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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

Hasbro Q2'25 Earnings Highlights

$HAS (-0,56 %)

🔹 Revenue: $980.8M (Est. $874.66M) 🟢

🔹 Adj. EPS: $1.30 (Est. $0.78) 🟢

Raised FY25 Outlook: 🟢

🔹 Revenue: UP mid-single digits (prev. UP slightly)

🔹 Adj. Operating Margin: 22%–23% (prev. 21%–22%)

🔹 Adj. EBITDA: $1.17B–$1.20B (prev. $1.1B–$1.15B)

Q2 Segment:

Wizards of the Coast & Digital Gaming

🔹 Revenue: +16% YoY

🔹 MAGIC: THE GATHERING: +23% YoY (record Final Fantasy set)

🔹 Monopoly Go!: $44M Q2 revenue

🔹 Operating Profit: DOWN -2% YoY (higher royalties)

🔹 Margin: 46.3%; DOWN -840 bps YoY

Consumer Products

🔹 Revenue: DOWN -16% YoY

🔹 Adjusted Op. Profit: $1.2M

🔹 Brands: Growth in BEYBLADE, TRANSFORMERS, MONOPOLY

🔹 GAAP Operating Loss: -$1.03B (includes goodwill impairment)

Entertainment

🔹 Revenue: DOWN -15% YoY

🔹 Adj. Operating Profit: $10M (vs. $18M YoY)

Other Key Metrics:

🔹 Adj. Operating Profit: $247M (flat YoY)

🔹 Adjusted Net Earnings: UP +$0.08 YoY

🔹 Dividend Paid: $98M; $0.70/share declared for Q3

🔹 Debt Reduction: $12M in Q2

CEO Commentary

🔸 “Our return to growth proves the Playing to Win strategy is delivering.”

🔸 “MAGIC: THE GATHERING set new records, and digital/brand licensing growth continues to fuel performance.”

🔸 “With cost discipline and brand strength, we’re upgrading our outlook for 2025 and beyond.”

BamBamInvest

@BamBamInvest

4Mo·

Earnings Highlights:

Heute:

$PG (+1,9 %) Procter & Gamble Q3'25 Earnings Highlights

EPS: $1.54 (Est. $1.55) ❌
Revenue: $19.78B (Est. $20.36B) ❌; DOWN -2% YoY
Organic Sales: +1% YoY

$CMCSA (+0,84 %) Comcast Q1 2025 Earnings Highlights

Adjusted EPS: $1.09 (Est. $0.99) ✅; UP +4.5% YoY
Revenue: $29.89B (Est. $29.8B) ✅; DOWN -0.6% YoY
Domestic Broadband Net Loss: -199K (Est. -144K) ❌

$HAS (-0,56 %) Hasbro Q1 2025 Earnings Highlights

EPS: $0.70 (Est. $0.69) ✅
Revenue: $887.1M (Est. $771.15M) ✅; UP +17% YoY
Operating Profit: $171M (19.2% margin)
Adjusted Operating Profit: $222M (25.1% margin); UP +5.5pp YoY
Operating Cash Flow: $138M (vs. $178M YoY)
Returned $98M to shareholders via dividends, reduced debt by $50M

$MRK (+0,59 %) Q1 2025 Earnings Highlights

Adjusted EPS: $2.22 (Est. $2.13) ✅; UP +7% YoY
Revenue: $15.53B (Est. $15.33B) ✅; DOWN -2% YoY, UP +1% ex-FX
Gross Margin: 78.0% (vs. 77.6% YoY) ✅

$PEP (+1,07 %) PepsiCo Q1'25 Earnings Highlights

Core EPS: $1.48 (Est. $1.49) ❌; DOWN -4% YoY
Revenue: $17.92B (Est. $17.78B) ✅
Organic Revenue Growth: +1.2% YoY

$AAL (+1,44 %) American Airlines Q1'25 Earnings Highlights

Revenue: $12.60B (Est. $12.68B) ❌
Adj. EPS: ($0.59) (Est. ($0.62)) ✅
Passenger Rev: $11.39B (Est. $11.36B) ✅
Load Factor: 80.6% (Est. 81.9%) ❌
ASM: 69.90B (Est. 69.91B) 🟡
Withdrew FY guidance due to macro uncertainty
Previously guided FY25 EPS: $1.70–$2.70

Gestern Abend:

$NOW (+2,28 %) ServiceNow Q1'25 Earnings Highlights

Adj EPS: $4.04 (Est: $3.83) ✅
Total Revenue: $3.09B (Est: $3.08B) ✅; UP +18.5% YoY
Subscription Revenue: $3.01B (Est: $3.00B) ✅; UP +19% YoY
Adjusted Gross Profit: $2.54B (Est: $2.53B) ✅
Adjusted Gross Margin: 82% (Est: 81.8%) ✅; DOWN from 83% YoY
Adjusted Subscription Gross Margin: 84.5% (Est: 83.9%) ✅; DOWN from 86% YoY
Adj. Free Cash Flow: $1.48B (Est: $1.32B) ✅; UP +21% YoY

$CMG (+2,12 %) Chipotle Q1'25 Earnings Highlights

Revenue: $2.88B (Est: $2.94B) ❌ ; UP +6.4% YoY
Adj EPS: $0.29 (Est: $0.28) ✅; UP +7.4% YoY
Comparable Sales: DOWN -0.4% (Est: +1.74%) ❌
Operating Margin: 16.7% (Est: 16.4%) ✅; UP +40 bps YoY
Restaurant-Level Margin: 26.2% (Est: 25.9%) ✅; DOWN -130 bps YoY
Average Restaurant Sales: $3.19M (Est: $3.17M) ✅
Digital Sales Mix: 35.4% of total food & beverage revenue

$IBM (+1,11 %) Q1'25 Earnings Highlights

Revenue: $14.54B (Est: $14.41B) ✅; UP +0.5% YoY
Operating EPS: $1.60 (Est: $1.42) ✅; DOWN -5% YoY
Adj Gross Margin: 56.6% (Est: 55.6%) ✅; UP +190 bps YoY

$LRCX (+1,65 %) Q3'25 Earnings Highlights

Key Metrics

EPS (Non-GAAP): $1.04 (Est: $1.00) ✅; UP +14% QoQ
Revenue: $4.72B (Est: $4.63B) ✅; UP +8% QoQ

$TXN (+1,57 %) Instruments Q1'25 Earnings Highlights

EPS: $1.28 (Est: $1.06) ✅; UP +7% YoY
Revenue: $4.07B (Est: $3.91B) ✅; UP +11% YoY
Operating Profit: $1.32B (Est: $1.18B) ✅; UP +3% YoY

4 Commentaires

SemiGrowth@SemiGrowth

4Mo

what about $FI? The numbers looked good, why -17%?

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Aktien Stammtisch

@Aktien_Stammtisch

4Mo·

Hasbro Q1 2025 Earnings Highlights

$HAS (-0,56 %)

🔹 EPS: $0.70 (Est. $0.69) 🟢

🔹 Revenue: $887.1M (Est. $771.15M) 🟢; UP +17% YoY

🔹 Operating Profit: $171M (19.2% margin)

🔹 Adjusted Operating Profit: $222M (25.1% margin); UP +5.5pp YoY

🔹 Operating Cash Flow: $138M (vs. $178M YoY)

🔹 Returned $98M to shareholders via dividends, reduced debt by $50M

Segment Highlights:

Wizards of the Coast and Digital Gaming:

🔹 Revenue: UP +46% YoY

🔹 Magic: The Gathering Revenue: UP +45%

🔹 Monopoly Go! Revenue: $39M

🔹 Operating Profit: UP +87% YoY

🔹 Operating Margin: 49.8% (UP +11.0pp YoY)

Consumer Products:

🔹 Revenue: DOWN -4% YoY

🔹 Operating Margin: -11.0%; Adjusted Margin: -7.8% (Improved +1.4pp YoY)

🔹 Growth brands: Marvel, Beyblade, Transformers, Monopoly, licensed IP

Entertainment:

🔹 Revenue: DOWN -5% YoY (timing-related)

🔹 Operating Loss: $11M (vs. $6M profit YoY) 🔴

🔹 Adjusted Operating Profit: $17M (vs. $18M YoY)

Strategic & Macro Commentary:

🔸 CEO Chris Cocks: “Our Playing to Win strategy is delivering. We’re outperforming in a tough environment and investing in long-term bets with strong early returns.”

🔸 CFO Gina Goetter: “Higher-margin segments like Wizards and licensing are offsetting tariff risks and driving margin expansion.”

🔸 Tariffs: No material Q1 impact due to timing

🔸 Hasbro reaffirms its $1B cost savings target

🔸 Board declared a quarterly dividend of $0.70/share, payable June 4, 2025

Disney Partnership Update:

🔸 Extended multi-year strategic licensing deal with Disney Consumer Products

🔸 Covers Star Wars and Marvel toys, collectibles, board games

🔸 Continued integration of Marvel characters into Magic: The Gathering

🔸 Includes major toy lines: The Black Series, Vintage Collection, Marvel Legends

Aktien Stammtisch

@Aktien_Stammtisch

6Mo·

Hasbro Q4'24 Earnings Highlights

$HAS (-0,56 %)

🔹 Adj. EPS: $0.46 (Est. $0.36) 🟢

🔹 Revenue: $1.1B (Est. $1.027B) 🟢

🔹 Adj. Operating Profit: $113M (Est. $95.85M) 🟢

🔸 Announced "Playing to Win" strategy aiming for mid-single-digit revenue growth (2025-2027)

Q4 Segment Revenue:

🔹 Consumer Products: $709M; DOWN -1% YoY

🔹 Entertainment: $8M; DOWN -88% YoY

🔹 Wizards of the Coast and Digital Gaming: $267.8M; DOWN -7% YoY

FY25 Guidance :

🔹 Revenue: Slight growth (Constant Currency)

🔹 Adj. Operating Margin: 21%-22%

🔹 Adj. EBITDA: $1.1B-$1.15B (Est. $1.116B)

Medium-Term Guidance (2025-2027):

🔹 Revenue: Mid-Single Digit Growth CAGR

🔹 Adjusted Operating Margin: +50-100bps YoY expansion

🔹 Cost Savings: $1B gross savings

Capital Allocation:

🔹 Quarterly Dividend: $0.70/share payable March 12, 2025

🔹 Paid $390M in dividends in 2024

🔹 Reduced Debt by $83M

Strategic & Shareholder Updates:

🔹 Adj. Operating Margin: 10.2% (+14.1 pts YoY)

🔸 Targeting $1B gross cost savings by 2027

🔸 Paid $390M in dividends and reduced debt by $83M in 2024

🔸 Declared Q1 2025 dividend of $0.70/share (Payable Mar 12, 2025)

CEO Chris Cocks' Commentary:

🔸 "We executed our 2024 plan, improving profitability while positioning Hasbro for future growth. In 2025, we're excited to deliver an exceptional lineup of toys and games, bolstered by strong partnerships and a focus on operational efficiency."

D.K.

@Sushirolle

7Mo·

Weeks in review

Woke up Monday morning, look into the depot....

I briefly considered going back to sleep :-)

I think I made the best of the week:

Buy more, buy more and buy more again.

I am most pleased about the fall in $ASML (-0,31 %)

I added a total of 30 shares here.

I have moved from $KO (+1,61 %) and $HAS (-0,56 %) and

At the moment $NVDA (-2,07 %) headache as the next few days will show.

Have a nice evening

6 Commentaires

Eselai@DonkeyInvestor

7Mo

Funny. I only woke up on Tuesday lunchtime 🧐🤔

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Aktien Stammtisch

@Aktien_Stammtisch

9Mo·

$TSLA (+1,37 %) CEO Elon Musk has sparked speculation about potential interest in $HAS (-0,56 %) after replying "How much is Hasbro?" to a tweet criticizing Wizards of the Coast's approach to Dungeons & Dragons.

3 Commentaires

Variett@Variett

9Mo

The fact that he never faces charges for Market Manipulation ist mind boggling.

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fiducation

@fiducation

1Année·

As every weekend, the most important news from the past week, as well as the dates for the coming week.

Also as a video:

https://youtube.com/shorts/IbYaScMMo60?si=ePaPjhlOHN8f9jxQ

Monday:

The ifo index falls again. The ifo business climate is considered the most important barometer for the economy in Germany. The value of 100 is the average of all statements made by managers on the economy in 2015. The index is currently well below the mood in 2015. The index fell to 86.6 points after 87.0 in the previous month.

https://www.handelsblatt.com/politik/konjunktur/konjunktur-ifo-index-sinkt-erneut/100063167.html

Tuesday:

The buying mood in Germany continues to fall. The consumer climate deteriorates to -22 points, 3.4 points less than in July. By comparison, before the coronavirus pandemic, the index was usually around +10 points. The index improved briefly during the European Championships, but the euphoria seems to have faded.

https://www.handelsblatt.com/politik/konjunktur/gfk-konsumklima-kauflaune-in-deutschland-gibt-im-august-deutlich-nach/100063482.html

The labor market is also continuing to cool down. The ifo employment barometer fell for the third month in a row. In April, 150,000 employees in industry were already on short-time working.

https://www.handelsblatt.com/politik/konjunktur/arbeitsmarkt-ifo-beschaeftigungsbarometer-sinkt-zum-dritten-mal-in-folge/100063542.html

Wednesday:

The Danish 🇩🇰 toy manufacturer Lego is growing again, leaving its US competitors $MATT (-0 %) Mattel and $HAS (-0,56 %) Hasbro behind it. In the first half of 2024, sales increased by double digits to more than 4 billion euros. Profit grew even faster than turnover to 800 million euros. Lego is benefiting in particular from investments in its own stores and factories.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/spielwaren-lego-waechst-sprunghaft-und-haengt-die-konkurrenz-ab/100061159.html

Björn Höcke makes anti-business statements. The AfD's top candidate in Thuringia wishes all companies that took part in the 'Made in Germany - Made by Vielfalt' campaign 'economic decline'. His reasoning was that the companies that took part in the campaign were responsible for deindustrialization through relocations abroad. However, this statement is really fictitious. 1. the deindustrialization mentioned does not really exist from a scientific point of view. 2. Trigema is also involved in the campaign. If any company does not relocate jobs abroad, it is Trigema.

https://www.handelsblatt.com/politik/deutschland/landtagswahl-thueringer-wirtschaft-und-afd-auf-konfrontationskurs/100060393.html

Thursday:

$DHER (+5,09 %) Delivery Hero wants to list its fast-growing subsidiary Talabat on the stock exchange in Dubai. This would fill Delivery Hero's coffers. Talabat not only delivers food in the Middle East, but also everyday items.

https://www.deraktionaer.de/artikel/aktien/delivery-hero-ipo-dieser-tochter-geplant-aktie-schiesst-nach-oben-20365084.html

For the first time in three years, the inflation rate is below the ECB's 2.0% target. While prices rose by 2.3% in July compared to the previous year, in August it was only 1.9%. Real wages are also rising again in Germany. Nevertheless, the consumer mood is not really there yet.

https://m.bild.de/geld/wirtschaft/statistisches-bundesamt-inflation-sinkt-auf-1-9-prozent-66d0637b78f47027c38aa897?t_ref=https%3A%2F%2Fwww.bild.de%2Fgeld%2Fwirtschaft%2Fstatistisches-bundesamt-inflation-sinkt-auf-1-9-prozent-66d0637b78f47027c38aa897

Friday:

Growth in India 🇮🇳 is weakening somewhat; instead of 8 or 9 %, GDP grew less strongly at 6.7 % in Q2 compared to the same quarter of the previous year. A problem for the ruling Modi is that he has lost his absolute majority. This means that reforms can be implemented less quickly or not at all, which is hampering growth.

https://www.handelsblatt.com/politik/international/asien-warum-67-prozent-wachstum-modis-reformagenda-gefaehrdet/100063588.html

Key dates for the coming week:

Tuesday: 16:00 Manufacturing (USA)

Wednesday: 11:00 Producer prices (EU)

Wednesday: 15:45 Interest rate decision (Canada)

D.K.

@Sushirolle

2Année·

$HAS (-0,56 %) & $MAIN (+1,59 %)

These two stocks are currently on my list.

What do you think of these two stocks?

I think that I will add both of them to my portfolio at the end of this week.

Good evening to you

1 Commentaire

JensHumrich@bull_investor_513

11Mo

I also have Hasbro in my portfolio. I have my doubts about their studios (costs 125 million per year - income 0 until at least the end of 2025), but Monopoly Go is a money printer

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