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19.04.2026, 11:00
Lego builds record sales of £4bn as parents steer children away from smartphones

Lego hit £4bn in sales by solving a problem parents didn't know they were paying for

 

The screen-free economy is real, it's growing, and Moldova's toy and children's goods market hasn't caught up yet.

 

Lego recorded sales of 34.6bn Danish kroner — equivalent to £4bn — in the first half of the year, a 12% increase that outpaced a global toy market that itself grew 7% over the same period. Net profit climbed 10% to 6.5bn kroner. These are not the numbers of a nostalgic brand coasting on goodwill. They are the numbers of a company that correctly identified a structural shift in parental anxiety and built a product strategy around it.

 

The insight from Lego's chief executive Niels B Christiansen is deceptively simple: the company competes for children's time, not just their toy budgets. Research from the audience research company GWI found that social media addiction ranked among parents' top three fears for their children — alongside the climate crisis and war. Lego did not create that fear. It simply positioned itself as the answer. The Botanicals range for adults, the Formula One grand prix-themed sets, the Bluey and Pokémon licensing deals, the She Built That campaign — each of these is a different entry point into the same underlying market: people who want engaged, screen-free time, for their children and, increasingly, for themselves.

 

The parallel story is equally telling. UK-based Yoto, maker of screen-free audio speakers for children, nearly doubled its sales to £94.8m and projected its first profit in 2025, according to a Financial Times report. Two companies, different products, same tailwind. That is not a coincidence — it is a category forming in real time.

 

For the Moldovan children's goods and toy retail sector, this matters in a specific way. The screen-time anxiety driving Lego's growth is not a Western peculiarity — it is a parental condition that exists wherever smartphones do. What differs is the supply side. A parent browsing a toy shelf in Chisinau is facing a market that has not yet organized itself around the screen-free proposition the way Western retail has. The gap between what anxious parents want and what local shelves offer is a commercial opportunity, not a cultural observation.

 

Any operator in this space — whether running a children's goods shop, a toy import business, or an activity-based learning format — should be asking themselves a sharper set of questions right now. Is your current product selection priced and positioned as entertainment, or as a genuine alternative to screen time? Are you capturing adult buyers, the way Lego's Botanicals range does, or are you leaving a motivated, higher-spending demographic entirely to online imports? And when you look at what occupies the premium end of your shelf space, does it reflect what parents fear, or only what children have historically asked for?

 

Lego is also worth watching for a reason beyond product strategy. The company is building a $1.5bn factory and distribution centre in the United States, set to open in 2027, as its seventh facility worldwide — partly as a hedge against import tariffs. Christiansen noted the advantage of having manufacturing "as close to markets as possible." For a Moldovan importer or distributor, the tariff dynamics reshaping global supply chains are not abstract. Sourcing decisions made today will look very different depending on how those chains continue to shift.

 

Most operators in this space tend to stock what moves fastest and reorder on instinct, without a clear read on why certain categories are accelerating globally. A more deliberate approach starts with the demand signal — parental anxiety about screens is a durable trend, not a seasonal one — and works backward to what that means for the shelf.

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