiterated its full-year 2026 outlook for revenue growth of 3-5% in constant currency despite ongoing recovery from a March cyberattack. The preliminary Q1 print was ahead of expectations on Magic: The Gathering strength, with no financial impact in Q1 from the cyber incident. Management continues business continuity plans to take orders and ship product. Full Q1 results land May 20, 2026. Bear case: the unauthorized network access is expected to weigh on Q2 sales and operating profit, and analysts will scrutinize the scope of system restoration.
May 11No significant overnight updatesNeutral▶
No material news in the last 48 hours. Hasbros full Q1 2026 earnings release is scheduled for May 20, 2026.
May 8Reaffirms 2026 guidance with 3%-5% revenue growth despite March cyberattack and Q2 headwindsNeutral▶
Hasbro announced preliminary Q1 2026 results showing strength in core franchises like MAGIC: THE GATHERING despite a March cyberattack that impacted operations. The company confirmed full-year 2026 outlook for 3%-5% revenue growth in constant currency. Second-quarter sales and operating profit expected to face pressure from ongoing system restoration efforts. Full Q1 results releasing May 20. Strong product pipeline includes new Star Wars collectibles and Ultimate Grogu animatronic.
May 7Hasbro secures 31,000-sq ft West Hollywood lease expansion, pursuing Harry Potter and Street Fighter licensing dealsPositive▶
Hasbro signed a long-term lease for 31,435 square feet at The Lot in West Hollywood starting early 2027, consolidating its LA-based entertainment, gaming, and AI teams with approximately 100 employees. The company announced a multi-year licensing partnership with Warner Bros. Discovery for Harry Potter toys effective 2027, and a licensing deal with Legendary Entertainment for Street Fighter tied to the October 2026 film. Analysts remain bullish with J.P. Morgan maintaining Buy and recent price target increases from BofA and Morgan Stanley.
May 6Hasbro reports Q1 growth, secures Harry Potter licensing deal, addresses cybersecurity incidentPositive▶
Hasbro reported preliminary Q1 2026 results with revenue and operating profit growth driven by Magic: The Gathering strength. Secured multi-year Warner Bros. Discovery Harry Potter licensing partnership starting 2027. Identified unauthorized network access on March 28 (contained, no financial impact). Former Nintendo COO Doug Bowser joining Board. Upcoming May 20 earnings: consensus $1.09 EPS, $984.2M revenue.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| HASHASBRO | $85.35 | -5.25% | -3.9% | 14.1x | 0.52 | $12.7B |
| AMZNAMAZON.COM | $246.44 | -8.20% | +1.4% | 27.3x | 1.47 | $2.89T |
| TSLATESLA | $411.15 | -1.60% | +1.9% | 166.5x | 1.79 | $1.57T |
| HDHOME | $333.04 | +6.14% | +4.7% | 19.5x | 1.00 | $312.5B |
| MCDMCDONALD | $287.80 | +1.27% | +0.6% | 20.0x | 0.44 | $201.9B |
| TJXTJX | $166.22 | +5.56% | +4.8% | 27.6x | — | $174.1B |
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