[Snowflakian]

Quote:

Originally Posted by Joe Moore

Possibly. Even at 9%, it would amount to about 450 workers of their 5,000. I'm more curious what happens close to the end of the fiscal year, after holiday numbers start to come in. That's when real trouble could kick in for a lot of these companies.

Yeah, really does depend on how the holiday season goes. That's typically been the biggest growth time of year because of increased shopping habits around that time.

Though I think Hasbro and Playmates will do fine. It's more Mattel I'm a little worried about in that regard. Hasbro has entertainment licenses. Outside of He-Man/She-Ra, Barbie, and Hot Wheels, Mattel doesn't have much in the way of entertainment licenses, and She-Ra won't be a big push on side licensing until next year. Leaving it mostly in the Hot Wheels and Barbie area to sustain Mattel again. DC toys do okay, but they don't get the side licensing revenues from that.

Whereas Hasbro has the side licensing for Transformers, MLP, and other internally owned properties, even if they don't get the side licensing from Marvel or Star Wars. Currently both Transformers and MLP are still extremely popular though, and with the Bumblebee movie, we should see a boost in side licensing revenues because of it being a movie year alongside the new toon they've been prepping material for.

Though by retail volume, the lack of a dedicated toy store like TRU is still going to be a hit, because they are down one nationwide chain that orders product from them, but hopefully because of the lack of a retail chain outlet nationwide, we'll see a growth of material at other retail spaces needing to order more to fill the gap for increased consumers not having that outlet as an option.

Quote:

Originally Posted by Zorn88

I'm just concerned about Power Rangers...

It should be moderately unfazed by this. Since the Hasbro toy license doesn't take full effect until next year, and side licensing revenues don't take full effect until next year, we aren't going to see much in the way of data on it until next year.
That's one of the other "dips" we're seeing from Hasbro. The big purchase of that without returns yet is a minor impact even if they have mostly already recouped the losses from the purchase and will be making product gains starting next year. That one's more a long term investment, with likely high gains later. In 5 years, I expect it to have stronger market dominance.