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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction

 

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

MATTEL

 

 

1

2.1

Class Action Lawsuit – misleading investors

 

Deadline for Class Action participation. Assume beginning of lawsuit on or about May 6

1

2.2

First Quarter and April performance

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

2

2.3

Boy/Girl Category

 

2

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

2

 

Top Fashion Doll IPs in each major market

 

The top Fashion Dolls at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

2

 

North America:

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

3

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Fashion Dolls Worldwide

 

Overall assessment April performance of Mattel, Hasbro, MGAE, Spin Master and Just Play

5

 

Special Events

 

Further success of the BTS group in the UK

6

2.4

Fisher-Price

 

 

5

 

First Quarter and April performance

 

Sell-through 1st Quarter and April

5

 

Special Events

 

Assessment of Rock ‘n Play recall in the light of Fisher-Price sales history following previous recalls; reaction from the side of buyers

8

2.5

American Girl

Sell-through 1st Quarter and April

8

2.6

Mega

 

Sell-through 1st Quarter and April; Detective Pikachu movie

8

3

HASBRO

 

 

8

3.1

First Quarter and April performance

 

First Quarter differences between sell-through reported by the buyers and the shipments reported by the Company. As for April, sell-through reported by the buyers

8

3.2

The Boy Segment

 

 

8

 

First Quarter and April performance

 

Sell-through 1st Quarter and April,, impact of Captain Marvel and Avengers movie

9

 

Top Action Figure IPs in each major market

 

The top Action Figures IPs at 32 major retailers in 18 leading toy markets at the end of April in North America, Europe, Asia, Latin American and Africa

9

 

North America

 

The five top-selling IPs at 9 retailers in 3 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Spin Master and Jazwares

10

 

Europe:

 

The five top-selling IPs at 10 retailers in 5 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

11

 

AustralAsia, Latin America, Africa

 

The five top-selling IPs at 13 retailers in 10 countries; Market Share changes for Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

 

Action Figures Worldwide

 

Worldwide performance by Mattel, Hasbro, Funko, Just Play, Jakks Pacific, Spin Master and Jazwares

12

3.3

Girls properties

Sell-through 1st Quarter and April; Princess, Pony, Pet Shop

12

3.4

Preschool

 

Sell-through 1st Quarter and April; Baby Alive, Playskool, Play-Doh and Lion King

13

3.5

Games and Puzzles

 

13

 

First Quarter and April performance

Sell-through 1st Quarter and April

13

 

Position in each major market

 

 

13

 

North America

Hasbro’s market position in three countries at 9 retailers; market share changes

14

 

Europe

Hasbro’s market position in five countries at 10 retailers; market share changes

15

 

AustralAsia, Latin America, Africa

 

Hasbro’s market position in 10 countries at 13 retailers; market share changes

16

 

Hasbro Position Worldwide

 

Hasbro’s market share changes between June 2018 and April 2019

16

4

LEAPFROG/VTECH

 

 

16

4.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

16

4.2

Top Learning Products in each major market

Top five Learning IPs at 32 retailers in 18 markets

17

 

North America

Top five Learning IPs at 9 retailers in 3 countries; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, 4M and Learning Resources

18

 

Europe

Top five IPs at 10 retailers in 5 markets; progress made by Vtech, Mattel, Melissa + Doug, Spin Master, MGAE , Tomy and Ravensburger

19

 

AustralAsia, Latin America, Africa

 

Top five IPs at 13 retailers in 10 markets; progress made by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco, Learning Resources and Battat

20

 

Learning Product Positions Worldwide:

 

Progress made worldwide by Vtech/Leapfrog, Mattel, Melissa + Doug, Spin Master, 4M, Elenco and Learning Resources

21

5

JAKKS PACIFIC

 

21

5.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

5.2

Special Events

 

Rubies versus Disguise

21

6

SPIN MASTER

 

21

6.1

First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.2

Games (includes Gund) - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

21

6.3

Remote Control/ Interactive -  First Quarter and April performance

 

First Quarter and April sell-through reported by the buyers

21

6.4

Boys Action Figures and HiTech - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.5

Preschool and Girls  - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

6.6

Outdoor - First Quarter and April performance

First Quarter and April sell-through reported by the buyers

22

7

FUNKO

 

22

 

Fourth Quarter 2018 and First Quarter 2019 sell-through performance

First Quarter and April sell-through reported by the buyers

22

8

Toys To  Life

Ubisoft Starlink

22

 

CAUTION

 

Copyright distribution restriction