Episode Details
Back to Episodes
How Falling Birth Rates Reshape the Toy Industry
Season 1
Episode 40
Published 2 weeks, 4 days ago
Description
Episode 40 explores how demographic decline is hitting the global toy industry. With fewer children being born, major toy companies like LEGO and Hasbro are pivoting to adult consumers, licensing franchises, and educational products. Lucas and Luna discuss the data: a 15% drop in the under-14 population in Japan over the past decade, and how LEGO's adult-focused sets now account for nearly a third of its revenue. They also look at Barbie's shift toward collector dolls and the rise of 'kidults' as a key market. The episode ties these trends to broader economic implications for manufacturing, retail, and entertainment.