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LEGO heeft een rapport gepubliceerd waarbij ze de cijfers van de eerste helft van 2019 presenteren. Uit de cijfers blijkt dat LEGO meer sets heeft verkocht, maar minder winst heeft gemaakt. Nu klinkt dit natuurlijk negatief, maar niets is minder waar.

Hogere verkoopcijfers maar minder winst The LEGO Group

Uit de cijfers blijkt dat de wereldwijde verkoop van sets met 5% is gestegen vergeleken met dezelfde periode in 2018. De omzet groeide in het eerste half jaar met 4% (14.8 miljard DKK) en dat is 2% meer in vergelijking met dezelfde periode in 2018. Het bedrijfsresultaat was 3.5 miljard DKK, dat een daling is van 16%. De netto winst was 2.7 miljard DKK, wat zich weer vertaald in een daling van 12%. Dit heeft te maken met lange termijn investeringen in de groei van het bedrijf. Hieronder kan verstaan worden het vestigen in nieuwe landen en regio’s, de uitbreiding in China, het creëren van nieuwe retailervaringen en het ontwikkelen van nieuwe producten en speelmogelijkheden. The LEGO Group is op koers om meer dan 140 LEGO Stores in 35 steden in China te realiseren aan het einde van 2019. Een flinke uitbreiding dus, en dat drukt de winst.

De thema’s die het meest zijn verkocht zijn LEGO City, LEGO Creator, LEGO Friends, LEGO NINJAGO, LEGO Technic en LEGO Star Wars. Maar ook thema’s als LEGO Marvel Avengers en The LEGO Movie 2 sets droegen bij aan een hogere verkoop van LEGO sets.

Revenue and consumer sales grew while significant investments were made in initiatives which will bring learning through play experiences to even more children around the world.

Performance Highlights:

• Global consumer sales grew 5 percent compared with the same period in 2018.
• Revenue for the first half grew 4 percent to DKK 14.8 billion. In constant currency, revenue grew 2 percent compared with the same period in 2018.
• Operating profit was DKK 3.5 billion, a decline of 16 percent. Net profit was DKK 2.7 billion, a decline of 12 percent driven by significant investments in long-term growth.

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September 3, 2019: The LEGO Group today released its financial results for the first half of 2019 to June.  Revenue for the period grew 4 percent to DKK 14.8 billion compared with the same period last year.  Consumer sales grew 5 percent compared with the first half of 2018 and the brand grew market share in its largest markets.

Operating profit was a solid DKK 3.5 billion.  This was a decline of 16 percent compared with the first half of 2018 due to the decision to step up investments in initiatives designed to create growth in the long term.

The LEGO Group CEO Niels B Christiansen said: “We are satisfied with our performance given the transformative shifts which continue to reshape the global toy industry.  Against this backdrop, we continue to grow consumer sales and market share in our largest markets.  This is thanks to our dedicated colleagues who are laser focused on collaborating with our valued retail partners and creating the very best brand experiences for fans of all ages.

“At the same time we’re making upfront investments to create a strong foundation from which to grow in the long term and inspire future generations.  This includes opening new markets, expanding in China, creating innovative retail experiences and developing exciting new products and play experiences.”

Consumer sales in established markets such as the Americas and Western Europe grew single digits. China, a strategic growth market for the LEGO Group, continued its strong double-digit growth in consumer sales.

Top selling themes in the first half of the year were a mix of homegrown favourites and partner IPs.  In no particular order they were LEGO® City, LEGO Creator, LEGO Friends, LEGO NINJAGO, LEGO Technic and LEGO Star WarsTM. LEGO Marvel Avengers sets performed especially strongly and LEGO Movie 2 products also contributed to consumer sales growth.

“We are pleased with the performance of our evergreen favourites such as LEGO City and LEGO Technic,” said Christiansen.  “We are also excited to explore innovative ways to bring the brick to life through digital play experiences such as new LEGO Hidden SideTM which blends the best of building with the awesomeness of augmented reality.”

Expanding in new markets
The LEGO Group is stepping up investments to expand its global physical and digital footprint in order to reach more children around the world. The Group will continue to invest in China and is on track to have more than 140 stores in 35 cities by the end of 2019.

It will also open an office in Mumbai in early 2020 from where the Group will expand its presence in India.

“We see an opportunity to reach more Indian children and families who value the benefits of learning through play.  The growing middle class, importance of education and growing economy make India a logical next step in our efforts to reach many more children around the world,” said Christiansen.

Upgrading ecommerce and physical retail experiences
The Group is investing in upgrading its ecommerce platforms to improve the user experience for consumers and its service to retail partners.  In addition, more than 70 stores carrying the LEGO brand will open outside of China during 2019, including a flagship store in Amsterdam in December 2019.  It will be the brand’s fifth flagship store.

Christiansen said: “We are making these investments from a sound financial base to capture the opportunities being created by mega-trends such as digitalisation and global demographic and economic shifts which are reshaping the industry. Being ahead of these trends will allow us to inspire future generations of children.”

A global force for learning through play
The LEGO Group’s ambition to bring learning through play to all children around the world remains its primary focus.

Christiansen said: “Play is more important than ever. When children play they learn skills that will be critical to their future success. The World Economic Forum estimates that 65% of kindergarten children today will have jobs that don’t yet exist. The only way children will succeed in this uncertain future is to have universal skills such as creativity, problem solving, resilience and collaboration – skills developed from the earliest age through LEGO play.

“Ensuring children can achieve their potential is what drives everyone at the LEGO Group to do all we can to inspire and develop the builders of tomorrow – now, and for generations to come.”

Onderaan de streep is LEGO lekker op koers en de setverkoop zit in de lift. Door te investeren is de netto winst gedaald, maar dit zal zich op lange termijn weer terug betalen. Goed nieuws voor de eerste helft van 2019 en het is te hopen dat deze positieve lijn zich voortzet doorheen de rest van 2019. Daar zullen we in 2020 meer over te horen krijgen.

Laat van je horen!

Wat vind jij van de cijfers die The LEGO Group in de eerste helft van 2019 heeft geboekt? Denk jij dat het bedrijf een goede koers heeft of denk je dat de uiteindelijke jaarcijfers toch anders uit zullen vallen?

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