MarketBeat
01 Aug 2026, 12:04 UTC · 2h ago
Spin Master Q2 Earnings Call Highlights
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
MarketBeat
01 Aug 2026, 12:04 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Spin Master reiterated its full-year 2026 guidance for stable to low-single-digit revenue growth and mid-to-upper-single-digit adjusted EBITDA growth. — Reiterating guidance provides stability and suggests the company's long-term trajectory remains intact despite short-term volatility.
+0.30The company is expecting an estimated $15 million headwind in the second half if oil prices reach $100 per barrel, which it plans to absorb via tariff refunds rather than price increases. — Directly links profitability to commodity price risk and confirms a decision not to pass costs to consumers, potentially squeezing margins.
-0.20Approximately $40 million of orders were pulled forward from the third quarter into the second quarter, which will weigh on Q3 comparisons. — Creates a known negative headwind for the next reporting period, reducing the likelihood of a Q3 beat.
-0.20Continue reading
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The upcoming PAW Patrol: The Dino Movie has seen trailer performance exceeding previous films and is the primary driver for second-half growth. — Strong early demand indicators for a core brand suggest a positive catalyst for H2 revenue and entertainment earnings.
+0.20The company received $38 million in one-time IEEPA tariff refunds, which significantly boosted IFRS operating income. — While numerically large, it is a one-time non-recurring item and excluded from adjusted earnings, thus having neutral long-term market impact.
+0.00Which stocks this story touches
The company reported second-quarter results that exceeded expectations with strong revenue growth and a significant increase in adjusted EBITDA.
Mentioned only as a distribution channel for the new PAW Patrol toy line.
Mentioned only as a distribution channel for the new PAW Patrol toy line.
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