Hasbro is all set to live broadcast their annual Investor Day on October 4th, 2022.
For those who do not know, Hasbro’s Investor Day is the equivalent of Disney’s D23 (well, sort of). Every year Hasbro will showcase its entire plan for the following year. Since very recently, Hasbro has ditched its usual formal approach to Investor Day in favor of a much more entertaining one; akin to the aforementioned D23.
Hasbro will discuss and showcase future plans for almost all of its properties. This year’s event is set to go on for a whopping 3 and a half hours starting from 9 AM EDT.
We expect to see and hear about Transformers: Rise of the Beasts, Transformers: Earthspark, G.I. Joe Classified Series, G.I. Joe Snake Eyes console game, the Agreement between Hasbro and Paramount, the new Comic Book License for Transformers and G.I. Joe properties, and many more.
For those who wish to watch the show online, you may register via Hasbro’s official website. If embedding is allowed, TFW2005 Network will host a link to the stream during the event.
You can check out this year’s agenda, after the jump.
p.s: Last year’s event Hasbro Investor Day 2021 Live Stream
Hasbro Investor Day 2022 – Agenda
Welcome & Safe Harbor
- Debbie Hancock, Senior Vice President Investor Relations
Hasbro-A Branded Entertainment Leader
- Chris Cocks, Chief Operating Officer
The Hasbro Blueprint in Action
- Eric Nyman, President, and Chief Operating Officer
Panel 1: Winning with Brands, Moderator: Eric Nyman, President, and Chief Operating Officer
- Cynthia Williams, President, Wizards of the Coast & Digital Gaming
- Kim Boyd, Head of Global Brands & Consumer Innovation
- Adam Biehl, Senior Vice President and General Manager, Hasbro Gaming
Panel 2: Winning with Stories, Moderator: Olivier Dumont, President, Family Brands, eOne
- Olivier Dumont, President, Family Brands, eOne
- Steve Bertram, President, Film & Television, eOne
- Casey Collins, Head of Licensed Consumer Products & Business Development
BREAK (15 minutes)
Panel 3: Winning with Consumers, Moderator: Matt Austin, Chief Commercial Officer
- Matt Austin, Chief Commercial Officer
- Shane Azzi, Chief Supply Chain Officer
- Kathrin Belliveau, Chief Purpose Officer
- Kwamina Crankson, Senior Vice President and General Manager, Hasbro Direct
Hasbro’s Blueprint for Profitable Growth
- Deb Thomas, Chief Financial Officer
Q&A with Attendees
Vector Oracle
No. The only thing we know for certain is that IDW will lose the G.I. Joe license along with TF.
Confirmed: IDW to Lose Transformers & GI Joe License at End of 2022
Yobuster
Did they ever mention what they were going to do with other brands like mask & visionaries?
RodimusRex
You know what would be funny? If Hasbro self-published the comic in-house through eOne?
kmc
Either this is top secret level as a nuke button, or it's completely not worth mentioning (though forecasted). I'll go for the latter.
ZapRowsdower
Exactly right.
It was criminal to jack up prices so high because of "increased costs" while making record profit. It's all BS. Like all the insurers after 9/11: you have a major event that disproportionally affects some companies (i.e. those insuring NYC), and you get ALL the insurers raising rates because of "costs".
Hasbro is taking advantage of the situation, raising prices as much as 10% per year for some products (i.e. TF deluxes since CW). Despite the previous price hikes, Covid comes along and suddenly Hasbro needs to further raise prices? Yeah, that only works if you believe the previous hikes were modest and breaking even – spoiler, they weren't! Hasbro was well insulated to absorb the additional shipping/material costs, but never at the expense of exec raises and golden parachutes.
Now they're claiming 50% increases in profitability in the next 3 yrs? Bad scenario, they achieve it by further exploiting their employees and customers. Worse scenario, they fall flat on their face and we see the stock price DIVE to $20-30.
As a stockholder, Im very concerned.
RodimusRex
I just want to add: This year, corporate profits rose 25%. That was, however, the biggest increase in 50 years. Most analysts think it's unsustainable.
It was driven in large parts by price hikes above the rate of inflation, technologically driven productivity increases, financial engineering, and wage suppression.
Interest rates are going up in an attempt to chill demand.
If interest rates continue to rise and Hasbro does achieve 50% profit increase over three years, I can't imagine that being good for consumers or employees or vendors or retail partners. It's essentially coming out of other people's pockets if it exceeds market growth rates by such a large amount.
RodimusRex
I've been to Prague and Hungary and studied their markets many moons ago.
What exactly would make them particularly lucrative?
Last I paid attention, the Eastern European countries not on the Euro had weak purchasing power, which made them GREAT places to go as a foreigner to spend money and great tourism markets and relatively nice places to hire people from for things like art — but not places with a lot of buying power to import goods.
Lord Kaukazus
Perhaps focus more on Eastern Europe market? Like Lego does
RodimusRex
I just want to say that I am absolutely concerned about the idea of growing profits 50% over 3 years.
I'm not an alarmist who thinks that ALL has to come from price hikes. Certainly, less licensing, leveraging your own IP, selling more through Pulse and Fan Channels (eliminating sale and clearance expenses owed to big box retailers), smart selection of products, growing successful lines while taking fewer risks on others, reaching more customers, and selling more digital goods with less manufacturing overhead can all contribute to a healthier bottom line. Mix in even modest and selective product budget cuts and price increases on even some items and you can certainly grow profits.
No problem there.
The problem is with the 50% target. This is a mature market segment that is highly competitive. On top of that, the overall rate of economic growth isn't going to be anywhere near that. Add to that that a majority of Hasbro's sales are ostensibly to children and in addition to kids moving away from toys as a longterm trend, Hasbro's lucrative markets are in the developed world where birthrates are at or below replacement rate.
To be clear, what I learned in my MBA was largely built on efficient market theory and that says essentially that you can't — for a sustained period — outperform the market rate of growth without essentially insider trading, crime, government corruption, or dealing in highly inelastic demand goods — examples of which would be addictive narcotics or lifesaving essentials like insulin.
The market rate of growth per year is something like 2%. So 6% over 3 years would be doing well. 10% growth over 3 years would be fantastic.
I don't see how you hit 50% in 3 years without being exploitative in some way.
Happy Miracle
“Targeting a level of hype akin to spiderverse” I love the language these guys use it’s so human and organic
SaberZ
that was the exact clip that popped up in my recommended lmfao
ProfessionalIcee
SaberZ
OMG bruh I fucking hate my youtube for recommending me fake leaks for this movie lol. I mean as fan animations they look good, but bruh
RosemaryCherish
I could use some of those shelfwarmers. Way too many collectors in my area, some stores have had 0 TF stock for weeks. I have to check frequently to get anything. It's normally just the TFs that are wiped out too, so it's definitely not just me out here. Haha.
madex
I will say with the price hikes things are shelfwarming heavily in my area especially legacy wave 1
LZSchneider
Lol I round up when out shopping too.
Wild Eevee
I wish we\'d get a season 2 of Botbots too.
ProfessionalIcee
SS cost 2 bucks more, good thing I never buy them.
Mechman42
lol i bought a deluxe elita and a coffee half an hour ago in texas for $27. also in case anyone is curious: those coca cola coffees are weird. Do not recommend