KLosters Toy Manufacturing Newsletter September  1, 2023 –    22 Pages

The Newsletter shows POS performance of the 3rd Q to end August as well as the toy buyers outlook for the 4th Q  for Hasbro, Mattel, Spin Master, Jakks Pacific and Funko. It also shows the top 5 IPs for Fashion Dolls, Action Figures, and Educational Toys, as reported at the end of August by the buyers at the major toy retailers – North America 9 retailers, Europe 7 retailers, and Emerging Markets 10 retailers. We also show Hasbro’s changing market share in Board Games at the same retailers


KLosters Supply Chain Newsletter September  1, 2023 – 14 Pages

This Newsletter looks at Back To School performance to date in the U.S. and its implications for toy POS in the 4th Q. As far as International is concerned, it looks at the effect of the Yuan depreciation on toy companies sourcing in China; it also looks Japan’s demographic trends and how Bandai and Tomy have pivoted to adult toys; and for Germany, consumer confidence levels are likely to have implications for toy sales in the 4th Q.

It also looks at the most recent developments of consumer interest online and what this means in terms of the U.S. toy market. Finally, we are providing shelf space changes between August 2019 and August  2023 at WMT and TGT. We also provide shelf space readings for Fashion Dolls, Action Figures, Construction toys, Blasters and Educational toys, by company and major IPs for the months March to August 2023.