• Hasbro Could See Big Benefits from Disney Deal: Analyst

      Walt Disney just bought Lucasfilm and its Star Wars franchise for $4 billion. Investors clearly have mixed emotions about the deal, as Disney’s stock is down 2% this morning. But one company that could see strong gains is Hasbro (HAS), notes Needham Research analyst Sean McGowan.




      “We believe Star Wars has been the most successful entertainment license in the history of the toy industry,” McGowan says, noting that Hasbro has held the license on the toys since 1991 and retains those rights through 2020...


      And with a new Star Wars movie scheduled to be released in 2015, the toys could get another boost.


      “We believe the deal could have significant benefit for Hasbro, which holds the rights to make a range of Star Wars toys through 2020. Star Wars has, over the past 35 years, been one of the toy industry’s most valuable franchises. There has not been a new full length live action feature since 2005, and in that year, Hasbro’s sales reached almost $500 mm. Since then, sales have been steady, but lower. Disney plans to release Episode VII, an all new Star Wars film in 2015, and at least two additional Star Wars films after that. We believe this gives significantly greater visibility to Hasbro’s growth potential beyond 2014. We maintain our Hold rating based on near-term concerns, but acknowledge that a revived Star Wars franchise brightens the outlook considerably.”
      via Barrons.com
      Buy the hottest collectibles from: BigBadToyStore.com and BriansToys.com.


      Comments 6 Comments
      1. Lord Malakite's Avatar
        Lord Malakite -
        I highly expect 100s of Disney Store exclusive paint and/or package variants.
      1. Mr. JabbaJohnL's Avatar
        Mr. JabbaJohnL -
        I hope Hasbro retains the rights at least through Episode IX - it would be weird to have a different company come in before then. I also hope that Disney doesn't overstep their boundaries and lets Hasbro keep doing what they're doing - and by the success of the Avengers line, I don't think that will be an issue.
      1. Tycho's Avatar
        Tycho -
        I wonder if I'll get these figures ever:

        Ep.1 - Kitster & Wald, Ithorian Senator, Anaconda Far (realistic)
        Ep.2 - Nyrat Agira, Rogwa Woodrata, Senator Tiikes, Padme yellow dress, Padme Senator, Dorme...
        Ep.3 - Padme Senator, Padme hair in buns, baby delivery droids, Bail Organa pilot, fat Polis Masan...
        Ep.4 - Ranat, Wraith, Tzzzvvzzt, moisture farmer (Mos Eisley Spaceport), correct Han Ceremony...
        Ep. 5- Luke on Dagobah w. Bespin jacket open, mustached Bespin Guard, Torynn Farr, ultimate Han Carbonite
        Ep. 6 - guy who shoots Luke's hand, Ishi Tibb (Jabba's), Fozzic, R2 shield bunker, Keeolkeech (correct)

        etc.
      1. JediTricks's Avatar
        JediTricks -
        Cash money, yo! I'm not surprised Hasbro is getting in on the press statement game about this sale, they should have been on that even sooner, perhaps. I am surprised that they are being straight up about how long they have had the SW license, not calling out the 14 years prior that Kenner had it before Kenner was bought by Hasbro. I would have probably mentioned it only because some of the current team has been around a good portion of those 35 years.
      1. Maradona's Avatar
        Maradona -
        I just read a rumor on another site that Disney is in talks to potentially acquire Hasbro and its properties. That would be huge. DIsney would own such a piece of the Comic Con floor plan.
      1. El Chuxter's Avatar
        El Chuxter -
        Until this comes from a more reputable source, it seems unlikely to me. On the one hand, it would be smart for Disney to get into manufacturing their own toys, and going with the folks who are already doing Star Wars, Marvel, and half their Toy Story stuff would make sense--not to mention they'd pick up G.I. Joe, My Little Pony, and that one thing about giant robots no one pays attention to.

        However, I don't think it would happen, at least immediately. George Lucas wanted out, and sold his company for a fraction of what it's worth. Hasbro is unlikely to go for such a bargain.
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