What's the opportunity for Hasbro over [music] the next decade that excites you most. >> I would say everything that we're doing in the gaming space. [music] So, while it is uh it is riskier than probably launching another toy or another Magic set, where we're headed on the broad definition of gaming is is super exciting.I think that that is going to be the single biggest unlock for our company. moving us away from being just Hasbro is a toy company to no Hasbro is a play and we're a game. ...

Tariffs, [music] I think, are probably the first time in my career I've had to deal with like a fundamental change in government [music] policy in terms of how we think about how markets work. >> The challenge, especially within my supply chain, is now how do you have enough productivity initiatives to offset the the increased cost of of all the product. >> Can you just move your >> supply chain out of China and into the US or out of Mexico and up to Canada.Is it that easy. It's not that easy, but we do hav ...

文 | 洞见新研社 399元的华为AI玩具"智能憨憨"在Mate80发布会上亮相后迅速售罄，其预售首周即突破10万台的成绩， 将一个由代码编织温暖的AI玩具赛道再次推进到公众视野。 "智能憨憨"的热销不仅印证了市场对情感交互类AI玩具的旺盛需求，更应对了国家政策对玩具产业升级 的窗口红利。 工信部不久前的新闻发布会上，消费品工业司司长何亚琼发布了这一数据，"2024年我国AI玩具市场规 模约246亿元，预计2025年全年将增至290亿元"，与此同时，工信部在相关发布中，首次将"AI玩具"明 确定位为驱动产业升级的新增长引擎，并鼓励玩具企业和AI技术企业强强联合。 政策利好与市场热情的双重共振下，AI玩具行业正迎来前所未有的发展机遇，但热潮背后的产业进化 逻辑、现存挑战与未来方向更值得深入剖析。 01 规模激增与多元生态 工信部数据显示，2024年我国国内市场玩具零售总额达978.5亿元，比2020年增长25.5%。AI玩具作为新 兴品类，正成为推动行业增长的重要引擎。 何亚琼在发布会上指出，人工智能及大模型的应用为玩具产品注入新灵魂，显著提升玩具产品交互体 验，能互动、能养成、有性格、有记忆的AI玩具深受年轻 ...

Well, with China long a world manufacturer of toys, it's no wonder that companies are pumping out play things embedded with AI. >> Whether AI is in a bubble >> officially is a bubble. >> It seems everyone is talking about AI these days, even Ultra Man.Do you think that Wall Street should be worried about an AI bubble. >> The AI market has been on a wild ride lately. If investors pour too much money into unproven ideas without solid fundamentals, it could lead to a bubble burst.>> The AI toy is made by Chine ...

The former adult education company has transformed to a pop toy maker, reporting its revenue from that business rose sharply in its latest quarterKey Takeaways:Here Group's revenue nearly doubled sequentially in its latest reporting quarter through September, as it ramps up its recently acquired pop toy businessThe company's stock currently trades at a P/S ratio of just 2.5 using projected sales for this year, less than a quarter of the 10.3 for collectible toy sensation Pop MartWatch out, Labubu. Wakuku is ...

So today, what is your biggest single challenge as the CEO of this important toy company. What is your biggest worry every night when you go to sleep. I'm worried mostly about missing opportunities.There are so many opportunities out there, especially given the strength and appeal of our brands that priority prioritization becomes a key part of what we do. And you always think about how do we not miss on so many opportunities in front of us. There is so much to play with and so much to play for.The value cr ...

Market Performance - The market opened high on December 8, with the Shanghai Composite Index rising by 0.54%, the Shenzhen Component Index increasing by 1.39%, and the ChiNext Index up by 2.6% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.05 trillion, an increase of 312.7 billion compared to the previous trading day, with over 3,400 stocks rising [1] Sector Highlights - The Fujian sector saw a significant surge, with Anji Food achieving five consecutive trading limits, and over ten stocks including Shuhua Sports and Fujian Jinsen hitting the daily limit [3] - The AI industry chain is experiencing continuous catalysis, with companies like Tianfu Communication and Guangpu Technology seeing stock prices rise over 10% [6] - The commercial aerospace concept remains strong, with Shunhao Co. achieving six trading limits in seven days, and Longzhou Co. hitting four consecutive limits [7] Pharmaceutical Sector - The pharmaceutical sector showed strong fluctuations, with multiple stocks rising over 10% following the announcement of the updated national medical insurance directory, which now includes 3,253 types of drugs [9][10] - Sixteen A-share listed pharmaceutical companies reported that their products were included in the national medical insurance directory or the innovative drug directory [10] Consumer Sector - In the Hong Kong market, consumer stocks experienced a downturn, with Pop Mart dropping nearly 9% and several related stocks declining over 3% [11] - Deutsche Bank noted that Pop Mart is increasing production capacity significantly, which may indicate a potential decline in brand heat due to mass production [12]

Pop Mart shares dropped the most in over six weeks amid renewed concern over the Chinese toymaker’s US sales growth momentum https://t.co/oxo22Fmd6d ...

Core Insights - The AI toy market is experiencing significant growth, with major companies like Huawei, JD.com, UBTECH, and Honor actively entering the field [2][3][5] Group 1: Market Dynamics - Huawei's first AI emotional companion toy, "Smart Hanhai," was launched at a price of 399 yuan and sold out immediately, indicating strong consumer demand [3][4] - The product remains out of stock as of December 7, with resale prices on second-hand markets reaching 499-559 yuan, reflecting a premium of 25%-40% [4] - The interest in "Smart Hanhai" spans various demographics, including parents, Gen Z consumers, and individuals seeking companionship for the elderly [4] Group 2: Competitive Landscape - Other major players in the AI toy market include JD.com, UBTECH, Honor, and China Telecom, all of which have launched or are developing AI toys [5][6] - Traditional toy manufacturers and startups are also entering the AI toy space, with companies like Dongguan Junou and Shenzhen Quchao launching their own AI toy products [6] Group 3: Market Potential - The AI toy market is projected to grow significantly, with an estimated market size of 290 billion yuan by 2025, up from 246 billion yuan in 2024 [7] - The growth is driven by the increasing demand for educational and companionship features in toys, as well as rapid advancements in AI technology [7]

going back into countries where we've been. >> Yeah. >> Like Denmark or Germany, which we just launched a brand new store.It's in Germany is probably, you know, it's more of a actually more of a toy ccentric market and definitely a teddy bear market. Okay. So, I mean, just we I said to someone earlier today, I'm like, "It's a bear market." I mean, no, no, I didn't mean that. I didn't mean that at all.So, but but there's a teddy bear market that we had lines around out and around the corner in both of these ...