Other Implications of Baby Boomer Aging: Toys

A lot of people have draw the conclusion:

• Baby Boomers are aging -->
• There will be more old people -->
• Time to invest in healthcare, health services, and other services to satisfy he elderly

Another way to think about this is

• Baby Boomers had few children (Echo Boomers) -->
  
• Echo Boomers are having fewer children -->
  
• Investment in companies targeted towards children is less attractive (potentially shortable)

The companies that come to mind (Toys R Us, Nickelodeon, etc.) are either non-public or part of a larger company

Also, I would not necessarily advocate shorting Toys R Us - b/c it could very well grow despite industry headwinds (e.g., by picking up market share, via M&A, etc.). What may be interesting is shorting a hypothetical index of children-related companies.