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Toy stocks come to mind. Mattel and Hasbro are the biggies. There may be more.

But note that toy conventions are in May, and the rest is mostly about manufacturing to fill orders and stocking for the holidays.

Hot toys get ordered at the last minute to meet demand but its often too late to make it to the stores. So the hand tends be dealt early. Then its all about execution.

Retail sales for back to school and Halloween are often indicators that cause retailers to adjust their order levels.

So far the consumer economy looks good. Holiday spending might be near record levels.
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