The fourth quarter of a calendar year is highlighted by holiday spending. Investors won't know the actual winners and losers until companies report their numbers in 2027. However, there are reasons to believe that toy stocks will be among the 2026 holiday season winners.
A report from Circana Insights points out that toy sales are up 17% in the first half of the year. That would seem to fly in the face of a consumer who has been holding off on discretionary purchases. But a closer look reveals the reason why. Adults aren't just buying toys for their kids. They're buying them for themselves.
