Consumer ConfidenceTariff uncertainty continues to weigh on consumer confidence and retailer planning, leading to cautious ordering, softer sell-in volumes, and increased promotions that lead to margin contraction across the sector.
Retailer BehaviorRetailers are taking a more cautious approach to ordering, favoring established, lower-risk product lines over new launches — a dynamic that could constrain sell-in volumes and limit near-term visibility for JAKKS.
Tariff UncertaintyTariff-related headwinds and delayed retailer orders have pressured sales, creating significant uncertainty in the Toy sector.