Equity Research Focusing on the Consumer Sector, Small Cap Consumer Research

Small Cap Consumer Research

Equity research on small cap consumer names.

Equity Research Focusing on the Consumer Sector

Small Cap Consumer Research, LLC is a leading company-sponsored equity research provider focusing on the consumer sector (apparel, brand licensing and specialty retailing segments).

Equity Bottom-Up

<ul><li>We are reiterating our Buy rating, $40 price target and projections for JAKKS Pacific after touring suburban London with JAKKS management.</li><li>The United Kingdom (and Europe) represent a compelling growth opportunity for the company, allowing them to leverage key franchises and capture incremental market share; for 1H25, Europe sales rose 65% and represented approximately 11% of total revenue.</li><li>We believe there remains multiple potential growth opportunities, which the company's decision to provide better resources and product for the region will help further leverage.</li></ul>

We are reiterating our Buy rating, $40 price target and projections for JAKKS Pacific after touring suburban London with JAKKS management.The United Kingdom (and Europe) represent a compelling growth opportunity for the company, allowing them to leverage key franchises and capture incremental market share; for 1H25, Europe sales rose 65% and represented approximately 11% of total revenue.We believe there remains multiple potential growth opportunities, which the company's decision to provide better resources and product for the region will help further leverage.

JAKK：英国ツアー、機会を活用、買いを改めて表明、PT価格40ドル