• In late January 2026, Hasbro announced a licensing collaboration with Amazon MGM Studios to produce action figures, toys and roleplay products tied to the upcoming live-action Voltron movie.
• The deal highlights how Hasbro is leaning on legacy 1980s franchises to deepen its entertainment-driven merchandise portfolio and tap into multi-generational fandom.
• We’ll now examine how this new Voltron licensing partnership with Amazon MGM Studios shapes Hasbro’s investment narrative around franchise monetization.

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What Is Hasbro's Investment Narrative?

For Hasbro, you really have to believe in the company’s ability to turn powerful brands into cash flow, even while it is still working through losses, goodwill impairments and a relatively high debt load. The new Voltron deal with Amazon MGM Studios sits neatly alongside recent Street Fighter, Monopoly casino and My Little Pony initiatives, reinforcing the idea that licensing and entertainment tie-ins are central to the story rather than a side bet. In the near term, though, Voltron is unlikely to move the needle compared with bigger catalysts such as the upcoming Q4 2025 earnings release on February 10, any update to guidance, and progress toward returning to sustainable profitability. The key risk is that Hasbro keeps leaning into franchise monetization just as questions are being raised about execution and capital discipline, including the Magic: The Gathering lawsuit and dividend coverage.

However, the lawsuit over Magic: The Gathering card overprinting raises issues investors should not ignore. Hasbro's shares have been on the rise but are still potentially undervalued by 38%. Find out what it's worth.

Exploring Other Perspectives

Across six fair value estimates from the Simply Wall St Community, opinions span from US$1.90 to over US$150, underscoring how differently investors see Hasbro’s brand power, licensing pipeline and unresolved profitability risks.

Explore 6 other fair value estimates on Hasbro - why the stock might be worth less than half the current price!

Build Your Own Hasbro Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Hasbro research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Hasbro research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Hasbro's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.