Detailed Page Index:
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Page # |
Title # |
Title |
Contents |
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1 |
OVERALL CAVEATS |
All projections are based on sell-through, not shipments, reported by 32 retailers in 18 countries – 9 retailers in 3 countries in North America; 10 retailers and 5 countries in Europe; 4 countries and 5 retailers in Asia; 2 retailers in 2 countries in the Pacific area; 2 countries and 3 retailers in Africa and the same in Latin America |
1 |
2 |
U.S. Box Office Performance |
Box Office results for period January 1 to May 25 for both 2018 and 2019 for licenses held by Hasbro, Mattel, Spin Master and Jakks Pacific |
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3 |
MATTEL |
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2 |
3.1 |
April and May performance |
Sell-through April and May for company; outlook for rest of the quarter |
2 |
3.2 |
Boy/Girl Category |
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2 |
April and May performance |
Sell-through April and May for Category; outlook for rest of the quarter |
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3 |
Top Fashion Doll IPs in each major market |
Calculated on the basis of feedback from 32 retailers in 18 major toy markets. |
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3 |
North America |
Top five IPs in 3 markets at 9 major retailers; commentary on performance |
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4 |
Europe |
Top five IPs in 5 markets at 10 major retailers; commentary on performance |
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5 |
AustralAsia, Latin America, Africa |
Top five IPs in 10 markets at 12 major retailers; commentary on performance |
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6 |
Fashion Dolls Worldwide |
Overall performance in May by Mattel, Hasbro, MGAE, Just Play and Spin Master |
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6 |
Special Events |
BTS and DC Comics license; potential bid for Disney Princess license by Mattel |
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6 |
3.3 |
Fisher-Price |
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6 |
April and May performance |
Continued problem due to Rock ‘n Play recall; sell-through April and May for Category; outlook for rest of the quarter |
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7 |
3.4 |
American Girl |
April and May performance |
7 |
3.5 |
Mega |
April and May performance; Detective Pikachu impact |
7 |
4 |
HASBRO |
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7 |
4.1 |
April and May performance |
Sell-through April and May for company; outlook for rest of the quarter |
7 |
4.2 |
The Boy Segment |
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7 |
April and May performance |
Sell-through April and May for Category; outlook for rest of the quarter; Aladdin. |
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8 |
Top Action Figure IPs in each major market |
Calculated on the basis of feedback from 32 retailers in 18 major toy markets. |
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8 |
North America |
Top five IPs in 3 markets at 9 major retailers; commentary on performance |
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8 |
Europe |
Top five IPs in 5 markets at 10 major retailers; commentary on performance |
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9 |
AustralAsia, Latin America, Africa |
Top five IPs in 10 markets at 12 major retailers; commentary on performance |
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10 |
Action Figures Worldwide |
Overall performance in May by Mattel, Hasbro, Spin Master, Jakks Pacific, Jazwares, Just Play, and Funko |
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11 |
4.3 |
Girls properties |
April and May performance – Dis Princess, Moana and Pony |
11 |
4.4 |
Preschool |
April and May performance; Lion King Hasbro versus Funko |
11 |
4.5 |
Games and Puzzles |
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11 |
April and May performance |
April and May sell-through performance |
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11 |
Position in each major market |
Hasbro’s performance calculated on the basis of feedback from 32 retailers in 18 major toy markets. |
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12 |
North America |
Hasbro’s position in 3 markets at 9 major retailers; commentary on performance |
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13 |
Europe |
Hasbro’s position in 5 markets at 10 major retailers; commentary on performance |
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14 |
AustralAsia, Latin America, Africa |
Hasbro’s position in 10 markets at 12 major retailers; commentary on performance |
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14 |
Hasbro Position Worldwide |
Market share changes between June 2018 and May 2019 |
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15 |
5 |
LEAPFROG/VTECH |
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15 |
5.1 |
April and May performance |
Sell-through April and May |
15 |
5.1 |
Top Learning Products in each major market |
Calculated on the basis of feedback from 32 retailers in 18 major toy markets. |
15 |
North America |
Top five IPs in 3 markets at 9 major retailers; commentary on performance |
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16 |
Europe |
Top five IPs in 5 markets at 10 major retailers; commentary on performance |
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17 |
AustralAsia, Latin America, Africa |
Top five IPs in 10 markets at 12 major retailers; commentary on performance |
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19 |
Learning Product Positions Worldwide: |
Performances of Vtech/Lf, Mattel, Melissa + Doug, Spin Master, MGAE, Learning Resources, Elanco and 4M in the Learning Category |
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19 |
6 |
JAKKS PACIFIC |
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19 |
6.1 |
April and May performance |
Sell-through April and May; Godzilla |
19 |
6.2 |
Special Events |
Gigantosaurus |
19 |
7 |
SPIN MASTER |
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19 |
7.1 |
April and May performance |
Sell-through April and May |
20 |
7.2 |
Games (includes Gund) - April and May performance |
Sell-through April and May; with and without Gund |
20 |
7.3 |
Remote Control/ Interactive - April and May performance |
Sell-through April and May; Hatchimals |
20 |
7.4 |
Boys Action Figures and HiTech - April and May performance |
Sell-through April and May; Bakugan, Dragons and Twisty Petz |
20 |
7.5 |
Preschool and Girls - April and May performance |
Sell-through April and May; Paw Patrol and Party Pop Teenies |
20 |
7.6 |
Outdoor - April and May performance |
Sell-through April and May; Swimways |
20 |
8 |
FUNKO |
Sell-through April and May; Swimways |
20 |
CAUTION |
Copyright distribution restriction |
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
