Filing Flows › Industries › Consumer Discretionary › Games, Toys & Children's Vehicles (except Dolls & Bicycles)
Games, Toys & Children's Vehicles (except Dolls & Bicycles) SIC 3944
4 companies filing with the SEC under SIC 3944. Median revenue growth +3% year on year in Q3 2026 (middle half +2% to +12%, 3 companies). The growth model expects the industry's combined revenue to grow +13% in Q3 2026. 5 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- HAS → AMZN 11% of the supplier's revenue, $517M
- HAS → WMT 9% of the supplier's revenue, $423M
- JAKK → TGT 26% of the supplier's revenue, $149M
- JAKK → WMT 26% of the supplier's revenue, $149M
- JAKK → AMZN 10% of the supplier's revenue, $57.1M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +13.1% | $2.3B | $1.9B – $2.7B |
| Q4 2026 | +13.0% | $2.1B | $1.6B – $2.5B |
| Q1 2027 | +12.6% | $1.6B | $1.2B – $2.0B |
| Q2 2027 | +11.9% | $1.8B | $1.4B – $2.2B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| HAS Hasbro | $1.6B | +0.3% | deceleration |
| FNKO Funko | $258M | +3% | deceleration |
| JAKK Jakks Pacific | $254M | +20% | expansion |
| NNUP Nocopi Technologies | $961K | — | reacceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.