Page Index Klosters Toy Manufacturer Newsletter October 2019

 

Incidentally, I will be issuing an analysis  of how the top five North American companies – Hasbro, Mattel, Spin Master, Jakks Pacific and Funko, are doing. All subscribers to my October Newsletter, be that on a yearly or monthly basis, will be sent this report automatically

 

 

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Contents

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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

September Performance and 3rd Q Outlook

 

Sell-through projection for 3rd Q 2019

1

2.2

Boy/Girl August Performance and 3rd Q Outlook

September sell-through performance – Toy Story, BTS, Joker; 3rd Q projection

2

 

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

4

 

AustralAsia, Latin America, Africa

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

5

 

Fashion Dolls Worldwide

 

Overall performance in September by Mattel, Hasbro, MGAE, Just Play and Spin Master; commentary by MGAE re LOL and OMG

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2.3

Preschool September Performance and 3rd Q Outlook

September and 3rd Q sell-through performance; historical U.S. Preschool market shares 2015 – 2019; Mattel’s Preschool market share position at Amazon at end of September by age group; consumer complaints

 

 

 

 

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2.4

American Girl August Performance and 3rd Q Outlook

 

September and 3rd Q sell-through projection; Just Play’s Journey Girl performance; American Girl at Kohl’s.

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2.5

Mega August Performance and 3rd Q Outlook

September sell-through performance and 3rd Q projection; analysis of the two major segments within the Construction Toy category; Pikachu movie performance

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3

HASBRO

 

 

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3.1

3rd Q Movie Support

Comparison of box office support for Hasbro for 3rd Q 2019 vs 2018

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3.2

Hasbro August Performance and 3rd Q Outlook

 

September and 3rd Q sell-throughprojection

8

3.3

The Boy Segment

 

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September Performance and 3rd Q Outlook

 

Correction of August Action Figure sell-through estimates; September and 3rd Q sell-through projection – Action Figures vs. non-Action Figures vs total

8

 

Top Action Figure IPs in each major market

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

 

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North America

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

10

 

Europe

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

11

 

AustralAsia, Latin America, Africa

 

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

12

 

Action Figures Worldwide

 

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

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3.4

Girls properties September Performance and 3rd Q Outlook

 

12

3.5

Frozen

 

Ranking of anticipated movies; buyers’ views on potential sell-through performance; estimate of shipments of Frozen in the Fashion Doll category

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3.5

Preschool - September Performance and 3rd Q Outlook

Sell-through projections September and 3rd Q 2019

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3.6

Games and Puzzles

 

14

 

September Performance and 3rd Q Outlook

 

September sell-through and 3rd Q projection

14

 

Position in each major market

 

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

14

 

North America

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

15

 

Europe

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

17

 

AustralAsia, Latin America, Africa

 

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

17

 

Hasbro Position Worldwide

 

Market share changes between June 2018 and September  2019

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4

LEAPFROG/VTECH

 

19

4.1

August Performance and 3rd Q Outlook

 

August sell-through performance and 3rd Quarter Projection

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4.2

Top Learning Products in each major market

 

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

 

19

 

North America

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

20

 

Europe

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

22

 

AustralAsia, Latin America, Africa

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

22

 

Learning Product Positions Worldwide

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

22

 

Special Events

 

LeapBuilders sell-through at WMT and TGT

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5

JAKKS PACIFIC

 

 

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5.1

5.1 September

 

September and 3rd Q sell-through projections; Frozen shipments; Gigantosaurus roll-out

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5.2

5.1 September

 

Jazwares vs Meisheng. Why Jakks is likely to prefer an alliance with Meisheng

23

5.3

Partnership with MorphSuits

Profile of MorphSuits as a company

 

 

 

 

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6.4

SPIN MASTER

 

 

24

6.1

August Performance and 3rd Q Outlook

 

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

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6.2

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

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

24

6.3

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

September and 3rd Quarter sell-through assessment; Hatchimals performance

24

6.4

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

September and 3rd Quarter sell-through assessment; Bakugan and Twisty Petz performance

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6.5

Preschool and Girls  - August Performance and 3rd Q Outlook

September and 3rd Quarter sell-through assessment; Paw Patrol, Candy Locks, Party Popteenies and Off The Hook  performance

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6.6

Outdoor - August Performance and 3rd Q Outlook

September and 3rd Quarter sell-through assessment

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6.7

Special Events

 

Gund Line Friends performance

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7

 Funko

 

 

24

7.1

September Performance and 3rd Q Outlook Performance

September and 3rd Q sell-through assessment

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7.2

Special Events

Warner’s Funko movie

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CAUTION

 

Copyright distribution restriction