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Klosters Toy Manufacturer Newsletter July 1, 2018

|Includes: FNKO, Hasbro, Inc. (HAS), JAKK, MAT, SNMSF, VTKLF
Summary

A summary of all major developments at Mattel, Hasbro, Leapfrog/VTech, Toys To Life, Spin Master and Funko in June based on feedback from national buyers at 30 key retailers worldwide.

Sell-through performance in the second quarter, for these toy manufacturers and their main product categories, based on Retailer Panel data and national buyer feedback.

Charts showing the top five brands in Fashion Dolls, Action Figures and the Learning Space worldwide at 30 retailers in 17 toy markets at the end of June.

Market share changes in Juneaffecting the leading companies in the Fashion Doll, Action Figure, BoardGamesand Learning Space categories.

Klosters Toy Manufacturer Newsletter July 1, 2018 – Page Index

Page

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Title

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Title

Contents

1

1

OVERALL CAVEATS

1

2

TOYSRUS

Latest update; negative impact on leading companies second quarter and full 2018 year

1

3

MATTEL

1

3.1

Second Quarter Performance

Sell-through estimate for second quarter total company

2

3.2

The Boy/Girl Segment

2

Sales Projection 2nd Quarter

Sell-through estimates for category; Barbie, Enchantimals, DC Super Hero Girls, Monsters, CARS

2

Top Fashion Doll IPs in each major market

Ranking of the top Fashion Dolls at 30 major retailers in 17 leading toy markets

2

North America

USA, Canada, Mexico; ranking and market share changes

3

Europe

Germany, U.K., France, Spain, Italy, Israel; ranking and market share changes

4

AustralAsia, Latin America, Africa

China, Hong Kong, India, Japan, Australia, New Zealand, South Africa, Brazil; ranking and market share changes

4

Fashion Dolls Worldwide

Summary; overall market share changes

4

3.3

Fisher Price

Sell-through second quarter; progress and competition in Learning Channel

5

3.4

American Girl

Sell-through second quarter; American Girl movie; new store opening

5

3.5

Mega

Sell-through second quarter; main reasons for performance; impact of TRU closures.

5

3.6

. Other Events

Re-introduction of Polly Pocket

5

4

HASBRO

5

4.1

Second quarter performance

Sell-through estimate for second quarter total company

5

4.2

Boys’ Properties

5

Sales Projection second quarter

Sell-through estimates for category; Star Wars sales and box office performance

6

Top IPs in each major market

Ranking of the top ActionFigures at 30 major retailers in 17 leading toy markets

6

North America

USA, Canada, Mexico; ranking and market share changes

6

Europe

Germany, U.K., France, Spain, Italy, Israel; ranking and market share changes

7

AustralAsia, Latin America, Africa

China, Hong Kong, India, Japan, Australia, New Zealand, South Africa, Brazil; ranking and market share changes

8

Action Figures Worldwide

Summary; overall market share changes

8

4.3

Girls properties

Sell-through second quarter; main reasons for performance

8

4.4

Preschool

Sell-through second quarter; main reasons for performance

8

4.5

Games and Puzzles

8

Sales Projection

Sell-through estimates for category

8

Position in each major market

Presence of Hasbro’s Games in the top twenty positions at 30 major retailers in 17 leading toy markets

9

North America

USA, Canada, Mexico; positions and market share changes

9

Europe

Germany, U.K., France, Spain, Italy, Israel; positions and market share changes

10

AustralAsia, Latin America, Africa

China, Hong Kong, India, Japan, Australia, New Zealand, South Africa, Brazil; positions and market share changes

11

Hasbro Games Position Worldwide

Market share change for Hasbro worldwide

11

LEAPFROG/VTECH

11

First Quarter Performance

Sell-through second quarter and reasons for performance

11

Top IPs in each major market

Ranking of the top Learning Products at 30 major retailers in 17 leading toy markets

11

North America

USA, Canada, Mexico; ranking and market share changes

12

Europe

Germany, U.K., France, Spain, Italy, Israel; ranking and market share changes

13

AustralAsia, Latin America, Africa

China, Hong Kong, India, Japan, Australia, New Zealand, South Africa, Brazil; ranking and market share changes

13

Learning Product Positions Worldwide

Summary and reasons for performance

14

6

JAKKS PACIFIC

Second quarter sell-thorugh; Fancy Nancy launch

14

7

TOYS TO LIFE

Products are disappearing from the shelves; Ubisoft Star Link

14

8

SPIN MASTER

Second quarter sell-through; Paw Patrol and Hatchimals

14

9

FUNKO

Se;;-through second quarter; impact of Hasbro’s Mighty Muggs; entry into mobile game space

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