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  • Ho, Ho, Ho! LEGO Christmas Sets...Are they Naughty or Nice?


    ZULU

    LEGO Seasonal sets have proven over the years to be solid performers in the LEGO secondary market.  From the "Winter Village" series to the Holiday polybags to the small promotional sets that LEGO gives away with purchases, Christmas themed sets perform very well.  Let's take a closer look at a few of the Christmas themed LEGO sets.

    On a personal note...My favorite time of the year is almost here...and I'm 200% ready for it!

    The Christmas cards are sent. The house is decorated. The lights are in the tree. All the friends are coming to the party...

    I have stored twenty bottles of Vranken-Pommery Monopole in the basement. A 7 course menu has been prepared by my wife.  The wish lists have been sent. I have bags of salt against snowfall, logs for the open fire, fireworks for midnight...

    What did I forget?  

    Oh no!

    I forgot to hoard Christmas LEGO sets!!!  

     

    The success of the Winter Village collection is undeniable. They take third place  in the hall of fame of the Brickpicker CAGR-Index, after CUUSOO/Ideas and Mixels, with a stellar average price increase of 56%! The data looks fantastic. Please have a look at the table below:

    Christmas_Lego

    (Source: BrickLink, Ebay)

    In green you see what retirement does to these sets: Prices go UP FAST.  Obviously any price indication is only meaningful if there are enough quantities (6 months accumulated) sold. This is definitely the case: the 6 month volume has exceeded the hundred mark handsomely as is highlighted in the orange box (column 3). If this continues at the same pace, in half a year's time, there won't be a lot of inventory left of the Winter Toy Shop, nor the Winter Post Office. People are ready to pay the full price. If you look at the numbers highlighted by the red box, you'll see that on Ebay, some auctions went more than triple the MSRP price. Again, these maximum selling prices are confirmed on Bricklink too. It seems for example that somebody in September (2014) wanted to complete his collection and bought the Winter Village Toy Shop at 199.9 Euros, more than three times MSRP. You might wonder how to interpret the column named 'Sticky price'. This is a price level at which there are still a lot of offer. If you would be looking to load off some Winter sets quickly, setting your price 5% lower would be the smart way to get a quick sale. Now, why are the Winter series so popular?

     

    asy: they tick a lot of boxes:

    1. They are beautiful, very colorful and clearly follow a story line of Christmas: a Toy Shop to get presents, a Post Office to send all the postcards and packs, a Bakery to get your bagels and croissants, a nice Winter Cottage in the woods covered by a thick layer of snow and a cosy hearth, a Village Market with a carousel for the children, and finally Santa himself who will visit that splendid town throwing the presents in all the chimneys. Every parent can create a great scene under the family Christmas Tree.

    ChristmasSet_2014_4  

    This as a matter of fact, has become our family ritual every year. In December we build the latest Christmas LEGO set and its extras (2 minis). Without going into a full set review, I can tell you the sled and reindeer are just magnificent. I'm not sure how we can integrate the factory in the Village setup yet. Probably, we'll have to get Santa's home up a mountain a little out of the town. We'll see.

    2. It's all fitting together - a collection!

    White roofs, a light brick in each large building, decorated street lights, large chimneys, lots of singing, presents, minifigures in the snow... LEGO brings Christmas into your home.

    Take a look at the picture below. I've just 'dumped' all my Winter buildings together and it already looks fantastic. Image what effect you get when you put some effort in it? (Which will happen in December - the article came a little too soon) You'll see: once you have one set, you get pulled into wanting all the others too. And this makes this series so powerful as an investment. The more releases, the better it becomes.

    ChristmasSet_2014_1

    3. Playability - light bricks! A perfect gift for the children and their parents

    I've already mentioned it, but it's important: The Winter Village sets are built for young and old. They each have a story embedded on the box. Who makes the toys? When will the Christmas cards arrive? Can we get a mug of hot chocolate and a croissant? Is dad still outside cutting logs, and grandpa reading his newspaper next to a great fireplace? Can we go to the fairground? Were does Santa Live? Find the light brick! All those presents!

    4. Display Value

    Evey year we have lots of friends and family coming over. And they are all impressed by the toys. They are full of detail with plenty of mini-builds (from a mini-saxophone to a rotating carousel) and techniques (chimneys, large snow-covered roofs...) When I was a kid, we had the cradle with baby Jesus surrounded by his parents in a shed with some decorative animals. Thirty years later, a whole jolly town surrounds that little barn. We add candles and the houses of the 10193 Medieval Market Village. But I'm sure you could be creative with the fairground mixer (10244) too (which reflects in the dark but might need some 'retrofitting'). And maybe the Constitution Train (79111) would work too?  With some white bricks on the roof and wagons, the outcome could look splendid indeed.

    5. End of Line: Get your LEGO below MSRP!

    I'm sure you've read it already somewhere, but just to be complete: each sets gets 2 years of seasonal shelf life. Every year you can easily find them from October until February. thereafter they can disappear quickly. This also means there are never more than two Christmas LEGO boxes on the shelves during the Winter backed by two bonus promotion sets which you can only get in a LEGO shop or on [email protected] during a short window of time.

    In terms of investment timing, I keep a close eye on discounts and bonus sets. And as you see in the table above, the seasonal bonus sets are popular items so it might be wise to invest in 'waves. The first good opportunity is during double VIP points seasons. The second starts when bonus sets are available. And finally you wait for that third chance of a discount during the January sales period. (stock dependent)

    One great effect of the systematic (short) 2 year life cycle, is that the value increase of the LEGO Winter sets after EOL date is swift and doesn't get diluted by time. Other larger and popular themes suffer from extensions. That predictability allows you to get your investment timing perfectly right to optimize the working capital and CAGR per year.

    Concluding remarks?

    Personally, I think the case is simple. Christmas LEGO is great for building and investing. Sets are beautiful, the CAGR is great, demand is structural, and visibility high. Packing and shipping is easy with boxes just the right size. And the price points also perfect: not too low, not too high. Until now, the sets haven't been hoarded too much and I personally hope it will stay this way.

    Christmas is about sharing, so I hope this article has also convinced you about the attractive investment proposition of this LEGO Winter Village series. Good luck with it in 2015! 




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