Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH

 

11

5.1

First Quarter sell-through performance

Sell-through performance January, February and March 2019

11

5.2

Top Learning Products in each major market

 

11

 

North America

Top five IPs in the Learning space at 9 retailers in 3 countries, market share changes of major competitors

12

 

Europe:

Top five IPs in the Learning space at 10 retailers in 5 countries, market share changes of major competitors

13

 

Australasia, South Africa and Latin America

Top five IPs in the Learning space at 13 retailers in 10 countries, market share changes of major competitors

14

 

Learning Product Positions Worldwide

Market share changes worldwide of Leapfrog, Vtech, Mattel, Melissa + Doug and Spin Master

14

6

JAKKS PACIFIC

 

14

6.1

First Quarter sell-through performance

January, February and March sell-through performance

14

6.2

Special Events

 

Godzilla movie merchandise at Amazon, Target and Wal-Mart

14

7

SPIN MASTER

 

14

7.1

First Quarter sell-through performance

1st Quarter sell-through

14

 

Games (includes Gund) - First Quarter sell-through performance

Sell-through performance 1st Quarter with and without Gund; competition from new board game competitors

14

 

Remote Control/ Interactive - First Quarter sell-through performance

1st Quarter sell-through; Hatchimals

15

 

Boys Action Figures and  HiTech - First Quarter sell-through performance

1st Quarter sell-through; Bakugan and Dragons; Monster Jam launch

15

 

Preschool and Girls  - First Quarter sell-through performance

1st Quarter sell-through; PopTeenies, Paw Patrol, Rusty Rivets

15

 

Outdoor - First Quarter sell-through performance

 

1st Quarter sell-through

15

7.2

Special Events

DC Movie slate and toy licensees 2019 to 2022

15

8

FUNKO

 

15

8.1

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

4th and 1st Quarter sell-through versus shipments

16

8.2

Movie Licenses

Funko’s movie licenses 1st and 2nd Quarter

16

8.3

Other Events

Primal Age launch

16

 

Caution

This article is copyrighted and cannot be distributed to others

 

 

 

 

 

 

 

 

  

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Contents

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1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown and outlook for toy sales in the U.S.

Rebound of toy aisle traffic and toy sales after shutdown ends

1

3

MATTEL

 

1

3.1

Class Action Lawsuit

Class Action Suits allege that Mattel did not report accurate sales figures during the fourth quarter. If true, this could explain the difference between their shipment numbers and our sell-through findings

2

3.2

First Quarter performance

 

Sell-through performance versus shipments

2

3.3

Boy/Girl Category

 

2

 

First Quarter 2019 sell-through performance

Sell-through projection 1st Quarter – Barbie, Hotwheels, Jurassic World and others

2

 

Top Fashion Doll IPs in each major market

 

2

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Mattel, Hasbro, MGAE and Just Play

3

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Fashion Dolls Worldwide

Worldwide sell-through performance Mattel, Hasbro, MGAE, Spin Master and Just Play

4

 

Special Events

Shazam launch

 

 

 

 

4

3.4

Fisher Price

 

4

 

First Quarter 2019 sell-through performance

January to March performance overall and in Learning Space spefically

5

 

Special Events

Rescue Heroes launch

5

3.5

American Girl

1st Quarter performance; store closures

 

3.6

Mega

 

 

 

First Quarter 2019 sell-through performance

1st Quarter performance; Detective Pikachu release

5

4

HASBRO

 

5

4.1

First Quarter performance

Company’s 1st Quarter sell-through performance

5

4.2

The Boy Segment

 

5

 

First Quarter 2019 performance

 

Sell-through performance 1st Quarter, impact of movies

5

 

Top Action Figure IPs in each major market

 

5

 

North America

 

Top five IPs of the category at 9 retailers in 3 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

6

 

Europe

Top five IPs of the category at 10 retailers in 5 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

7

 

AustralAsia, Latin America, Africa

 

Top five IPs of the category at 13 retailers in 10 countries; market share changes at Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

 

Action Figures Worldwide

Worldwide sell-through performance Hasbro, Mattel, Jazwares, Funko, Spin Master and Jakks

8

4.3

Girls properties

1st Quarter sell-through – Disney Princess, Moana, Pony and Petshop

8

4.4

Preschool

1st Quarter sell-through; Baby Alive, Ugly Dolls

8

4.5

Games and Puzzles

 

 

 

First Quarter 2019 sell-through performance

 

Sell-through worldwide January to March 2019

8

 

Position in each Market

 

8

 

North America

Hasbro’s performance in three markets at 9 retailers; market share changes; impact of new competitive board games at Amazon, Target and Wal-Mart

9

 

Europe

Hasbro’s performance in five markets at 10 retailers; market share changes

10

 

Australasia, South Africa and Latin America

Hasbro’s performance in ten markets at 13 retailers; market share changes

11

 

Hasbro Position Worldwide

 

Hasbro’s market share changes worldwide between June 2018 and March 2019

11

5

LEAPFROG/VTECH