Hasbr-uh-oh - Business and Tariffs Discussion

[Platypus Prime]

There's no chance any company is taking a full loss on the product plus a fee just to take the loss. They simply won't import it in the first place, and that's where a lot goes wrong. No matter how the wholesale/retail split really works, the profit margins aren't 145% anyway. Something has to give and that will either be quantity of product, with less coming in that they know won't be as popular, or quality, making the product cheaper in some way, which we've already seen several times, or worse, both.

I don't know what is happening, and I hope for those who ordered Liokaiser this mess is over before it impacts it. I didn't get the chance to get one but I really want to see some great pictures, not a lot of issues with QC.

 

[lastmaximal]

You may have to settle for a lot of great pictures of issues with QC.

I was also going to be able to scale back a bit this year (waiting for later to pull any triggers on combiners), but honestly with what could happen to the prices of everything ELSE from food to other types of goods (a lot of my tech is showing its age...), I may end up being priced out of even older TF stuff on the secondary market.

 

[CoffeeHorse]

You know, I would say our first principle in all of this is don’t overreact. And I think our retail partners have appreciated that perspective. Now Hasbro, Inc. is able to come from a privileged perspective on that. You know, somewhere around 45% to 50% of our US sales are either domestically sourced or based on digital or licensing from domestic companies. So that gives us a little bit more buffer than the typical toy company which is 80% plus of their volume comes from China and most of it the rest from Southeast Asia.

Hasbro's going to be okay.

 

[Platypus Prime]

Though now it will give their CEO the idea that he was right the whole time and the export of physical IP will continue to other companies, potentially letting them take the risk, without the buffer to survive if things go wrong. We may be seeing a lot of what happens now with off-brand car parts.