<

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

Exclusions from sell-through projections

1

2

TOYSRUS

 

ToysRUs closures – negative impact on toy manufacturers second quarter and whole year 2018

1

3

MATTEL

 

1

3.1

Management

Implications of staff cuts

2

3.2

Second Quarter Performance

 

Differences between sell-through numbers and reported shipments; questions about claimed TRU negative impact

2

3.3

Third Quarter Outlook

Third quarter projection on basis of July sell-through numbers

2

3.4

The  Boy/Girl Segment

 

2

 

Sales Projection 3rd Quarter

 

July sell-through numbers – Barbie, Wheels and Jurassic World vs DC Super Hero Girls, Justice League and CARS

2

 

Top Fashion Doll IPs in each major market

Top Fashion IPs at 30 retailers in 17 toy markets

2

 

North America:

 

Top five Fashion IPs at eight retailers– winners and losers, market share changes

3

 

Europe

Top Fashion IPs at ten retailers– winners and losers, market share changes

4

 

AustralAsia, Latin America, Africa

Top Fashion IPs at twelve retailers– winners and losers, market share changes

4

 

Fashion Dolls Worldwide

 

Winners and losers, market share changes

5

3.5

Fisher Price

 

July sell-through performance; Thomas & Friends: Big World! Big Adventures

5

3.6

 American Girl

July sell-through report

5

3.7

Mega

July sell-through report

5

3.8

Other Events

Status Polly Pocket launch

6

4

HASBRO

 

6

4.1

Second quarter performance

 

Differences between sell-through numbers and reported shipments

6

4.2

Third Quarter Outlook

July sell-through performance

6

4.3

Boys’ Properties

July sell-through and 3rd Quarter projection; Nerf generic competition

6

 

Top IPs in each major market

 

Top Action Figure IPs at 30 retailers in 17 toy markets

6

 

North America:

 

Top Action Figure IPs at eight retailers– winners and losers, market share changes

7

 

Europe

Top Action Figure IPs at ten retailers– winners and losers, market share changes

8

 

AustralAsia, Latin America, Africa

Top Action Figure  IPs at twelve retailers– winners and losers, market share changes

8

 

Action Figures Worldwide

Winners and losers, market share changes

9

4.4

Girls properties

July sell-through numbers;3rd quarter outlook

9

4.5

Preschool

July sell-through numbers, 3rd quarter outlook

9

4.6

Games and Puzzles

 

9

 

Sales Projection

 

2nd quarter performance and July sell-through

9

 

Position in each major market

Hasbro position at 30 retailers in 17 toy markets around the globe

9

 

North America:

 

Hasbro’s position at eight retailers – market share changes

10

 

Europe

Hasbro’s position at ten retailers – Hasbro’s position

10

 

AustralAsia, Latin America, Africa

Hasbro’s position at twelve retailers– winners and losers, market share changes

10

 

Hasbro Games Position Worldwide

Market share change worldwide

11

5

LEAPFROG/VTECH

 

11

 

Second Quarter Performance

Sell-through estimate for the quarter

11

 

Third Quarter Outlook

July sell-through; major competitors

11

 

Top IPs in each major market

Top Learning  IPs at 30 retailers in 17 toy markets

12

 

North America:

 

Top Learning IPs at eight retailers– winners and losers, market share changes

12

 

Europe

Top Learning  Figure IPs at ten retailers– winners and losers, market share changes

13

 

AustralAsia, Latin America, Africa

Top Learning  IPs at twelve retailers– winners and losers, market share changes

14

 

Learning Product Positions Worldwide

Winners and losers, market share changes

14

6

JAKKS PACIFIC

Second quarter assessment; July sell-through and 3rd quarter projection; Mega Man license from DHX Media

14

7

TOYS TO LIFE

Current position; Ubisoft’s Starlink

15

8

SPIN MASTER

Fugglers license; international roll-out of operations; July sell-through and third quarter projection

15

9

FUNKO

New licenses; second and third quarter sell-through projections based on April-June and July Retailer Panel metrics

< New text box >>