Klosters Toy Manufacturer Newsletter February 1, 2021 – Page Index

Jan. 28, 2021 7:55 PM ETMAT, HAS, TGT, BKS, KSS

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Summary

This Newsletter lists the toy-related movie releases scheduled for this year.
It assesses the 4th Q and January sell-through performances of Mattel, Hasbro, Jakks Pacific, Spin Master and Funko including that of their major product segments.
It lists the top 5 brands at 32 retailers in 18 markets for Fashion Dolls, Action Figures and Learning products at the end of January.
It also shows Hasbro’s performance in the Board Game category worldwide with market shares in North America, Europe and Emerging Markets.

This article is exclusive for subscribers of Business Intel On Toys.

Please note that we shall issue a new assessment of the Action Figures category in the course of February. This will be similar in methodology to the assessment made on this category in October last year and it will measure market shares of all companies active in the space with market shares above 0.45% for the United States, Germany, France, Spain, China and Japan. This will be available to subscribers of the Newsletter, be that for February only or on a yearly basis. We also plan on issuing follow-up assessments on the other three categories – Dolls, Learning and Games and Puzzles - each on a monthly basis starting in March

Page Index

Page #	Title #	Title	Contents
1	1	OVERALL CAVEATS	All projections are based on sell-through, not shipments, reported by 31 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 2 retailers in Africa and 2 countries and 3 retailers in Latin America
2	2	MOVIE RELEASES	Listing of all now known toy-related movies scheduled to be released in 2021
3	3	MATTEL
3	3.1	Corporate	Divestment of Arts, Craft and Stationery business to Cra-Z-Art
3	3.2	Company 4th Q and January sell-through assessment	4^th Q and January overall sell-through assessment
4	3.3	Boy/Girl4^th Q 4th Q and January sell-through assessment	4^th Q and January overall sell-through assessment; change in subcategory split between October/November on one side and full 4^th Q and January on the other
5		Top Fashion Doll IPs in each major market	Calculated on the basis of feedback from 32 retailers in 18 major toy markets.
5		North America	Top five IPs in 3 markets at 9 major retailers; commentary on performance
7		Europe	Top five IPs in 5 markets at 10 major retailers; commentary on performance
8		AustralAsia, Latin America, Africa	Top five IPs in 10 markets at 13 major retailers; commentary on performance
10		Fashion Dolls Worldwide	Overall performance 4^th Q and January by Mattel, Hasbro, MGAE, Just Play and Spin Master
10	3.4	Preschool 4th Q and January sell-through assessment	Assessment of performance of Learning segment vs Play-only segment
11	3.5	American Girl 4^th Q and January sell-through assessment	Assessment performance at stores, online and at retail
11	3.6	Mega 4th Q and January sell-through assessment	Sell-through performance 4^th Q and January
11	4	HASBRO
11	4.1	Company 4^th Q and January sell-through assessment	Sell-through with and without E1 for 4th Q and January. Commentary on E1 toy brands.
12	4.2	Boy Category 4^th Q and January sell-through assessment	Sell-through 4^th Q and January assessment; performance of major IPs
12		Top Action Figure IPs in each major market	Calculated on the basis of feedback from 32 retailers in 18 major toy markets.
13		North America	Top five IPs in 3 markets at 9 major retailers; commentary on performance
14		Europe	Top five IPs in 5 markets at 10 major retailers; commentary on performance
16		AustralAsia, Latin America, Africa	Top five IPs in 10 markets at 13 major retailers; commentary on performance
18		Action Figures Worldwide	Overall performance in 4^th Q and January by Mattel, Hasbro, Spin Master, Jazwares, Just Play, and Funko
18	4.3	Girls 4^th Q and January sell-through assessment	Sell-through 4^th Q and January assessment; performance of major IPs
18	4.4	Preschool 4^th Q and January sell-through assessment	Sell-through 4^th Q and January assessment; performance of major IPs
19	3.5	Games and Puzzles 4^th Q and January sell-through assessment	Overall review sell-through 4^th Q and January; market share commentary
19		Position in each major market	Calculated on the basis of feedback from 32 retailers in 18 major toy markets.
19		North America	Hasbro’s position in 3 markets at 9 major retailers; commentary on performance; market share changes
21		Europe	Hasbro’s position in 5 markets at 10 major retailers; commentary on performance; market share changes
22		AustralAsia, Latin America, Africa	Hasbro’s position in 10 markets at 13 major retailers; commentary on performance; market share changes
24		Hasbro Position Worldwide	Market share changes between June 2019 and December 2020
25	5	LEAPFROG/VTECH
25	5.1	Company 4^th Q and January sell-through assessment	Overall sell-through assessment for both companies
25	5.2	Top Learning Products in each major market	Calculated on the basis of feedback from 32 retailers in 18 major toy markets
25		North America	Top five IPs in 3 markets at 9 major retailers; commentary on performance
27		Europe	Top five IPs in 5 markets at 10 major retailers; commentary on performance
28		AustralAsia, Latin America, Africa	Top five IPs in 10 markets at 13 major retailers; commentary on performance
30		Learning Product Positions Worldwide	Performances of Vtech/LF, Mattel, Melissa + Doug, Spin Master and MGAE in the Learning Category
30	6	JAKKS PACIFIC	Company sell-through performance 4^th Q and January; international distribution efforts
31	7	SPIN MASTER
31	7.1	Company 4^th Q and January sell-through assessment	4^th Q sell-through performance all five product segments; January sell-through assessment
32	7.2	Bakugan Support	Launch and support of Bakugan: Geogan Rising; Bakugan general outlook
32	8	FUNKO	3^rd Q projection; Website searches
32	8.1	4^th Q and January sell-through assessment	4^th Q sell-through performance total, Figurines and non-Figurines; January sell-through assessment; Loungefly
33		CAUTION	Copyright distribution restriction

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Summary

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