Toymaker Hasbro reported revenue growth of 7% on a year earlier for the third quarter, including a 7% expansion in sales in the U.S. and Canada. That was 1% better than analysts’ expectations, according to Reuters. However, the stock price fell 8.6% after the company warned that the bankruptcy of Toys’R’Us could carry “higher uncertainty to the level of shipments” ahead of the holiday sales season. That therefore meant sales growth for the fourth quarter may be just 4% to 7% compared to 11% expected by analysts, Bloomberg reports.

Panjiva data for U.S. imports by Hasbro as a corporation climbed 12.5% on a year earlier in the third quarter, however a selection of its key brands saw a more modest 3.9% growth. The latter actually fell 0.3% in the month of September, confirming the challenges to sales growth.

Chart segments U.S. seaborne imports of key Hasbro brands by month. Source: Panjiva

Notably, however, U.S. seaborne imports by Toys’R’Us in total increased 6.7% in the third quarter compared to a year earlier. That would suggest that there is a lack of consistency in how toy manufacturers – including generic manufacturers in China as well as better known corporates like Hasbro – are interacting with Toys’R’Us. However, with October being the peak month of the year the full extent of Toys’R’Us travails has yet to be seen.

Chart shows imports by Toys’R’Us segmented by month. Source: Panjiva