Mattel, Inc., a children's and family entertainment company, designs and produces toys and consumer products worldwide. The company operates through North America, International, and American Girl segments. It offers dolls and accessories, as well as content, gaming, and lifestyle products for children under the Barbie, Monster High, American Girl, Disney Princess and Frozen, and Polly Pocket brands; dolls and books under the American Girl brand name; die-cast vehicles, tracks, playsets, and accessories for kids of all ages, and collectors under the Hot Wheels, Monster Trucks, Matchbox, CARS, and Mario Kart brand names; and infant, toddler, and preschool products comprising content, toys, live events, and other lifestyle products under the Fisher-Price and Thomas & Friends, and Power wheels brands. The company also provides action figures, building sets, and games under the Masters of the Universe, MEGA, UNO, Lightyear, Jurassic World, WWE, and Star Wars brands; and licensor partner brands, including Disney, Pixar, Microsoft, NBCUniversal, and WWE. It sells its products directly to consumers through its catalog, website, and proprietary retail stores; retailers, including discount and free-standing toy stores, chain stores, department stores, and other retail outlets; and wholesalers, as well as through agents and distributors. Mattel, Inc. was founded in 1945 and is headquartered in El Segundo, California.

Mattel, Inc.

In trading on Friday, shares of Mattel Inc (Symbol: MAT) crossed above their 200 day moving average of $18.64, changing hands as high as $18.68 per share. Mattel Inc shares are currently trading up about 1.4% on the day. The chart below shows the one year performance of MAT shares, versus its 200 day moving average:
Looking at the chart above, MAT's low point in its 52 week range is $15.87 per share, with $20.595 as the 52 week high point — that compares with a last trade of $18.67.
Click here to find out which 9 other stocks recently crossed above their 200 day moving average »
Also see:
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MAT Makes Bullish Cross Above Critical Moving Average

We're more than halfway through Year 1 of Trump 2.0, and I stand by what I said before Inauguration Day: This administration has ushered in a stock picker's market.
In other words, investors who make smart moves into, and out of, individual dividend payers will do the best in the coming three-and-a-half years.
That puts holders of SPY, which must hold the entire S&P 500, in a jam. The S&P 500 trades at a nosebleed 25-times earnings, and SPY has no manager to shift away from overbought names and toward overlooked bargains. That's dangerous ground.
With that in mind, let's run through four tickers (all of which, yes, are SPY holdings) I urge you to avoid--or dump if you're sitting on them now.
2 Food Stocks to Fade as Trump 2.0 Rolls on
Let's start with General Mills (GIS) and The Kraft-Heinz Co. (KHC), the latter of which we've long criticized for being out of step with the times. Both have fallen hard since Election Day--a period when the S&P 500 has gained.
Now that might trigger your "bargain radar." If so, let me quickly banish that notion. Because the truth is, buying either of these laggards here would be a costly mistake.
Food Giants Fall Flat in Trump 2.0
Since we mainly buy blue chip names like these for dividend growth, this duo has naturally fallen off our buy list. General Mills, for example, has seen its payout growth slow sharply, rising by just a penny in each of the last two years:
General Mills' Decelerating Dividend
KHC? Its 5.9% dividend yield might grab your attention, but that high yield only exists because the stock has plunged in the last decade (and share prices and dividend yields move in opposite directions).
The last move KHC's dividend made was actually a cut announced in early 2019, which took the share price down with it. That's proof positive that our Dividend Magnet--or the tendency for dividend growth to propel share prices higher--also works in reverse:
KHC's "Reverse Dividend Magnet" Sinks Its Stock
Throw in revenue growth that's gone nowhere for the better part of a decade and the fact that the company has a negative payout ratio (i.e., paying dividends while losing money over the last 12 months), and the odds of this payout getting off the mat, and giving the share price a lift, are slim.
Now there are reports that KHC is considering spinning off its grocery business into a new firm, effectively undoing the merger that created it in 2015. Normally, spinoffs are good for both the parent and the new company. But in this case, there's little value to be unlocked by replacing one lagging company with two.
2 Toymakers Facing Tariff (and Demographic) Pain Without End
One thing there's no doubt about: However President Trump's team negotiates trade deals from here on out, we can assume that overall tariff rates will be higher than they were during the pre-Trump era.
As a result, companies that source a lot of products in places like Vietnam and China will remain vulnerable.
Two I'm particularly worried about are toymakers Mattel (MAT) and Hasbro (HAS). The tariffs are already affecting their profit outlooks, and there's a limit to how many toys they can make in America, given the low margins on these products.
Beyond that, though, demographic changes are an overhang, with people having fewer children, especially in wealthier countries. In 2024, for example, there were just over 3.6 million births in the US, according to the Centers for Disease Control and Prevention. That was up 1% from 2023, but it's still a historically low figure when you consider that 2023's total was the lowest since 1979.
To be clear, I should say that both companies deserve credit for their efforts to shift production away from China, which has taken the brunt of the administration's ire on trade. In early May, Mattel execs said they got about 20% of their toys from China, and they aim to cut that to 10% by 2027.
Hasbro gets around 50% of its products from China, with the goal of cutting that below 40% in 2026. That's still a significant reliance, and you and I both know that relocating big parts of a supply chain isn't something that happens overnight. Moreover, there are few, if any, other places in the globe these companies can source from in order to avoid tariffs outright.
Beyond that, Hasbro gets a large slice of its sales (about 45% in the second quarter of 2025) from its consumer-products segment, home of its physical toys and games--even as more kids get their fix online.
The dividend? The stock yields a "ho-hum" 3.6% today, but its payout has gone nowhere since before the pandemic:
Hasbro's Broken Payout Streak
Moreover, like KHC, the stock boasts a negative payout ratio. That risks turning slowing dividend growth into something much worse: a payout cut. Mattel, for its part, is off our list because we're dividend investors first and foremost, and MAT doesn't pay a dividend, having suspended its payout in 2017.
The bottom line is that the winds have shifted against these two, and there's no sign of that changing. That's not only bad news for MAT and HAS--but for our SPY holders, too. But for savvy stock pickers, it sets up opportunities, especially if we look for stocks with safe dividends and strong Dividend Magnets that pull their prices higher.
The Dividend Magnet: Our Roadmap for the Rest of Trump 2.0
There's one "truth" we can count on, no matter who holds power in DC: A stock's dividend growth is the No. 1 driver of its share price.
That makes our strategy simple: Buy stocks whose payouts are growing--and accelerating--backed by rising sales, earnings and cash flow.
Even better? Buy when their stock prices "lag" their payout growth. Then we ride along as they "snap back" to catch up.
This is easier said than done, of course: Tracking dividend/share price correlations requires complex charting tools and a lot of time reading earnings reports.
But I've done the legwork for you. The result: my 5 top "Dividend Magnet" picks to buy NOW.
These 5 stocks have what it takes to keep both payouts and share prices popping. Click here and I'll tell you more about these 5 undervalued "Dividend Magnet" picks and give you a free Special Report revealing their names and tickers.
Warren Buffett Dividend Stocks
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Future Dividend Aristocrats: Close Contenders
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

I SPY 4 Dividends Circling the Drain in Trump 2.0

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Avantis U.S. Large Cap Value ETF (Symbol: AVLV), we found that the implied analyst target price for the ETF based upon its underlying holdings is $78.26 per unit.
With AVLV trading at a recent price near $69.54 per unit, that means that analysts see 12.55% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of AVLV's underlying holdings with notable upside to their analyst target prices are Insight Enterprises Inc. (Symbol: NSIT), Mattel Inc (Symbol: MAT), and Olin Corp. (Symbol: OLN). Although NSIT has traded at a recent price of $123.13/share, the average analyst target is 47.27% higher at $181.33/share. Similarly, MAT has 43.61% upside from the recent share price of $17.13 if the average analyst target price of $24.60/share is reached, and analysts on average are expecting OLN to reach a target price of $25.18/share, which is 33.07% above the recent price of $18.92. Below is a twelve month price history chart comparing the stock performance of NSIT, MAT, and OLN:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
Avantis U.S. Large Cap Value ETF
AVLV
$69.54
$78.26
12.55%
Insight Enterprises Inc.
NSIT
$123.13
$181.33
47.27%
Mattel Inc
MAT
$17.13
$24.60
43.61%
Olin Corp.
OLN
$18.92
$25.18
33.07%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How The Parts Add Up: AVLV Targets $78

Mohawk Industries, Inc. MHK reported second-quarter 2025 results, with earnings and net sales beating the Zacks Consensus Estimate. On a year-over-year basis, the top line remained flat, while the bottom line decreased.
Shares of this leading global flooring manufacturer gained 1.1% in yesterday’s after-hours trading session.
The quarterly results reflect the impact of Mohawk’s ongoing efforts in operations, cost control and market development. Performance was supported by new premium residential and commercial product collections launched over the past two years. The company benefited from restructuring actions such as shutting high-cost sites, removing inefficient assets, and improving distribution and administration through technology.
Mohawk continued to focus on reducing costs. The company worked on enhancing equipment use, saving energy, improving supply-chain processes and redesigning products. Pricing pressure from weaker market volumes remained, but the company aimed to offset this through a better product and channel mix.
With rising tariffs, Mohawk highlighted the advantage of its manufacturing base in North America. The company took steps such as adjusting prices and optimizing supply chains. The U.S. government has set a new deadline for trade negotiations and the company is closely tracking developments to adjust its strategy.
Inside MHK’s Q2 Numbers
Mohawk reported adjusted earnings per share (EPS) of $2.77, which beat the Zacks Consensus Estimate of $2.62 by 5.7%. In the year-ago quarter, the company reported an adjusted EPS of $3.
Net sales of $2.8 billion beat the consensus estimate of $2.79 billion by 0.4% and remained essentially flat year over year. On an adjusted basis, net sales were down 0.8% year over year.
Mohawk Industries, Inc. Price, Consensus and EPS Surprise
Adjusted gross margin contracted 70 basis points (bps) year over year to 26.4%. Adjusted selling, general and administrative expenses, as a percent of net sales, rose 60 bps to 18.5% from the year-ago period. Adjusted operating margin contracted 120 bps to 8% from 9.2% a year ago.
Mohawk’s Segmental Details
Global Ceramic: Sales in the segment totaled $1.12 billion, up 0.5% year over year on a reported basis. On an adjusted basis, sales were up 1.1% from the year-ago level to $1.13 billion.
Adjusted operating income decreased to $90.3 million from $94.8 million a year ago. The segment’s adjusted operating margin contracted to 8.1% from 8.5% a year ago.
Flooring North America: Net sales of the segment amounted to $946.8 million, down 1.2% year over year on a reported basis.
The segment registered an adjusted operating profit of $69.2 million, down from $82 million reported in the prior-year period. Adjusted operating margin was 7.3%, down from 8.6% a year ago.
Flooring Rest of the World: Net sales in the segment increased 1% year over year on a reported basis to $734.4 million. On an adjusted basis, sales were down 3% from the year-ago level to $705 million.
Adjusted operating income was $76.4 million, down from $91.4 million reported a year ago. The segment’s adjusted operating margin was 10.4%, down from 12.6% in the year-ago period.
Financial Highlights of MHK
As of June 28, 2025, it had cash and cash equivalents of $546.7 million compared with $497.4 million on June 29, 2024. The long-term debt, less the current portion, was $1.74 billion compared with $1.69 billion at the end of second-quarter 2024.
At the end of the second quarter, the company generated free cash flow of $126.1 million compared with $142.2 million a year ago.
Focus on Operational Discipline Amid Market Uncertainty
The company is focusing on market development, operational efficiency and cost control to navigate current industry challenges. Ongoing inflation and weak consumer confidence are affecting overall sales. The timing of a recovery remains uncertain.
To support sales growth, the company is using its brand strength, product range and service to expand with existing and new customers. While pricing pressure stays high, the company is improving its mix with premium products, commercial sales and recent launches. Input cost pressure is expected to peak in the third quarter as higher costs pass through inventory.
Productivity measures are being implemented across operations to offset rising costs. Restructuring efforts are expected to result in about $100 million in savings this year. Most U.S. sales come from North America’s production, which may help the company under changing trade policies.
MHK’s Q3 View
MHK expects adjusted EPS in the range of $2.56-$2.66, excluding restructuring and other charges, compared with the year-ago figure of $2.9. The guidance does not reflect potential new tariffs, which are yet to be finalized.
MHK’s Zacks Rank & Recent Consumer Discretionary Releases
Mohawk currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Hilton Worldwide Holdings Inc. HLT reported second-quarter 2025 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis.
Hilton delivered strong bottom-line performance in the quarter, underscoring the strength and resilience of its business model. However, top-line results were modestly impacted by unfavorable holiday and calendar shifts, reduced government spending, softer international inbound travel and broader economic uncertainty.
Hasbro, Inc. HAS reported second-quarter fiscal 2025 results, with earnings and revenues beating the Zacks Consensus Estimate. The top line declined year over year while the bottom line increased from the prior-year's quarter figure. The downside was mainly due to weaker contributions from the Consumer Products and Entertainment segments.
Nonetheless, Hasbro raised its full-year revenue and adjusted EBITDA guidance. The update was supported by strong performance in the Wizards segment, along with steady contributions from the games portfolio, licensing partnerships and digital initiatives. Despite ongoing macroeconomic challenges, Hasbro expects cost efficiency measures and business diversification to support its growth plans for 2025 and beyond.
Mattel, Inc. MAT reported second-quarter 2025 results, with earnings beating the Zacks Consensus Estimate and revenues missing the same. The top line fell year over year, while the bottom line came in line with the prior-year quarter’s figure.
Mattel delivered a resilient second-quarter performance, underscoring its focus on operational execution amid a challenging macroeconomic backdrop. The company achieved significant gross margin expansion, international growth and continued momentum in its entertainment slate. While global trade dynamics and shifts in retailer ordering patterns weighed on its U.S. business, adjusted EPS held steady year over year.
#1 Semiconductor Stock to Buy (Not NVDA)
The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.
One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Mohawk's Q2 Earnings & Revenues Beat Estimates, Stock Up

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Mattel (MAT) Q2 2025 Earnings Call Transcript

(RTTNews) - Mattel Inc. (MAT) released earnings for second quarter that Drops, from the same period last year
The company's bottom line totaled $53.4 million, or $0.16 per share. This compares with $56.9 million, or $0.17 per share, last year.
The company's revenue for the period fell 5.7% to $1.018 billion from $1.079 billion last year.
Mattel Inc. earnings at a glance (GAAP) :
-Earnings: $53.4 Mln. vs. $56.9 Mln. last year. -EPS: $0.16 vs. $0.17 last year. -Revenue: $1.018 Bln vs. $1.079 Bln last year.
-Guidance: Full year EPS guidance: $1.54 - $1.66
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Mattel Inc. Q2 Profit Retreats

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MAT
Mattel Q2 25 Earnings Conference Call At 5:00 PM ET
Written by RTTNews.com for RTTNews->
(RTTNews) - Mattel Inc. (MAT) will host a conference call at 5:00 PM ET on July 23, 2025, to discuss Q2 25 earnings results.
To access the live webcast, log on to https://investors.mattel.com/events-and-presentations
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Founded in the late 1990s by Andrew Mariathasan in New York, with the goal of covering Wall Street for a new generation of investors, RTTNews has expanded steadily over the years to become a trusted provider of content for a wide array of subjects across several platforms. RTT's Financial Newswire is relied upon by some of the world's largest financial institutions, including banks, brokerages, trading platforms and financial exchanges.
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Mattel Q2 25 Earnings Conference Call At 5:00 PM ET

Mattel, Inc. MAT is scheduled to report second-quarter 2025 results on July 23, after the closing bell.
MAT’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 41.2%. (Find the latest earnings estimates and surprises on Zacks Earnings Calendar.)
Trend in Estimate Revision of MAT
The Zacks Consensus Estimate for second-quarter earnings per share (EPS) is pegged at 16 cents, indicating a decline of 15.8% from 19 cents reported in the year-ago quarter.
Mattel, Inc. Price and EPS Surprise
For revenues, the consensus mark is pegged at nearly $1.08 billion. The metric suggests a fall of 0.1% from the year-ago quarter’s figure.
Let’s take a look at how things have shaped up in the quarter.
Factors Likely to Shape Mattel’s Q2 2025 Results
Mattel’s second-quarter performance is expected to have reflected early strength from key entertainment tie-ins and solid brand traction across action figures, vehicles and games. Product launches tied to Jurassic World Rebirth and the Minecraft movie likely served as revenue catalysts in the to-be-reported quarter. Strategic execution around cross-platform content, merchandising initiatives and diversified sourcing may have supported the company’s performance in the quarter under review.
The early sell-through of licensed products, particularly in the action figures category, is likely to have aided Mattel’s top line. Growth in core brands such as Hot Wheels and UNO — supported by expanded collector sets and innovation in digital gaming — may have driven incremental shelf presence and consumer engagement. Meanwhile, the rollout of new building sets through the Mattel Brick Shop and continued demand for lower-priced SKUs likely helped mitigate pricing sensitivity amid macro uncertainty.
However, certain fundamentals may have constrained upside potential. Retailers, facing evolving trade policy dynamics and uncertain consumer demand, may have adopted more cautious ordering behavior during the quarter. Direct import shipments in particular may have faced timing-related headwinds. Additionally, softness in the infant and toddler segments, particularly due to planned product line exits, may have limited growth in the preschool category.
Mattel’s second-quarter margins are expected to have faced moderate pressure due to input cost inflation, ongoing supply chain adjustments and cautious retail promotion strategies. While the company’s Optimizing for Profitable Growth initiative continues to yield structural cost savings — with an increased full-year 2025 target of $80 million — elevated labor and logistics expenses may have weighed on gross profitability.
While MAT expects to fully offset the potential impact of tariffs by the second half of the year, it may have reported preparatory pricing, merchandising and inventory management efforts that temporarily constrained second-quarter margin growth. The absence of full-year guidance reflects the company’s cautious approach amid a fluid operating backdrop.
What Our Model Says About MAT Stock
Our proven model does not conclusively predict an earnings beat for Mattel this time. A stock needs to have a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to beat earnings. However, that is not the case here.
Earnings ESP for MAT: Mattel has an Earnings ESP of -1.05%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Mattel’s Zacks Rank: The company has a Zacks Rank #3 at present.
Stocks Poised to Beat on Earnings
Here are some stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model indicates they have the right combination of elements to post an earnings beat.
MGM Resorts International MGM has an Earnings ESP of +2.45% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
MGM Resorts is expected to register a 36.1% decline in earnings for the to-be-reported quarter. MGM Resorts reported better-than-expected earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 25.5%.
Boyd Gaming Corporation BYD currently has an Earnings ESP of +0.81% and a Zacks Rank of 3.
Boyd Gaming earnings for the to-be-reported quarter are expected to increase 5.1%. Boyd Gaming reported better-than-expected earnings in each of the trailing four quarters, the average surprise being 8%.
PENN Entertainment, Inc. PENN currently has an Earnings ESP of +26.91% and a Zacks Rank of 3.
PENN Entertainment’s earnings for the to-be-reported quarter are expected to increase 61.1%. PENN reported better-than-expected earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 13.5%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Mattel Gears Up to Post Q2 Earnings: What Lies Ahead for the Stock?

Key Points
Amazon and Alibaba are two stocks with solid retail and AI operations.
E.l.f. Beauty just made a transformative acquisition with Rhode.
Cava has one of the biggest expansion opportunties in the restaurant space.
Some of the best growth stocks are in the consumer space, and with tariffs still very much front and center, many of these stocks remain well off their highs. Nibbling on these names, say with an initial $1,000 investment, can be a good place to start.
Let's look at five consumer-focused stocks to buy now while they're still on sale. These are all solid companies with a lot of potential growth still in front of them.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
1. Amazon
While Amazon (NASDAQ: AMZN) has rallied from its lows, the stock is still off its highs and attractively valued from a historical perspective. And if there were thoughts that tariffs were slowing consumer spending, the company just announced its largest ever Prime Day sales event. Expanded to four days, the company generated $24.1 billion in sales, according to Adobe Analytics. That's more than double the sales it saw last Black Friday.
While Amazon showed it still has what it takes to drive retail sales, what's most exciting about the company is what is going on behind the scenes. Years of investment in logistics, automation, robots, and artificial intelligence (AI) are paying off, and making operations even more efficient. This is leading to cost savings and strong operating leverage.
In addition, Amazon Web Services (AWS) remains the market-share leader in cloud computing, where customers are using its services to build and deploy their own AI models and tools. It's also developed its own custom chips for training and inference, which gives it both performance and cost advantages.
For long-term investors, Amazon is a great stock to own.
2. Alibaba
Alibaba (NYSE: BABA) is a stock that remains on sale. It trades at a forward price-to-earnings (P/E) multiple of just 11 times and has more than 30% of its market cap in cash and investments. The stock is not just cheap, but it's executing on multiple fronts.
Its cloud business has now seen AI-related revenue more than double for seven consecutive quarters. Meanwhile, Apple's decision to use Alibaba's Qwen model to power Apple Intelligence in China could be a solid growth driver.
The company's e-commerce business has also seen a solid turnaround. Alibaba invested to grow Taobao and Tmall's gross merchandise value, and now it's better monetizing its platforms through new software fees and AI tools. It's also just started with new initiatives to help further drive growth, including offering one-hour delivery and embedding shoppable Taobao links in posts on the popular Chinese Rednote app. In addition, the company continues to grow and scale out its international e-commerce segment, and it expects it to turn profitable soon.
Alibaba is still in the midst of its turnaround story, and at its current valuation there's a lot of upside if it continues to execute.
3. E.l.f. Beauty
A sudden slowdown in growth last quarter has put e.l.f. Beauty's (NYSE: ELF) stock on the sales rack. However, its pending acquisition of Rhode looks like it could be transformative. E.l.f. has already been one of the biggest winners in the mass-market cosmetics space, and now it's adding a fast-growing premium brand to its portfolio.
Rhode generated $212 million in sales over the past year with barely any paid marketing, a limited product lineup, and selling only through its website. That's impressive.
Rhode was already set to enter Sephora stores, and now e.l.f. will have the opportunity to plug Rhode into its existing retail relationships, including those with Ulta Beauty and Target, while ramping up product development and marketing. Hailey Bieber remains onboard as chief creative officer, which should help maintain brand momentum as the product line expands.
The strategy is smart. Premium skincare brands such as Rhode are simply going to have better margins than mass-market color cosmetics. This is a big opportunity for the company going forward and a reason to own the stock long term.
4. JAKKS Pacific
Toy company JAKKS Pacific (NASDAQ: JAKK) has quietly become one of the best turnaround stories in consumer products. Under CFO John Kimble -- formerly of Mattel and Disney -- the company has streamlined operations, improved operating margins, and returned to consistent profitability. Shares are up more than 200% over the past five years, but down 30% this year on tariff worries. The result is that the stock trades at just 8.5 times 2025 analyst earnings per share estimates and 6 times the 2026 consensus.
And it's not like the company is struggling. Sales jumped 26% in Q1, fueled by licensed products tied to Sonic the Hedgehog 3 and Disney's Moana 2. That momentum should continue with toy and costume launches tied to Dog Man, Minecraft, and Paw Patrol. A weak kids' movie calendar hurt last year, but that headwind has flipped.
JAKKS is also making smart moves outside of toys and costumes. It signed a deal with Authentic Brands to create not only toys but also seasonal outdoor products tied to lifestyle brands like Roxy, Quiksilver, and Juicy Couture. This could help diversify revenue and reduce the company's seasonality.
With strong licensing, operational discipline, and a rock-solid balance sheet (zero debt), JAKKS is a cash-generating small-cap that still looks mispriced.
5. Cava Group
Despite its strong results over the past year, Cava Group (NYSE: CAVA) stock is down nearly 50% off its highs, giving investors a solid entry point. The restaurant operator is doing for Mediterranean food what Chipotle did for Tex-Mex -- building a fast-casual empire. Same-store sales have now climbed double-digits for four straight quarters, and last quarter's 10.8% comp was driven mostly by traffic gains.
Newer menu items like fresh juices and grilled steak are lifting average tickets, while its loyalty program is helping bring guests back. With fresh, fast, customizable, and healthy food, Cava has all the right ingredients to be the next Chipotle.
The big story, though, is still store expansion. With fewer than 400 locations at the end of Q1 and a target of 1,000 by 2032, Cava has a long growth runway. It's expanded from the coasts into the Midwest, opening in Chicago and Detroit, and early results look strong.
Given the growth in front of it, Cava is a stock to own over the long haul.
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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Geoffrey Seiler has positions in JAKKS Pacific and e.l.f. Beauty. The Motley Fool has positions in and recommends Adobe, Amazon, Apple, Chipotle Mexican Grill, Target, Ulta Beauty, Walt Disney, and e.l.f. Beauty. The Motley Fool recommends Alibaba Group and Cava Group and recommends the following options: short June 2025 $55 calls on Chipotle Mexican Grill. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Got $1,000? 5 Stocks to Buy Now While They're On Sale

The following are the top rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
ARHAUS INC (ARHS) is a small-cap growth stock in the Retail (Specialty) industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Arhaus, Inc. is a lifestyle brand and omni-channel retailer of premium home furnishings. The Company through its proprietary model, designs and sources products from manufacturers and artisans around the world. It has approximately 100 showrooms and design center locations across the United States. It offers merchandise in various categories, including furniture, outdoor, lighting, textiles, and decor. Its furniture product offerings consist of bedroom, dining room, living room and home office furnishings and include sofas, dining tables, and chairs, among others. Its outdoor product offerings include outdoor dining tables, chairs, chaises and other furniture, lighting, and others. Its lighting product offerings consist of a variety of distinct and artistic lighting fixtures. Its textile product offerings include handcrafted indoor and outdoor rugs, bed linens, and pillows and throws. Decor ranges from wall art to mirrors, vases to candles, and many other decorative accessories.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ARHAUS INC
CHEESECAKE FACTORY INC (CAKE) is a mid-cap growth stock in the Restaurants industry. The rating according to our strategy based on Peter Lynch is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: The Cheesecake Factory Incorporated is an experiential dining company focused on hospitality. The Company owns and operates about 352 restaurants throughout the United States and Canada under brands, including The Cheesecake Factory (215 locations), North Italia (43 locations), Flower Child (38 locations), and a collection within its Fox Restaurant Concepts (FRC) portfolio (49 locations). Internationally, 34 The Cheesecake Factory restaurants operate under licensing agreements. Its bakery division operates two facilities that produce cheesecakes and other baked products for its restaurants, international licensees, and third-party bakery customers. The Cheesecake Factory menu features about 225 items, exclusive of beverage and dessert items and including items presented on supplemental menus, such as its SkinnyLicious menu that offers items at 590 calories or less. Its menu offerings include appetizers, pizza, seafood, steaks, chicken, burgers, small plates, pastas, salads, and others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of CHEESECAKE FACTORY INC
MATTEL INC (MAT) is a mid-cap value stock in the Recreational Products industry. The rating according to our strategy based on Peter Lynch is 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Mattel, Inc. is a global toy and family entertainment company. The Company's operating segments include North America and International. The North America segment markets and sells toys and consumer products in the United States and Canada. Products marketed and sold by the International segment are generally the same as those marketed and sold by the North America segment, although some are developed or adapted for particular international markets. Its franchise brands include Barbie, Hot Wheels, Fisher-Price, American Girl, Thomas & Friends, UNO, Masters of the Universe, Matchbox, Monster High, MEGA, and Polly Pocket, as well as other popular properties that it owns or licensed in partnership with global entertainment companies. Its offerings include toys, content, consumer products, digital and live experiences. The Companys products are sold directly to consumers through its e-commerce platform and various third-party e-commerce channels.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MATTEL INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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