Core Insights - The toy category is experiencing a resurgence in Q3 2025, with a 14% year-over-year increase in licensed toys, driven by various themes including video games and sports [3][4] - The U.S. consumer's response to tariffs will significantly influence Q4 performance, with the toy industry showing resilience due to emotional connections and trends like adult self-gifting [4] - The U.S. toy market saw a 7% increase in dollar sales from January to September, indicating a return to growth after two stagnant years, primarily fueled by collectibles [7] Industry Trends - Seven out of eleven toy categories tracked by Circana reported dollar growth, with six categories showing unit growth [3] - Collectibles are a major driver of toy sales, with a notable 33% increase compared to the previous year, particularly in trading card games and action figures [7] - The toy industry benefits from trends such as nostalgia and digital wellness, which are expected to influence holiday purchases [4] Company Developments - Mattel projected its tariff exposure to be below $100 million but warned that the full impact may be felt in Q4 [5] - Toys R Us is planning to open over 30 new flagship and seasonal stores to compete for consumer spending during the holiday season [6]

Core Insights - Verizon is launching a month-long initiative focused on providing value and digital wellness support for families as they prepare for the new school year, starting with Verizon Family Weekend on August 9-10 [1][2] - The company aims to establish itself as a trusted partner for parents by offering expert advice, tailored technology solutions, and significant savings on devices and services [2] Promotions and Offers - Starting August 7, Verizon will offer new deals on devices such as iPhone 16, Samsung S25, and Google Pixel 9 with select unlimited plans [4] - Customers can access significant savings on tablets and smartwatches, including Gizmo Watch 3 Adventure for under $100 and select iPads for as low as $5/month [4] - The Verizon Family Plus App, launching on August 21 for $10/month, provides enhanced parental controls, including unlimited location monitoring and content filtering, saving customers $4.99/month compared to the current price [2][4] Digital Wellness and Expert Guidance - Verizon will provide in-store expert guidance to help families set up devices and optimize technology for learning, along with hosting hands-on demonstrations [5] - Free digital wellness resources will be available at verizon.com/family-tech, including a special event hosted by Mel Robbins on August 6, focusing on building healthy relationships with technology [5] Community Support and Discounts - Verizon is offering exclusive freebies, such as limited-edition back-to-school stickers designed by artist Jason Naylor, available in corporate stores while supplies last [8] - Discounts for college students and teachers include 5G plans starting at $25/line/month for teachers and savings of up to $25/month for college students on mobile service [8] Company Overview - Verizon Communications Inc. generated revenues of $134.8 billion in 2024 and continues to innovate to meet customer demands for mobility and reliable network connectivity [7]