The kids and baby business is due for some serious upheaval this year, just as the government has released new statistics that show the number of births in the country are up — they are still at historically low rates — but they are nevertheless up for the first time since 2014. In the meantime the retailers and vendors who are the leaders in this sector are going through their own changes. Toys R Us is opening 400 shops within Macy’s stores this year. BuyBuyBaby, the Bed Bath & Beyond division, could be spun off if a group of outside investors get their way. Children’s Place, the apparel specialty chain, is going through its own struggles. On the supply side, both Hasbro and Mattel — the two biggest toy vendors — could also be in play, literally, with possible deals in the works to take them private. It’s certainly not child’s play.
I try to put all of this in focus (and no, I didn’t unpack it) with this new Robin Report story. Take a look: https://www.therobinreport.com/the-baby-kids-business-is-in-play-in-2022/?utm_source=newsletter&utm_medium=email&utm_campaign=weekend&utm_source=The+Robin+Report&utm_campaign=fed0fa6d29-EMAIL_CAMPAIGN_2022_05_23_09_09&utm_medium=email&utm_term=0_e90268c709-fed0fa6d29-229165557