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Klosters Toy Supply Chain Newsletter June 1, 2018

|Includes: AMZN, BKS, DG, DLTR, FNKO, HAS, JAKK, JCP, Kohl's Corporation (KSS), MAT, SNMSF, TGT, VTKLY, WMT
Summary

This gives you a complete and up to date summary of what happened in the toy supply chain in May.

Worldwide toy market growth 2018 in the light of most recent ToysRUs developments.

Who are the retailers most likely to benefit from the ToysRUs closures – retailer market shares September 2017 to May 2018.

Shelf space changes at Wal-Mart and Target end May 2014 to end May 2018.It also tells you what happened at the other major retailers in May.

It shows end May U.S. shelfspace status for Fashion Dolls, Action Figures, Learning Space, ConstructionToys and Toys To Life and the impact of TRU closures.

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

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Contents

1

1

Toy Market Worldwide


Change in worldwide toy market growth projection given ToysRUs closures

1

2

Toy Market Seasonality

Impact on toy seasonality due to TRU closures

1

3

Brick-and-Mortar Retailer Popularity Index

Ranking of nine key toy retailers as far as overall popularity amongst consumers is concerned plus specific toy value perception of these stores. Kohl and J C Penney surprise

2

4

ToysRUs Status

Impact on toy market outlook following Isaac Larian’s decision not to pursue acquisition of top U.S. TRU stores plus the bankruptcy of the Australian stores

2

5

Likely ToysRUs beneficiaries in the U.S.


Market share changes between 2017/9 and 2018/5 by key retailers; key parameters of leading potential beneficiaries; presence in toy space of J C Penney and Kohl by leading manufacturers

3

6

Amazon

Amazon takes advantage of the TRU closures to squeeze vendors

4

7

Target


Target benefits from TRU closures with further improvements likely

4

8

Wal-Mart

Brick-and-mortar retrenchments in U.K., Japan and Brazil

4

9

Dollar Stores

Impact of TRU liquidation prices on Dollar Stores toy market share

4

10

WMT and TGT toy space

Toy shelf space status end of May each year back to 2014 plus probable strategy to exploit TRU closures

5

11

Fashion Doll Shelf Space

Fashion Doll shelf space changes U.S. by major company and major IPs between February 25 and May 25, 2018

7

12

Action Figure Shelf Space

Action Figures shelf space changes U.S. by major company and major IPs between February 25 and May 25, 2018

8

13

Construction Toys.

Shelf space status as of May 25, 2018

9

14

Outdoor Toys

Declining Nerf shelf space at Wal-Mart and Target

10

15

Learning Toys


Shelf space comparison by company and category between 2/15/2018 and 5/25/2018

12

16

Toys To Life

Shelf space comparison by major company between 2/25/2018 and 5/25/2018; migration to online

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