Q: Peter and Associates,
I read your responses to members daily and find them most interesting and highly useful. My question this morning has to do with Spin Master(TOY). You regularly get questions on it and from what I read you think rather highly of the company as an investment.
With technological advances, we are seeing a lot of changes in the retail landscape due to impacts in buying habits and preferences at all age levels. Reading your comments on Corus is a good example of change and the consequences suppliers must adapt or at least deal with. Toys are Us just announced it went into bankruptcy protection. No doubt more than one factor explains why.
As grandparents, what entertains today’s children is rather different to their parents! Might TOY become a victim of this change and could Toys are Us prove to be a form of leading indicator? Or, might more typical business explanations or Amazon explain the problems at Toys are Us?
Beyond the obvious potential impact from the loss or cutback of a major distribution channel at the retail level, is/are there reason(s) for concern that suppliers to the toy market will be facing serious headwinds? Or is this simply a front line retailer facing viability problems in a changing landscape?
Thank you
Mike
I read your responses to members daily and find them most interesting and highly useful. My question this morning has to do with Spin Master(TOY). You regularly get questions on it and from what I read you think rather highly of the company as an investment.
With technological advances, we are seeing a lot of changes in the retail landscape due to impacts in buying habits and preferences at all age levels. Reading your comments on Corus is a good example of change and the consequences suppliers must adapt or at least deal with. Toys are Us just announced it went into bankruptcy protection. No doubt more than one factor explains why.
As grandparents, what entertains today’s children is rather different to their parents! Might TOY become a victim of this change and could Toys are Us prove to be a form of leading indicator? Or, might more typical business explanations or Amazon explain the problems at Toys are Us?
Beyond the obvious potential impact from the loss or cutback of a major distribution channel at the retail level, is/are there reason(s) for concern that suppliers to the toy market will be facing serious headwinds? Or is this simply a front line retailer facing viability problems in a changing landscape?
Thank you
Mike