Disguise, Inc. ranks as the top U.S. costume manufacturer for 2025, driven by strong Minecraft-themed sales.
Quiver AI Summary
Disguise, Inc., the costume division of JAKKS Pacific, has been ranked as the top costume manufacturer in the U.S. for 2025, marking its third consecutive year in this position. The company's success is attributed to its focus on quality licensed products and an expanding portfolio, particularly its strong tie to the gaming franchise Minecraft, which remains its leading costume license. The release of "A Minecraft Movie" in April 2025 significantly boosted demand for Minecraft-themed costumes, including the newly popular Chicken Jockey Pop-Up Costume. This demand was exacerbated by a viral moment in the film that led to audience engagement in theaters. Disguise continues to thrive in the costume market, promising even further growth and success in the future.
Potential Positives
- Disguise, Inc. has been ranked as the #1 costume manufacturer in the U.S. for 2025, marking the third consecutive year of holding this top position.
- The continued growth and market leadership can be attributed to Disguise's commitment to quality licensed products and an expanded portfolio, enhancing brand reputation.
- The success of Minecraft-branded costumes, particularly after the release of A Minecraft Movie, underscores the effective partnership and strong demand for these products.
- The new Chicken Jockey Pop-Up Costume became one of the most in-demand products, indicating successful innovation and market responsiveness.
Potential Negatives
- While Disguise, Inc. has achieved the top rank in costume manufacturing, this press release does not provide specific financial figures or insights into the profitability of their operations, which may raise questions about the sustainability of their success.
- The strong reliance on the Minecraft franchise, as highlighted in the press release, could indicate a vulnerability if future releases or interest in the franchise decline, potentially impacting sales significantly.
- The mention of resale listings for the Chicken Jockey costume at nearly three times its original retail price may suggest inventory management issues, indicating that demand exceeded production capacity.
FAQ
What recent achievement has Disguise, Inc. accomplished?
Disguise, Inc. has been ranked the #1 costume manufacturer in the U.S. for year-to-date 2025.
How many years has Disguise held the top position?
This is the third consecutive year Disguise has maintained the top spot in costume manufacturing.
What contributed to Disguise’s market leadership?
Disguise's commitment to quality licensed products and brand portfolio expansion over the past five years has fueled its growth.
Which franchise is driving Disguise's success in 2025?
Minecraft has been a major driver of success, being the #1 costume license for Disguise in the U.S. this year.
What product became highly sought after in 2025?
The Chicken Jockey Pop-Up Costume gained popularity and sold out quickly due to its association with A Minecraft Movie.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$JAKK Hedge Fund Activity
We have seen 60 institutional investors add shares of $JAKK stock to their portfolio, and 72 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GATE CITY CAPITAL MANAGEMENT, LLC added 530,380 shares (+inf%) to their portfolio in Q3 2025, for an estimated $9,934,017
- PHILOSOPHY CAPITAL MANAGEMENT LLC removed 373,859 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $7,002,379
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 363,696 shares (+inf%) to their portfolio in Q3 2025, for an estimated $6,812,026
- BASTION ASSET MANAGEMENT INC. removed 146,128 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,736,977
- NUVEEN, LLC removed 110,300 shares (-79.2%) from their portfolio in Q3 2025, for an estimated $2,065,919
- MONIMUS CAPITAL MANAGEMENT, LP removed 85,856 shares (-67.8%) from their portfolio in Q3 2025, for an estimated $1,608,082
- GOLDMAN SACHS GROUP INC added 77,124 shares (+165.6%) to their portfolio in Q3 2025, for an estimated $1,444,532
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$JAKK Analyst Ratings
Wall Street analysts have issued reports on $JAKK in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Small Cap Consumer Research issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for $JAKK, check out Quiver Quantitative's $JAKK forecast page.
$JAKK Price Targets
Multiple analysts have issued price targets for $JAKK recently. We have seen 2 analysts offer price targets for $JAKK in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Eric M Beder from Small Cap Consumer Research set a target price of $30.0 on 10/31/2025
Full Release
POWAY, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Disguise, Inc., the global costume division of leading toy and consumer products company JAKKS Pacific, Inc. (NASDAQ: JAKK), today announced that it has been ranked the #1 costume manufacturer in the U.S. for year-to-date (YTD) 2025, according to Circana (Source: Circana, LLC, Retail Tracking Service, Costumes Supercategory, Dollars Adjusted, Jan–Sept 2025 and Jan 2023–Dec 2024). This marks the third consecutive year Disguise has held the top spot, after previously rising from #2 in 2022 (Source: Circana, LLC, Retail Tracking Service, Costumes Supercategory, Dollars Adjusted, Jan–Sept 2025 vs. Jan–Dec 2022).
Disguise attributes its continued growth and market leadership to its commitment to quality licensed products and the expansion of its robust portfolio of brands over the past five years. A major driver of this success has been Disguise’s powerhouse gaming portfolio, led by Minecraft which was Disguise’s #1 costume license in the U.S. in value sales for year-to-date (YTD) 2025, and the #3 costume license in the U.S. by value sales for YTD 2025, according to Circana (Source: Circana, LLC, Retail Tracking Service, Costumes Supercategory, Dollars Adjusted, Jan – Nov 2025).
The release of A Minecraft Movie in April 2025 fueled exceptional demand for the already popular Minecraft-branded costumes—a license Disguise has held globally since 2017. From evergreen character staples such as Creeper and Steve to newer introductions like the Enderman, Ender Dragon, and Warden, Minecraft remains a fan-favorite choice every Halloween. Disguise’s new-for-2025 Chicken Jockey Pop-Up Costume quickly became one of the year’s most in-demand products, with retailers selling through inventory well before October. The costume’s popularity even sparked resale listings on eBay for nearly three times its original retail price.
The Chicken Jockey costume’s success was amplified by a viral fan trend surrounding the film’s theatrical debut. In a now-iconic scene, Jack Black’s character, Steve, yells “Chicken Jockey!” as Jason Momoa’s character, Garret, faces off with a zombie riding a chicken. The moment inspired a “call-and-response” ritual among moviegoers—when the line was shouted in theaters, audiences erupted in cheers, claps, and even popcorn tosses.
“We are extremely proud of the success and growth we have achieved over the past three years to become the top costume manufacturer in the U.S. and anticipate even more proud moments ahead,” said Tara Cortner, President and GM of Disguise. “Minecraft continues to be a cornerstone of our success. Our long-term partnership with Minecraft has allowed us to bring its world to life through costumes that resonate with fans of all ages. The excitement around A Minecraft Movie this year took that connection to an entirely new level.”
Earlier this year, A Minecraft Movie Instagram account revealed that a second film is officially on the way for 2027.
About JAKKS Pacific, Inc.:
JAKKS Pacific, Inc. is a leading designer, manufacturer and marketer of toys and consumer products sold throughout the world, with its headquarters in Santa Monica, California. JAKKS Pacific’s popular proprietary brands include: AirTitans
®
, Disguise
®
, Fly Wheels
®
, JAKKS Wild Games
®
, Moose Mountain
®
, Maui
®
, Perfectly Cute
®
, ReDo
®
Skateboard Co., Sky Ball
®
, SportsZone™, Xtreme Power Dozer
®
, WeeeDo
®
, and Wild Manes™ as well as a wide range of entertainment-inspired products featuring premier licensed properties. Through our products and our charitable donations, JAKKS is helping to make a positive impact on the lives of children. Visit us at
www.jakks.com
and follow us on Instagram (@jakkspacific.toys), Twitter (@jakkstoys) and Facebook (@jakkspacific.toys).
©2025 JAKKS Pacific, Inc. All rights reserved
About Disguise Inc.
Since 1987, Disguise has been a global leader in the dress up and roleplay industry creating innovative and trend setting costumes and accessories. Based in San Diego, Disguise produces costumes and accessories under many of the world’s leading licensed brands, as well as its own proprietary brands for the world’s largest retailers including specialty, party and pop-up stores. Disguise designs and manufactures millions of costumes each year bringing smiles and creating memories for kids and adults alike. To see Disguise’s extensive licensed dress up collection, please visit
www.disguise.com
and follow us on Instagram (@disguise.costumes), X (@DisguiseInc) and Facebook (Disguise Costumes).
MEDIA CONTACT:
[email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/91f5ac0f-817e-40c4-95a6-9ddc68bb1bac