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Klosters Toy Supply Chain Newsletter July 1, 2019

|Includes: Amazon.com, Inc. (AMZN), BKS, FNKO, HAS, JAKK, JCP, KSS, MAT, PRTY, SNMSF, TGT, VTKLF, 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 June 2019.

It looks at market growth in the U.S. and International with focus on two things – consumer reaction to the tariff threat and consumer migration away from TRU to other.

It assesses the differences between May and June in the movie toy product strategies employed by the major U.S. retailers.

It provides shelf space metrics for the major IPs in the FashionDolls, Action Figures, Construction, Outdoor [Nerf-type products] and theLearning Products categories.

Detailed Page Index:

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Comments

1

1

U.S. Toy Market

Change in customer traffic late June; Consumers switching from ToysRUs to Wal-Mart, Target, Amazon, Specialty Toy Stores and Others; changes in retailer market shares between September 2017 and June 2019

2

2

Tariffs

Buyers reaction to latest Tariff developments; Vietnam

2

3

Toy Market Worldwide

Changes in International toy market growth

2

4

ToysRUs

Manufacturer reactions to TRU Kids plans to open stores

3

5

Dollar Stores

Dollar General partnering with Fedex

4

6

Secondary Toy Retailers

Comparison movie toy product distribution May and June between Amazon, Wal-Mart, Target, J C Penney, Kohl’s, Party City and FAO; gaps in pivot away from TRU to other toy retailers by Hasbro and Mattel

4

7

Amazon

See Pt 1 above

4

8

Target

State of store and likely future developments

5

9

Wal-Mart

See Pt 1 above

5

10

WMT and TGT toy space

Changes in toy shelf space at the end of June between 2015 and 2019

5

11

Fashion Doll Shelf Space

Total shelf space by toy company between 10/25/2017 [TRU, WMT, TGT] to 6/25/2019 [WMT, TGT]; shelf space by IP at WMT and TGT between 10/25/2018 and 6/25/2019

6

12

Action Figure Shelf Space

Total shelf space by toy company between 10/25/2017 [TRU, WMT, TGT] to 6/25/2019 [WMT, TGT]; shelf space by IP at WMT and TGT between 10/25/2018 and 5/25/2019

8

13

Construction Toys

Total shelf space at WMT and TGT by company comparing 5/25/2019 and 6/25/2019

9

14

Outdoor Toys

Total shelf space at WMT and TGT by company comparing 5/25/2019 and 6/25/2019; comparison shelf space devoted to category on 9/25/2017 [TRU, WMT, TGT] and 6/25/2019 [WMT and TGT

9

15

Learning Toys

Total shelf space at WMT and TGT by company comparing 5/25/2019 and 6/25/2019; comparison shelf space devoted to category on 9/25/2017 [TRU, WMT, TGT] and 6/25/2019 [WMT and TGT]

11

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.

Additional disclosure: The migration from the Word document to this page has issues. Please correct the font for the ToysRUs part which now is in bold and which I cannot change to what the original was, namely not bold