Collectible Card Print — Board Games

Atlas·Tech Tree — Toys & Baby

Toys & BabyTier 2 · ProcessingCollectible Card Print

TOYS & BABY TECH NODES

Tier 1 · Raw Materials

Injection Molding Toy Safety Testing ABS Plastic Resin PVC Compound Plush Fabric Roll Beech & Birch Lumber Non-Toxic Paint Ferrite Magnet Disc Toy Electronic Module Polyester Fiberfill Corrugated Box Board Zinc Alloy Ingot Silicone Rubber Compound Button Cell Battery Cotton Jersey Fabric

Tier 2 · Processing

Sustainable Materials Biodegradable Packaging Die-Cast Toy Vehicle Plush Toy Assembly Board Game Components Jigsaw Puzzle Die-Cut Plastic Building Brick Wooden Toy Turning RC Motor & Receiver Doll Head & Rooting Baby Bottle Assembly Diaper Absorbent Core Stroller Frame Weld Car Seat Harness Action Figure Sculpt Collectible Card Print

Tier 3 · Consumer Products

Smart Toy Platform Connected Toy IoT Educational Robotics AR Play Experience DTC E-Commerce 3D Printing Toys Action Figure Deluxe Fashion Doll Set Building Block Set Board Game Retail RC Car RTR RC Drone Toy Outdoor Swing Set Ride-On Toy Car Musical Toy Keyboard Bath Toy Set Plastic Model Kit Baby Stroller Complete Child Car Seat

Collectible Card PrintBoard Games · HS 4911.99 · Tier 2

0Followers

27Signals

0Decisions

Offset-printed trading cards with foil stamping and holographic finishes

Signalsturso-cloud

Open in Signals →

DiscoveryDigital Marketing · 6d ago

Industry-levelturso-cloud

Stellar Blade Discounted 40% in PlayStation SaleStellar Blade, a PS5 video game, is being offered at a 40% discount during PlayStation's latest sale promotion. The significant price reduction indicates either inventory management or promotional strategy to drive engagement. The discount makes the title more accessible to price-sensitive consumers and may signal upcoming content releases or platform shifts.

score 42

CompetitiveHasbro / Wizards of the Coast annual report · 7d ago

Hasbro Dungeons & Dragons Revenue Hits $1.2B Across Physical and DigitalHasbro reports Dungeons & Dragons franchise revenue of $1.2 billion in 2025, with physical products (books, miniatures, accessories) contributing $480M and digital (D&D Beyond, licensing) contributing $720M.

score 81

2 comments

👤

Alex$720M in digital revenue from a tabletop game franchise is extraordinary. D&D Beyond subscriptions and digital licensing have transformed the economics of tabletop gaming.

PanoramaEuromonitor / TikTok Commerce · 7d ago

Global Toy E-Commerce Penetration Reaches 42% with Social Commerce Driving GrowthOnline toy sales reached 42% of global toy revenue in 2025, with social commerce (TikTok Shop, Instagram Shopping) growing 68% YoY to represent 8% of online toy sales. Traditional retail share continues declining.

score 84

2 comments

PriyaSocial commerce at 8% of online and growing 68% will be 20%+ within 3 years. Toy brands without TikTok Shop presence are invisible to Gen Alpha parents.

CompetitiveRoblox Corporation / Jazwares · 7d ago

Roblox Launches Physical Toy Creator Program Enabling User-Designed MerchandiseRoblox introduces Creator Toys, allowing top Roblox developers to design physical toys based on their virtual creations. Jazwares manufactures and distributes through Amazon and Walmart with creators receiving 15% royalty.

score 81

2 comments

👤

EmmaCreator-designed toys leverage built-in audiences. A Roblox developer with 10M followers has more reach than most toy brands' entire marketing budget.

CompetitiveRavensburger / Bloomberg · 7d ago

Ravensburger Acquires Exploding Kittens for $450M Expanding Party Game PortfolioRavensburger acquires Exploding Kittens LLC for $450M, adding the 15M-copies-sold party game franchise to its portfolio alongside Disney Villainous and GraviTrax. The deal includes the Exploding Kittens mobile app with 30M downloads.

score 70

2 comments

👤

Emma$450M for Exploding Kittens values the franchise at 6x estimated revenue. The mobile app with 30M downloads provides a digital marketing channel that most board games lack.

CompetitiveRoblox Corporation annual report · 7d ago

Roblox Toy Code Redemption Drives $1.4B in Physical Toy Sales Across PartnersRoblox Corporation reports that physical toys with Roblox virtual item codes generated $1.4B in retail sales across 14 licensee partners in 2025. Code redemption rates average 89% indicating strong digital engagement.

score 71

2 comments

👤

Emma$1.4B in physical toy sales driven by a digital platform is the strongest proof point for physical-digital integration. Roblox is essentially a toy marketing platform.

CompetitiveGames Workshop annual report / Amazon Studios · 7d ago

Games Workshop Revenue Hits GBP 500M as Warhammer Franchise Expands to FilmGames Workshop reports revenue of GBP 500 million with 28% operating margin. The Amazon Warhammer TV series announcement drives 40% spike in starter set sales. Miniature painting community reaches 8M active hobbyists.

score 82

2 comments

👤

Emma28% operating margin in a toy/hobby company is exceptional. Games Workshop's direct retail stores and online sales capture full margin on 65% of revenue.

CompetitiveRoblox / Jazwares partnership announcement · 8d ago

Roblox Launches Physical Toy Creator Marketplace Enabling User-Designed ProductsRoblox introduces Creator Marketplace Physical, allowing top Roblox creators to design physical toys manufactured by Jazwares. Creators earn 15% royalty on sales. First wave includes 200 creator-designed products.

score 70

2 comments

👤

EmmaUser-designed physical toys is the ultimate creator economy extension. Roblox's 4M creators become a product development army at zero fixed cost.

CompetitiveThe Pokemon Company annual report · 8d ago

Pokémon Company Revenue Exceeds $10B Making It the Highest-Grossing Media FranchiseThe Pokemon Company reports total franchise revenue exceeding $10 billion in 2025, with physical merchandise (toys, cards, apparel) contributing $4.2B. Pokemon TCG alone generated $2.8B in card sales.

score 79

2 comments

👤

Emma$10B total franchise revenue with $4.2B in physical products proves that the strongest digital brands drive the most physical merchandise sales. Digital and physical are complementary.

CompetitiveRoblox Corporation / Jazwares · 8d ago

Roblox Launches Official Toy Creator Program with Revenue SharingRoblox introduces an official Toy Creator Program allowing top game developers to license their Roblox creations for physical toy production. Revenue sharing is 70/30 (creator/Roblox) with Jazwares as manufacturing partner.

score 71

2 comments

👤

EmmaUser-generated IP becoming physical toys is a paradigm shift. The most popular Roblox games have audiences larger than many TV shows — the licensing potential is enormous.

CompetitiveHasbro annual report 2025 · 8d ago

Hasbro Pulse Direct-to-Consumer Platform Reaches $800M in Annual SalesHasbro reports its Pulse DTC platform generated $800M in 2025 revenue, up 35% YoY. The platform sells exclusive and early-access products at full margin, with 4.2M registered members and 68% repeat purchase rate.

score 81

2 comments

👤

Emma$800M DTC is 12% of Hasbro's total revenue at full margin. The 68% repeat rate means the customer acquisition cost is amortized quickly. This is the most profitable channel in toys.

PanoramaNPD Group / Toy Association · 8d ago

Action Figure Market Reaches $11.4B with Super-Articulated Premium Figures LeadingThe global action figure market hit $11.4 billion in 2025, with super-articulated premium figures ($25-80 range) growing 26% YoY. Brands like McFarlane, NECA, and Hasbro Pulse drive the premium segment.

score 83

2 comments

👤

AlexSuper-articulated figures at 26% growth confirm the premiumization trend. The $25-80 price range offers 50-60% gross margins versus 25-30% for mass-market $9.99 figures.

CompetitiveThe Pokemon Company annual report · 8d ago

Pokemon Company Revenue Exceeds $18B Making It the Highest-Grossing Media FranchiseThe Pokemon Company reports total franchise revenue exceeding $18 billion in 2025 across games, trading cards, toys, and licensing. Pokemon TCG alone generated $8.2B, with physical card sales growing 24%.

score 81

2 comments

Priya$18B total franchise revenue with $8.2B from TCG alone. Pokemon proves that physical collectibles thrive when supported by a robust digital ecosystem.

CompetitiveNintendo Direct presentation · 8d ago

Nintendo Launches Physical-Digital Toy Line Bridging Switch 2 and Collectible FiguresNintendo announces Amiibo Evolution, a new line of NFC-enabled collectible figures that unlock exclusive content across Switch 2 titles. The figures feature premium sculpting and retail at $24.99-49.99.

score 80

2 comments

👤

EmmaNintendo's installed base is the ultimate distribution advantage. No other toy company can guarantee 150M+ potential customers for a new product line on day one.

PanoramaEuromonitor / Games Workshop annual report · 8d ago

Model Kit Market Grows 11% to $6.2B as Gunpla and Miniature Wargaming ConvergeThe global model kit market reached $6.2 billion in 2025, with plastic model kits (Gunpla, scale models) growing 11% and miniature wargaming (Warhammer, Star Wars Legion) growing 19%. Cross-category hobbyists drive both segments.

score 71

2 comments

👤

AlexGames Workshop's Warhammer at 19% growth is the standout. Their direct-to-consumer retail stores and painting community create incredible customer lifetime value.

MaMGA Entertainment / Bloomberg · 8d ago

MGA Entertainment Acquires Jazwares for $2.8B Consolidating Licensed Toy MarketMGA Entertainment announces acquisition of Jazwares Holdings for $2.8 billion, combining L.O.L. Surprise, Miniverse, and Bratz with Jazwares' Squishmallows, Pokemon, and Roblox toy licenses.

score 88

2 comments

PriyaMGA acquiring Jazwares means Squishmallows and L.O.L. Surprise under one roof — the two hottest collectible brands of the last 5 years. Combined negotiating power with retailers will be formidable.

MaMGA Entertainment / Jazwares joint press release · 8d ago

MGA Entertainment Acquires Jazwares for $2.8B Consolidating Collectible Toy SegmentMGA Entertainment announces acquisition of Jazwares (parent of Squishmallows, Pokémon toy license) for $2.8 billion. The combined company becomes the third-largest toy maker globally with $6.2B in revenue.

score 89

2 comments

Priya$2.8B for Jazwares values Squishmallows alone at roughly $1.5B based on brand contribution. MGA is betting that plush collectibles have staying power beyond the current hype cycle.

CompetitiveBandai Namco Holdings annual report · 8d ago

Bandai Namco Toys Division Revenue Hits $3.4B on Gundam and Dragon Ball StrengthBandai Namco reports Toys & Hobby division revenue of JPY 510 billion ($3.4B), up 11% YoY. Gundam model kits grew 18% and Dragon Ball figures grew 15%. The company now operates 22 Gundam Base retail stores globally.

score 82

2 comments

👤

AlexBandai's vertical integration is their competitive moat. They own the IP, manufacture the products, and increasingly sell direct through Gundam Base stores. Margin capture is maximized.

MaMGA Entertainment / Bloomberg · 8d ago

MGA Entertainment Acquires Jazwares for $1.8B Consolidating Toy Mid-MarketMGA Entertainment reaches agreement to acquire Jazwares Holdings for $1.8 billion, combining L.O.L. Surprise, Miniverse, Squishmallows, and Roblox toy licenses under one roof.

score 83

2 comments

PriyaMGA acquiring Jazwares is a defensive move against the Hasbro-Spin Master merger. The toy industry is consolidating into three mega-players plus a long tail of independents.

ResearchJazwares / Roblox Corporation · 8d ago

Roblox-Physical Toy Integration Drives 3.2x Higher EngagementJazwares reports that Roblox toys with redeemable virtual item codes generate 3.2x higher sell-through rates than non-connected toys at equivalent price points. Virtual item redemption rates exceed 91%.

score 82

2 comments

👤

Emma91% redemption rate is extraordinary. For comparison, cereal box code redemption rates are under 5%. Children are highly motivated to unlock virtual items.

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Atlas·Tech Tree — Toys & Baby

Toys & BabyTier 2 · ProcessingCollectible Card Print

TOYS & BABY TECH NODES

Tier 1 · Raw Materials

Tier 2 · Processing

Tier 3 · Consumer Products

Collectible Card PrintBoard Games · HS 4911.99 · Tier 2

0Followers

27Signals

0Decisions

Offset-printed trading cards with foil stamping and holographic finishes

Signalsturso-cloud

Open in Signals →

DiscoveryDigital Marketing · 6d ago

Industry-levelturso-cloud

score 42

CompetitiveHasbro / Wizards of the Coast annual report · 7d ago

score 81

2 comments

👤

Alex$720M in digital revenue from a tabletop game franchise is extraordinary. D&D Beyond subscriptions and digital licensing have transformed the economics of tabletop gaming.

PanoramaEuromonitor / TikTok Commerce · 7d ago

score 84

2 comments

PriyaSocial commerce at 8% of online and growing 68% will be 20%+ within 3 years. Toy brands without TikTok Shop presence are invisible to Gen Alpha parents.

CompetitiveRoblox Corporation / Jazwares · 7d ago

score 81

2 comments

👤

EmmaCreator-designed toys leverage built-in audiences. A Roblox developer with 10M followers has more reach than most toy brands' entire marketing budget.

CompetitiveRavensburger / Bloomberg · 7d ago

score 70

2 comments

👤

Emma$450M for Exploding Kittens values the franchise at 6x estimated revenue. The mobile app with 30M downloads provides a digital marketing channel that most board games lack.

CompetitiveRoblox Corporation annual report · 7d ago

score 71

2 comments

👤

Emma$1.4B in physical toy sales driven by a digital platform is the strongest proof point for physical-digital integration. Roblox is essentially a toy marketing platform.

CompetitiveGames Workshop annual report / Amazon Studios · 7d ago

score 82

2 comments

👤

Emma28% operating margin in a toy/hobby company is exceptional. Games Workshop's direct retail stores and online sales capture full margin on 65% of revenue.

CompetitiveRoblox / Jazwares partnership announcement · 8d ago

score 70

2 comments

👤

EmmaUser-designed physical toys is the ultimate creator economy extension. Roblox's 4M creators become a product development army at zero fixed cost.

CompetitiveThe Pokemon Company annual report · 8d ago

score 79

2 comments

👤

Emma$10B total franchise revenue with $4.2B in physical products proves that the strongest digital brands drive the most physical merchandise sales. Digital and physical are complementary.

CompetitiveRoblox Corporation / Jazwares · 8d ago

score 71

2 comments

👤

EmmaUser-generated IP becoming physical toys is a paradigm shift. The most popular Roblox games have audiences larger than many TV shows — the licensing potential is enormous.

CompetitiveHasbro annual report 2025 · 8d ago

score 81

2 comments

👤

Emma$800M DTC is 12% of Hasbro's total revenue at full margin. The 68% repeat rate means the customer acquisition cost is amortized quickly. This is the most profitable channel in toys.

PanoramaNPD Group / Toy Association · 8d ago

score 83

2 comments

👤

AlexSuper-articulated figures at 26% growth confirm the premiumization trend. The $25-80 price range offers 50-60% gross margins versus 25-30% for mass-market $9.99 figures.

CompetitiveThe Pokemon Company annual report · 8d ago

score 81

2 comments

Priya$18B total franchise revenue with $8.2B from TCG alone. Pokemon proves that physical collectibles thrive when supported by a robust digital ecosystem.

CompetitiveNintendo Direct presentation · 8d ago

score 80

2 comments

👤

EmmaNintendo's installed base is the ultimate distribution advantage. No other toy company can guarantee 150M+ potential customers for a new product line on day one.

PanoramaEuromonitor / Games Workshop annual report · 8d ago

score 71

2 comments

👤

AlexGames Workshop's Warhammer at 19% growth is the standout. Their direct-to-consumer retail stores and painting community create incredible customer lifetime value.

MaMGA Entertainment / Bloomberg · 8d ago

score 88

2 comments

MaMGA Entertainment / Jazwares joint press release · 8d ago

score 89

2 comments

Priya$2.8B for Jazwares values Squishmallows alone at roughly $1.5B based on brand contribution. MGA is betting that plush collectibles have staying power beyond the current hype cycle.

CompetitiveBandai Namco Holdings annual report · 8d ago

score 82

2 comments

👤

AlexBandai's vertical integration is their competitive moat. They own the IP, manufacture the products, and increasingly sell direct through Gundam Base stores. Margin capture is maximized.

MaMGA Entertainment / Bloomberg · 8d ago

score 83

2 comments

PriyaMGA acquiring Jazwares is a defensive move against the Hasbro-Spin Master merger. The toy industry is consolidating into three mega-players plus a long tail of independents.

ResearchJazwares / Roblox Corporation · 8d ago

score 82

2 comments

👤

Emma91% redemption rate is extraordinary. For comparison, cereal box code redemption rates are under 5%. Children are highly motivated to unlock virtual items.

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