Topics covered: Toy Industry in Emerging Markets, Toy Company Competition, Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, Outdoor Toy Segment, Omnichannel Experience, Brick-And-Mortar Versus Online Retail Sales, Birth Rate Stabilization
Companies covered: Charter Communications, Inc. (NASDAQ:CHTR), AMC Networks Inc. (NASDAQ:AMCX), Amazon.com, Inc. (NASDAQ:AMZN), Time Warner Cable Inc (NYSE:TWC), AT&T Inc. (NYSE:T), Scripps Networks Interactive, Inc (NYSE:SNI), Sirius XM Holdings Inc. (NASDAQ:SIRI), Netflix, Inc. (NASDAQ:NFLX), Live Nation Entertainment, Inc. (NYSE:LYV), Liberty Global plc (NASDAQ:LBTYA), DIRECTV (NASDAQ:DTV), DISH Network Corporation (NASDAQ:DISH), Discovery Communications, Inc. (NASDAQ:DISCA), Children's Place, Inc. (NASDAQ:PLCE), Ulta Beauty (NASDAQ:ULTA), Summer Infant, Inc. (NASDAQ:SUMR), Newell Rubbermaid Inc. (NYSE:NWL), Mattel, Inc. (NASDAQ:MAT), Leapfrog Enterprises Inc (NYSE:LF), Johnson & Johnson (NYSE:JNJ), JAKKS Pacific, Inc. (NASDAQ:JAKK), Jarden Corporation (NYSE:JAH), Inter Parfums, Inc. (NASDAQ:IPAR), Helen of Troy Limited (NASDAQ:HELE), Hasbro, Inc. (NASDAQ:HAS), Estee Lauder Companies, Inc. (The) (NYSE:EL), Walt Disney Company (The) (NYSE:DIS), Carter's, Inc. (NYSE:CRI), Build-A-Bear Workshop, Inc. (NYSE:BBW), Polaris Industries Inc. (NYSE:PII), Harley-Davidson, Inc. (NYSE:HOG), Honda Motor Company, Ltd. (NYSE:HMC), Brunswick Corporation (NYSE:BC)
