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Posted

Great interview.  I liked his responses on growth.  The good thing about this being a private company is they have a long term view and will have less of a compulsion to maintain such high top line growth quarter to quarter that a public company might have.  They seem to acknowledge that some leveling off may be expected.  In other words I don't think they will be flooding the market or cutting margins anytime soon to maintain their current high growth.

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Posted (edited)

It's interesting that he said that growth was very high in China. I guess they don't sell the Chinese fakes in China. Ironic.

Lego has experienced high growth in China. Fakes are far more readily available in China than they are in Europe or USA. The fakes are a symptom of Lego's huge success.

Edited by minicoopers11

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