I just finished listening to the conference call. Seems to me like you have everything correct.
One interesting thing to me was the mention of KayBee toys as one of their customers. They were mentioned right after Walmart, Target, and Toys. well, I happened to be in my local mall last night, so I stopped in to see if they carried any of our stuff.
They had the Has/MB stuff and Mattel, but the only thing similar to our product, hand-held electronic, was some space game from a maker I never had heard of. So, I asked the person behind the desk if they had any "of those electronic fishing games", to which she replied, "we did, but we sold them all at Christmas and haven't had any since; but they will probably be in soon because they were so popular; I've had several people in recently asking for them."
Figuring that this store was not part of a big chain, I didn't make much of them not having any, but now hearing David mention them as a customer in the conference call, makes my experience more significant.
On one hand, it's good to see the continued strong demand; on the other, not having these stores keep themselves in supply is troublesome. Walmart seems to be restocking well, but Toys and these guys sure don't.
Marc |
