Page Index Klosters Supply Chain Newsletter August 1, 2019

 

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1

1

U.S. Toy Market

Why NPD’s U.S. toy market projections are wrong; importance of Third Party toy sellers on Amazon; re-emergence of bottom 50% U.S. income population as a significant toy market factor

2

2

Tariffs

Continued pressure to pre-ship toys; why Vietnam as a sourcing country is improbable; consumer backlash in China to manufacturers leaving country

3

3

Toy Market Worldwide

Growth projection international toy market. Effect of Brexit.

3

4

TOYSRUS

TRU Kids plans for fourth quarter

4

5

Dollar Tree

 

Progress of Plus Collection in toys

4

6

Retailer movie products adoption

 

Comparison movie toy product distribution May, June and July between Amazon, Wal-Mart, Target, J C Penney, Kohl’s, Party City and FAO; gaps in pivot away from TRU to other toy retailers by Hasbro and Mattel. Successes and failures in inventory management

4

7

Amazon

Prime Day effect on toy sales

5

8

Target

Continuing mess in toy space; see Pt 6 above

5

9

Wal-Mart

See Pt. 6 above

5

10

WMT and TGT toy space

 

Changes in toy shelf space at the end of July between 2015 and 2019

6

11

Migration from brick and mortar to online

Migration of sales of Toys, Hobby Products and DIY between 2016 and 2022

6

12

Fashion Doll Shelf Space

Total shelf space by toy company between 10/25/2017 [TRU, WMT, TGT] to 7/25/2019 [WMT, TGT]; shelf space by IP at WMT and TGT between 11/25/2018 and 76/25/2019

7

13

Action Figure Shelf Space

Total shelf space by toy company between 10/25/2017 [TRU, WMT, TGT] to 76/25/2019 [WMT, TGT]; shelf space by IP at WMT and TGT between 11/25/2018 and 7/25/2019

 

9

14

Construction Toys

 

Total shelf space at WMT and TGT by company comparing 6/25/2019 and 7/25/2019

9

15

Outdoor Toys

 

Total shelf space at WMT and TGT by company comparing 6/25/2019 and 7/25/2019; comparison shelf space devoted to category on 9/25/2017 [TRU, WMT, TGT] and 7/25/2019 [WMT and TGT

10

16

Learning Toys

 

Total shelf space at WMT and TGT by company comparing 6/25/2019 and 7/25/2019; comparison shelf space devoted to category on 9/25/2017 [TRU, WMT, TGT] and 7/25/2019 [WMT and TGT

11

 

CAUTION

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