Play, Imagine, Explore
Toys“R”Us ANZ Limited (ASX: TOY) is an Australian based listed company with a mission to enrich the lives of people by encouraging exploration, creativity and living life more fully through the enjoyment of toys and hobbies.
At Toys”R”Us, we believe that toys have the power to change lives. Play enables children to develop their imagination, collaborate, problem solve, explore, create or simply express themselves spontaneously. Our mission at Toys”R”Us is to encourage children to engage with as many forms of play as we possibly can.
Growth Drivers and Opportunity
- Toys”R”Us ANZ Limited (“TOY” or the “Company”) has an impressive array of house brands, backed by a large, loyal customer base and a wealth of green shoot opportunities to reset the growth story.TOY is growing and globally vibrant brand that boasts 1,350+ stores worldwide across 31 countries, with clear avenues for expansion in ANZ.
- The recently completed RIOT Art & Craft acquisition enhances e-commerce offerings with a complimentary vertical, a large customer base, which fills a gap in TOY’s customer lifecycle chain, as well as significantly higher product margins.
- TOY is committed to growing two key brand verticals through Babies’R’Us and RIOT to accelerate engagement with a combined customer database of ~1.6 million profiles.TOY’s competitive edge to capture online market share in the toy, baby and art & craft spaces by leveraging a high quality userbase throughout a child’s lifecycle will be pivotal to unlocking higher repeat purchases and maximising cross-selling.
Growth Drivers and Opportunity
- Toys”R”Us ANZ Limited (“TOY” or the “Company”) has an impressive array of house brands, backed by a large, loyal customer base and a wealth of green shoot opportunities to reset the growth story.TOY is growing and globally vibrant brand that boasts 1,350+ stores worldwide across 31 countries, with clear avenues for expansion in ANZ.
- The recently completed RIOT Art & Craft acquisition enhances e-commerce offerings with a complimentary vertical, a large customer base, which fills a gap in TOY’s customer lifecycle chain, as well as significantly higher product margins.
- TOY is committed to growing two key brand verticals through Babies’R’Us and RIOT to accelerate engagement with a combined customer database of ~1.6 million profiles.TOY’s competitive edge to capture online market share in the toy, baby and art & craft spaces by leveraging a high quality userbase throughout a child’s lifecycle will be pivotal to unlocking higher repeat purchases and maximising cross-selling.
A House of Brands approach for globally trusted children and baby brands
Unique portfolio of 5 brands allows us to service customers across the entire lifecycle of a child / parent
Unique Customer Database
Combined customer database of 1.6 million profiles to accelerate growth of all brands
Organic Growth Strategy
Clear organic growth strategy through investment in inventory and acceleration of two key verticals
Improved Business Platform
Overhead cost reduction and operational improvement readies the Company to deliver growth strategy
Assessing inorganic growth opportunities to deliver improved earnings profile from revenue & cost-synergies
Globally recognised Toys “R” Us brand with >1,350 stores worldwide across 31 countries
Strong Board & Management with proven capability in developing and scaling retail businesses
A House of Brands approach for globally trusted children and baby brands
State-of-the-art warehouse automation
Our Competitive Advantage
TOY is well-positioned to leverage several tailwinds to penetrate its target market and be a leader in brand quality
Our Competitive Advantage
TOY is well-positioned to leverage several tailwinds to penetrate its target market and be a leader in brand quality.
- Our products target infant-to-adolescence, however the key decision makers are parents and grandparents.
- We will leverage our customer database and brand recognition to undertake brand aligning partnerships to drive penetration within each segment.
- We focus on our core market segments of Babies and Toy & Hobby
- Our unique and large customer database ensures we are ideally placed to respond to product trends for our domestic buyer audience.
- E-commerce platform enables flexibility and speed to market of new products.
- Our brand leading position allows us to buy and select the next global trend for Australian consumers
- With Australians increasingly searching for trusted brands, we provide:
- Highest product quality and adherence to industry standards.
- Domestic distribution, allowing for seamless logistics and service issues dealt with onshore.
- Australian based operations
- Our deep relationships with customers and industry-focused team allows us to understand what drives their emotional buying decision.
- Repeat customer orders growing
Target Market Penetration
- Our products target infant-to-adolescence, however the key decision makers are parents and grandparents
- We will leverage our customer database and brand recognition to undertake brand aligning partnerships to drive penetration within each segment.
- We focus on our core market segments of Babies and Toy & Hobby
First Mover Advantage
- Our products target infant-to-adolescence, however the key decision makers are parents and grandparents
- We will leverage our customer database and brand recognition to undertake brand aligning partnerships to drive penetration within each segment.
- We focus on our core market segments of Babies and Toy & Hobby
Australia’s Trusted House of Brands
- Our products target infant-to-adolescence, however the key decision makers are parents and grandparents
- We will leverage our customer database and brand recognition to undertake brand aligning partnerships to drive penetration within each segment.
- We focus on our core market segments of Babies and Toy & Hobby
Customer Focused
- Our products target infant-to-adolescence, however the key decision makers are parents and grandparents
- We will leverage our customer database and brand recognition to undertake brand aligning partnerships to drive penetration within each segment.
- We focus on our core market segments of Babies and Toy & Hobby
