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Klosters Toy Manufacturer Newsletter August 1, 2019

|Includes: FNKO, HAS, JAKK, Mattel, Inc. (MAT), PYHOF, SNMSF
Summary

This is a summary of all major developments at Mattel, Hasbro, Leapfrog/VTech, Jakks Pacific, Spin Master and Funko in July based on feedback from national buyers at 32 retailers worldwide.

It assesses second quarter shipment data versus sell-through for Mattel, Hasbro, and Spin Master and provides July sell-through information. It also assesses 2ndQ and July for Jakks, Vtech and Funko.

It provides charts showing the top five brands in Fashion Dolls, Action Figures and the Learning Space worldwide at 32 retailers in 18 toy markets at the end of July.

It provides market share changes for Fashion Dolls, Action Figures,Learning Products and Board Games at the end of July worldwide.

Incidentally, I will be issuing a review of the Construction Toy Marketwith focus on Lego, Mattel and Spin Master in August. All subscribers to my AugustNewsletters, be that on a yearly or monthly basis, will be sent this reportautomatically.

Klosters Toy Manufacturer Newsletter August 1, 2019 – Page Index

Page #

Title #

Title

Contents

1

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

MATTEL

1

2.1

Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance July

1

2.2

Boy/Girl Category Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance July

2

Top Fashion Doll IPs in each major market

Calculated on the basis of feedback from 32 retailers in 18 major toy markets.

2

North America:

Top five IPs in 3 markets at 9 major retailers; commentary on performance

3

Europe:

Top five IPs in 5 markets at 10 major retailers; commentary on performance

4

AustralAsia, Latin America, Africa

Top five IPs in 10 markets at 12 major retailers; commentary on performance

5

Fashion Dolls Worldwide

Overall performance in July by Mattel, Hasbro, MGAE, Just Play and Spin Master

5

2.3

Preschool Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance July

5

2.4

American Girl Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance July; American Girl re-entry into mass retail; importance of Just Play acquiring the Journey Girls license from TRU Kids

6

2.5

Mega Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance

6

2.6

Other Events

First reading on sell-through of BTS Action Figures and UNO game; acquisition of TOP GUN license.

6

3

HASBRO

6

3.1

Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

6

3.2

The Boy Segment

7

Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

7

Top Action Figure IPs in each major market

Calculated on the basis of feedback from 32 retailers in 18 major toy markets.

7

North America

Top five IPs in 3 markets at 9 major retailers; commentary on performance

8

Europe

Top five IPs in 5 markets at 10 major retailers; commentary on performance

9

AustralAsia, Latin America, Africa

Top five IPs in 10 markets at 12 major retailers; commentary on performance

10

Action Figures Worldwide

Overall performance in May by Mattel, Hasbro, Spin Master, Jakks Pacific, Jazwares, Just Play, and Funko

10

3.3

Girls properties Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance July

10

3.4

Preschool - Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance July

10

3.5

Games and Puzzles

10

Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance July

11

Position in each major market

Hasbro’s performance calculated on the basis of feedback from 32 retailers in 18 major toy markets.

11

North America

Hasbro’s position in 3 markets at 9 major retailers; commentary on performance; market share changes

12

Europe

Hasbro’s position in 5 markets at 10 major retailers; commentary on performance; market share changes

13

AustralAsia, Latin America, Africa

Hasbro’s position in 10 markets at 12 major retailers; commentary on performance; market share changes

14

Hasbro Position Worldwide

Market share changes between June 2018 and July 2019

14

4

LEAPFROG/VTECH

14

4.1

Second Quarter and July Performance

Assessment sell-through 2nd quarter and July

14

4.2

Top Learning Products in each major market

Calculated on the basis of feedback from 32 retailers in 18 major toy markets.

14

North America

Top five IPs in 3 markets at 9 major retailers; commentary on performance

15

Europe

Top five IPs in 5 markets at 10 major retailers; commentary on performance

17

AustralAsia, Latin America, Africa

Top five IPs in 10 markets at 12 major retailers; commentary on performance

18

Learning Product Positions Worldwide

Performances of Vtech/Lf, Mattel, Melissa + Doug, Spin Master, MGAE, Learning Resources, Elanco and 4M in the Learning Category

18

Special Events

Launch LeapBuilders into Construction toy category

18

5

JAKKS PACIFIC

18

5.1

Second Quarter and July Performance

Assessment sell-through 2nd quarter and July

18

6

SPIN MASTER

18

6.1

Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

18

6.2

Games [incl. Gund] - Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

6.3

Remote Control/ Interactive - June and Second Quarter Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

6.4

Boys Action Figures and HiTech - June and Second Quarter Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

6.5

Preschool and Girls - Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

6.6

Outdoor - Second Quarter and July Performance

Assessment sell-through projections versus 2nd quarter shipments; company sell-through performance in July

6.7

Special Events

Gund Line Friends innovation

7

Funko Second Quarter and July Performance

Assessment sell-through 2nd quarter and July

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.