Toys "R" Us to Open 120 New U.S. Stores With Go! Retail Group

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2▲2 ▼0Impact / 5
Summary · why it matters

Toys "R" Us plans to open 120 new standalone stores in the U.S. ahead of the holiday season, lifting its standalone footprint to 160 locations from about 40 today. The expansion is being executed with Go! Retail Group, a specialist in seasonal and experiential retail formats, and builds on the brand's recent run of 24 holiday pop-ups and airport activations. The move marks a major step in rebuilding the toy chain's U.S. presence after its 2017 bankruptcy and the 2018 liquidation of its American stores, a collapse driven less by Amazon than by roughly $5B in debt, much of it from a 2005 leveraged buyout. Toys "R" Us is owned by WHP Global, the New York brand management and licensing firm that acquired it in 2021 and also manages Babies R Us. The added locations could lift overall holiday toy inventory, a positive for Mattel and Hasbro, while drawing attention from Walmart, Target, Amazon, Costco and specialty sellers such as GameStop.

Impact on assets 8

Consumer Discretionary▲ · 4 stocks
Hasbro Inc
HAS
▲ PositiveDemandrelevance

Toys R Us opening 120 new standalone stores could lift overall holiday toy inventory, a positive for Hasbro as a toy supplier.

Mattel Inc
MAT
▲ PositiveDemandrelevance

Toys R Us opening 120 new standalone stores could lift overall holiday toy inventory, a positive for Mattel as a toy supplier.

Consumer Staples▲ · 3 stocks
Artificial Intelligence▲ · 1 stocks

Off-coverage companies 3

Go! Retail GroupPrivate± Mixed
relevance

Toys "R" UsPrivate± Mixed
relevance

WHP GlobalPrivate± Mixed
relevance

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