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Klosters Toy Supply Chain Newsletter May 2022

Apr. 30, 2022 9:06 PM ETAmazon.com, Inc. (AMZN), WMT, TGT, KSS, B, HAS, MAT, JAKK, SNMSF, VTKLF, FNKO
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Summary

  • The disconnect between sell-through and manufacturers’ reported shipments is quantified based on Earnings Reports.
  • The article finds that the supply chain issue resurfacing as an issue affecting manufacturers and retailers.
  • It also assesses the status of the toy industry in North America, Europe, and Asia.
  • It shows shelf space changes for thetoy department at WMT and TGT at end April between 2018 and 2022.
  • The data also show shelf space changesfor Fashion Dolls, Action Figures, Construction Toys, Blasters and EducationalToys.

This Newsletter is available to all subscribers of Business Intel on Toys. These same subscribers will also receive on a complimentary basis an Assessment of the Games and Puzzles Toy Category based on buyer feedback from six key markets – the U.S., Germany, France, Spain, China, and Japan – and shows market share changes since the pandemic struck for all companies with market shares above 0.5%

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.

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