NASDAQ$HAS

Hasbro Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Hasbro's Q2 2024 financial performance showed growth in profit and EPS, leading to raised full-year guidance.

Hasbro reported a revenue decline of 18%, or 6% excluding the eOne divestiture, with growth in Wizards of the Coast and Digital Gaming offset by declines in Consumer Products and Entertainment. The company achieved substantial margin improvement, driven by favorable business mix, supply chain productivity, and reduced operating costs. Hasbro raised its full-year guidance and paid $97 million in cash dividends.

  • Revenue declined by 18% overall, but only 6% when excluding the eOne divestiture.
  • Wizards of the Coast and Digital Gaming segment revenue increased by 20%.
  • Adjusted operating margin improved to 25.0%, up 13.7 points year-over-year.
  • Net earnings per diluted share were reported at $0.99, with adjusted net earnings at $1.22.

Headline financials

Total Revenue

$995M

Previous: $1.21B-17.7%
EPS (adj)

$1.22

Previous: $0.49+149.0%
Capital Expenditures

-$97.7M

Previous: -$112M+12.8%
Free Cash Flow

$40.8M

Previous: -$347M+111.8%
Net Income

$139M

Previous: -$235M+158.9%
Operating Income

$212M

Previous: -$189M+212.5%
Gross Profit

$758M

Previous: $858M-11.7%
Total Assets

$6.86B

Previous: $8.61B-20.3%
R&D Expense

$70.4M

No prior period
Stock-Based Comp

$19.8M

Previous: $20.9M-5.3%

Revenue & EPS history

Hasbro · Revenue · Quarterly

$995M

Q2 2024-17.7%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Hasbro · $1B total across 3 segments · Q1 2026

  • Wizards of the Coast and Digital Gaming
    $582M
  • Consumer Products
    $398M
  • Entertainment
    $20.3M

Forward guidance

For the full year, the Company now expects: Consumer Products Segment revenue down 7% to 11%; Adjusted operating margin 4% to 6%. Wizards of the Coast Segment revenue down 1% to 3%; Operating margin of approximately 42%. Pro-Forma Entertainment segment revenue down $15 million; Adjusted operating margin of approximately 60%. Total Hasbro Adjusted EBITDA of $975 million to $1.025 billion. Gross savings target of $750 million by year end 2025.

Tailwinds

  • Invest in core business.
  • Return cash to shareholders through the dividend.
  • Continue to pay down debt and progress towards leverage target.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+2.0%

Avg return

Earnings day

+1.4%

Avg return

5 days after

-0.1%

Avg return

30 days after

64%

44 / 69 earnings

Positive

+17.1%

Q1 2019

Best reaction

-17.3%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%-9.2%-13.3%
Q4 2025+7.5%+5.9%-1.7%
Q3 2025+3.7%+3.7%+5.4%
Q2 2025-1.0%-1.6%+5.5%
Q1 2025+14.6%+16.9%+24.9%
Q4 2024+13.0%+12.1%-0.9%
Q3 2024-5.6%-6.7%-11.1%
Q2 2024+7.5%+10.2%+14.5%
Q1 2024+11.7%+10.6%+4.3%
Q4 2023+2.7%-1.0%+3.3%
Q3 2023-16.3%-17.5%-15.7%
Q2 2023-1.0%+2.0%+13.1%
Q1 2023+15.2%+13.9%+16.8%
Q4 2022+1.7%-3.4%-17.8%
Q3 2022-4.2%-3.3%-13.7%
Q2 2022+2.4%+2.2%+4.0%
Q1 2022+6.2%+5.3%+3.9%
Q4 2021-1.7%+0.5%-4.2%
Q3 2021+6.9%+8.2%+12.3%
Q2 2021+9.7%+7.6%+6.5%
Q1 2021+1.0%+2.5%-1.1%
Q4 2020-6.7%-6.0%-0.5%
Q3 2020-7.5%-10.1%+0.2%
Q2 2020-6.7%-6.2%+2.4%
Q1 2020-7.3%-11.3%-5.6%
Q4 2019-2.7%-3.2%-46.7%
Q3 2019-17.3%-20.1%-20.6%
Q2 2019+12.3%+14.0%+5.4%
Q1 2019+17.1%+16.4%+11.1%
Q4 2018-1.5%-0.3%-3.5%
Q3 2018-4.1%-5.4%-3.9%
Q2 2018+7.6%+7.9%+7.0%
Q1 2018+4.2%+5.5%+6.0%
Q4 2017+2.7%+2.9%-2.6%
Q3 2017-5.3%-1.1%-3.2%
Q2 2017-8.3%-8.8%-19.0%
Q1 2017+5.8%+3.2%+8.3%
Q4 2016+14.9%+18.2%+17.9%
Q3 2016+6.9%+8.7%+12.0%
Q2 2016-5.2%-6.0%-5.2%
Q1 2016+5.6%
Q4 2015-2.9%
Q3 2015-6.2%
Q2 2015+2.8%
Q1 2015+11.6%
Q4 2014+10.5%
Q3 2014+7.2%
Q2 2014-2.9%
Q1 2014+1.3%
Q4 2013+4.6%
Q3 2013+5.8%
Q2 2013+5.4%
Q1 2013+6.1%
Q4 2012+4.4%
Q3 2012-5.8%
Q4 2011+3.1%
Q2 2012+3.3%
Q1 2012+1.6%
Q3 2011+2.7%
Q2 2011-0.7%
Q1 2010+0.8%
Q1 2011-1.0%
Q4 2010-2.2%
Q4 2008-2.2%
Q3 2009+0.2%
Q3 2010+0.2%
Q4 2009+3.0%
Q2 2009+3.0%
Q2 2010+3.0%

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