Mattel's 'brand Equity' Seen as Undervalued

Dow Jones07-14

1211 ET - The value of Mattel's business only begins at the toy aisle, UBS analysts write, saying the stock represents "one of the most compelling valuation disconnects in the consumer and entertainment space today." They attempt to estimate the company's "brand equity," or the value of its consumer perception, trust, and loyalty, and find that three different methods all yield a valuation well above the stock's current levels, as investors continue to treat the company as an old-school toy manufacturer. "What Mattel actually owns is one of the most concentrated portfolios of evergreen, multi-generational family entertainment IP," the analysts write. "We believe very little of that IP has been monetized. The toy aisle represents the floor of what this asset base can generate - not the ceiling." They assign the stock a $28 price target, and shares gain 6% to $14.13. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

July 13, 2026 12:11 ET (16:11 GMT)

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The toy aisle represents the floor of what this asset base can generate - not the ceiling.\" They assign the stock a $28 price target, and shares gain 6% to $14.13. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 13, 2026 12:11 ET (16:11 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mattel's 'brand Equity' Seen as Undervalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMattel's 'brand Equity' Seen as Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-14 00:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1211 ET - The value of Mattel's business only begins at the toy aisle, UBS analysts write, saying the stock represents \"one of the most compelling valuation disconnects in the consumer and entertainment space today.\" They attempt to estimate the company's \"brand equity,\" or the value of its consumer perception, trust, and loyalty, and find that three different methods all yield a valuation well above the stock's current levels, as investors continue to treat the company as an old-school toy manufacturer. \"What Mattel actually owns is one of the most concentrated portfolios of evergreen, multi-generational family entertainment IP,\" the analysts write. \"We believe very little of that IP has been monetized. The toy aisle represents the floor of what this asset base can generate - not the ceiling.\" They assign the stock a $28 price target, and shares gain 6% to $14.13. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 13, 2026 12:11 ET (16:11 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4190","symbol_name":"消闲用品","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2651114352","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651114352","pubTimestamp":1783959060,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1211 ET - The value of Mattel's business only begins at the toy aisle, UBS analysts write, saying the stock represents \"one of the most compelling valuation disconnects in the consumer and entertainment space today.\" They attempt to estimate the company's \"brand equity,\" or the value of its consumer perception, trust, and loyalty, and find that three different methods all yield a valuation well above the stock's current levels, as investors continue to treat the company as an old-school toy manufacturer. \"What Mattel actually owns is one of the most concentrated portfolios of evergreen, multi-generational family entertainment IP,\" the analysts write. \"We believe very little of that IP has been monetized. The toy aisle represents the floor of what this asset base can generate - not the ceiling.\" They assign the stock a $28 price target, and shares gain 6% to $14.13.  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The toy aisle represents the floor of what this asset base can generate - not the ceiling.\" They assign the stock a $28 price target, and shares gain 6% to $14.13. 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