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Thread
:
HISSTANK Coverage Of Hasbro Q4 And Full Year 2022 Financial Call
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02-17-2023, 11:17 AM
Stygian
Official know it all
Join Date: Oct 2007
Posts: 3,797
Quote:
Originally Posted by
wehrmanm
What slides are you looking at to that lead you to this conclusion?
The 30% decline in "Emerging Brands" from Q421 to Q422 it appears excludes Peppa Pig, which got promoted to "Franchise Brand" in 2022; but footnote 1 (this is all slide 13) doesn't quite make it clear if that 30% drop is because of Peppa Pig's promotion (alliteration!) or if some other brand in '22 absolutely tanked. Was Peppa Pig moved to 2021 Franchise Brand column to make comparison more even or not? Not clear in the slide.
My only other takeaway is that one aggressive shareholder who was trying to force a stock split by getting Hasbro to sell off WOTC may be onto something (but is still very weird and aggressive about it). It's a highly stable market in an otherwise super volatile sea.
None of this tells me anything I can see w/r/t price for the year. Shrug.
An astute and thankfully not a "sky is falling" analysis, than you. I tend to watch your responses to see through the Sturm and Drang to get straight to the facts.
Quote:
Originally Posted by
wehrmanm
Would at least like to hear some executive thinking on the relationship between a volatile MSRP and sales.
As to your comment specifically hoping for an executive to chime in about the impact of a volatile MSRP on sales. This one is bumpy because it's a position almost approaching conspiracy theory in the adult AF hobby, but seems to be a concern mostly from that community. Are parents & gift buyers (80% of all toy sales realistically speaking) picking up a Marvel Legends for a kids birthday party turned off by a $24.99 price that was only recently $19.99, or are they able to filter that price through the realistic understanding that right now pretty much everything is going up in price? Sure 20-25% of Marvel Legends buyers (in other words adult AF buyers) are going to complain up, down and sideways about price as they always ALWAYS do, but most buyers are able to think that through in context and say it's either worth it or it isn't. More than likely the answer is simple. With fewer people overall buying toys post-Pandemic, what you're seeing is a 'right-sizing' in toy sales. Unfortunately Hasbro is caught in an over production glut that ramped up sharply during the Pandemic (I'm guessing because it just makes sense) that couldn't aggressively downsize with less demand... so now you have product sitting, fewer buyers, etc.
I tend to enjoy taking the long game approach. These short term losses and market shake ups are best to be viewed through a long lens as likely this too shall pass. And unlike some I don't look to Hasbro raising its prices as the ultimate reasons for their current troubles. There is likely a lot going on at the big 'H', not least of which their very recent and sudden loss in key directional leadership. They are understandably going through growing pains and perhaps Chris isn't the guy who can steer the ship long term, but we shall see how he pivots. All of that said, again it's best to sit back and just see how it all plays out.
Last edited by Stygian; 02-17-2023 at
11:35 AM
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