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1

OVERALL CAVEATS

All projections are based on sell-through, not shipments

1

2

TOYSRUS

 

Impact on major toy manufacturers of TRU store closures third and fourth quarter 2018

1

3

MATTEL

 

1

3.1

Third Quarter Performance

 

Review of sell-through prediction versus reported shipments

1

3.2

Fourth Quarter Outlook

October sell-through and 4th quarter outlook

2

3.3

The  Boy/Girl Segment

 

2

 

Third Quarter Performance and Fourth Quarter Outlook

 

Review of sell-through prediction for the 3rd quarter versus reported shipments; October sell-through and 4th quarter outlook

2

 

Top Fashion Doll IPs in each major market

 

 

2

 

North America:

 

Top five IPs at eight toy retailers in 3 North American countries; market share changes; top IPs market shares U.S. between 8/30/2017 and 10/31/2018

3

 

Europe:

 

Top five IPs at 10 toy retailers in 5 European countries; market share changes

4

 

AustralAsia, Latin America, Africa

 

 

Top five IPs at 12 retailers in 9 countries – Asia, Pacific, South Africa and Latin America; market share changes

4

 

Fashion Dolls Worldwide

 

Market share changes

4

 

Other Events

Polly Pocket relaunch and international rollout

4

3.4

Fisher Price

 

Review of sell-through prediction for the 3rd quarter versus reported shipments; October sell-through and 4th quarter outlook

4

3.5

American Girl

 

Review of sell-through prediction for the 3rd quarter versus reported sales; October sell-through and 4th quarter outlook

4

3.6

Mega

Review of sell-through prediction for the 3rd quarter versus reported shipments; October sell

4

4

HASBRO

 

 

4

4.1

Third Quarter Performance

 

Shipments versus sell-through; inventory buildup

 

6

4.2

 Fourth Quarter Outlook

 

October sell-through performance; sell-through outlook fourth quarter

6

4.3

Boys’ Properties

 

6

 

Third Quarter Performance and Fourth Quarter Outlook

 

Third quarter sell-through versus shipments; October sell-through and outlook fourth quarter; Venom box office performance; launch of Rise of TMNT; low-priced Nerf competition and October sell-through performance

6

 

Top Action Figure IPs in each major market

 

 

6

 

North America:

 

Top five IPs at eight toy retailers in 3 North American countries; market share changes

7

 

Europe:

 

Top five IPs at 10 toy retailers in 5 European countries; market share changes

7

 

AustralAsia, Latin America, Africa

 

 

Top five IPs at 12 retailers in 9 countries – Asia, Pacific, South Africa and Latin America; market share changes

9

 

Action Figures Worldwide

 

Market share changes

9

4.4

Girls properties

 

3rd quarter shipment performance versus sell-through of Disney Princess and of the entire category; October sell-through performance Dis Princess and of the category overall – 4th quarter outlook

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4.5

Preschool

 

3rd quarter sell-through performance versus shipments; October sell-through and 4th quarter outlook. Sesame issue.

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4.6

Games and Puzzles

 

9

 

Third Quarter Performance and Fourth Quarter Outlook

 

3rd quarter sell-through versus shipments; October sell-through performance and 4th quarter outlook; Fortnite Monopoly upside

9

 

Position in each major market

 

 

9

 

North America:

 

Hasbro’s ranking in the top 20 IPs at 8 retailers in 3 North American countries, market share change

10

 

Europe:

 

Hasbro’s ranking in the top 20 IPs at 10 retailers in 5 European countries; market share change

11

 

AustralAsia, Latin America, Africa

 

 

Hasbro’s ranking in the top 20 IPs at 12  retailers in 9 countries in Asia, Pacific, South Africa and Latin America; market share change

11

 

Hasbro Games Position Worldwide

Hasbro’s market share changes

12

5

LEAPFROG/VTECH

 

12

5.1

Third Quarter Performance and Fourth Quarter Outlook

3rd quarter sell-through performance; October sell-through and outlook 4th quarter

13

5.2

Top IPs in each major market

 

 

13

 

North America:

 

Top five IPs at eight toy retailers in 3 North American countries; market share changes

14

 

Europe:

 

Top five IPs at 10 toy retailers in 5 European countries; market share changes

14

 

AustralAsia, Latin America, Africa

 

 

Top five IPs at 12 retailers in 9 countries – Asia, Pacific, South Africa and Latin America; market share changes

14

 

Learning Product Positions Worldwide

Market share changes; advances by smaller companies

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6

JAKKS PACIFIC

 

15

7

TOYS TO LIFE

Ubisoft’s Starlink launch

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8

SPIN MASTER

 

15

8.1

Third Quarter Performance and Fourth Quarter Outlook

3rd quarter shipments versus sell-through; October sell-through performance and 4th quarter outlook

15

 

Games and Plush -Third Quarter Performance and Fourth Quarter Outlook

 

3rd quarter sell-through and October performance; outlook 4th quarter

15

 

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

 

3rd quarter sell-through and October performance; outlook 4th quarter

15

 

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

3rd quarter sell-through and October performance; outlook 4th quarter

15

 

Preschool and Girls  - Third Quarter Performance and Fourth Quarter Outlook

3rd quarter sell-through and October performance; outlook 4th quarter

16

 

Outdoor - Third Quarter Performance and Fourth Quarter Outlook

 

3rd quarter sell-through and October performance; outlook 4th quarter

16

9

FUNKO

 

3rd quarter sell-through and October performance; 4th quarter outlook;  shelf space at TGT and WMT

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