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Klosters Toy Supply Chain Newsletter November 1, 2018

Oct. 27, 2018 6:21 PM ET|Includes: AMZN, DG, DLTR, JCP, KSS, MIK, Party City Holdco Inc. (PRTY), TGT, WMT

Summary

The Klosters Toy Supply Chain Newsletter provides a complete and up to date overview of the factors affecting the toy supply chain in October 2018.

It looks at the U.S. toy market as of end October as the national buyers see it and the same for the international toy space.

It explains toy space developments of the toy space at FAO Schwarz, KB Toys, ToysRUs, Party City, J C Penney, Kohl’s, Amazon, Michaels, Target, Wal-Mart and the Dollar Stores.

It also provides toy market share changes for the major retailersbetween 9/2017 and 10/2018.

Its charts show changes in shelf space for Fashion Dolls, ActionFigures, Construction Toys, and Learning Space by IP up to end of October2018.

Page Index:

Page #	Title #	Title	Contents
1	1	U.S. Toy Market	October sell-through and 4^th Quarter growth outlook
1	2	Toy Market Worldwide	4^th Quarter outlook ; main category driver
2	3	U.S. Retailer Toy Market Shares	Retailer market share changes between 9/2017 and 10/2018; share developments brick-and-mortar vs online
2	4	FAO Schwarz	Update on activity in the toy space as of 10/31/2018
2	5	KB Toys	Update on activity in the toy space as of 10/31/2018
3	6	ToysRUs Update	Update on activity in the toy space as of 10/31/2018
3	7	Party City	Update on activity in the toy space as of 10/31/2018
3	8	J C Penney	Update on activity in the toy space as of 10/31/2018
3	9	Kohl’s	Update on activity in the toy space as of 10/31/2018
3	10	Amazon	Update on activity in the toy space as of 10/31/2018
3	11	Michaels	Update on activity in the toy space as of 10/31/2018
4	12	Target	Update on activity in the toy space as of 10/31/2018
4	13	Wal-Mart	Update on activity in the toy space as of 10/31/2018
4	14	Dollar Stores	Update on activity in the toy space as of 10/31/2018
4	15	WMT and TGT toy space	Toy space changes between end July and end October 2018 and between end October 2015 and 2018
4	16	Fashion Doll Shelf Space	Shelf space changes by major IP and major company between end June 2018 and end October 2018; commentary on changes
5	17	Action Figure Shelf Space	Shelf space changes by major IP and major company between end June 2018 and end October 2018; commentary on changes
6	18	Construction Toys	Shelf space changes by major company between 9/2018 and 10/2018 and commentary on changes
7	19	Outdoor Toys	Shelf space changes for Nerf and major competitors between 9/2018 and10/2018 and commentary on changes
7	20	.Learning Toys	Shelf space changes by major company between 9/2018 and 10/2018 and commentary on changes
8	21	Toys To Life	Appearance of Ubisoft’s Starlink
8		CAUTION	Copyright and distribution restriction

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