Klosters Toy Manufacturer Newsletter October 1, 2020 – Page Index

 

Please note that we shall issue a new assessment of the Action Figure Toy category in the course of October. This will be similar in methodology to the assessment made on this category in June and it will measure market shares by all companies active in the space with market shares above 0.45% for the United States, Germany, France, Spain, China and Japan. This will be an exclusive for subscribers of the Newsletter, be that for October only or on a yearly basis. We also plan on issuing follow-up assessments on the other three categories – Dolls, the Learning Category, and Games and Puzzles - each on a monthly basis starting in November.

 

 

Page Index: 

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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; 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

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2

CHANGES IN MOVIE RELEASE SCHEDULE

 

The release changes in toy movies means that Hasbro loses 90% of its movie support during the second half. Mattel loses 40%

3

3

THE PIVOT FROM BRICK - AND-MORTAR TO ONLINE 

Assessment of progress during third quarter

3

4

  1.  

 

 

3

4.1.

Company 3rd Q sell-through assessment

Overall 3rd Q sell-through assessment and 4th Q outlook. Main Drivers

3

4.2.

Boy/Girl 3rd Q sell-through assessment

3rd Q sell-through estimates and main drivers

4

 

Top Fashion Doll IPs in each major market

 

Calculated on the basis of feedback from 321 retailers in 18 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 10 markets at 13 major retailers; commentary on performance

9

 

Fashion Dolls Worldwide

 

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

9

4.3

  •  3rd Q sell-through assessment

 

3rd Q sell-through assessment. Reasons for category performance and Mattel’s performance within it

9

4.4.

American Girl 3rd Q sell-through assessment

 

 

eCommerce performance of the company; innovation, sell-through estimate 3rd Q. Online performance versus stores

11

4.5

Mega 3rd Q sell-through assessment

 

3rd Q sell-through estimate. Performance versus overall category in the United States.

11

5

HASBRO

 

 

11

5.1

Company 3rd Q sell-through assessment

 

3rd Q sell-through estimate not including E1.

12

5.2

Boy Category 3rd Q sell-through assessment

3rd Q sell-through estimate. Effect of movie delays

12

 

Top Action Figure IPs in each major market

 

Calculated on the basis of feedback from 32 retailers in 18 major toy markets.

 

12

 

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

15

 

AustralAsia, Latin America, Africa

 

Top five IPs in 10 markets at 13 major retailers; commentary on performance

16

 

Action Figures Worldwide

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

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5.3

Girls properties - 3rd Q sell-through assessment

 

3rd Q sell-through estimate

17

5.4

  •  
 

3rd Q sell-through estimate

17

5.5

Games and Puzzles

 

3rd Q sell-through estimate

17

 

Position in each major market

 

Calculated on the basis of feedback from 32 retailers in 18 major toy markets.

 

18

 

North America

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

19

 

Europe

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

21

 

AustralAsia, Latin America, Africa

Hasbro’s position in 10 markets at 13 major retailers; commentary on performance; market share changes

23

 

Hasbro Position Worldwide

Market share changes between June 2019 and September 2020

 

23

5.6

Special Events

 

Hasbro’s progress with its new entry into the Construction Toy Market

23

6

LEAPFROG/VTECH

 

 

23

6.1

Company 3rd Q projection

 

3rd Q projection

24

6.2

Top Learning Products in each major market

 

Calculated on the basis of feedback from 32 retailers in 18 major toy markets

24

 

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 13 major retailers; commentary on performance

28

 

Learning Product Positions Worldwide

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

28

7

JAKKS PACIFIC  

 

28

7.1

Company 3rd Q sell-through assessment

 

3rd Q projection

29

8

SPIN MASTER

 

 

29

8.1

Company 3rd Q sell-through assessment

 

3rd Q projection

29

9

FUNKO

 

3rd Q projection; Website searches

30

 

CAUTION

 

Copyright distribution restriction