Page Index Klosters Toy Manufacturer Newsletter November 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 November Newsletter, be that on a yearly or monthly basis, will be sent this report automatically

 

 

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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

3rd Q Sell-through vs Shipments, October Performance

Comparison 3rd Q 2019 sell-through performance vs. reported shipments; October sell-through performance

2

2.2

Boy/Girl 3rd Q Sell-through vs Shipments, October Performance

Comparison 3rd Q 2019 sell-through performance vs. reported shipments; October sell-through performance, Creatable World launch

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

6

 

Fashion Dolls Worldwide

 

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

6

2.3

Preschool 3rd Q Sell-through vs Shipments, October Performance

3rd Q sell-through versus reported shipments; October sell-through performance

6

2.4

American Girl 3rd Q Sell-through vs Shipments, October Performance

 

3rd Q sell-through versus reported sales; October sell-through performance; establishment of doll hospitals and a salon at flagship stores in New York and Chicago

7

2.5

Mega 3rd Q Sell-through vs Shipments, October Performance

 

3rd Q sell-through versus reported shipments; October sell-through performance; retail inventories

 

7

2.6

. Other Events

Barney Movie

7

3

HASBRO

 

 

7

3.1

Hasbro 3rd Q Sell-through vs Shipments, October Performance

3rd Q Sell-through vs Shipments, October Performance

8

3.2

The Boy Segment

 

 

8

 

3rd Q Sell-through vs Shipments, October Performance

 

3rd Q Sell-through vs Shipments, October Performance; Skywalker and Nef

8

 

Top Action Figure IPs in each major market

 

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

 

8

 

North America

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

9

 

Europe

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

10

 

AustralAsia, Latin America, Africa

 

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

12

 

Action Figures Worldwide

 

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

 

12

3.3

Girls properties 3rd Q Sell-through vs Shipments, October Performance

 

3rd Q Sell-through vs Shipments, October Performance; Frozen 2 impact

12

3.4

Preschool - 3rd Q Sell-through vs Shipments, October Performance

3rd Q Sell-through vs Shipments, October Performance

12

3.5

Games and Puzzles

 

 

12

 

3rd Q Sell-through vs Shipments, October Performance

 

3rd Q Sell-through vs Shipments, October Performance

13

 

Position in each major market

 

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

 

13

 

North America

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

14

 

Europe

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

16

 

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 October 2019

18

4

LEAPFROG/VTECH

 

18

4.1

3rd Q Sell-through, October Performance

 

3rd Q 2019 and October sell-through performance

18

4.2

Top Learning Products in each major market

 

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

 

18

 

North America

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

19

 

Europe

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

20

 

AustralAsia, Latin America, Africa

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

21

 

Learning Product Positions Worldwide

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

21

 

Special Events

 

Progress by LeapBuilders

22

5

JAKKS PACIFIC

 

 

22

5.1

3rd Q Sell-through, October Performance

3rd Q 2019 and October sell-through performance; Frozen2 as major Halloween driver

22

5.2

Acquisition

 

Status Centerbridge Partners negotiation with Jakks regarding integration with Just Play Company.

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6

SPIN MASTER

 

23

6.1

3rd Q Performance and October Outlook

 

3rd Q 2019 and October sell-through performance

23

6.2

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

 

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

23

6.3

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

3rd Quarter and October sell-through assessment; Hatchimals performance; Llalacorn October launch

23

6.4

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

3rd Quarter and October sell-through assessment; Bakugan and Dragons performance

23

6.5

Preschool and Girls - 3rd Q Performance and October Outlook

3rd Quarter and October sell-through assessment; Paw Patrol. Candylocks and Party Popteenies

24

6.6

Outdoor - September Performance and 3rd Q Outlook

 

3rd Quarter and October sell-through assessment; Seasonality issue

24

6.7

Special Events

Gund Line Friends performance

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7

FUNKO

 

24

71

Funko 3rd Q Sell-through vs Shipments, October Performance

3rd Q Sell-through vs Shipments, October Performance

 

7.2

Special Events

Verse Boardgame launch and performance; 2020 outlook

 

 

CAUTION

 

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