Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

All projections are based on sell-through, not shipments, reported by 32 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 3 retailers in Africa and the same in Latin America.

1

2

Effect of the Shutdown

Effect on growth of the U.S. toy market; has begun to affect Purchase Orders

1

3

TOYSRUS

 

Absence of excess retail inventory normally held by ToysRUs affects first quarter shipments by vendors

1

4

MATTEL

 

1

4.1

Structural Simplification

Effect of this program on Mattel’s profitability in 2018 and 2019

2

4.2

The  Boy/Girl Segment

 

 

2

 

Fourth Quarter 2018 performance

Sell-through estimate for 4th Quarter

2

 

January 2019 Sell-through performance

 

Sell-through estimate for January 2019

2

 

Top Fashion Doll IPs in each major market

Top 5 IP rankings at 32 major retailers in 18 leading toy markets

2

 

North America

 

Top 5 Fashion Doll IP rankings at 9 major retailers in 3 countries, market share changes

3

 

Europe

Top 5 Fashion Doll IP rankings at 10 major retailers in 5 countries, market share changes

4

 

AustralAsia, Latin America, Africa

Top 5 Fashion Doll IP rankings at 13 major retailers in 10 countries, market share changes

5

 

Fashion Dolls Worldwide

 

Overall developments and market share changes

5

 

Special Events

 

Acquisition of BTS license; assessment by national buyers

5

4.3

Fisher Price

 

5

 

Fourth Quarter 2018 performance

 

Sell-through estimate for 4th Quarter

5

 

January 2019 Sell-through performance

 

Sell-through estimate for  January 2019

6

4.4

American Girl

 

4th Quarter and  January  2019 sell-through estimates

6

4.5

 Mega

 

 

6

 

Fourth Quarter and January performance

 

4th Quarter and  January  2019 sell-through estimates

6

 

Special Events

 

Acquisition of the Nintendo Detective Pikachu license

6

5

HASBRO

 

 

6

5.1

 Fourth Quarter and January performance

 

4th Quarter and  January  2019  sell-through estimates

6

5.2

 The  Boy Segment

 

 

6

 

Fourth Quarter 2018 performance

 

Sell-through estimate for the 4th Quarter

6

 

January 2019 Sell-through performance

 

January sell-through estimate

6

5.3

Top Action Figure IPs in each major market

 

Top 5 IP rankings at 32 major retailers in 18 leading toy markets

6

 

North America

 

Top 5 Action Figure IP rankings at 9 major retailers in 3 countries, market share changes

7

 

Europe

Top 5 Action Figure IP rankings at 10 major retailers in 5 countries, market share changes

8

 

AustralAsia, Latin America, Africa

Top 5 Action Figure IP rankings at 13 major retailers in 10 countries, market share changes

9

 

Action Figures Worldwide

 

Overall developments and market share changes

9

5.4

Girls properties

 

4th Quarter and January 2019 sell-through estimates. Disney Princess performance..

9

5.5

Preschool

4th Quarter and January 2019 sell-through estimates

9

5.6

Games and Puzzles

 

 

9

 

Fourth Quarter Sell-through Estimate and January Outlook

 

4th Quarter and January 2019 sell-through estimates

9

 

Position in each major market

Hasbro’s position at 32 major retailers in 18 leading toy markets at the end of January:

 

9

 

North America

Hasbro’s ranking amongst top twenty IPs at 9 major retailers at 3 major markets; market share changes May to September 2018

10

 

Europe

Hasbro’s ranking amongst top twenty IPs at 10 major retailers at 8 major markets; market share changes May to September 2018

11

 

Australasia, South Africa and Latin America:

 

Hasbro’s ranking amongst top twenty IPs at 13 major retailers at109 major markets; market share changes May to September 2018

11

 

Hasbro Games Position Worldwide

Overall assessment; market share changes June 2018 to January 20192018

11

 

Hasbro Games Position Worldwide

Overall assessment; market share changes May to September 2018

12

6

LEAPFROG/VTECH

 

12

6.1

Fourth Quarter and January performance

4th Quarter and January 2019 sell-through estimates

12

6.2

Top Learning Products in each major market

 

Top 5 IPs at 32 retailers in 18 major markets

12

 

North America

Top 5 IP ranking by buyers at 9 major retailers at 3 major markets; market share changes LF, VTech, MAT, Melissa + Doug as well as Learning Resources, Educational Insights and 4M

13

 

Europe

Top 5 IP ranking by buyers at 10 major retailers at 5 major markets; market share changes of the major players

14

 

AustralAsia, Latin America, Africa

Top 5 IP ranking by buyers at 13 major retailers at 10 major markets; market share changes of the major players

14

 

Learning Product Positions Worldwide

Worldwide assessment of performance of changes of the major players

15

7

JAKKS PACIFIC

 

15

7.1

 4th Quarter and January performance

 

4th Quarter and January 2019 sell-through estimates

15

7.2

Special Events

 

Assessment of recent reorganization; reaction from the side of senior buyers

15

8

SPIN MASTER

 

15

8.1

Fourth Quarter 2018 performance

 

4th Quarter sell-through estimate; with and without Gund

15

8.2

.First Quarter 2019 performance

1st Quarter sell-through estimate  with and without Gund

15

 

Games, Activities and Plush – 4th Quarter 2018 and January performance

 

1st Quarter sell-through estimate  with and without Gund

16

 

Remote Control/ Interactive - 4th Quarter 2018 and January performance

 

Sell-through estimates for both 4th Quarter 2018 and 1st Quarter 2019

16

 

Boys Action Figures and  HiTech - 4th Quarter 2018 and January performance

 

Sell-through estimates for both 4th Quarter 2018 and 1st Quarter 2019; impact Bakugan and Train Your Dragon

16

 

Preschool and Girls  - 4th Quarter 2018 and January performance

 

Sell-through estimates for both 4th Quarter 2018 and 1st Quarter 2019;; Paw Patrol Performance

16

 

Outdoor - Fourth Quarter Outlook

Sell-through estimates for both 4th Quarter 2018 and 1st Quarter 2019

16

8.3

 Special Events

 

Acquisition Monster Jam License

16

9

FUNKO

 

Sell-through estimates for both 4th Quarter 2018 and 1st Quarter 2019; shelf space expansion

17

 

Caution

Copyrighted Publication