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Contents

1

1

OVERALL CAVEATS

No forex, no shipment data, no tariffs, all sell-through

1

2

TOYSRUS

 

Sales migration progress 3rd and 4th Quarter and all of 2018

1

3

MATTEL

 

1

3.1

New Film Studio

Buyer reactions; development timeline

2

3.2

Third Quarter Performance

 

Sell-through performance; difference between shipments and sell-through

2

3.3

Fourth Quarter Outlook

Buyers at 30 retailers at 17 major markets project likely sell-through

2

3.4

The  Boy/Girl Segment

 

2

 

Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4thQ buyer estimates

2

 

Top Fashion Doll IPs in each major market

Top 5 IP rankings

2

 

North America

Top 5 IP ranking by buyers at 8 major retailers at 3 major markets; market share changes MAT, HAS, Spin Master, MGAE and Just Play

3

 

Europe

Top 5 IP ranking by buyers at 10 major retailers at 5 major markets; market share changes MAT, HAS, MGAE and Just Play

4

 

AustralAsia, Latin America, Africa

Top 5 IP ranking by buyers at 12 major retailers at 9 major markets; market share changes MAT, HAS and MGAE

4

 

Fashion Dolls Worldwide

 

Worldwide assessment of performance of MAT, HAS, Spin Master, MGAE and Just Play

5

3.5

Fisher Price

 

Thomas reset; sell-through performance Fisher Price 3rd  quarter and buyers’ outlook for 4th Quarter

5

3.6

American Girl

 

3rd Quarter sales performance and 4th Quarter outlook

5

3.7

Mega

3rd Quarter sell-through reading and 4thQ buyer estimates

5

4

HASBRO

 

5

4.1

Third Quarter Performance

 

Sell-through performance; difference between shipments and sell-through

6

4.2

Fourth Quarter Outlook

Buyers at 30 retailers at 17 major markets project likely sell-through

6

4.3

Boys’ Properties

 

6

 

Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates; Nerf competition and shelf space concerns

7

 

Top Action Figurel IPs in each major market

Top 5 IP rankings

7

 

North America

Top 5 IP ranking by buyers at 8 major retailers at 3 major markets; market share changes HAS, MAT, Jakks, Funko, Spin Master, Jazwares and eOne

7

 

Europe

Top 5 IP ranking by buyers at 10 major retailers at 5 major markets; market share changes HAS, MAT, Jakks, Funko, Spin Master, Jazwares and eOne

8

 

AustralAsia, Latin America, Africa

Top 5 IP ranking by buyers at 12 major retailers at 9 major markets; market share changes HAS, MAT, Jakks, Funko, Spin Master, Jazwares and eOne

9

 

Action Figures Worldwide

 

Worldwide assessment of performance of HAS, MAT, Jakks, Funko, Spin Master, Jazwares and eOne

9

4.4

Girls properties

 

3rd Quarter sell-through reading and 4thQ buyer estimates

9

4.4

Preschool

 

3rd Quarter sell-through reading and 4thQ buyer estimates

9

4.6

Games and Puzzles

 

9

 

Third Quarter Performance and Fourth Quarter Outlook

 

3rd Quarter sell-through reading and 4thQ buyer estimates

10

 

Position in each major market

 

Hasbro’s position in each market surveyed

10

 

North America

Hasbro’s ranking amongst top twenty IPs at 8 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 12 major retailers at 9 major markets; market share changes May to September 2018

12

 

Hasbro Games Position Worldwide

Overall assessment; market share changes May to September 2018

12

5

LEAPFROG/VTECH

 

12

5.1

Third Quarter Performance and Fourth Quarter Outlook

 

3rd Quarter sell-through reading and 4th Quarter buyer estimates; expectation of major push by Mattel in the Learning space

12

5.2

Top Learning IPs in each major market

Top 5 IP rankings

12

 

North America

Top 5 IP ranking by buyers at 8 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 LF, VTech, MAT, Melissa + Doug as well as Learning Resources, Educational Science, MGA, Spin Master, Learning Resources and Clementoni

14

 

AustralAsia, Latin America, Africa

Top 5 IP ranking by buyers at 12 major retailers at 9 major markets; market share changes LF, VTech, MAT, Melissa + Doug as well as Learning Resources, Educational Science, Spin Master, Learning Resources and 4M

15

 

Learning Product Positions Worldwide

Worldwide assessment of performance of changes LF, VTech, MAT, Melissa + Doug as well as Learning Resources, Educational Insights and 4M

15

6

JAKKS PACIFIC

 

15

6.1

Third Quarter Performance and Fourth Quarter Outlook

 

3rd Quarter sell-through reading and 4th Quarter buyer estimates

15

6.2

Other Events

Meisheng acquisition

15

7

TOYS TO LIFE

Ubisoft’s Starlink

15

8

SPIN MASTER

 

15

8.1

Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates

15

 

Games and Plush - Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates

16

 

Remote Control/ Interactive -Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates

16

 

Boys Action Figures/ HiTech -Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates

16

 

Preschool and Girls  - Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates

16

 

Outdoor - Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates

16

9

FUNKO

 

 

16

9.1

Third Quarter Performance and Fourth Quarter Outlook

3rd Quarter sell-through reading and 4th Quarter buyer estimates

17

 

Caution

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