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A market brief for wholesale buyers and brand owners. Every figure names the organisation that published it, the date it refers to, and links to the original document so you can read it yourself.

There is no market commentary here that is not attached to a source, and no figure that we generated ourselves without labelling it as ours.

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Current issue · August 3, 2026

The Wholesale Brief — August 3, 2026

7 sourced figures covering toys and retail, candy and confectionery. Every number links to the publisher that reported it.

Toys and retail

Global toy market reached $123B in 2025, up 8%

Circana's 2026 Global Toy Report puts the global toy industry at $123 billion in annual sales, growing 8% in 2025. Licensed toys, building sets, games, collectibles and plush are named as the standout segments.

Primary sourceCircana, via GlobeNewswireAs of Jun 11, 2026Verify at the source →Source rechecked Aug 3, 2026
How this was verified
Public release of the Circana 2026 Global Toy Report, June 11 2026. Refetched 2026-08-03: "The industry reached $123 billion in annual sales, growing +8% in 2025"; the five standout segments are listed verbatim.
Published by the named organisation. Link goes to the original.

Five Below Q1 net sales up 32.5% to $1.29B, comparable sales up 22.7%

For the 13 weeks ended May 2, 2026, Five Below reported net sales of $1,285.6 million against $970.5 million a year earlier, with comparable sales up 22.7%. A read on how the value retail channel is absorbing toy and impulse product.

Primary sourceFive Below, Inc. via U.S. SEC EDGARAs of Jun 3, 2026Verify at the source →Source rechecked Aug 3, 2026
How this was verified
Company-reported GAAP results filed with the SEC June 3 2026. Refetched 2026-08-03 direct from EDGAR: net sales 1,285.6, +32.5%, comparable sales +22.7%, period ended May 2, 2026 all present in the filing.
Published by the named organisation. Link goes to the original.
Candy and confectionery

US confectionery hit a record $55B in 2025, projected to reach $62.2B by 2030

Americans drove a record $55 billion in confectionery sales in 2025, with 99.8% of households buying at least once. The National Confectioners Association projects another $7.3 billion of growth to $62.2 billion by 2030.

Primary sourceNational Confectioners AssociationAs of Dec 31, 2025Verify at the source →Source rechecked Aug 3, 2026
How this was verified
NCA press release for the 2026 State of Treating report (survey of 1,585 consumers December 2025 overlaid with Circana retail panel data; projections by Euromonitor). Refetched 2026-08-03: $55 billion, $62.2 billion, $7.3 billion and 99.8% all confirmed verbatim.
Published by the named organisation. Link goes to the original.

Non-chocolate candy is now 40.9% of confectionery, up from one third in 2015

Gummy, chewy and freeze-dried formats are driving the shift. Non-chocolate grew from roughly one third of confectionery market share in 2015 to 40.9% in 2025, against chocolate at 51.7%.

Primary sourceNational Confectioners AssociationAs of Dec 31, 2025Verify at the source →Source rechecked Aug 3, 2026
How this was verified
Same NCA 2026 State of Treating release, generational growth section. Refetched 2026-08-03: "from one-third of market share in 2015 to 40.9% in 2025" and chocolate at 51.7% both confirmed verbatim.
Published by the named organisation. Link goes to the original.

FD&C Red No. 3 must leave food by January 15, 2027

The FDA revoked authorization for FD&C Red No. 3 in food on January 15, 2025 under the Delaney Clause, naming candy first among the affected product categories. Manufacturers have until January 15, 2027 to reformulate. Dye-free lines carry a structural advantage into that deadline.

Primary sourceU.S. Food and Drug AdministrationAs of Jan 15, 2025Verify at the source →Source rechecked Aug 3, 2026
How this was verified
Official FDA constituent update. Refetched 2026-08-03 with a browser user agent, HTTP 200: "January 15, 2027 or January 18, 2028, respectively, to reformulate their products" and the affected-foods list beginning "candy, cakes and cupcakes, cookies, frozen desserts, and frosting" both present.
Published by the named organisation. Link goes to the original.

Halloween 2025 spending projected at a record $13.1B, with $3.9B on candy

The National Retail Federation's annual consumer survey projected total Halloween 2025 spending at a record $13.1 billion, with candy spending expected to reach $3.9 billion and handing out candy the top activity at 66% of celebrants.

Primary sourceNational Retail Federation (survey by Prosper Insights & Analytics)As of Oct 31, 2025Verify at the source →Source rechecked Aug 3, 2026
How this was verified
NRF official Halloween data page. Refetched 2026-08-03: page states spending "is expected to reach a record $13.1 billion", "Total spending on candy is expected to reach $3.9 billion", and "handing out candy (66%)". These are survey projections, not settled actuals, and the headline says projected for that reason.
Published by the named organisation. Link goes to the original.

YumEarth reaches roughly 30,000 retail doors and changed hands in June 2026

YumEarth sells online and through approximately 30,000 retail doors including Target, Whole Foods, Walmart, Kroger and Sprouts. On June 30, 2026 it was acquired by ACON Investments.

Primary sourceACON InvestmentsAs of Jun 30, 2026Verify at the source →Source rechecked Aug 3, 2026
How this was verified
Official acquisition press release. Refetched 2026-08-03: "approximately 30,000 retail doors" with Target, Whole Foods, Walmart, Kroger and Sprouts named, announced June 30 2026 by ACON Investments, L.L.C. and its affiliates.
Published by the named organisation. Link goes to the original.

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