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Amazon Has Considered Buying Some Toys ‘R’ Us Stores

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Re: Amazon Has Considered Buying Some Toys ‘R’ Us Stores

#4

I mean there has to be an non-dilapidated Toy 'R' Us location somewhere right?

These are. I've been to one. Not a bad store at all. Resurrecting a highly nostalgic brand may be a viable option, if Amazon has some trick up their sleeves. The one thing they can't fix is low birth rates though, so it would have to transform the stores a bit.

Re: Amazon Has Considered Buying Some Toys ‘R’ Us Stores

#5
On the topic of toy stores / toy store innovation, that American Girl doll store is insane. My wife and I went there to buy a doll for our friend's daughter for Christmas and holy hell is that place busy / kinda weird. It's like a Bloomingdale's or something for dolls. Kids can even sign up for "doll spas" and bring their dolls in to have their hair and nails done and stuff. Obviously I don't really get it because I'm not an 8 year old girl, nor do I have any kids but that place must be making a ton of money.

Re: Amazon Has Considered Buying Some Toys ‘R’ Us Stores

#7
post #6

> Additional stores would give Amazon space to showcase its popular Echo line of devices, which run on the Alexa voice-activated platform. I'm pretty sure they're not going to buy a big box retailer to jam a bunch of echos into it.

Would be fun to say something over intercom, then hear hundreds of echos answer back.

Re: Amazon Has Considered Buying Some Toys ‘R’ Us Stores

#8
post #6

> Additional stores would give Amazon space to showcase its popular Echo line of devices, which run on the Alexa voice-activated platform. I'm pretty sure they're not going to buy a big box retailer to jam a bunch of echos into it.

The article is full of speculations like these. It's as if they didn't have enough content but needed to hit certain number of words.

Re: Amazon Has Considered Buying Some Toys ‘R’ Us Stores

#9

I mean there has to be an non-dilapidated Toy 'R' Us location somewhere right?

Toys'R'Us was the victim of a leveraged buyout in 2005. The business hasn't been doing all that poorly, just not well enough to pay off all the debt. So capex is taking a backseat to debt servicing. It's a slow-motion train wreck.

The same thing just happened to Clear Channel. The bankruptcies aren't likely to kill off the business, but hand ownership over to the debt holders.

Re: Amazon Has Considered Buying Some Toys ‘R’ Us Stores

#10
post #5

On the topic of toy stores / toy store innovation, that American Girl doll store is insane. My wife and I went there to buy a doll for our friend's daughter for Christmas and holy hell is that place busy / kinda weird. It's like a Bloomingdale's or something for dolls. Kids can even sign up for "doll spas" and bring their dolls in to have their hair and nails done and stuff. Obviously I don't really get it because I'…

This is part of the reason that IMO a lot of retail is failing ... customers don't want or need a static display of inventory; they can easily get that from their already-installed Amazon app. Retail needs to evolve to be an event destination ... a place that gives the consumer a _reason_ to get out of the house and go there. A place where they can experience something other than just simple consumption.

Obviously, not every single storefront needs to be that (grocery stores come to mind) ... but for the average mall, no one wants to actually go there and walk around any more. The mall needs to be a place that entices people to go there and simply exist ... do stuff, hang out with people, even if they spend no money at all.

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