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Klosters Toy Newsletters February 2018

|Includes: AMZN, ATVI, DG, DIS, FNKO, HAS, JAKK, Mattel, Inc. (MAT), NTDOY, SNMSF, TGT, VTKLY, WMT
Summary

Klosters Trading issues two Newsletters on the toy space monthly - the Toy Supply Chain Newsletter and the Toy Manufacturer Newsletter.

The former covers developments in the U.S. and internationally; provides retailer market shares and shelf space for leading brands in Fashion Dolls, Action Figures, Construction, Learning and Toys To Life.

The latter reviews Hasbro, Jakks, Mattel, Spin Master, VTech/Leapfrog, Toys To Life and Funko – top brands in 17 countries, issues and opportunities and provides sell-through estimates for each.

Klosters Toy Supply Chain Newsletter February 1, 2018 – Page Index

 

Page

#

Title

#

Title

Contents

 

1

1

Toy Market Review Fourth Quarter 2017

 

Growth assessment NPD versus Klosters 4th quarter and all of 2017

 

1

2

Toy Market Seasonality

 

January affected by returns

 

1

3

Amazon

 

Target acquisition

 

2

4

Target

Store problems

 

3

5

 

ToysRUs

 

Store closings – who benefits

 

3

6

Wal-Mart

 

Tie-in with Rakuten, staff reduction in Bentonville, store divestment in Brazil

 

4

7

Dollar Stores

 

Dollar General widens its supplier base, effect on toy space

 

4

8

WMT and TGT toy space

 

WMT and TGT reduce shelf space; shelf space comparison last week January 2014 to 2018

 

4

9

Fashion Doll Shelf Space

 

Shelf space last week September 2017 to January 2018; comment of retail inventory

 

5

10

Action Figure Shelf Space

 

Shelf space last week September 2017 to January 2018; comment of retail inventory

 

6

11

Construction Toys.

 

Shelf space last week September 2017 to January 2018; comment of retail inventory

 

7

12

Outdoor Toys

 

Nerf and BoomCo shelf space at WMT, TGT, TRU at end of January 2018

 

7

13

Learning Toys

 

Shelf space last week September 2017 to January 2018; detail as of 2/25/2018; comment on retail inventory; MAT and Melissa + Doug inroads

 

8

14

Toys To Life

 

Shelf space last week September 2017 to January 2018

 

Klosters Toy Manufacturer Newsletter February 1, 2018 – Page Index

 

Page

#

Title

#

Title

Contents

1

1

OVERALL CAVEATS

Forex, Inventory in transit or in DCs

1

2

MATTEL

 

1

2.1

Fourth quarter performance

4th quarter sell-through vs shipments; retailer inventory problems; Fisher Price management change

2

2.2

Mattel in China

Partnership with NetEase

2

2.3.

The Boy/Girl Segment

 

2

 

Sales Projection

 

4th Q sell-through – CARS, Barbie, Monsters, Wheels, WWE, Justice League, DC Super Hero Girls and other Dolls, Coco

2

 

Top IPs in each major market

 

 

3

 

North America:

 

Fashion Doll top 5 brands in North America – 3 countries and 7 key retailers; market share developments; MGA inroads inroads

3

 

Europe:

 

Fashion Doll top 5 brands in Europe – 6 countries and 11 retailers; market share developments; MGA inroads

4

 

AustralAsia, Latin America, Africa

 

Fashion Doll top 5 brands in AustralAsia and Africa – 8 countries and 10 key retailers; market share developments, Hasbro performance, MGA inroads

5

 

Fashion Dolls Worldwide

Worldwide market share developments MAT, HAS  and MGA; JoJo Siwa

5

 

Other Events

 

Wrinkle in Time film and Barbie involvement

5

2.4

Fisher Price

Sell-through, developments; Learning Category; management changes

6

2.5

American Girl

 

Store problems, Competition comparison

8

2.5

Mega

 

Inventory issues internationally; sell-through

8

3

HASBRO

 

 

8

3.1

Fourth quarter performance

 

Sell-through, shipments, market share worldwide

8

3.2

Boys’ Properties

 

 

8

 

Sales Projection

Sell-through, Star Wars issue; Yokai Watch, Beyblades, Playmation

9

 

Top IPs in each major market

 

9

 

North America

 

Action Figures top 5 brands in North America – 3 countries and 7 key retailers; market share developments, Roblox by Jazwares and P J Masks by eOne.

9

 

Europe:

 

Action Figures top 5 brands in Europe – 6 countries and 11 retailers; market share developments, P.J. Masks eOne, Roblox Jazwares

10

 

AustralAsia, South Africa, Latin America

Action Figures top 5 brands in AustralAsia and Africa – 8 countries and 10 key retailers; market share developments

11

 

Overall:

 

Worldwide market share developments MAT, HAS , Funko, Spin Master; Roblox by Jazwares and P J Masks by eOne.

11

3.3

Girls properties

 

Sell-through worldwide 4th Quarter; Princess, Pony, Rebelle, Descendants

11

3.4

 Preschool

 

Sell-through worldwide 4th Quarter

12

3.5

Games and Puzzles

 

 

12

 

Sales Projection

 

Sell-through and shipments 4th Quarter

12

 

Position in each major market

 

 

12

 

North America

 

Position of Hasbro Board Game brands amongst top 20 brands at 7 retailers surveyed. Hasbro market share

12

 

Europe

 

Position of Hasbro Board Game brands amongst top 20 brands at 11 retailers surveyed. Hasbro market share

13

 

Australasia, South Africa and Latin America:

 

Position of Hasbro Board Game brands amongst top 20 brands at 10 retailers surveyed. Hasbro market share

14

 

Overall

Market share changes worldwide

14

4

LEAPFROG/VTECH

 

14

 

Fourth Quarter Performance

 

Sell-through and shipments 4th Quarter

14

 

Top IPs in each major market

 

 

14

 

North America

Learning products top 5 brands in North America – 3 countries and 7 key retailers; market share developments

 

14

 

Europe

Learning products top 5 brands in Europe – 6 countries and 11 retailers; market share developments

 

15

 

Australasia, South Africa and Latin America

Learning Products top 5 brands in AustralAsia and Africa – 8 countries and 10 key retailers; market share developments

 

16

 

Overall

Sell-through estimates; Mattel, Spin Master and Melissa +  Doug performance

 

16

5

JAKKS PACIFIC

 

Sell-through and shipments numbers 4th Quarter; acquisition by Meisheng

 

16

6

TOYS TO LIFE

 

Market shares 01/31/2018; Shelf space

 

17

7

SPIN MASTER

 

Sell-through 4th Quarter; Hatchimals and PawPatrol

 

17

8

FUNKO

 

Sales distribution,  2017 sell-through growth rate, tie-in with Com2uS

 

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.