In short: Rogers (re-recommend): vastly undervalued — ~$13 vs a $25–26 private-market value; activist Southeastern urged exploring a sale (possibly to Hasbro) and this regulatory environment is the time. Iconic IP (Barbie, Hot Wheels, Fisher-Price, American Girl), steady buybacks, Toy Story 5 a potential tailwind; the digital-games/trading-card push and disappointing movies are what hurt the stock.
Rogers thinks the toy maker is worth $25–26 a share in a private sale versus a ~$13 stock price. The brands (Barbie, Hot Wheels, Fisher-Price, American Girl) are irreplaceable; what hurt the stock was a costly push into digital games and trading cards plus some flop movies. Now an activist investor is publicly urging a sale — possibly to Hasbro — and Rogers thinks today's merger-friendly regulators make this the moment. Meanwhile the company keeps buying back its own cheap shares.
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