Subject:
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Re: LEGO reports improved financial results
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Newsgroups:
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lugnet.lego
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Date:
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Fri, 8 Apr 2005 14:46:22 GMT
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Viewed:
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6318 times
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In lugnet.lego, Mark Jordan wrote:
> In lugnet.lego, Kelly McKiernan wrote:
> > It would be very nice to hear a balanced, honest analysis of what this REALLY
> > means for LEGO in the long run. No doom-n-gloom chicken little, no corporate
> > happyspeak spin.
> >
> > Anybody here volunteer? ;)
>
> Very tricky. I have gone through the annual report - but its not clear whether
> what's happened is the start of a long contraction down to a niche player or
> more of a once-off adjustment that's a foundation for modest growth.
- much good stuff snipped -
That's a good analysis, thanks for taking the time to write it up.
> The annual report doesn't answer the following questions:
> 2. How representative are the anecdotal stories of shrinking retail shelf space
> for Lego? Are the competitors increasing the shelf space share?
This would be an interesting one for them to address publicly. You're right,
it's all been anecdotal, although I know that I've seen it as well, especially
at Wal*Mart and K-Mart. Toys 'R Us seems to be retaining the shelf space and at
least trying to differentiate the brands by separating them, but I don't know if
that's just my local stores or if it's more widespread.
> ...Will Bionicle suddenly become "yesterday's
> toy" and if so does Lego have another winner waiting in the wings?
That's the DKK 64,000 question, and one that has me worried. What happens when
Bionicle tanks? Let's hope that line has a few more years left, so LEGO can find
their Next Big Thing, their iPod. They've done a good job with expanding that
success into the Knights' Kingdom, but that's evolutionary rather than the
revolutionary change that Bionicle was in 2001. They need another leap, I'm
guessing within the next couple of years.
> Want more detail Kelly?
Always :) But this has been very helpful, thank you.
- Kelly
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Message is in Reply To:
 | | Re: LEGO reports improved financial results
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| (...) Very tricky. I have gone through the annual report - but its not clear whether what's happened is the start of a long contraction down to a niche player or more of a once-off adjustment that's a foundation for modest growth. A couple of (...) (19 years ago, 8-Apr-05, to lugnet.lego)
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