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Mattel and Hasbro Want Tariff-Free Toys—But They Could Benefit From Tariffs, Too

1. Hasbro and Mattel oppose tariffs impacting the toy industry significantly. 2. J.P. Morgan suggests they may gain market share from competitors. 3. Over 80% of U.S. toys come from China, subject to steep tariffs. 4. Hasbro aims to reduce dependence on China manufacturing under 40% by 2026. 5. Potential price increases and supply issues could affect holiday sales.

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FAQ

Why Bullish?

Increased market share from competitors could lead to revenue growth, similar to past tariff situations where dominant players gained from competitors' struggles.

How important is it?

The support for tariff exclusion directly influences HAS's competitive position and market dynamics.

Why Short Term?

Immediate effects expected as tariff discussions progress and retail dynamics change heading into the holiday season.

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