孩之宝第二季度财报概览

来自 Derpy News 的消息

本周一，孩之宝公布了第二季度的财报。虽然营收超出了华尔街的预期，但同比仍有所下降。这在很大程度上是因为玩具反斗城的破产清算。当然，报告中也表示，孩之宝正在关注“欧洲迅速演进的零售业环境” (“rapidly evolving European retail environment in Europe”)。

相比于去年第二季度，营业收入下降了7%，而旗下品牌的收入下降了8%。旗下四个品牌（MLP、变形金刚、Nerf、培乐多）的下滑抵消了由Baby Alive、地产大亨和万智牌（Magic: The Gathering）带来的增长。

据Seeking Alpha的转录文本，当被问及小马宝莉的表现和他们是否仍然能看到这一系列的好处（whether they still see benefits to the franchise），孩之宝CEO布赖恩·戈德纳（Brian Goldner）如是说：

“The MY LITTLE PONY brand has certainly benefited from the movie home entertainment windows and now the movies move from home entertainment into a lot of the streaming services, its performing quite well and we continue to see in markets around the world where the streaming is taking place and the brand continues to hold up quite well and the POS is good. Revenues were down a little bit in the quarter, but again, POS is quite strong as we move to the disruption and the liquidation at Toys“R”Us,” said Goldner.

参考：“小马宝莉这一品牌显然从电影的家庭娱乐窗口期中受益，而目前随着电影进入许多流媒体平台，它表现不错。我们看到在世界上许多市场它正在进驻流媒体，而且品牌继续表现得很好，销售点的表现（？）也很好。本季度的收入有所下降，但随着玩具反斗城的瓦解和清算持续，销售点表现仍然强劲。”

“Interestingly, as we’ve now gotten our TV series on the air on CCTV which is Chinese Television, we’re seeing some great growth of MY LITTLE PONY in the China market behind that and you should expect to continue to see momentum in our brand as we’ve just launched the season eight in television and that will roll out around the world. And then again in the future we would expect to do another MY LITTLE PONY animated feature film, because again it contributed quite nicely and it’s also a great way to tell story around that brand.”

“有趣的是，随着现在小马宝莉登上CCTV，我们看到了MLP在中国市场的发展和增长。你应该能够看到我们品牌继续增长的动力，因为我们刚刚在电视媒体上推出了第八季，而且在世界各地也会逐渐推出。在未来我们预期制作另一部MLP动画长片，因为电影贡献很大，而且这也是围绕这一品牌讲述故事的好方法。”

布赖恩·戈德纳也对大电影的经济情况作了见解：

“The way the movie worked was we produced this movie with third-party studio. We had it distributed by Lionsgate. They took a distribution fee. We then created a toy and game line and we participated in the toys and games sales and earnings from the toys and games. The consumer products where we had hundreds of licensees and the royalty income that came from that, as well as from the movie after paying the distribution fee and allowing for recruitment of the marketing, so that the total economic value was positive for our company and continues to be positive as the content continues to run through home entertainment which actually performed even better than our expectation and now is what is streaming on a number of different platforms and we’ll continue to be a story asset that will run through different territories.

“大电影的制作方式是我们和第三方工作室（DHX等）合作，然后由狮门发布。他们收取了一些发布费，而我们则创造了一系列玩具和游戏，并参与了在它们的销售和盈利。在消费产品上，我们有数以百计的被授权方，提供了版税收入；在除去发布费用和营销宣传的费用后电影也带来了收入，所以对于公司，总的经济价值是正的，而且内容在家庭娱乐上的进展超出了我们的预期，并且电影现在也登陆了许多流媒体平台，提供了更多的价值。它（我们？）将继续作为贯穿许多地区的故事资产。

“And of course this really raised halo for the brand. And then of course we’re using beyond that using the television series now that’s airing around the world including with CCTV in China based on a growing relationship with them across TRANSFORMERS and MY LITTLE PONY and that’s also beneficial.”

”这样当然增长了品牌的光环效应。而且除此之外我们也在利用动画片在世界各地播出的状态，包括中国的CCTV（基于我们和他们在变形金刚和MLP上增长的关系）。这样也是有利的。“

布赖恩·戈德纳将MLP第二季度的下滑”一部分“归因于玩具反斗城的关闭。

原文作者：StatManDan