tonies (DB:TNIE) Expands Monopoly Partnership with Hasbro—Will Screen-Free Play Reshape Its Global Growth Story?

On October 7, 2025, Hasbro announced the expansion of its long-term licensing agreement with tonies SE to bring classic Hasbro board games, including Monopoly, to the Toniebox 2 platform in new interactive, screen-free Tonieplay formats beginning in 2026 across key global markets. This agreement marks tonies' entry into a new product category, leveraging iconic brands to reach broader audiences and potentially enhance its recurring revenue streams in North America, DACH, UK, France, and Australia/New Zealand. We'll explore how introducing Hasbro's beloved games to Tonieplay could strengthen tonies' ability to capture growth through innovative, screen-free play experiences.

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tonies Investment Narrative Recap

To be a tonies shareholder today means believing in the enduring appeal of screen-free, interactive play, and the company's ability to consistently expand its recurring revenue streams worldwide. The new Hasbro licensing deal brings added credibility and reach into fresh product categories, but the most immediate impact is strengthening tonies' position in key developed markets, rather than shifting its foundational risk, ongoing competition from digital streaming and app-based content remains the central headwind in the near term.

The August launch of Toniebox 2 is particularly relevant in this context, providing a platform for innovative products like Tonieplay and supporting household engagement with dynamic features for children of all ages. This ecosystem approach directly contributes to one of tonies' main short-term catalysts: international expansion, improved engagement metrics, and channel penetration are expected to fuel top-line growth and enable higher customer lifetime value.

Yet, despite these growth opportunities, investors should also keep in mind the contrast between recurring physical sales and the persistent risk that...

Read the full narrative on tonies (it's free!)

tonies' outlook anticipates €947.7 million in revenue and €61.6 million in earnings by 2028. This is based on 22.9% annual revenue growth and an increase in earnings of €34 million from the current €27.6 million level.

Uncover how tonies' forecasts yield a €11.03 fair value, a 36% upside to its current price.

Exploring Other PerspectivesDB:TNIE Community Fair Values as at Oct 2025

Three unique fair value estimates from the Simply Wall St Community put tonies between €10.08 and €18.61 per share. While many see strong international expansion as an engine for future gains, others weigh the ongoing risks from digital competitors and shifting consumer preferences, be sure to consider these varied outlooks as you form your own view.

Story Continues

Explore 3 other fair value estimates on tonies - why the stock might be worth just €10.08!

Build Your Own tonies Narrative

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

A great starting point for your tonies research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Our free tonies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate tonies' 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.

Companies discussed in this article include TNIE.db.

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