Toys R us Black friday 2017 HORRIBLE

I work at a toy company and TRU is actually a very very small part of our business. There are plenty of other retailers, specialty and mass. TRU doesn't have to keep the toy industry going.

 
tribalnoise said:
I work at a toy company and TRU is actually a very very small part of our business. There are plenty of other retailers, specialty and mass. TRU doesn't have to keep the toy industry going.
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It's not just about the percentage of business though. It's about maintaining leverage against Amazon, Walmart and Target who would be more than happy to squeeze your company's margins down to nothing in favor of their own profits.

 
Magikarp830 said:
You're wrong. That same article said that Hasbro only made 10% of their sales through TRU. So they're ALREADY at Walmart/Amazon's mercy, and losing a 10% revenue channel would be painful, but not disastrous. The reason toy companies are helping is because when TRU goes down, they'll take a hit as well (stock price will drop from said 10% of sales loss).

That said, TRU is treading water, and there is no land in sight. They don't have a plan, they don't have a direction, they're just floating in the ocean while CAGs (and other cheap-o's) circle around like sharks, hoping to see the whale die.

Maybe it's the curse of FAO Schwartz. Maybe TRU should have left that brand alone, rather than absorbing it.
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Actually, I think you didn't read the entire article or any of the other analysis done by respected publications. TRU had positive operating income of over $450 million last year. The debt is literally the major issue and other than that, they seem to be doing just fine. Toys are a category that is very much like clothing in that all things being equal, parents and kids would prefer to be able to pick something out and buy it immediately. As long as TRU gets the debt resolved through the bankruptcy, there is no reason to think they are going away anytime soon.

 
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Anyone else notice Mario Sports Superstars, Mario Party Star Rush, and Kirby Planet Robobot are listed with regular and sale prices reversed, making it a price increase rather than a discount? lol

"You save -60.02%"

Also, yes, I remember the B2G1's from Toys R' Us.  I still have a massive backlog of DS games from those runs almost 10 years ago.

 
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