$MAT (Mattel, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 66.1%)

Graded daily on value A, growth D, profitability B-, momentum C+, revisions B+. Sector-relative, identical for every user.

Most active credible voices on $MAT

@marketrebels (Market Rebellion) — 15 mentions · 367.8K followers
@chitrader (CHItrader) — 13 mentions · 7.9K followers
@openoutcrier (Open Outcrier) — 10 mentions · 79.7K followers

Recent headlines featuring $MAT

2026-10-06: Ariel pushes Mattel to explore a sale as valuation debate grows
2026-10-02: Mattel draws takeover interest from Authentic Brands in deal talks

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$MATMattel, Inc. · Leisure · $4.6B

$16.09

+0.6%

Event thread

Key events, in time order

17 items

2026-11-06EarningsBear
Mattel Q3 EPS Beats, Revenue Misses; Cuts FY Outlook
Tariff refunds lift profit, but weak demand cuts FY net sales growth view to 1%-4%
D1 +2.5% · since +4.2%
2026-11-05Earnings
Earnings report
D1 -3.9% · since +6.9%

15 earlier events

2026-10-228-K filing
8-K: Item 1.01, Item 5.02, Item 7.01, Item 9.01
D1 -0.1% · +5d -8.6%
2026-10-21Company
Mattel Enters Cooperation Agreement with 18% Holder EdgePoint, Adds Exec to Board
Top holder gains board seat under cooperation deal, easing governance overhang from Ariel pressure
D1 -0.2% · +5d -9.9%
2026-10-19Company
Mattel Appoints Peter Griffith as New CFO
Confirmed by company release and WSJ, executive change materializes
D1 -1.9% · +5d -6.3%
2026-10-198-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -1.9% · +5d -6.3%
2026-10-158-K filing
8-K: Item 5.02, Item 9.01
D1 +4.0% · +5d -2.2%
2026-10-12Analyst
Seaport Global upgrades to Buy
D1 +0.4% · +5d +0.7%
2026-10-02 → 10-07Capital
Mattel Under Pressure from Ariel to Consider Sale
Ariel Co-CEO discusses letter to board; shares +3.1% premarket
D1 +1.5% · +5d +9.3%
5 waves of this story
- 2026-10-02 WSJ reports ABG approached Mattel with potential offer valuing it at $6B+ or >$20/share, ~58% premium
- 2026-10-02 Multiple sources confirm takeover interest; CEO shuffle adds uncertainty
- 2026-10-06 Ariel Investments, with 5.4% stake, publicly urges strategic alternatives including sale
- 2026-10-06 Ariel Investments, holding 5.4%, publicly urges board to evaluate sale or strategic alternatives
- 2026-10-07 Ariel Co-CEO discusses letter to board; shares +3.1% premarket
2026-09-308-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -4.2% · +5d +29.3%
2026-09-15Company
Mattel, BBC Studios Expand Bluey Multi-Brand Global Licensing Partnership
Multi-year global licensing deal to expand Bluey-branded toys and family entertainment offerings
D1 -4.3% · +5d -1.6%
2026-08-04 → 08-05EarningsBull
Mattel Q2 Net Sales Up 10%, Double-Digit Growth in NA and Categories
Q2 net sales rose 10% (9% constant currency), with double-digit growth in North America, vehicles, games, action figures, driven by toy-based movies and adult collectors.
D1 -0.1% · +5d +1.1%
2 waves of this story
- 2026-08-04 Earnings call shows strong sales growth, but revenue still toy-dependent amid limited entertainment pivot.
- 2026-08-05 Q2 net sales rose 10% (9% constant currency), with double-digit growth in North America, vehicles, games, action figures, driven by toy-based movies and adult collectors.
2026-08-04 → 08-05EarningsBear
Mattel Q2 EPS $0.01 Misses Estimates, Down YoY
Q2 EPS of $0.01 missed the $0.03 estimate, down from $0.19 a year ago, with higher costs pressuring margins.
D1 -0.1% · +5d +1.1%
2 waves of this story
- 2026-08-04 Profit misses on consumer spending cuts and toy market slowdown; sales grow but higher expenses weigh.
- 2026-08-05 Q2 EPS of $0.01 missed the $0.03 estimate, down from $0.19 a year ago, with higher costs pressuring margins.
2026-08-048-K filing
8-K: Item 2.02, Item 9.01
D1 -0.1% · +5d +1.1%
2026-08-04Earnings
Earnings report
D1 -0.1% · +5d +1.1%
2026-07-318-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -0.8% · +5d -2.0%
2026-07-18Analyst
MAT Receives Consensus 'Hold' Rating from Brokerages
Fourteen research firms give an average 'Hold' rating, reflecting cautious market sentiment on the company's prospects.
D1 -1.1% · +5d +4.7%

①

Bull vs bear

by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

17 items

2026-11-06EarningsBear
Mattel Q3 EPS Beats, Revenue Misses; Cuts FY Outlook
Tariff refunds lift profit, but weak demand cuts FY net sales growth view to 1%-4%
D1 +2.5% · since +4.2%
2026-11-05Earnings
Earnings report
D1 -3.9% · since +6.9%
2026-10-228-K filing
8-K: Item 1.01, Item 5.02, Item 7.01, Item 9.01
D1 -0.1% · +5d -8.6%
2026-10-21Company
Mattel Enters Cooperation Agreement with 18% Holder EdgePoint, Adds Exec to Board
Top holder gains board seat under cooperation deal, easing governance overhang from Ariel pressure
D1 -0.2% · +5d -9.9%
2026-10-19Company
Mattel Appoints Peter Griffith as New CFO
Confirmed by company release and WSJ, executive change materializes
D1 -1.9% · +5d -6.3%

12 earlier events

2026-10-198-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -1.9% · +5d -6.3%
2026-10-158-K filing
8-K: Item 5.02, Item 9.01
D1 +4.0% · +5d -2.2%
2026-10-12Analyst
Seaport Global upgrades to Buy
D1 +0.4% · +5d +0.7%
2026-10-02 → 10-07Capital
Mattel Under Pressure from Ariel to Consider Sale
Ariel Co-CEO discusses letter to board; shares +3.1% premarket
D1 +1.5% · +5d +9.3%
5 waves of this story
- 2026-10-02 WSJ reports ABG approached Mattel with potential offer valuing it at $6B+ or >$20/share, ~58% premium
- 2026-10-02 Multiple sources confirm takeover interest; CEO shuffle adds uncertainty
- 2026-10-06 Ariel Investments, with 5.4% stake, publicly urges strategic alternatives including sale
- 2026-10-06 Ariel Investments, holding 5.4%, publicly urges board to evaluate sale or strategic alternatives
- 2026-10-07 Ariel Co-CEO discusses letter to board; shares +3.1% premarket
2026-09-308-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -4.2% · +5d +29.3%
2026-09-15Company
Mattel, BBC Studios Expand Bluey Multi-Brand Global Licensing Partnership
Multi-year global licensing deal to expand Bluey-branded toys and family entertainment offerings
D1 -4.3% · +5d -1.6%
2026-08-04 → 08-05EarningsBull
Mattel Q2 Net Sales Up 10%, Double-Digit Growth in NA and Categories
Q2 net sales rose 10% (9% constant currency), with double-digit growth in North America, vehicles, games, action figures, driven by toy-based movies and adult collectors.
D1 -0.1% · +5d +1.1%
2 waves of this story
- 2026-08-04 Earnings call shows strong sales growth, but revenue still toy-dependent amid limited entertainment pivot.
- 2026-08-05 Q2 net sales rose 10% (9% constant currency), with double-digit growth in North America, vehicles, games, action figures, driven by toy-based movies and adult collectors.
2026-08-04 → 08-05EarningsBear
Mattel Q2 EPS $0.01 Misses Estimates, Down YoY
Q2 EPS of $0.01 missed the $0.03 estimate, down from $0.19 a year ago, with higher costs pressuring margins.
D1 -0.1% · +5d +1.1%
2 waves of this story
- 2026-08-04 Profit misses on consumer spending cuts and toy market slowdown; sales grow but higher expenses weigh.
- 2026-08-05 Q2 EPS of $0.01 missed the $0.03 estimate, down from $0.19 a year ago, with higher costs pressuring margins.
2026-08-048-K filing
8-K: Item 2.02, Item 9.01
D1 -0.1% · +5d +1.1%
2026-08-04Earnings
Earnings report
D1 -0.1% · +5d +1.1%
2026-07-318-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -0.8% · +5d -2.0%
2026-07-18Analyst
MAT Receives Consensus 'Hold' Rating from Brokerages
Fourteen research firms give an average 'Hold' rating, reflecting cautious market sentiment on the company's prospects.
D1 -1.1% · +5d +4.7%

$MAT (Mattel, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 66.1%)

Most active credible voices on $MAT

Recent headlines featuring $MAT

$MAT (Mattel, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 66.1%)

Most active credible voices on $MAT

Recent headlines featuring $MAT

Mattel Q3 EPS Beats, Revenue Misses; Cuts FY Outlook

Earnings report

8-K: Item 1.01, Item 5.02, Item 7.01, Item 9.01

Mattel Enters Cooperation Agreement with 18% Holder EdgePoint, Adds Exec to Board

Mattel Appoints Peter Griffith as New CFO

8-K: Item 5.02, Item 7.01, Item 9.01

8-K: Item 5.02, Item 9.01

Seaport Global upgrades to Buy

Mattel Under Pressure from Ariel to Consider Sale

8-K: Item 5.02, Item 7.01, Item 9.01

Mattel, BBC Studios Expand Bluey Multi-Brand Global Licensing Partnership

Mattel Q2 Net Sales Up 10%, Double-Digit Growth in NA and Categories

Mattel Q2 EPS $0.01 Misses Estimates, Down YoY

8-K: Item 2.02, Item 9.01

Earnings report

8-K: Item 5.02, Item 7.01, Item 9.01

MAT Receives Consensus 'Hold' Rating from Brokerages

Bull vs bear

Discussion

Mattel Q3 EPS Beats, Revenue Misses; Cuts FY Outlook

Earnings report

8-K: Item 1.01, Item 5.02, Item 7.01, Item 9.01

Mattel Enters Cooperation Agreement with 18% Holder EdgePoint, Adds Exec to Board

Mattel Appoints Peter Griffith as New CFO

8-K: Item 5.02, Item 7.01, Item 9.01

8-K: Item 5.02, Item 9.01

Seaport Global upgrades to Buy

Mattel Under Pressure from Ariel to Consider Sale

8-K: Item 5.02, Item 7.01, Item 9.01

Mattel, BBC Studios Expand Bluey Multi-Brand Global Licensing Partnership

Mattel Q2 Net Sales Up 10%, Double-Digit Growth in NA and Categories

Mattel Q2 EPS $0.01 Misses Estimates, Down YoY

8-K: Item 2.02, Item 9.01

Earnings report

8-K: Item 5.02, Item 7.01, Item 9.01

MAT Receives Consensus 'Hold' Rating from Brokerages