Copyright 2012. The NPD Group, Inc. All Rights Reserved. This presentation is Proprietary and Confidential and may not be disclosed in any manner, in whole or in part, to any third party without the express written consent of NPD.

Toys Fall market perspectives

Key Stats & Thoughts

WORLDWIDE & BELGIUMOCTOBER 2013

2

Global Toy Market Estimated Around $85bn in 2012

The NPD Group, Inc. | Proprietary and Confidential

25%

17%

U.S.ChinaJapanEurope 5Others

Global Toy Market Size In $% By CountryEstimates Full Year 2012

Source: NPD Group | Global Toy Report 2010

G11: +1% FY 2012 v 11

47% of global sales

2%

11%

3%

4%

-2%

-3%

-1%

4%

2%

-2%

1%

Portugal

Austria

Poland

Belgium

Spain

Italy

Australia

Germany

France

UK

USA*

Total Toy Industry by Country Ranked by Market Size in U.S. Dollars at 100% of Total Toy Industry

YTD JULY 2013 : Toys market is resisting to economic crisis in developed countries

Dollar Volume % Chg

Source: The NPD Group; POS Tracking Service; POS extrapolated to represent 100% coverage. Exchange rate €1 = $ 1.25 – YTD July 2013 v 12

G11 +1% Europe 5 +1%

4

Year 2012 : Declining Countries Cut Down ‘No Occasion’

$ Sales by Occasion Trend By CountryFY 2012 v 11

The NPD Group, Inc. | Proprietary and Confidential Source: NPD Group | Consumer Panel Service

-5%

1%

0%

2%

-1%

-5%-6%

1%

-6%

5%

-6%

-27%

Occasion No Occasion

US GermanyFrance SpainItalyUK

Note: 70% of the market is driven by Occasions. US & Europe 5

-40

-30

-20

-10

0

10

20

30

40

W40 W41 W42 W43 W44 W45 W46 W47 W48 W49 W50 W51+W52

UK FR GE IT SP

5

Weekly € growth / decline v 2011 by Country

The NPD Group, Inc. | Proprietary and Confidential

2012: Late Christmas EuropeAll Countries See Last-minute Pick Up Except Spain

Source: NPD Group | Retail Tracking Data

NovemberOctober December

Incl. Epiphany

Online Sales: Value + Convenience

9%

16%

18%

9%

23%

11%

0%

5%

10%

15%

20%

25%

U.S. EUROPE 3

$%

of

To

tal T

oy

Sa

les

2010 2011 2012

YR/YR 12/11

$% Of Sales Made Online - US & Europe 3 FY 2012 V 11

The NPD Group, Inc. | Proprietary and Confidential 6

Online FY’12

Source: NPD Group | Consumer Panel Service

59

40 41

74

38

64

US UK France GERMANY ITALY SPAIN

% of Requested Sales

7The NPD Group, Inc. | Proprietary and Confidential Source: NPD Group | Consumer Panel Service

Being Requested Is Half The Battle 55% Of Toy Sales Were Requested In 2012

% Of Requested Sales in $ By CountryFY 2012

Requests were up 1% in 2012

AUTOMOTIVE

BEAUTY

COMMERCIAL TECHNOLOGY

CONSUMER TECHNOLOGY

ENTERTAINMENT

FASHION

FOOD & BEVERAGE

FOODSERVICE

HOME

OFFICE SUPPLIES

SOFTWARE

SPORTS

TOYS

WIRELESS

8

Toys & Games MarketYTD AUG 2013

January - August

9

Belgium Toys and Games MarketJanuary-August

Belgium Toys Prefall market is resisting (YTD at +2%)

Source: Panel EPoS

16,5 13,619,6

26,016,6

24,617,9 15,0

149,7

16,9 14,221,5 23,8

17,523,8

18,7 16,3

152,6

16,9 14,3

30,9

17,5 16,624,0 20,2 15,7

156,1

January February March April MAY June July August YTD Aug

2011

2012

2013

Value flat 1 44 -27 -5 1 8 -3 2

Easter 2013= 48,3M€ (+7%)Easter 2012= 45,3M€ (flat)

Estimated coverage : 70%

10

CATEGORIES EVOLUTIONYTD 13 vs 12

1/2

YTD AUG 11 YTD AUG 12 YTD AUG 13 13 vs 12 (%)Total SUPERCATEGORY 100 100 100 2ACTION FIGS, ACC & ACT ROLE PLAY 7 6 4 -25ARTS & CRAFTS 5 5 5 2BUILDING SETS 12 12 12 2DOLLS 10 10 10 6 FASHION THEMED DOLLS/FIGS & ACC4 5 6 25GAMES/PUZZLES 10 10 10 1INFANT/PRESCHOOL TOYS 19 19 20 5 INFANT TOYS 5 5 5 5 PRESCHOOL TOYS 13 14 14 5YOUTH ELECTRONICS 1 2 2 48 ROBOTIC/INTERACTIVE PLAYMATES 0 0 1 549OUTDOOR & SPORTS TOYS 21 21 22 4

Battling Toys counter effect

11

CATEGORIES EVOLUTIONYTD 13 vs 12

2/2

YTD AUG 11 YTD AUG 12 YTD AUG 13 13 vs 12 (%)Total SUPERCATEGORY 100 100 100 2PLUSH 3 3 3 -6VEHICLES 9 9 9 2 POWERED VEHICLES 3 3 3 6ALL_OTHER TOYS 4 4 4 2 OTHER/MISCELLANEOUS TOYS 3 3 3 1

Functional Plush

IndustriesAutomotiveBeautyEntertainmentFashionFood / FoodserviceHomeOffice SuppliesSportsTechnologyToysVideo GamesWireless

CountriesAustraliaAustriaBelgiumBrazilCanadaChinaFranceGermanyItalyJapanMexicoNetherlandsNew ZealandPolandPortugalRussiaSpainSwedenUnited KingdomUnited States

Keep up with what’s new at The NPD Group. Subscribe to our newsletter and other communications by visiting npd.com and clicking “Subscribe.”

Thank You

12The NPD Group, Inc. | Proprietary and Confidential