Sales fell at Lego, but it is not a trend. Lego was limited by excess inventories at the same time that Toys ‘R’ Us was careening into bankruptcy in two countries. Demand for Lego now follows a movie-release cycle, and the next Lego movie is still a year or more away. Over the next few years Lego will continue to benefit from the urge to build things that are material and three-dimensional to balance out a consumer experience that is increasingly digital.
