Please note that we shall issue a new assessment of the Games and Puzzles Toy category in the course of September. This will be similar in methodology to the assessment made on this category in May. This will be an exclusive for subscribers of the Newsletter, be that for September only or on a yearly basis. We also plan on issuing follow-up assessments on the other three categories – Action Figures, Dolls and the Learning Category - each on a monthly basis starting in October.

 

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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; 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 2 retailers in Africa and 2 countries and 3 retailers in Latin America

1

2

THE PIVOT FROM BRICK - AND-MORTAR TO ONLINE 

 

Consumer website searches between February and August for Mattel, Hasbro, Spin Master, Funko and Jakks Pacific worldwide; significance of web searches by consumers

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3

  1.  

 

 

3

3.1

Company 2nd Quarter Financial Performance

 

Commentary by Isaac Larian, CEO of MGAE, on Mattel’s performance

 

3

3.2

Company 3rd Q sell-through assessment

 

3rd Q and 4th Q sell-through outlook

4

3.3

Boy/Girl 3rd Q sell-through assessment

3rd Q sell-through outlook; first sales performance readings Cave Cub Dolls and Masters of the Universe Action Figures

4

 

Top Fashion Doll IPs in each major market

 

Calculated on the basis of feedback from 31 retailers in 19 major toy markets.

 

4

 

North America

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

5

 

Europe

Top five IPs in 5 markets at 10 major retailers; commentary on performance

7

 

AustralAsia, Latin America, Africa

Top five IPs in 11 markets at 11 major retailers; commentary on performance

8

 

Fashion Dolls Worldwide

 

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

9

3.4

3.4. Preschool 3rd Q sell-through assessment

 

Reasons for Mattel’s performance in the Category; July and August sell-through estimates

10

3.5

American Girl 3rd Q sell-through assessment

 

 

eCommerce performance of the company; sell-through estimate July and August

 

10

3.6

Mega 3rd Q sell-through assessment

 

July and August sell-through estimates

11

4

HASBRO

 

 

11

4.1

Company 3rd Q sell-through assessment

 

July and August sell-through performance not including E1

 

11

4.2

Boy Category 3rd Q sell-through assessment

July and August sell-through; effect of lack of movie support

11

 

Top Action Figure IPs in each major market

 

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

 

11

 

North America

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

13

 

Europe

Top five IPs in 5 markets at 10 major retailers; commentary on performance

14

 

AustralAsia, Latin America, Africa

 

Top five IPs in 11 markets at 11 major retailers; commentary on performance

16

 

Action Figures Worldwide

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

16

4.3

Girls properties - 3rd Q sell-through assessment

 

July and August sell-through estimates

16

4.4

  •  
 

July and August sell-through estimates

 

16

4.5

Games and Puzzles

 

July and August sell-through estimates

 

16

 

Position in each major market

 

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

 

17

 

North America

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

18

 

Europe

Hasbro’s position in 5 markets at 10 major retailers; commentary on performance; market share changes

19

 

AustralAsia, Latin America, Africa

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

22

 

Hasbro Position Worldwide

Market share changes between June 2019 and August 2020

 

22

4.6

Special Events

 

Hasbro’s entry into the Construction Toy Market

23

5

LEAPFROG/VTECH

 

 

23

5.1

Company 3rd Q projection

 

July and August sell-through estimates

23

5.2

Top Learning Products in each major market

 

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

23

 

North America

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

25

 

Europe

Top five IPs in 5 markets at 10 major retailers; commentary on performance

26

 

AustralAsia, Latin America, Africa

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

28

 

Learning Product Positions Worldwide

Performances of Vtech/LF, Mattel, Melissa + Doug and MGAE in the Learning Category

28

6

JAKKS PACIFIC  

 

28

6.1

Company 3rd Q sell-through assessment

 

3rd and 4th Q sell-through estimates. Effect of Halloween on Disguise

29

7

SPIN MASTER

 

 

29

7.1

Company 2nd Q 2020 sell-through assessment; 3rd Q projection

 

Assessment of 2nd Q shipments versus sell-through performance; July and August sell-through estimates

29

8

FUNKO

 

Assessment of 2nd Q shipments versus sell-through performance; July and August sell-through estimates

303

 

CAUTION

 

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