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U.S. Toy Market

 

4th Q 2019 growth adjusted for post-Christmas

 returns; 2020 outlook and caveats; digital vs physical retail sales outlook

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Toy Market International

 

4th Q 2019 growth and 2020 outlook; toy categories expected to do particularly well and markets expected to do particularly badly;

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Retailer movie products adoption

 

The chart shows the adoption of movie-related toys by six U.S. toy retailers at the end of January for all major toy movies now running or expected to be released by end of March, 2020; also shows the pre-order adoption of Baby Yoda

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Barnes + Noble

 

Website problem

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Dollar Stores – Dollar Tree

 

Dollar Tree’s toy strategy compared to Dollar General and Five Below

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Kohl’s 4th Q topline performance and indications that both companies are interested in a closer collaborative effort.

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Reason for Target’s disappointing [but not unexpected] 4th Q 2019 performance in the toy category

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Wal-Mart

Setbacks for acquisitions in two ventures – online and India

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U.S. Retailer Market Shares

Market share changes U.S. retailers between September 2017 and December 2019; market share changes physical retail versus digital retail for the same period

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WMT and TGT Toy Space

Toy category shelf space allocated by Wal-Mart and Target at the end of January for the years 2015 to 2020 in linear feet

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Fashion Doll Shelf Space

Shelf space allocated to leading toy manufacturers by Wal-Mart and Target between 9/25/2017 and1/28/2020; shelf space allocated by the same two retailers to major IPs and Companies between 9/25/2019 and 1/28/2020

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Action Figure Shelf Space

Shelf space allocated to leading toy manufacturers by Wal-Mart and Target between 9/25/2017 and 1/28/2020; shelf space allocated by the same two retailers to major IPs and Companies between 9/25/2019 and 1/28/2020

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Construction Toys

 

Shelf space allocated to leading toy manufacturers by Wal-Mart and Target between 12/25/2019 and 1/28/2020

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Outdoor Toys

Shelf space allocated to Blasters between 9/25/2017 and 1/28/2019; shelf space allocated to all participating manufacturers between  12/25/2019 and 1/282020

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Learning Toys

 

Shelf space allocated to leading toy manufacturers by Wal-Mart and Target between 9/25/2017 and 1/28/2020; shelf space allocated by the same two retailers to major IPs and Companies between 9/25/2019 and 1/28/2020

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CAUTION

Distribution Restriction