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Top Anticipated Toys Fourth Quarter

Amazon top toys: Hasbro, Mattel, Lego, Spin Master, Leapfrog/VTech

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2

MATTEL

 

1

2.1

Third Quarter Performance

Reason for discrepancy between sell-through and shipments

2

2.2

Fourth Quarter Outlook

October sell-through numbers and fourth quarter forecast; major drivers.

2

2.3

Long term Threats

TRU chapter 11; MGA court case; impending shareholder lawsuit

2

2.4

The Boy/Girl Segment

 

2

 

Sales Projection

 

Third and fourth quarter sell-through and shipments estimates

3

 

Fashion Doll Market Shares U.S.

Market share evolution major IPs April 2017 to October 2017

3

 

Top IPs in each major market

 

 

The top five Fashion Doll IPs  at 28 major retailers in 17 leading toy markets at the end of October, market share changes MAT, HAS, MGA and Spin Master

5

 

Other Events

MGA challenge; CoCo movie toys; WWE dolls

6

2.5

Fisher Price

Reason for discrepancy between 3rd Quarter POS performance and shipments. 4th Quarter POS and shipment estimates. Learning space progress and Octonauts.

6

2.6

American Girl

October sales estimates. New initiatives – Costco; new NY store

6

2.7

Mega

Retail inventory situation and Lego competition. 4th Quarter outlook.

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3

HASBRO

 

 

7

3.1

Third Quarter Performance

Excessive Game shipments and gross margin implications

7

3.2

Fourth Quarter Outlook

Sales projection and gross margin implications

7

3.3

The ToysRUs Fallout

Estimated Chapter 11 hit

7

3.4

Boys Properties

 

 

7

 

Sales Projection

 

4th Quarter sell-through estimates

8

 

Top IPs in each major market

 

The top five Action Figures IPs  at 28 major retailers in 17 leading toy markets at the end of October; market share changes Hasbro, Mattel, Funko and Spin Master

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3.5

 Girls properties

 

4th Quarter sell-through estimates. Princess and Pony

      10

3.6

Preschool

4th Quarter sell-through estimates 

10

3.6

 Games and Puzzles

 

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3.7

Sales Projection

 

4th quarter sell-through and shipments estimates

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Position in each major market

 

Hasbro’s share in top 20 IPs at 28 retailers in 17 leading countries worldwide; market share changes

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4

 LEAPFROG/VTECH

 

12

 

Overall Sales Projection

 

Third and fourth quarter sell-through commentary; Mattel competition

13

 

Top IPs in each major market

 

The top Learning Products Figures at 28 major retailers in 17 leading toy markets at the end of October; market share trends consoles vs toys; VTech, Leapfrog, Mattel, Melissa + Doug, Spin Master

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5

JAKKS PACIFIC

4th quarter sell-through and shipments estimates; delay in Pull My Finger” project

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6

TOYS TO LIFE

 

Lightseekers progress, Lego Dimensions termination; Ubisoft; worldwide growth

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7

Spin Master

4th quarter sell-through and shipments estimates; Paw Patrol in Action Figures category; Construction category challenges