Page Index Klosters Toy Manufacturer Newsletter September 2019

 

Incidentally, I will be issuing an analysis of the benefits and negatives servicing a market through your own subsidiary versus using a distributor in the course of September. All subscribers to my September Newsletter, be that on a yearly or monthly basis, will be sent this report automatically

 

 

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Contents

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1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 31 retailers in 18 countries – 9 retailers in 3 countries in North America; 9 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

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2

MATTEL

 

 

1

2.1

August Performance and 3rd Q Outlook

 

Sell-through July and August; outlook 3rd Quarter; inventory build-up

1

2.2

Boy/Girl August Performance and 3rd Q Outlook

Sell-through July and August; outlook 3rd Quarter; inventory build-up

1

 

Top Fashion Doll IPs in each major market

 

Calculated on the basis of feedback from 31 retailers in 18 major toy markets

2

 

North America

Top five IPs in 3 markets at 9 major retailers; commentary on performance

3

 

Europe

Top five IPs in 3 markets at 9 major retailers; commentary on performance

3

 

AustralAsia, Latin America, Africa

Top five IPs in 10 markets at 12 major retailers; commentary on performance

5

 

Fashion Dolls Worldwide

 

Overall performance in August by Mattel, Hasbro, MGAE, Just Play and Spin Master

5

2.3

Preschool August Performance and 3rd Q Outlook

 

Sell-through projection August and 3rd Quarter, Learning Space; Product quality assessment Fisher Price versus Melissa + Doug and Aurora

5

2.4

American Girl August Performance and 3rd Q Outlook

August and 3rd Quarter sell-through projection; Journey Girls sales performance

5

2.5

Mega August Performance and 3rd Q Outlook

 

Sell-through performance August and 3rd Quarter projection; Detective Pikachu sales performance

6

3

HASBRO

 

 

6

3.1

eOne acquisition

 

Wholesale sales estimate; potential license income for Hasbro; implications for Hasbro/Mattel merger

6

3.2

August Performance and 3rd Q Outlook

August sell-through and 3rd Quarter projection. Box office performance comparison 2018 versus 2019

7

3.3

The Boy Segment

 

 

7

 

August Performance and 3rd Q Outlook

 

Action Figure sell-through August and 3rd Quarter Projection; Nerf performance; Total Boy Segment sell-through August and 3rd Quarter projection

7

 

Top Action Figure IPs in each major market

Calculated on the basis of feedback from 31 retailers in 18 major toy markets.

 

7

 

North America

Top five IPs in 3 markets at 9 major retailers; commentary on performance

8

 

Europe

Top five IPs in 5 markets at 9 major retailers; commentary on performance

9

 

AustralAsia, Latin America, Africa

 

Top five IPs in 10 markets at 12 major retailers; commentary on performance

10

 

Action Figures Worldwide

 

Overall performance in May by Mattel, Hasbro, Spin Master, Jakks Pacific, Jazwares, Just Play, and Funko

10

 

Other Events

 

Ghostbusters License

10

3.4

Girls properties August Performance and 3rd Q Outlook

Dis Princess performance; August sell-through for the category and 3rh Quarter projection

10

3.5

Preschool - August Performance and 3rd Q Outlook

 

August sell-through and 3rd Quarter projection

11

3.6

Games and Puzzles

 

 

11

 

August Performance and 3rd Q Outlook

 

August performance and 3rd Quarter outlook; overall Games and Puzzles category performance worldwide

11

 

Position in each major market

 

Hasbro’s performance  calculated on the basis of feedback from 31 retailers in 18 major toy markets.

11

 

North America

Hasbro’s position in 3 markets at 9 major retailers; commentary on performance; market share changes

12

 

Europe

Hasbro’s position in 5 markets at 9 major retailers; commentary on performance; market share changes

13

 

AustralAsia, Latin America, Africa

 

Hasbro’s position in 10 markets at 12 major retailers; commentary on performance; market share changes

14

 

Hasbro Position Worldwide

 

Market share changes between June 2018 and August 2019

14

4

LEAPFROG/VTECH

 

14

4.1

August Performance and 3rd Q Outlook

 

August sell-through performance and 3rd Quarter Projection

15

4.2

Top Learning Products in each major market

 

Calculated on the basis of feedback from 31 retailers in 18 major toy markets.

 

15

 

North America

Top five IPs in 3 markets at 9 major retailers; commentary on performance

16

 

Europe

Top five IPs in 5 markets at 9 major retailers; commentary on performance

17

 

AustralAsia, Latin America, Africa

Top five IPs in 10 markets at 12 major retailers; commentary on performance

18

 

Learning Product Positions Worldwide

Performances of Vtech/Lf, Mattel, Melissa + Doug, Spin Master, MGAE, Learning Resources, Elanco and 4M in the Learning Category

18

 

Special Events

 

Launch, Retailer presence and sell-throgh of LeapBuilders

18

5

JAKKS PACIFIC

 

 

18

5.1

2nd Quarter Performance.  August Sell-through and 3rd Q Outlook

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in August and 3rd Quarter projection

18

6

SPIN MASTER

 

 

18

6.1

August Performance and 3rd Q Outlook

 

August and 3rd Quarter sell-through assessment with and without Gund

18

6.2

Games [incl. Gund] - August Performance and 3rd Q Outlook

August and 3rd Quarter sell-through assessment with and without Gund

19

6.3

Remote Control/ Interactive - August Performance and 3rd Q Outlook

August and 3rd Quarter sell-through assessment

19

6.4

Boys Action Figures and HiTech - August Performance and 3rd Q Outlook

August and 3rd Quarter sell-through assessment

19

6.5

Preschool and Girls  - August Performance and 3rd Q Outlook

August and 3rd Quarter sell-through assessment

19

6.6

Outdoor - August Performance and 3rd Q Outlook

August and 3rd Quarter sell-through assessment

19

6.7

Special Events

 

Gund Line Friends performance

19

7

 Funko

 

 

19

 

2nd Q and July/August  Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in August and 3rd Quarter projection

20

 

CAUTION

 

Copyright distribution restriction