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Lutz Muller profile picture
Lutz Muller's Blog
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  • This is the tenth article that looks at the effect the Covid-19 pandemic has and continues to have on consumer behavior, specifically as it applies to toys.
  • In so doing, we focused on six key toy markets – the U.S., Germany, France, and Spain, China and Japan - and looked at 98 different companies active in the.
  • In these assessments we have relied on feedback from national buyers in these markets to get a sense of how market shares have changed since the pandemic struck.
  • There has been aremarkable consistency in the way the pivot from brick-and-mortar to online hasaffected the key manufacturers in the space.
  • In summary, the former market leaders all have had a tough time and secondary players who previously were marginal now pose a clear threat to them.

This article is exclusive for subscribers of Business Intel On Toys be that on an annual basis or for the month of December only. This will be followed by an assessment of the Games and Puzzles market - using the same methodology – in the course of January

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

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