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Why I Think D&DN is In Trouble
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<blockquote data-quote="Mistwell" data-source="post: 6252700" data-attributes="member: 2525"><p>It's not an assumption. It's as not quarterly sensitive as you imply, it's a year over year record. Indeed, the only quarterly data that chances this is it did not include the 4th quarter, which is actually their largest quarter for games. The number's even higher than what's shown, for the full year. I also follow Hasbro pretty carefully, and the data is consistent for each quarter. Games has been steadily increasing, while Boys is steadily decreasing.</p><p></p><p></p><p></p><p>You are incorrect. Transformers is actually struggling right now, as a property for them. I believe they highlight that fact in the call. Again, Games has increased during that same period.</p><p></p><p></p><p></p><p>Again, you're incorrect. I look at all their reports. WOTC has steadily increased for many years now, and it's not linked to one release. I posted a year-over-year graph as well. </p><p></p><p></p><p></p><p>I am not discounting anything. Marvel has also struggled for them lately, and they highlight that fact as well.</p><p></p><p>It would be more productive if you actually read and listened to the data available before making all these assumptions about me being wrong, given between the two of us I appear to be the only one that actually did that.</p><p></p><p></p><p></p><p>It's not. As far as discreet divisions of the company, I think it's now the largest. That was not previously the case. You have not presented any evidence to the contrary - and you have not apparently looked at the data to formulate a more educated guess.</p><p></p><p></p><p></p><p>I am not discounting them, and I do know what's happening with them. Both Transformers and Marvel are struggling, WOTC brands are increasing, as is My Little Pony. That's not speculation. They say all that outright. Did you really think investors didn't drill down on this data?</p></blockquote><p></p>
[QUOTE="Mistwell, post: 6252700, member: 2525"] It's not an assumption. It's as not quarterly sensitive as you imply, it's a year over year record. Indeed, the only quarterly data that chances this is it did not include the 4th quarter, which is actually their largest quarter for games. The number's even higher than what's shown, for the full year. I also follow Hasbro pretty carefully, and the data is consistent for each quarter. Games has been steadily increasing, while Boys is steadily decreasing. You are incorrect. Transformers is actually struggling right now, as a property for them. I believe they highlight that fact in the call. Again, Games has increased during that same period. Again, you're incorrect. I look at all their reports. WOTC has steadily increased for many years now, and it's not linked to one release. I posted a year-over-year graph as well. I am not discounting anything. Marvel has also struggled for them lately, and they highlight that fact as well. It would be more productive if you actually read and listened to the data available before making all these assumptions about me being wrong, given between the two of us I appear to be the only one that actually did that. It's not. As far as discreet divisions of the company, I think it's now the largest. That was not previously the case. You have not presented any evidence to the contrary - and you have not apparently looked at the data to formulate a more educated guess. I am not discounting them, and I do know what's happening with them. Both Transformers and Marvel are struggling, WOTC brands are increasing, as is My Little Pony. That's not speculation. They say all that outright. Did you really think investors didn't drill down on this data? [/QUOTE]
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