A rush to judgment will not ease the pain of the people whose lives have been changed forever. |
Children are migrating to consumer electronics faster than toy companies can take them there. |
Costs were higher, gross margin was lower, there are some challenges, and the price of oil isn't going to help. They are aware of it and getting the price increases now, but the balance of the year is not going to be spectacular. |
Everybody wishes Mattel would buy Hasbro, but that probably won't happen, |
Here we are, four weeks ahead of Thanksgiving, and it hasn't gotten stupid yet. |
I don't think even a strong holiday season would be enough to offset the weakness we've already seen this year. I wouldn't want my job to depend on an up second half. |
I think store closure will actually be viewed as a positive and proactive step for the company, |
I think the most important thing that investors want to hear from the company is what it thinks is a credible catalyst for boosting return on investment. One catalyst could be new management. |
I'm not sure why they didn't have the Q&A session today or even a conference call with analysts when they first announced the restructuring, |
If you compared 'Harry Potter' to 'Star Wars,' you're probably in the same vicinity of expected revenue, you know, in the billion-dollar-plus range. And similar to 'Star Wars,' this is something that has been around for some time now and will be around for a long time in the future. |
It could be this week, it could be next week, but I think we're going to see that sudden drop. |
It may be a boon for electronics retailers, but not for toy sellers. |
It signals that there's still a lot more to find our about what's going on. Given that they are underscoring the liquidity of each unit, maybe they will hang a 'For Sale' sign on the entire business. |
It's all riding on the fourth quarter, you know. (Toy sellers) are looking at products like scooters and electronic dogs to bail them out in the fourth quarter, but they're nervous. |
It's certainly a positive that they'll be back at work, but we're still a little cautious about what the effect will be. Any time you force somebody to do something they don't want to do, you have to wonder whether or not their heart is going to be in it. |