<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Toys to Retirement (Toy Investing for Amazon FBA and More)]]></title><description><![CDATA[Hey. I profited over $400,000 in 2025 by selling toys on Amazon, Walmart, and eBay. Subscribe if you want to learn to do the same!]]></description><link>https://www.thetoyinvestor.com</link><image><url>https://substackcdn.com/image/fetch/$s_!g6m3!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11a4ff63-faa2-461d-9508-67eb35e2b340_500x500.png</url><title>Toys to Retirement (Toy Investing for Amazon FBA and More)</title><link>https://www.thetoyinvestor.com</link></image><generator>Substack</generator><lastBuildDate>Fri, 13 Nov 2026 14:23:02 GMT</lastBuildDate><atom:link href="https://www.thetoyinvestor.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[The Toy Investor]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[thetoyinvestor@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[thetoyinvestor@substack.com]]></itunes:email><itunes:name><![CDATA[The Toy Investor]]></itunes:name></itunes:owner><itunes:author><![CDATA[The Toy Investor]]></itunes:author><googleplay:owner><![CDATA[thetoyinvestor@substack.com]]></googleplay:owner><googleplay:email><![CDATA[thetoyinvestor@substack.com]]></googleplay:email><googleplay:author><![CDATA[The Toy Investor]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Some Quick Tips Before Tonight]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/some-quick-tips-before-tonight</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/some-quick-tips-before-tonight</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Wed, 11 Nov 2026 19:17:48 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/5dfd93a6-3606-462b-bc02-420477ca6daf_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>As we all know, tonight Walmart launches their pre-Black Friday deals (9pm PST for Walmart + and then 12am PST for everyone else). Other retailers will follow, with random price drops from all the major retailers. </p><p>I am excited about this, as you should be, but I want to temper everyone&#8217;s&#8217; expectations with some quick reminders.</p><ul><li><p><strong>First, minds&#8230;</strong></p></li></ul>
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   ]]></content:encoded></item><item><title><![CDATA[Some Toys I’ve Been Buying This Q4]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/some-toys-ive-been-buying-this-q4</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/some-toys-ive-been-buying-this-q4</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Mon, 09 Nov 2026 22:12:32 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b266ef8f-a463-4609-90a0-56ec4f162bb9_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Wanted to drop in and just highlight some stuff I&#8217;ve been buying along with the logic for why.</p><p>And for all those asking - yes my Target account is still banned. I have a new account with all new information that works, but I am staying within the limits for now. I don&#8217;t want to risk another ban. </p><p>So I have not been able to partake in the rec&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[Quick Repricing + LEGO Tip]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/quick-repricing-lego-tip</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/quick-repricing-lego-tip</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Tue, 03 Nov 2026 22:51:23 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/50276025-e615-49f4-aeb8-37cf2fcce741_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Q4 is in full swing. Not sure if it&#8217;s just because it was payday or if the holiday magic is already kicking in, but myself and everyone I&#8217;ve spoken to are feeling a massive increase in sales the last few days.</p><p>Something important to remember when you start to experience the uptick in sales - identify which SKUs are carrying the load, and th&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[A Quick Harry Potter Conversation]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/a-quick-harry-potter-conversation</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/a-quick-harry-potter-conversation</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Fri, 30 Oct 2026 21:52:13 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/58a1b9b9-8d12-428a-8c20-c3bde744092b_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>A quick 7-minute video addressing the hype around Harry Potter. Very easy to get caught up in FOMO and have shiny object syndrome right now with people like Logan Paul mentioning Harry Potter as an emerging category and lots of posts about the current upward trend in Harry Potter trading cards.</p><p>Here&#8217;s my two cents below, enjoy:<br></p>
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   ]]></content:encoded></item><item><title><![CDATA[10/26/26 LEGO Watchlist Updates]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/102626-lego-watchlist-updates</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/102626-lego-watchlist-updates</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Mon, 26 Oct 2026 17:50:01 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!5nTX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Small update on the LEGO retirement watchlist today, but important nonetheless.</p><h1><strong>CHANGELOG:</strong></h1><ul><li><p>Updated Intro Text (&#8220;SOLD OUT&#8221; on LEGO is becoming less reliable) (Walmart stock updating for holiday deals)</p></li><li><p>Updated Mini Disney Ariel&#8217;s Castle analysis in DISNEY theme (Sentiment decreased)</p></li><li><p>Updated Arcade Machine analysis in MISCELLANEOUS theme (Sentime&#8230;</p></li></ul>
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   ]]></content:encoded></item><item><title><![CDATA[Final Week of Q4 Prep]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/final-week-of-q4-prep</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/final-week-of-q4-prep</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Sun, 25 Oct 2026 21:25:55 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/f8e35071-549c-44e6-b2b3-768e84544ae5_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>We&#8217;re almost there&#8230;one last week before the intensity goes up a notch for our peak season.</p><p>Starting November 1st, Target will be kicking things off with <strong>daily deals</strong>. They aren&#8217;t always great, but the best part about the daily deals is that if something is a good deal, it&#8217;s a very limited window to purchase, which is one of our favorite things to hear.</p><p>The real magic begins November 5th though, as Target will be launching pre-Black Friday deals.</p><p>If my personal data from previous years is anything to go off of, the first couple weeks of November are actually where I spend <em>most</em> of my money at Target vs. regular Black Friday.</p><p>I can&#8217;t guarantee this year will be the same, but it is worth paying extra close attention to. </p><p>Expect other retailers to also jump in on the fun, with random Walmart price drops, Amazon price matches, Macy&#8217;s late night sales, and Kohl&#8217;s random restocks of retiring LEGO. </p><p>Don&#8217;t forget the lesser-mentioned retailers as well! Places like Five Below, Gamestop, and others become much more viable during the holidays due to increased demand, even if their inventory remains relatively the same.</p><p>Anyways, onto the point of the article today - final Q4 quick tips and reminders.</p><p>There will be a lot of repetition here from previous articles, but we have spent all year doing the research, learning the toy lines, and investing - now it&#8217;s time to just simply put it into action and <strong>pay attention.</strong></p>
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   ]]></content:encoded></item><item><title><![CDATA[Made Some Updates to the LEGO Retirement Watchlist]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/made-some-updates-to-the-lego-retirement</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/made-some-updates-to-the-lego-retirement</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Mon, 19 Oct 2026 03:00:23 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/2d9469f3-da30-40f6-adbf-4b3c655b960e_800x800.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Just sending out an alert for some updates on the LEGO Retirement Watchlist, found here:</p><div class="digest-post-embed" data-attrs="{&quot;nodeId&quot;:&quot;99849ec2-0d9d-436b-9c2e-b0711f07bcfd&quot;,&quot;caption&quot;:&quot;Hello friends,&quot;,&quot;cta&quot;:null,&quot;showBylines&quot;:true,&quot;showDescription&quot;:true,&quot;showImage&quot;:true,&quot;size&quot;:&quot;sm&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;Every 2026 Retiring LEGO Set Watch List&quot;,&quot;publishedBylines&quot;:[{&quot;id&quot;:271915522,&quot;name&quot;:&quot;The Toy Investor&quot;,&quot;bio&quot;:&quot;Toy Investor specializing in Amazon FBA&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b91fe442-2658-443a-909d-7a8bcbc5a690_500x500.png&quot;,&quot;is_guest&quot;:false,&quot;bestseller_tier&quot;:100}],&quot;post_date&quot;:&quot;2026-10-09T04:29:09.334Z&quot;,&quot;cover_image&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/7f0b53be-683c-4b22-b50f-05cc3e77cb9a_800x800.png&quot;,&quot;cover_image_alt&quot;:null,&quot;cover_image_crop&quot;:null,&quot;canonical_url&quot;:&quot;https://www.thetoyinvestor.com/p/every-2026-retiring-lego-set-watch&quot;,&quot;section_name&quot;:null,&quot;video_upload_id&quot;:null,&quot;id&quot;:219499203,&quot;type&quot;:&quot;newsletter&quot;,&quot;reaction_count&quot;:13,&quot;comment_count&quot;:26,&quot;publication_id&quot;:3090256,&quot;publication_name&quot;:&quot;Toys to Retirement (Toy Investing for Amazon FBA and More)&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!g6m3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11a4ff63-faa2-461d-9508-67eb35e2b340_500x500.png&quot;,&quot;belowTheFold&quot;:false,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><h1>CHANGELOG:</h1><ul><li><p>Added NIKE theme analysis (Previously Missing)</p></li><li><p>Added 40955 Maersk Dual-Fuel Container Vessel To Miscellaneous theme (Previously Missing)</p></li><li><p>Updated The Endurance analysis in ICONS theme (Sentiment decreased)</p></li><li><p>Updated Kai&#8217;s Elemental Fire Mech analysi&#8230;</p></li></ul>
      <p>
          <a href="https://www.thetoyinvestor.com/p/made-some-updates-to-the-lego-retirement">
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   ]]></content:encoded></item><item><title><![CDATA[(COMPLETE) Every 2026 Retiring LEGO Set Watch List ]]></title><description><![CDATA[Every 2026 Retiring LEGO set manually analyzed by me]]></description><link>https://www.thetoyinvestor.com/p/complete-every-2026-retiring-lego</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/complete-every-2026-retiring-lego</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Sun, 11 Oct 2026 23:55:53 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/23e72faa-2507-4cf2-aa10-6e64c8311c4b_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>I have spent the last few days manually reviewing every single retiring LEGO set. I have found some very interesting pieces of data, hidden gems, and even caught some low supply restocks while manually researching.<br><br>In fact, I spent over $12,000 on LEGO in the last few days just because I was manually analyzing and recognizing certain deals were available.<br><br>If you take nothing from this list, at least take away that - manual analysis almost always results in you &#8216;getting lucky&#8217;. If you put the hours in to research different toy lines, eventually things just happen to fall out of the sky because you have given yourself the <em>opportunity</em> to get lucky.</p><p>Anyways, here is my full 2026 LEGO Retirement Watch List, complete with a new format for ease of use. I have pinned it to the top of the site and it will remain there until the year is over.</p><p>Enjoy</p><div class="digest-post-embed" data-attrs="{&quot;nodeId&quot;:&quot;81cc62a3-647a-4c0b-bc51-39aa8d522066&quot;,&quot;caption&quot;:&quot;Hello friends,&quot;,&quot;cta&quot;:null,&quot;showBylines&quot;:true,&quot;showDescription&quot;:true,&quot;showImage&quot;:true,&quot;size&quot;:&quot;sm&quot;,&quot;isEditorNode&quot;:true,&quot;title&quot;:&quot;Every 2026 Retiring LEGO Set Watch List&quot;,&quot;publishedBylines&quot;:[{&quot;id&quot;:271915522,&quot;name&quot;:&quot;The Toy Investor&quot;,&quot;bio&quot;:&quot;Toy Investor specializing in Amazon FBA&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b91fe442-2658-443a-909d-7a8bcbc5a690_500x500.png&quot;,&quot;is_guest&quot;:false,&quot;bestseller_tier&quot;:100}],&quot;post_date&quot;:&quot;2026-10-09T04:29:09.334Z&quot;,&quot;cover_image&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/7f0b53be-683c-4b22-b50f-05cc3e77cb9a_800x800.png&quot;,&quot;cover_image_alt&quot;:null,&quot;cover_image_crop&quot;:null,&quot;canonical_url&quot;:&quot;https://www.thetoyinvestor.com/p/every-2026-retiring-lego-set-watch&quot;,&quot;section_name&quot;:null,&quot;video_upload_id&quot;:null,&quot;id&quot;:219499203,&quot;type&quot;:&quot;newsletter&quot;,&quot;reaction_count&quot;:8,&quot;comment_count&quot;:19,&quot;publication_id&quot;:3090256,&quot;publication_name&quot;:&quot;Toys to Retirement (Toy Investing for Amazon FBA and More)&quot;,&quot;publication_logo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!g6m3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F11a4ff63-faa2-461d-9508-67eb35e2b340_500x500.png&quot;,&quot;belowTheFold&quot;:false,&quot;youtube_url&quot;:null,&quot;show_links&quot;:null,&quot;feed_url&quot;:null}"></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thetoyinvestor.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thetoyinvestor.com/subscribe?"><span>Subscribe now</span></a></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" 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points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h6><strong>I do not provide personal investment advice and I am not a qualified licensed investment advisor.</strong></h6><h6><strong>All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, or suggestions, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies.</strong></h6><h6><strong>I will not and cannot be held liable for any actions you take as a result of anything you read here.</strong></h6><h6><strong>Conduct your own due diligence, or consult a licensed financial advisor or broker before making any and all investment decisions. Any investments, speculations, or decisions made on the basis of any information found on this site, expressed or implied herein, are committed at your own risk, financial or otherwise. I do not use AI for product analysis, all analysis is done by manually reviewing each product. Graphics may be AI-generated to make it easier for readers to consume the content, but all data is researched and written BY ME.</strong></h6>]]></content:encoded></item><item><title><![CDATA[Every 2026 Retiring LEGO Set Watch List]]></title><description><![CDATA[New format...]]></description><link>https://www.thetoyinvestor.com/p/every-2026-retiring-lego-set-watch</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/every-2026-retiring-lego-set-watch</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Fri, 09 Oct 2026 04:29:09 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/7f0b53be-683c-4b22-b50f-05cc3e77cb9a_800x800.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Here today with a huge update - a brand new structure to my LEGO investing analysis series. </p><p>I have spent all year tinkering with the idea of how I can improve this part of my newsletter, and the thing that has popped up the most is that people want a &#8216;sheet&#8217; of sorts that they can save to their phone for when they&#8217;re out sourcing rather th&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[I Spent Almost $30,000 on LEGO Last Night]]></title><description><![CDATA[Here is what I bought and why I bought it...]]></description><link>https://www.thetoyinvestor.com/p/i-spent-almost-30000-on-lego-last</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/i-spent-almost-30000-on-lego-last</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Sun, 04 Oct 2026 21:27:54 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/ca5a7992-557b-48f4-b803-e3e637765553_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!He8H!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!He8H!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 424w, https://substackcdn.com/image/fetch/$s_!He8H!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 848w, https://substackcdn.com/image/fetch/$s_!He8H!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 1272w, https://substackcdn.com/image/fetch/$s_!He8H!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!He8H!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png" width="654" height="1052" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1052,&quot;width&quot;:654,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:163142,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.thetoyinvestor.com/i/218838866?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!He8H!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 424w, https://substackcdn.com/image/fetch/$s_!He8H!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 848w, https://substackcdn.com/image/fetch/$s_!He8H!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 1272w, https://substackcdn.com/image/fetch/$s_!He8H!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a58721a-61cf-4378-a582-89a2abcbe5b5_654x1052.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Well that was a nice surprise. We&#8217;re only four days into Q4 and I&#8217;ve just used up a non-insignificant portion of my bankroll.</p><p>As the Target sale rolled over last night, they dropped prices on dozens upon dozens of sets. Many giving us the best discounts some sets have ever had.</p><p>In this video, I walk you through exactly what I purchased and why I purchased it. Most of it is gone, but still plenty of opportunity in-store and for random restocks on Target and Amazon.</p><p>Plenty of tips in here for the LEGO investors who follow me, I don&#8217;t recommend skipping this one. </p><p>Enjoy&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[Toys R Gold Pre-Q4 Discussion]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/toys-r-gold-pre-q4-discussion</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/toys-r-gold-pre-q4-discussion</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Thu, 01 Oct 2026 04:18:33 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/a8dc641a-b360-4976-9e25-56dd7bb0c03b_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Here today with the quarterly &#8216;round table&#8217; discussion with my good friend Steve French. He has done over $5,000,000 in sales in the last 12 months - mostly toys! We like to collaborate every quarter and just talk about the business we&#8217;re so passionate about.</p><p>This episode extends past one hour, as there is a lot to unpack with Q4 officially starting TODAY! Although really, our <em>true</em> peak season is Black Friday week through January. </p><p>But I digress. In this video, we answer questions like:</p><ul><li><p>&#8220;Favorite 2027 intellectual properties to purchase for?&#8221;</p></li><li><p>&#8220;I'd love to hear about your win/loss ratio and how it has changed over time.&#8221; (My personal favorite question that I totally nerded out on)</p></li><li><p>&#8220;How systematic are you in looking at new toys or old toys to start stacking?  The volume of stuff out there is tremendous.  Do you just start an Amazon search?  Do you begin with Keepa?  Do you just look at upcoming catalysts?  Or do you look at new catalysts that would force old catalysts to retire?&#8221;</p></li><li><p>&#8220; I feel we all get excited about and focus on the biggest opportunities, like big sales and heavy clearance items that are obvious immediate scores, but what are some ways you&#8217;re &#8220;winning&#8221; / profiting regularly that you don't hear talked about a lot in the toy space, or are maybe overlooked unless you're intentional about it?&#8221;</p></li><li><p>&#8220;Do you think the Prime Day/Target/Walmart sale the first week of October will be just as good as Black Friday? Gameplan?&#8221;</p></li></ul><p>And so much more! If you&#8217;re trying to take your toy game to the next level, this is the type of content you need to be consuming, especially going into our peak season.</p><p>Hope everyone enjoys and let me know if you have any questions, Happy Q4!</p>
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          <a href="https://www.thetoyinvestor.com/p/toys-r-gold-pre-q4-discussion">
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   ]]></content:encoded></item><item><title><![CDATA[Analyzing Some SKUs In My Inventory]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/analyzing-some-skus-in-my-inventory</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/analyzing-some-skus-in-my-inventory</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Tue, 15 Sep 2026 21:20:01 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/099b2821-b403-4a60-a1e9-8ddad8236802_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p><strong>This is going to be a popular one.</strong></p><p>Yes, you get to double dip on videos this week. I may be super swamped next week and unable to post a video. But rather than record one and schedule it, I&#8217;d rather just release this early for your consumption.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!rNDD!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!rNDD!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 424w, https://substackcdn.com/image/fetch/$s_!rNDD!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 848w, https://substackcdn.com/image/fetch/$s_!rNDD!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 1272w, https://substackcdn.com/image/fetch/$s_!rNDD!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!rNDD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png" width="1160" height="557" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:557,&quot;width&quot;:1160,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:728904,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.thetoyinvestor.com/i/215888839?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!rNDD!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 424w, https://substackcdn.com/image/fetch/$s_!rNDD!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 848w, https://substackcdn.com/image/fetch/$s_!rNDD!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 1272w, https://substackcdn.com/image/fetch/$s_!rNDD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0108689d-edb6-492f-9d4d-4d743aa094df_1160x557.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Sample SKU I&#8217;m holding that I analyze in the video</figcaption></figure></div><p>Anyways, today I&#8217;m here with a 40-minute video analyzing several SKUs from <em>my own</em> hold pile. My goal today is to address a common type of question I have been getting a lot, especially heading into Q4:</p><p> <em>&#8220;How do you decide when to take profits?&#8221;</em></p><p><em>&#8220;How do you decide if it&#8217;s the right time to send something in?&#8221;</em></p><p><em>&#8220;How do you decide if it&#8217;s time to take a loss?&#8221;</em></p><p><em>&#8220;How do you know if a SKU is going to climb in price in Q4?&#8221;</em></p><p>That sort of thing.</p><p>So I pulled a bunch of items I am currently holding (Star Wars, LEGO, Marvel, DC, and more) and walk you through my process of trying to decide if I am going to send them in this Q4 or not. </p><p>Wins, losses, some serious potential gold post-Q4 - it&#8217;s all in here.<br><br>Enjoy the video below:</p>
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   ]]></content:encoded></item><item><title><![CDATA[Ten Toys To Pay Attention To This Q4 / January]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/ten-toys-to-pay-attention-to-this</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/ten-toys-to-pay-attention-to-this</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Mon, 14 Sep 2026 11:53:58 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/63a735aa-e763-47f9-81ab-68bf51eda4be_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Here today with ten toys, or rather ten toy <em>lines</em>, to pay attention to this coming Q4 and January clearance season. This is not a BOLO list, do not rush out and buy these. These are toys to just pay a little bit extra attention to that may present some opportunity in the coming months.</p><p>Add them to your Keepa product tracker, add them to your daily lists to check, and cross your fingers that we get good prices on them.</p><p>Let&#8217;s dive in&#8230;</p><div><hr></div><h1>The Pokemon Figure Aisle at Target</h1><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!lMaB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!lMaB!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 424w, https://substackcdn.com/image/fetch/$s_!lMaB!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 848w, https://substackcdn.com/image/fetch/$s_!lMaB!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!lMaB!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!lMaB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg" width="304" height="419.88950276243094" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1500,&quot;width&quot;:1086,&quot;resizeWidth&quot;:304,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!lMaB!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 424w, https://substackcdn.com/image/fetch/$s_!lMaB!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 848w, https://substackcdn.com/image/fetch/$s_!lMaB!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!lMaB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F113bc536-d0f7-4603-9dca-17500d941336_1086x1500.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>No, not the trading cards - the action figures. I have never seen so much potential gold in this section before. Jazwares is really leaning into the Pokemon hype and has reprinted or made new versions of some of their heaviest hitters.</p><p>First, take a look at how the releases from last year are doing - <a href="https://www.amazon.com/clp/B0DP7WGPJG">Charizard</a> and <a href="https://www.amazon.com/dp/B0DP7V5GD5?ref=clp_hp_h_pc">Deoxys</a>. Charizard will only keep climbing this Q4 and Deoxys was on clearance <em>nationwide</em> for $6-9. Crazy ROI from just 9 months ago!</p><p>The aisle is now filled with <a href="https://www.amazon.com/Pok%C3%A9mon-PKW2417-Super-Articulated-Mewtwo-Authentic-Figure-Mewtu/dp/B0BTB3HJBY/ref=sr_1_5?crid=8TEOPCYL2QJR&amp;dib=eyJ2IjoiMSJ9.wTozV8imvrCbQ-PEF8kX99tzaBa3JWkTeTOP2YAXmB_hfZeja_uvZjqcglj7QFwdBC5RQvrgDPy2cYxZN6qsR1iHNP9d_1CTVcUiMrPI6Tjs7XsU1VTNi6K0tb9tErGoSGa9zBOGARggPs452p3j7Isqtfe5C0cr0c3W_UQl7oK5G7iQvPbYkebPZ88snt60ErefsTXN_nO6ZFFsDqp5QFV_c9CfhLqv8eQTPHVpnVE87uxvS74IcZPCnMO1X_6Ta3WpIMIQW3GXLNhEiCD_K7l0i4g75uu1J7b_1D9SUh8.1R8756aeO_7J12Mt4piMZrClIu9IQcx8O4yAKD_-4_4&amp;dib_tag=se&amp;keywords=jazwares%2Bblastoise&amp;qid=1789386657&amp;sprefix=jazwaresblastois%2Caps%2C193&amp;sr=8-5&amp;th=1">Mewtwo</a>, <a href="https://www.amazon.com/Pok%C3%A9mon-Select-Super-Articulated-Blastoise-Offical/dp/B0GTQSQ2DL/ref=sr_1_29?crid=8TEOPCYL2QJR&amp;dib=eyJ2IjoiMSJ9.wTozV8imvrCbQ-PEF8kX99tzaBa3JWkTeTOP2YAXmB_hfZeja_uvZjqcglj7QFwdBC5RQvrgDPy2cYxZN6qsR1iHNP9d_1CTVcUiMrPI6Tjs7XsU1VTNi6K0tb9tErGoSGa9zBOGARggPs452p3j7Isqtfe5C0cr0c3W_UQl7oK5G7iQvPbYkebPZ88snt60ErefsTXN_nO6ZFFsDqp5QFV_c9CfhLqv8eQTPHVpnVE87uxvS74IcZPCnMO1X_6Ta3WpIMIQW3GXLNhEiCD_K7l0i4g75uu1J7b_1D9SUh8.1R8756aeO_7J12Mt4piMZrClIu9IQcx8O4yAKD_-4_4&amp;dib_tag=se&amp;keywords=jazwares+blastoise&amp;qid=1789386657&amp;sprefix=jazwaresblastois%2Caps%2C193&amp;sr=8-29">Blastoise</a>, a<a href="https://www.amazon.com/Pok%C3%A9mon-Select-Mega-Charizard-Super-Articulated/dp/B0G1Z9Q1VJ/ref=sr_1_10?crid=3FVJVK5XPC2E7&amp;dib=eyJ2IjoiMSJ9._Wtx-MxpgPI4uO5Ck0u2weA7RYDooSJtDMToQ0NMBc1sTISrXCuCYvFehwjOv7GjHiiqJ_KV_lHtHwe7dHaQXn7NHNiwljHYbC6fohJzLPhjzTJABHZVC3Wv2rnv0NnWgjznrl2gu3nvaT8pb1RxAPxi9i-jMHinmJS-bvNOk91hrPQbrcr5_cOe707DELckCh6hRX-iOgX9LDUjut-_pdamboPxZFDcOzbGxBtseMKLB4E_NUTmhsL7zsuDI7v-PjvxoPnKYjU3o-q5soh5Z0_GztmRmyIqwhIuldjEIXg.h-FABk746JLpTtytKn4BeB97Xwwn_UtyDegZIYjyWT4&amp;dib_tag=se&amp;keywords=jazwares%2Bpokemon&amp;qid=1789386698&amp;sprefix=jazwares%2Bpokem%2Caps%2C219&amp;sr=8-10&amp;th=1"> different Mega Charizard</a>, Garchomp, <a href="https://www.amazon.com/Pokemon-6-Articulated-figs-4/dp/B08T6BR9D1/ref=sr_1_8_mod_primary_new?crid=3FVJVK5XPC2E7&amp;dib=eyJ2IjoiMSJ9._Wtx-MxpgPI4uO5Ck0u2weA7RYDooSJtDMToQ0NMBc1sTISrXCuCYvFehwjOv7GjHiiqJ_KV_lHtHwe7dHaQXn7NHNiwljHYbC6fohJzLPhjzTJABHZVC3Wv2rnv0NnWgjznrl2gu3nvaT8pb1RxAPxi9i-jMHinmJS-bvNOk91hrPQbrcr5_cOe707DELckCh6hRX-iOgX9LDUjut-_pdamboPxZFDcOzbGxBtseMKLB4E_NUTmhsL7zsuDI7v-PjvxoPnKYjU3o-q5soh5Z0_GztmRmyIqwhIuldjEIXg.h-FABk746JLpTtytKn4BeB97Xwwn_UtyDegZIYjyWT4&amp;dib_tag=se&amp;keywords=jazwares+pokemon&amp;qid=1789386698&amp;sbo=RZvfv%2F%2FHxDF%2BO5021pAnSA%3D%3D&amp;sprefix=jazwares+pokem%2Caps%2C219&amp;sr=8-8">Rayquaza</a>,<a href="https://www.amazon.com/Pok%C3%A9mon-Select-Evolution-Pack-Haunter/dp/B0GTR76DM7/ref=sr_1_42?crid=3FVJVK5XPC2E7&amp;dib=eyJ2IjoiMSJ9._Wtx-MxpgPI4uO5Ck0u2weA7RYDooSJtDMToQ0NMBc1sTISrXCuCYvFehwjOv7GjHiiqJ_KV_lHtHwe7dHaQXn7NHNiwljHYbC6fohJzLPhjzTJABHZVC3Wv2rnv0NnWgjznrl2gu3nvaT8pb1RxAPxi9i-jMHinmJS-bvNOk91hrPQbrcr5_cOe707DELckCh6hRX-iOgX9LDUjut-_pdamboPxZFDcOzbGxBtseMKLB4E_NUTmhsL7zsuDI7v-PjvxoPnKYjU3o-q5soh5Z0_GztmRmyIqwhIuldjEIXg.h-FABk746JLpTtytKn4BeB97Xwwn_UtyDegZIYjyWT4&amp;dib_tag=se&amp;keywords=jazwares%2Bpokemon&amp;qid=1789386698&amp;sprefix=jazwares%2Bpokem%2Caps%2C219&amp;sr=8-42&amp;th=1"> the entire Gengar evolution line</a>, and more. All super popular.</p><p><strong>I have never seen the $19.99 figures not get discounted to $13ish during Q4. </strong></p><p>That&#8217;s when I like to make my entry. Keep your eyes open, lots of opportunity in this section.</p>
      <p>
          <a href="https://www.thetoyinvestor.com/p/ten-toys-to-pay-attention-to-this">
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   ]]></content:encoded></item><item><title><![CDATA[Analyzing a SKU I Just Bought 400 Units Of]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/analyzing-a-sku-i-just-bought-400</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/analyzing-a-sku-i-just-bought-400</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Mon, 07 Sep 2026 22:32:12 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/62dcd0a4-3c8e-4702-8e55-b4a523b1f422_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Last week I received a ton of DMs and comments about a specific SKU that went on sale on Walmart. This particular SKU was one I had mentioned in an article ten months ago as a toy to keep a close eye on, so I think a lot of people were curious if I was making my entry point.</p><p> The most common question I got was,</p><p>&#8220;Is it time to buy?&#8221;</p><h1>I told everyone, <strong>&#8220;No.&#8221;</strong></h1><p><strong>But I just had 400 units delivered to my warehouse&#8230;</strong></p><p>I didn&#8217;t lie to the people who inquired - that&#8217;s just how fast things change during holiday sales.</p><p>So I felt this would be a great full circle teaching moment - a SKU where I can show you guys my thought process from when the SKU released, all the way to the 400 units that arrived at my doorstep today, ten months later.</p><p>In this 25-minute video, I ramble about the idea of &#8216;keeping a close eye&#8217; on this SKU, as well as the multiple moments it went on sale prior and why I didn&#8217;t pull the trigger until a few days ago. I touch on some sourcing strategies, sourcing mindset, and really try to drive home the idea that we aren&#8217;t necessarily just looking for good toys or good prices - we&#8217;re looking for good <em>opportunities</em>. There&#8217;s a difference.</p><p>This video goes beyond sourcing for just toys, and should be applicable to <em>all</em> sourcing, especially on Walmart.</p><p>Enjoy, and let me know if you have any questions.</p><div class="native-video-embed" data-component-name="VideoPlaceholder" data-attrs="{&quot;mediaUploadId&quot;:&quot;3ca4518a-3492-4409-8b1e-a95e9e8f399a&quot;,&quot;duration&quot;:null}"></div><div><hr></div><p><em>Ready to elevate your toy sourcing strategies for Q4? Become a paid subscriber and gain access to two years worth of articles and video lessons - updated weekly!</em></p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.thetoyinvestor.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.thetoyinvestor.com/subscribe?"><span>Subscribe now</span></a></p><p></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!5nTX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!5nTX!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 424w, https://substackcdn.com/image/fetch/$s_!5nTX!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 848w, https://substackcdn.com/image/fetch/$s_!5nTX!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 1272w, https://substackcdn.com/image/fetch/$s_!5nTX!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 1456w" sizes="auto, 100vw"><img src="https://substackcdn.com/image/fetch/$s_!5nTX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png" width="500" height="500" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:500,&quot;width&quot;:500,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:287686,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" title="" srcset="https://substackcdn.com/image/fetch/$s_!5nTX!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 424w, https://substackcdn.com/image/fetch/$s_!5nTX!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 848w, https://substackcdn.com/image/fetch/$s_!5nTX!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 1272w, https://substackcdn.com/image/fetch/$s_!5nTX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F40bb8e6b-d11b-488d-bab6-f91bc407f010_500x500.png 1456w" sizes="auto, 100vw" loading="lazy" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><h6><strong>I do not provide personal investment advice and I am not a qualified licensed investment advisor.</strong></h6><h6><strong>All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, or suggestions, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies.</strong></h6><h6><strong>I will not and cannot be held liable for any actions you take as a result of anything you read here.</strong></h6><h6><strong>Conduct your own due diligence, or consult a licensed financial advisor or broker before making any and all investment decisions. Any investments, speculations, or decisions made on the basis of any information found on this site, expressed or implied herein, are committed at your own risk, financial or otherwise.</strong></h6>]]></content:encoded></item><item><title><![CDATA[The Thing About Reprints...]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/the-thing-about-reprints</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/the-thing-about-reprints</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Wed, 02 Sep 2026 00:33:41 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/f8b31632-7606-430e-be31-205c783dce4b_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Here today with a 23-minute video on my approach to REPRINTS! A very hot topic right now with manufacturers like McFarlane and Hasbro constantly reviving old SKUs and grails.</p><p>Are they being respectful of the aftermarket? Can we replicate the results these figures have produced over the years? Should you be buying them? How do you know which ones to buy and which ones to skip?</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!sMZX!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbbd81a5d-6111-477d-ac06-ac2ff9f6f4dc_1160x740.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!sMZX!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbbd81a5d-6111-477d-ac06-ac2ff9f6f4dc_1160x740.png 424w, https://substackcdn.com/image/fetch/$s_!sMZX!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbbd81a5d-6111-477d-ac06-ac2ff9f6f4dc_1160x740.png 848w, https://substackcdn.com/image/fetch/$s_!sMZX!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbbd81a5d-6111-477d-ac06-ac2ff9f6f4dc_1160x740.png 1272w, https://substackcdn.com/image/fetch/$s_!sMZX!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbbd81a5d-6111-477d-ac06-ac2ff9f6f4dc_1160x740.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!sMZX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbbd81a5d-6111-477d-ac06-ac2ff9f6f4dc_1160x740.png" width="1160" height="740" 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class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" 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srcset="https://substackcdn.com/image/fetch/$s_!2hxV!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 424w, https://substackcdn.com/image/fetch/$s_!2hxV!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 848w, https://substackcdn.com/image/fetch/$s_!2hxV!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 1272w, https://substackcdn.com/image/fetch/$s_!2hxV!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!2hxV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png" width="1160" height="803" 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srcset="https://substackcdn.com/image/fetch/$s_!2hxV!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 424w, https://substackcdn.com/image/fetch/$s_!2hxV!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 848w, https://substackcdn.com/image/fetch/$s_!2hxV!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 1272w, https://substackcdn.com/image/fetch/$s_!2hxV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91ce7965-b321-45d7-a6df-5cd9dc160f85_1160x803.png 1456w" sizes="100vw"></picture><div class="image-link-expand"><div class="pencraft 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srcset="https://substackcdn.com/image/fetch/$s_!T3ur!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1bc23fe1-b3c9-4791-ab08-6cbc636d5348_1166x891.png 424w, https://substackcdn.com/image/fetch/$s_!T3ur!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1bc23fe1-b3c9-4791-ab08-6cbc636d5348_1166x891.png 848w, https://substackcdn.com/image/fetch/$s_!T3ur!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1bc23fe1-b3c9-4791-ab08-6cbc636d5348_1166x891.png 1272w, https://substackcdn.com/image/fetch/$s_!T3ur!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1bc23fe1-b3c9-4791-ab08-6cbc636d5348_1166x891.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!T3ur!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1bc23fe1-b3c9-4791-ab08-6cbc636d5348_1166x891.png" width="1166" height="891" 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pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Tune in below for my approach!</p>
      <p>
          <a href="https://www.thetoyinvestor.com/p/the-thing-about-reprints">
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      </p>
   ]]></content:encoded></item><item><title><![CDATA[2026 LEGO Theme Analysis: Minecraft ]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-minecraft</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-minecraft</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Mon, 24 Aug 2026 23:24:20 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/feae5d1d-0100-4847-ad88-a1ec44bbf36f_800x800.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>I always batch Minecraft into the same category as themes like Speed Champions, Star Wars, and Creator. Themes where every practically every set has a large potential customer base, and the investment side of things really comes down to one main uncontrollable - <strong>will there be leftover zombie stock going into retirement?</strong></p><p>It&#8217;s a bit ironic. The themes that sell the <em>most</em> units often tend to have the <em>most</em> sets with remaining zombie stock post-retirement, likely due to Amazon forecasting for that large sales volume and ordering enough to satisfy another several months to years post-retirement. It ends up being a tricky space to navigate, whereas themes with less sales volume seem to have <em>less</em> zombie stock because there is no need for the big retailers to over-order.<br><br>Because of that, the most important thing we can do when it comes to investing in these types of themes is focus on <strong>buy cost</strong> and <strong>timing</strong>. </p><p>We can&#8217;t control the production levels, but we <em>can</em> do our best to only purchase sets from these themes when the price is uniquely low or we&#8217;re very close to the end of the year (or well into retirement) to reduce hold time.</p><p>That&#8217;s my main strategy with Minecraft, but let&#8217;s dive into the details below because there just might be some sets worth investing in <strong>literally right now</strong>.</p><h1><strong>Intro to LEGO Investing 2026</strong></h1><div class="native-video-embed" data-component-name="VideoPlaceholder" data-attrs="{&quot;mediaUploadId&quot;:&quot;8c716b9f-e2ad-41a3-850e-32bfa2e3e2e6&quot;,&quot;duration&quot;:null}"></div><h1><strong><a href="https://docs.google.com/spreadsheets/d/1rlYfEXtNKxUOZt2Mfv0H17DvK7bj6Pe0CuYwq6ay8WA/edit?usp=sharing">CLICK ME FOR THE 2026 RETIREMENT LIST</a></strong></h1><p><strong>Here we go, Minecraft analysis below!</strong></p>
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          <a href="https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-minecraft">
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   ]]></content:encoded></item><item><title><![CDATA[Toy Stuff To Pay Attention To]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/toy-stuff-to-pay-attention-to</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/toy-stuff-to-pay-attention-to</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Tue, 18 Aug 2026 00:04:58 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/dc3ed7eb-4397-4aae-8e4e-5fbb550a1dd1_500x500.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Taking a little break from the LEGO retirees this week to spread the love to the non-LEGO sellers.</p><p>Today I&#8217;m going to provide some commentary on some interesting things I&#8217;m seeing in the toy space, mostly some stuff worth paying attention to in the near future or a little bit down the road.</p><p><strong>This is not a BOLO/lead list. Do not rush out and buy these items</strong>.</p><p>These are toys that are <em>interesting</em>, and pose some consideration MAYBE down the line as we watch Q4 and the big sale seasons unfold. Additionally, it&#8217;s to provide some insight into <em>why</em> I think certain things are interesting, so you can apply the analysis to your own findings.<br><br>Let&#8217;s dive in..</p><div><hr></div><h1>Sonic 3 Movie Figures</h1><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!44XW!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!44XW!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 424w, https://substackcdn.com/image/fetch/$s_!44XW!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 848w, https://substackcdn.com/image/fetch/$s_!44XW!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!44XW!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!44XW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg" width="1456" height="636" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/acb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:636,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!44XW!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 424w, https://substackcdn.com/image/fetch/$s_!44XW!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 848w, https://substackcdn.com/image/fetch/$s_!44XW!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!44XW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Facb4a100-140e-4fe8-8275-e210bdb328eb_1500x655.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">Not necessarily the figures photographed, many others available as well!</figcaption></figure></div><p>2027 is fast approaching, and as toy sellers we always need to be paying attention to the box office. </p><p><strong>Which movies are going to impact our businesses next year?</strong></p><p>Without a doubt, one of the biggest ones will be &#8216;Sonic 4&#8217;. While the figures for that specific movie are right around the corner, we still want to be paying attention to &#8216;adjacent&#8217; toys AKA figures from the previous movie.</p><p>Why?</p><p>Because Sonic 3 figures will be (or are already) discontinued to make way for the new movie figures.</p><p>Here is how some of the <strong>Sonic 2</strong> movie figures are doing:<br></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!CHCp!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!CHCp!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 424w, https://substackcdn.com/image/fetch/$s_!CHCp!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 848w, https://substackcdn.com/image/fetch/$s_!CHCp!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 1272w, https://substackcdn.com/image/fetch/$s_!CHCp!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 1456w" sizes="auto, 100vw"><img src="https://substackcdn.com/image/fetch/$s_!CHCp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png" width="1156" height="685" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:685,&quot;width&quot;:1156,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:383763,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.thetoyinvestor.com/i/211634625?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!CHCp!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 424w, https://substackcdn.com/image/fetch/$s_!CHCp!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 848w, https://substackcdn.com/image/fetch/$s_!CHCp!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 1272w, https://substackcdn.com/image/fetch/$s_!CHCp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4b8c8e2b-4143-4781-a2db-06eaa48675fa_1156x685.png 1456w" sizes="auto, 100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p></p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!zZpg!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!zZpg!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 424w, https://substackcdn.com/image/fetch/$s_!zZpg!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 848w, https://substackcdn.com/image/fetch/$s_!zZpg!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 1272w, https://substackcdn.com/image/fetch/$s_!zZpg!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 1456w" sizes="auto, 100vw"><img src="https://substackcdn.com/image/fetch/$s_!zZpg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png" width="1156" height="692" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:692,&quot;width&quot;:1156,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:739082,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.thetoyinvestor.com/i/211634625?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!zZpg!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 424w, https://substackcdn.com/image/fetch/$s_!zZpg!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 848w, https://substackcdn.com/image/fetch/$s_!zZpg!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 1272w, https://substackcdn.com/image/fetch/$s_!zZpg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff23ceef2-ea07-4af0-a52e-b56e66f61232_1156x692.png 1456w" sizes="auto, 100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>Keep in mind, Jakks Pacific essentially killed off the 4-inch versions of the movie figures with the third movie in favor of the 5-inch figures, so these 4-inch ones above aren&#8217;t even that sought after anymore, yet still command high prices.</p><p>What do you think will happen to the "first time in the line&#8221; 5-inch movie figures from the third movie once supply dries up? Could this Q4 wipe out most of the supply? If not, the fourth movie will definitely clean up shop in the spring.<br><br>Keep an eye out for the final remnants of the Sonic 3 figures at various retailers, and maybe even some leftover stock at a wholesale distributor or two&#8230;</p><p><strong>For reference, I am currently holding over 1,000 units of Sonic 3-related merch.</strong></p><div><hr></div><p>Next up&#8230;</p>
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   ]]></content:encoded></item><item><title><![CDATA[2026 LEGO Theme Analysis: Creator ]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-creator</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-creator</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Wed, 12 Aug 2026 12:54:06 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/30504286-5dc6-48f1-a76f-0557ce9e3eff_800x800.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Creator is such an interesting theme. <strong>Every set is objectively good.</strong> There are no Creator sets that are questionable. All this theme comes down to is how much supply exists at the time of retirement. Will Amazon keep thousands in stock post-retirement like the <strong>Fox</strong> set? Or will the most random Creator set silently disappear and become one of the best performers of the year, like the <strong>Space Roller Coaster </strong>from last year?</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!nYx0!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!nYx0!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 424w, https://substackcdn.com/image/fetch/$s_!nYx0!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 848w, https://substackcdn.com/image/fetch/$s_!nYx0!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 1272w, https://substackcdn.com/image/fetch/$s_!nYx0!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!nYx0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png" width="297" height="500" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/c29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:500,&quot;width&quot;:297,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:143938,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://www.thetoyinvestor.com/i/210525329?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!nYx0!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 424w, https://substackcdn.com/image/fetch/$s_!nYx0!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 848w, https://substackcdn.com/image/fetch/$s_!nYx0!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 1272w, https://substackcdn.com/image/fetch/$s_!nYx0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc29bab8d-68fe-4090-9895-ab84905c15f3_297x500.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image buttonBase-GK1x3M"><svg aria-hidden="true" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg" class="icon-noB79L"><g><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image buttonBase-GK1x3M"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2 icon-noB79L"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a><figcaption class="image-caption">$60 Buy Cost&#8230;</figcaption></figure></div><p><strong>There is no way to know.</strong></p><p>The best advice I can give with this theme, is <strong>expect the worst</strong>. If you go into Creator with the expectation that sets will remain in stock for 12 months post-retirement, you won&#8217;t be disappointed. Then, any early winners are just gravy. This theme, more than many others, is guilty of this phenomenon. </p><p>There is no consistency or patterns to identify. Why are the Daffodils, which retired in December, still in stock? Yet, the Lotus Flowers are already out of stock just one week into retirement.</p><p>Why is the Exotic Peacock already out of stock, yet Amazon&#8217;s Fox is still in stock eight months later?</p><p>If you are a long term holder, this is hands down one of the best themes.</p><p>If you are a 12-18 month holder like me, this can also be one of the best themes (when you hit the right sets).</p><p>But you need to be ready to have some duds that sit around a bit longer than expected. </p><p><em>Most</em> Creator sets have discounts beyond 20% though, especially during Black Friday week, so I really try and avoid purchasing from this theme until then. However, the July retirees are uncharted territory, and we&#8217;re seeing sets disappear already. Many of them are still available, so if you think they&#8217;re close to disappearing and love them, now may be the time to grab them.</p><p>This is a very important theme to understand, as some of the <strong>best and worst</strong> opportunities come from it every year. </p><h1><strong>Intro to LEGO Investing 2026</strong></h1><div class="native-video-embed" data-component-name="VideoPlaceholder" data-attrs="{&quot;mediaUploadId&quot;:&quot;e905cccd-b615-42b8-a232-7efa954e2c2b&quot;,&quot;duration&quot;:null}"></div><h1><strong><a href="https://docs.google.com/spreadsheets/d/1rlYfEXtNKxUOZt2Mfv0H17DvK7bj6Pe0CuYwq6ay8WA/edit?usp=sharing">CLICK ME FOR THE 2026 RETIREMENT LIST</a></strong></h1><p><strong>Here we go, Creator analysis below!</strong></p>
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   ]]></content:encoded></item><item><title><![CDATA[2026 LEGO Theme Analysis: Marvel ]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-marvel</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-marvel</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Wed, 05 Aug 2026 13:36:43 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/78b1e489-96a9-45b2-b34c-7b341517bd57_800x800.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Here today to report on this year&#8217;s Marvel LEGO retirees. What better time to talk about Marvel than a few days after the release of Brand New Day? This could be the much needed turnaround that Disney has needed with Marvel, as hype from Spidey should build momentum going into December&#8217;s Doomsday.</p><p> I am happy to report that I believe we have six really strong winner candidates, and the vast majority falling in the &#8216;Worth Monitoring&#8217; category, some teetering <em>very</em> close to Winners.</p><p>For me personally, this is not a theme that I&#8217;m ever super <em>ecstatic</em> about, I&#8217;m usually pretty neutral on it. It&#8217;s mostly been a theme where I am always monitoring how the supply looks as we get closer to the end of the year and then jumping on niche opportunities to generate some lunch money. </p><p>However, looking at 2025 results has me a bit more excited than previous years. You have sleeper sets like the Sandman Final Battle which really popped off due to a very brief discount period and low competition. You even have some of the most talked about sets delivering strong results with the Spidey Mask and Infinity Gauntlet despite being on everyone&#8217;s&#8217; radars. </p><p>All that to say, you really shouldn&#8217;t count out 99% of Marvel sets, as the wide potential customer base can bring some pretty positive results, especially as Marvel hype starts touching all-time highs again.</p><h1><strong>Intro to LEGO Investing 2026</strong></h1><div class="native-video-embed" data-component-name="VideoPlaceholder" data-attrs="{&quot;mediaUploadId&quot;:&quot;2ece7669-6d88-428e-84e3-914870d0b6f7&quot;,&quot;duration&quot;:null}"></div><h1><strong><a href="https://docs.google.com/spreadsheets/d/1rlYfEXtNKxUOZt2Mfv0H17DvK7bj6Pe0CuYwq6ay8WA/edit?usp=sharing">CLICK ME FOR THE 2026 RETIREMENT LIST</a></strong></h1><p><strong>Here we go, Marvel analysis below!</strong></p>
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   ]]></content:encoded></item><item><title><![CDATA[2026 LEGO Theme Analysis: Brickheadz]]></title><description><![CDATA[Hello friends,]]></description><link>https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-brickheadz</link><guid isPermaLink="false">https://www.thetoyinvestor.com/p/2026-lego-theme-analysis-brickheadz</guid><dc:creator><![CDATA[The Toy Investor]]></dc:creator><pubDate>Wed, 29 Jul 2026 13:22:08 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/f5f37a50-5408-4d03-bcb6-22aa1eb20dd7_800x800.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Hello friends,</p><p>Here today with one of my favorite themes - Brickheadz! The theme actually had a pretty strong performance last year, with over 25% of the retiring class already being over 100% ROI. Much better than expected after the initial disappointment I had in the 2025 roster of retirees.</p><p>In this week&#8217;s 28-minute video, we review the 2025 retiring sets to see if we can pick up on any clues for 2026, and then we jump into this year&#8217;s retirees. We end up with <strong>six</strong> that I believe will be solid winners, and all the rest end up in the &#8216;worth monitoring&#8217; category.</p><p>One thing to note, it does seem that Brickheadz have <em>on occasion</em> been removed from Amazon, so be aware of that risk.</p><p>Brickheadz is a theme that you want to start investing in earlier than others in the year, due to usually being LEGO store exclusives with limited discount opportunities. In this article, I discuss which set I&#8217;ve already begun purchasing to help me reach GWP thresholds as early as the beginning of this year.</p><h1><strong>Intro to LEGO Investing 2026</strong></h1><div class="native-video-embed" data-component-name="VideoPlaceholder" data-attrs="{&quot;mediaUploadId&quot;:&quot;665ef313-35e6-4d1b-8ee9-298fabcd5105&quot;,&quot;duration&quot;:null}"></div><h1><strong><a href="https://docs.google.com/spreadsheets/d/1rlYfEXtNKxUOZt2Mfv0H17DvK7bj6Pe0CuYwq6ay8WA/edit?usp=sharing">CLICK ME FOR THE 2026 RETIREMENT LIST</a></strong></h1><p><strong>Here we go, Brickheadz analysis below!</strong></p>
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