Hasbro (HAS) expects 2026 to be its largest ever year with Disney (DIS)

• Tariff costs will be relatively flat Y/Y in the latter half of 2026.

Hasbro is positioning 2026 as a potentially record year, indicating confidence in its upcoming partnerships with Disney. This positive outlook suggests that Hasbro expects strong sales momentum, likely driven by new product launches or initiatives in collaboration with Disney, which could have implications for both companies’ stock performance and investor sentiment in the leisure and entertainment sectors.