1. Hasbro optimistic on 2025 guidance amid potential U.S. tariffs. CFO sees EBITDA improvement. 2. Shifting manufacturing from China to lower tariff exposure. Expect below 40% Chinese sourcing. 3. Licensing and digital segments grow robustly. Digital revenue up 35% in Q4. 4. Hasbro announces Play-Doh Barbie collaboration with Mattel. Shares rise 10%.
The strong Q4 earnings beat, robust digital revenue growth, and proactive supply chain adjustments provide a bullish outlook. Historical shifts in sourcing and successful partnerships have bolstered earnings in similar scenarios.
The article highlights key strategic moves, such as manufacturing shifts and digital growth, that directly affect Hasbro's performance. These elements are likely to drive near-term market reactions.
The near-term impact stems from expected tariff-induced cost pressures and immediate supply chain realignment, as seen in previous earnings cycles.