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Klosters Toy Supply Chain Newsletter September 2018

|Includes: Amazon.com, Inc. (AMZN), DG, DLTR, HAS, JCP, MAT, PRTY, TGT, VTKLF, WMT
Summary

The Klosters Toy Supply Chain Newsletter provides a complete and uptodate overview of the factors affecting the toy supply chain in August 2018.

2017/9 to 2018/8 market share changes major toy retailers as well as for brick-and-mortar vs online toy sales.

Shelf space changes at Wal-Mart and Target in August 2018.

Eventsaffecting the toy space at Amazon, Target, Wal-Mart, J C Penney, Party City andDollar Stores in August.

Changes in shelfspace for Fashion Dolls, Action Figures, Construction Toys, and Learning Space,by IP, up to end of August 2018.

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

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Contents

1

1

U.S.Toy Market

Back-to-School spending 2009 to 2018; Back-to-School brick-and-mortar versus online; U.S. toy category retail sales 2012 to 2018;

2

2

Toy Market Worldwide

Worldwide retail revenue 2016 to 2018; 2018 growth rate estimate

3

3

Brick-and-Mortar versus eCommerce purchasing

Sales only offline, only online, and both offline and online

3

4

ToysRUs Update

DIP vendors pay-out; RiseUp Retail protests

3

5

Retailer Market Shares post-TRU

2017/9 to 2018/8 market share changes major toy retailers as well as for brick-and-mortar vs online toy sales

4

6

Party City

Meisheng acquisition offer

4

7

J C Penney

Baby shop-in-shops openings

5

8

Amazon

Amazon’s share of U.S. online sales; Amazon, Wal-Mart and Target website traffic growth; estimated market share impact of Amazon’s Toy Catalog

6

9

Target

4th Q toy space plans

6

10

Wal-Mart

4th Q toy space plans

6

11

Dollar Stores

Impact of TRU closures on toy market share; economic parameters of main consumer group

6

12

WMT and TGT toy space

Shelf space changes end August 2016 to 2018

7

13

Fashion Doll Shelf Space

Shelf Space of major IPs 2/25/2018 to 8/25/2018

8

14

Action Figure Shelf Space

Shelf Space of major IPs 2/25/2018 to 8/25/2018

8

15

Construction Toys

Shelf Space major IPs on 7/25/2018 and 8/25/2018

9

16

Outdoor Toys

Nerf shelf space comparison 8/25/2016 – 8.25/2018; major IP shelf space 8/25/2018

10

17

Learning Toys

Shelf Space major IPs 8/25/2018

10

18

Toys To Life

Shelf Space

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