From viral plush toys to furious stockists, jellycat's story
Speaker:isn't all cute and fluffy. Today we're exploring what's really going
Speaker:on behind the British success story that has been hitting the headlines for all
Speaker:the wrong reasons. I just thought it was very strange because I think in our
Speaker:previous communications I'd shown her my Instagram to be look, I've got a decent
Speaker:following. They'd made it very awkward placing orders
Speaker:as well, but until the letter came we didn't know any more. You
Speaker:know, prior to that. With them it's about brand positioning and
Speaker:perception, whether we agree with that or not.
Speaker:Welcome to the Resilient Retail Game Plan. I'm Catherine Edley and in the
Speaker:next few minutes you're about to get powerful real world retail strategies
Speaker:from insights shared both from my guests and myself, backed up
Speaker:by my 25 years in the retail industry. Keep listening to
Speaker:learn how to grow a thriving, profitable product business. Let's
Speaker:jump in with this latest episode.
Speaker:What fascinates me about this story is that it's not only a thought provoking
Speaker:and cautionary tale about what happens when a brand takes off, but it's
Speaker:a story about a brand I've long been aware of as both a retail expert
Speaker:and a parent. So when I started to see the backlash on social
Speaker:media from shops who had been dropped by jellycat, I knew I wanted to put
Speaker:together a podcast episode to really dive into the details.
Speaker:It all started for me when my daughter was a baby and someone gave her
Speaker:a bashful bunny, one of those classic Jelly Cat to that's instantly
Speaker:lovable. A few years later, JellyCat launched the
Speaker:amusables range, inanimate objects with smiling faces and dangly
Speaker:legs. That was the year we bought her the smiling watermelon for her
Speaker:eighth birthday and it quickly became one of her favorite toys.
Speaker:Jelly Cats were such a regular feature of her Christmas and birthday list that when
Speaker:she turned 14, we threw a Jelly Cat themed birthday party.
Speaker:I spent hours decorating food with tiny smiling faces just like
Speaker:the amusables. And she loved it. The centerpiece was a cake made
Speaker:to look just like the Jelly Cat birthday cake plush. Last
Speaker:year we even made the trip to Selfridges to visit the fish and chips Pop
Speaker:up, which was ended up being one of my most popular reels on
Speaker:Instagram. But this story isn't about me and my family. One day I
Speaker:shared on Instagram that I was planning an episode about jellycat. I was
Speaker:overwhelmed by the response. People told me how deeply they
Speaker:care about this brand and some Retailers even admitted that Jelly Cat
Speaker:has been at the heart of their business for the past 10 years.
Speaker:What's making the story story so difficult is that Jelly Cat always felt like
Speaker:one of those rare, special brands that got it right. They had
Speaker:the design, the creativity, the magic, and they had the loyalty of
Speaker:independent shops who loved selling their products. Now that
Speaker:relationship feels fractured. It's a reminder of how quickly things can
Speaker:shift, even for a brand that seems untouchable. You can have a
Speaker:beautiful product, loyal stockists and years of goodwill and still find
Speaker:yourself in the middle of controversy when things go wrong. So who
Speaker:are the company behind jellycat? Well, as a A brief
Speaker:history they were founded in 1999 by two brothers, Thomas and
Speaker:William Gattaca. The founders are notoriously publicity shy
Speaker:and there are very few interviews or even quotes available from them.
Speaker:The company grew, but things really took off in 2018 with the launch of
Speaker:the inanimate objects with cute smiley faces. The Amusables
Speaker:the Amusables were a major hit, tying in with the Kidult trend
Speaker:where adults spend money on items more usually associated
Speaker:with children, such as soft toys. According to a
Speaker:2024 Guardian in Article, the brothers first hit the Sunday Times
Speaker:rich list in 2018 when the business was valued at
Speaker:155 million. By 2022,
Speaker:revenue was reported to have jumped 72% on the previous
Speaker:year to 146 million, then grew another
Speaker:37% to 200 million in 2023
Speaker:with a whopping 67 million pounds of pre tax
Speaker:profit. So the company was growing fast
Speaker:and in 2022, for the first time, the brothers
Speaker:stepped back from the leadership of Jellycat. They brought in
Speaker:Arno Mesal, who joined Jellycat in
Speaker:2022 as CEO. It appears
Speaker:that the business was growing rapidly and they decided to bring someone in with
Speaker:previous experience in a global company. For
Speaker:example, Arnault's previous company Ren Skincare, was quoted as
Speaker:having a 1.2 billion pounds turnover in
Speaker:2023. Interestingly, in light of what has happened recently
Speaker:at Jellycat, Moselle, who was CEO at Rennes from
Speaker:2017 before leaving for Jellycat in early 22,
Speaker:presided over a move to refocus and reposition Ren
Speaker:not only as a more sustainable brand, but also away from mass
Speaker:market retailers and towards premium beauty. This is worth
Speaker:bearing in mind as we continue through our story.
Speaker:So jellycat has become in recent years, years more than just a toy brand.
Speaker:It's a cultural phenomenon. On TikTok and Instagram,
Speaker:dedicated fan accounts post daily about their collections, racking
Speaker:up millions of views and Jelly Cat hunts, where collectors scour
Speaker:shops for rare or retired designs have become a trend in their own
Speaker:right. One of the biggest drivers of this viral moment has
Speaker:been the Jelly Cat Pop Ups. These aren't just a place to buy a plush
Speaker:toy, they're full blown experiences. They started in
Speaker:late 2023 in New York where Jellycat partnered with
Speaker:FAO Schwartz to launch the Jellycat diner where customers could
Speaker:order a plush burger or milkshake and watch staff form a
Speaker:playful cooking routine before serving the toy on a tray. It
Speaker:became a social media sensation with reservations selling out and
Speaker:tiktoks of the experience going viral. Then came the Paris
Speaker:Patisserie Pop up in Galerie Lafayette Aussmann, a luxurious
Speaker:French inspired setup where plush pastries were wrapped like high end
Speaker:treats. The setting alone inside one of Paris's most
Speaker:premium department stores was a statement. The Jelly Cat was positioning
Speaker:itself as a lifestyle and design brand, not just a children's toy company.
Speaker:And by the summer of 2024 London got its own version with the
Speaker:fish and chips Pop up at Selfridges. The queues went around the block and my
Speaker:own reel from that event became one of my most viewed posts of the year.
Speaker:It was clever. Jellycat tapped into British nostalgia while
Speaker:pairing it with One of the UK's most prestigious retailers, reinforcing the brand
Speaker:as quirky, aspirational and fun. And let me tell you,
Speaker:it was mostly adults at the Selfridges Pop up and they were
Speaker:spending hundreds of pounds on these limited edition
Speaker:items. These pop ups, they weren't just marketing stunts. They
Speaker:signaled jellycat's ambition to move up market and cement its reputation
Speaker:as a brand with premium design led credentials.
Speaker:But alongside the success stories, a darker side started to
Speaker:emerge. Police are hunting masked thieves who broke into an endless shop
Speaker:by ramming the door with a car and a wooden plank. CCTV
Speaker:footage shows one of the thieves grabbing jellycat collectible toys from the
Speaker:shelves and packing them into a bag before taking off. The store owner,
Speaker:The Gorge Bear Company estimates the total price of the 200 stolen toys
Speaker:to be £20,000. There were reports of of
Speaker:Jellycat thefts. With plush toys so valuable and in demand they had become
Speaker:a target for shoplifters. And 2023 was also a
Speaker:turning point for many independents. Some noticed that
Speaker:jellycat's agents began to speak differently about the brand. There was a shift,
Speaker:a move towards curating. Who represented the jellycat image?
Speaker:Hannah Davis, who owned at the time West Stanton, a
Speaker:design led kids store in Surrey, had been trying for years to become a
Speaker:Jellycat stockist. Despite multiple conversations with Jellycat in
Speaker:2021 and 2022, she was turned down. But in
Speaker:2023, everything changed. The lady
Speaker:that I'd spoken to numerous times and met with came
Speaker:into my store and introduced Jelly Cat to me
Speaker:as a brand. And I was like, this is so weird because I don't think
Speaker:she knows that. We've met twice and spoken on email quite a few times.
Speaker:So it's a bit like, this doesn't give me great vibes.
Speaker:Anyway, search your inbox before you turn up in someone's shop. But she
Speaker:was like, yeah, we would love you to stock jellycat. We're moving
Speaker:away from like the Garden center Waterstones
Speaker:vibe and we're really looking for like design led
Speaker:independent stores. She said, the owners, I don't know who the owners of
Speaker:jellycat are, but the owners really want it to be like a
Speaker:trend design LED brand. You don't want it to be like
Speaker:what granny buys the new baby anymore. We want it to be really cool. And
Speaker:I was like, oh yeah, cool. Also thinking like,
Speaker:I've replaced you because you said no to me for three years even
Speaker:though I told you I was the design led store. I told you that I
Speaker:wasn't like the other ones and you ignored me and in some scenarios were
Speaker:a bit rude. So I was just like, oh, thank you. But actually, you know,
Speaker:we've got other brands that are
Speaker:cooler now, so I never ordered with them. But
Speaker:yeah, it was an extreme pivot from the years of no, no, no to
Speaker:Let me introduce you to jellycat. We would love you to work with us. And
Speaker:did you get the sense that she'd come to the store because she'd maybe seen
Speaker:your social media or she'd seen the store and she felt like it fit the
Speaker:profile? Was she concerned about the way the store looked, for example?
Speaker:Definitely, she said, because she had said. And actually with Leeward, when
Speaker:I first stocked them, somebody came to to see how like the
Speaker:aesthetics of the store were before they would approve me as a retailer. I'm
Speaker:guessing jellycat kind of adopted that. But yeah, she had come in
Speaker:to see the vibe, but I just thought it was very strange.
Speaker:I don't know how she found me because I think in our previous
Speaker:communications I'd shown her my Instagram to be like, look, I've got a decent following.
Speaker:Like you can see the kind of brands I hold, how the aesthetics of
Speaker:the shop are. But no, she fully came in as if
Speaker:she had never heard of me. We'd Never spoken. So she said they were actively
Speaker:looking to move away from some retailers. Yes.
Speaker:She basically said the more old school it was definitely
Speaker:garden centres. They didn't like jellycat being associated with garden centers
Speaker:was the general gist that I got. And Waterstones, they were just
Speaker:like as if it was a bit beneath them now where it is
Speaker:kind of their bread and butter as well. Like I've worked with and
Speaker:stocked so many brands over the years that they know who
Speaker:their audience they want are but they're also. You
Speaker:can't neglect the people who are actually buying from you. And Jenny Cat must
Speaker:make a fortune out of the garden centers because you do have the
Speaker:grannies going in and treating them and having a kids store granny is
Speaker:spend a lot. Yeah. So it's like I get that you want to be trendy
Speaker:and design led but you do make pink fluffy bunnies.
Speaker:It was clear that jellycat's idea of who they were and who their retail base
Speaker:should be was changing. The indie crisis really began in January
Speaker:2025 when Jellycat made a major operational change.
Speaker:They replaced their independent agents with an in house sales team.
Speaker:From that moment on, according to both existing and former
Speaker:stockists, ordering became much more difficult. It was email based.
Speaker:There were no more phone calls or personal conversations with agents who really
Speaker:knew the shops. And many at that point had not actually had anybody from
Speaker:jellycat in their shop for quite some time. Then came the
Speaker:letters. Stockists were suddenly divided into three
Speaker:categories. The ones who were confirmed as official stockists going
Speaker:forward. The ones who were told they had the potential to improve
Speaker:with no real clarity on what that meant. And around 100
Speaker:stockists, or roughly 8% of their network, were cut
Speaker:entirely. Retailers were blindsided. There was no
Speaker:explanation of how these decisions were made. And according to a current stockist I
Speaker:spoke to, jellycat has never shared their criteria. Even for
Speaker:those who weren't cut, the tone of communication felt unsettling.
Speaker:One current stockist who was told they could continue but would need to improve
Speaker:their jellycat experience to keep their status quo next year, described
Speaker:it as feeling like a veiled threat. Instead of a sense of partnership, there was
Speaker:a sense of being judged without clear standards or guidance.
Speaker:Georgie Stewart from Stewart's of Bakewell in the Peak District was one of
Speaker:the stockists to receive their letter withdrawing their status as an official
Speaker:jellycat stockist. It came completely out of the
Speaker:blue, although we had an inkling in the fact that it was
Speaker:becoming increasingly difficult to keep supplying in the
Speaker:store and they'd made it Very awkward placing orders
Speaker:as well. But until the letter came, we didn't know any more
Speaker:prior to that. And that was the 17th of June,
Speaker:I see. And you hadn't had any direct communication
Speaker:from your jellycat rep? It was just direct from the company.
Speaker:Prior to January, we'd had an agent
Speaker:and they were let go and they jellycat employed
Speaker:reps, so we had a rep for the first time from January.
Speaker:We only seen him once in store and
Speaker:everything pretty much was done on email or
Speaker:telephone. But it just made it very difficult
Speaker:placing orders. They sent out an order form on a
Speaker:Monday that you had do online, but it was
Speaker:obscure things and then there was no guarantee that what you
Speaker:ordered is, you know, you even could get it. And so
Speaker:from having had stock in store for 20 years,
Speaker:there was weeks where we have nothing or very, very little stock.
Speaker:Yeah. So you'd been a Jelly cat stockist for 20 years, and when would you
Speaker:say the stock problems really began? January, a little
Speaker:bit before Christmas. It was becoming increasingly difficult,
Speaker:but certainly the biggest problems came from January
Speaker:onwards. How has it impacted you both emotionally,
Speaker:to get informed in this way, but also from a business perspective?
Speaker:Well, from a business perspective, it's been very difficult because
Speaker:we've always believed, my husband and I were in partnership together
Speaker:at the store, that we shouldn't sell any one products. But
Speaker:jellycat has huge following
Speaker:locally and with collectors. It will impact us,
Speaker:obviously, and we're desperately looking around for new stockists.
Speaker:And it's interesting how many people want you to suddenly stock their product
Speaker:emotionally. It's been an absolute roller coaster. Just the
Speaker:fact that it came out of the blue. There was no consultation.
Speaker:The wording in the letter was awful. We've cried, there's no
Speaker:doubt about it, we've both cried. Just because you think you're doing
Speaker:your best and the way they've let us go.
Speaker:So what was behind this decision is it simply about stock?
Speaker:Stock certainly comes up again and again from the stockists who were cut
Speaker:to those who are still on the list. Massive demand and limited availability
Speaker:have become the defining challenge. I spoke with several current
Speaker:jellycat stockists who, for obvious reasons, weren't able to talk publicly.
Speaker:But when I asked one what their biggest wish was from jellycat, their answer was
Speaker:immediately stock. The frustrations that they shared were
Speaker:hard to ignore. There's no clear information about when stock will be available,
Speaker:no proper B2B ordering system, and if you don't respond to a stock
Speaker:email on the day it lands, you lose your chance to order back orders
Speaker:are being canceled without notice. And crucially, the core lines such
Speaker:as Bashful Bunnies, Bartholomew Bears that customers ask for
Speaker:every single day have been unavailable for months at a time. If
Speaker:you want to see real evidence of how the balance of power has really
Speaker:shifted towards jellycat, one stockist told me that they were offered a
Speaker:summer bundle. Now this summer bundle is something that I've heard about from a few
Speaker:stockists, but this person went into a bit more detail. They said
Speaker:with nothing else available, they felt they had no choice but to take this summer
Speaker:bundle. But the bundle had to be purchased sight unseen. They didn't know necessarily,
Speaker:necessarily what they were going to get. And surprise, surprise, when it arrived,
Speaker:it wasn't made up of their best selling lines. In fact, it was full of
Speaker:what seemed like obscure or slower selling items they knew that their
Speaker:customers wouldn't buy. And they felt that it was a tactic by
Speaker:jellycat to shift their own dead stock. As one
Speaker:retailer told me bluntly, when I asked them what it was like working with jellycat,
Speaker:they described them as. Tricky, arrogant, absent,
Speaker:inefficient. Jellycat have certainly lost their cute and.
Speaker:Fluffy appeal to deal with, and it's. This contrast between the
Speaker:adorable, smiling toys and the strained relationship with their
Speaker:stockist that has made this story so striking. So is
Speaker:this a move to protect strange stock levels and perhaps give
Speaker:priority to more premium channels? Of course, we can't know for
Speaker:sure without being a fly on the wall in jellycat's boardroom. Now I did
Speaker:reach out to jellycat and invite them to contribute to the this podcast, but
Speaker:perhaps unsurprisingly, I didn't get a response. To get some
Speaker:perspective, I turned to Therese Autumnblad, wholesale expert and founder of the
Speaker:Small Business Collective, to hear her take on what has happened.
Speaker:In my 17 years in the industry, I haven't really seen
Speaker:any brand or company reshuffle
Speaker:their stock is this way. There are many commercial reasons
Speaker:why jellycat has made this decision. I'm sure we can
Speaker:only speculate, but I think they made it very clear
Speaker:that for them it's about brand positioning and perception.
Speaker:Whether we agree with that or not, I believe that they
Speaker:want their end consumer to have the same experience. Whether they're
Speaker:shopping with an independent store or in one of their pop
Speaker:ups or on their website, they want more control
Speaker:of how their brand is perceived.
Speaker:It's well known that they have had some stock challenges over
Speaker:the last few years. With growing popularity
Speaker:and dealing with larger retailers that
Speaker:can buy bigger volumes and forecast more can really
Speaker:help to forecast better and ease that load.
Speaker:It will also mean less spend on resources because you need less
Speaker:people in sales and customer service and sales administration,
Speaker:less people packing orders, dealing with less small
Speaker:orders from independents which can be time consuming. It
Speaker:is less invoices, less bookkeeping, less
Speaker:shipment coordination and a lot of things
Speaker:just can become slightly easier I
Speaker:suppose. I also believe that they are
Speaker:moving more towards pay direct consumer
Speaker:model with focusing more on their pop ups,
Speaker:more on their big retailer partnerships,
Speaker:more on retailing through their own website,
Speaker:etc. Teresa's view that this is largely about cost cutting
Speaker:and control mirrors what we've seen under jellycat CEO Arnaud
Speaker:Meisel and his previous brand. Arnaud, who previously led Ren's
Speaker:Skincare, is known for strategies built around tight brand control, operational
Speaker:efficiency and premium positioning.
Speaker:Streamlining wholesale means fewer small accounts to manage, less admin
Speaker:and a stronger focus on larger retailers and direct to consumer
Speaker:sales. Now direct to consumer sales naturally deliver
Speaker:far higher margins, so they are often an area of focus,
Speaker:especially for a brand with such strong brand awareness.
Speaker:Automating systems and reducing personal interaction also helps
Speaker:keep costs down. And here's the thing, cost cutting and margin
Speaker:growth are not inherently bad moves. In fact, they're strategies I
Speaker:often advise fast growing companies to adopt. And they're scaling because
Speaker:they set the business up for long term success. So if this is what
Speaker:jellycat is doing, there's a measure of good business sense behind it. And some
Speaker:voices online even support jellycat's approach. They argue that the company
Speaker:is deliberately holding back expansion while carefully and
Speaker:slowly onboarding new factories to ensure capacity and
Speaker:quality. The logic is that if jellycat just wanted to cash in, they could
Speaker:have churned out lower quality versions years ago. But they haven't.
Speaker:In that sense, it could be a sign they're trying to protect the premium image
Speaker:of the brand and the quality of their products, even if the process
Speaker:is frustrating. However, speculation among retailers, and it's
Speaker:something I believe too, suggests that further cuts to independence are
Speaker:likely. The open letter sent to some stockists telling them that their
Speaker:Jellycat experience will be reviewed before confirming their
Speaker:2026 status points strongly in that direction.
Speaker:That said, it is also important to note that not all current stockists have had
Speaker:a bad experience. One retailer told me my rep was
Speaker:very interested in how we present not just jellycat products, but our whole shop,
Speaker:our ethos, the way we dispatch online sales beautifully boxed with
Speaker:handwritten messages. She spent over two hours with me
Speaker:talking about how jellycat wants its stockists to align with their brand.
Speaker:Well I'm not here to defend a multi million pound company. I do hope
Speaker:I'm not the only one who's had a slightly better experience. This
Speaker:highlights the jellycat's approach, for better or worse, is about curation and
Speaker:alignment. They want their brand represented in a certain way
Speaker:and some shops see that as a positive challenge, while others naturally
Speaker:feel excluded, especially the way that the change was communicated.
Speaker:To get another perspective, I spoke with Hilary James, founder of
Speaker:Wardrobe at the Cross, a womenswear boutique in Cheshire. Hillary once
Speaker:tried to stock jellycat but never got through their door. As a
Speaker:retailer and a marketing consultant and fractional cmo, she can see
Speaker:both sides of the jellycat conundrum.
Speaker:I would say that there are some amazing retail environments where jellycat is
Speaker:sold beautifully. So for example, and I've seen various pieces
Speaker:around Insta in the last few days of beautiful retail environments,
Speaker:independent retail environments that could not be more exquisite
Speaker:and offer the flourish that I think Jelly Cat would want. And
Speaker:to me that seems crazy that they wouldn't want that individual
Speaker:interpretation of their brand. Some of these retailers have supported them for
Speaker:20, 25 years when they were nothing. That seems
Speaker:really sad, but also quite shaky from a commercial point
Speaker:of view from them, because those environments look beautiful to me.
Speaker:I can see that maybe there are certain environments that are perhaps not optimum,
Speaker:then they're not selling the story. But actually there are some beautiful
Speaker:independents selling that story incredibly well. And I think that can only be
Speaker:brand enhancing. That letter that was sent was emotionless,
Speaker:void of any humor or jellycat touches. It was just kind
Speaker:of a Dear John, there we go. So just playing it out as a brand
Speaker:marketeer, really poor. However, I can see their point.
Speaker:If they have got a real protection problem around
Speaker:this brand and they do believe it's perhaps not being sold in the
Speaker:best environments, they have a job to do for their shareholders, for the
Speaker:brand, to make sure that they continue to grow in the way they wish to,
Speaker:to protect that brand. And their brand is everything to them. You can see
Speaker:that from that collateral, their Insta, everything they put out there
Speaker:brand is absolutely central to them. I can see the reason.
Speaker:However, I think there is a bit of a conceit there because I do believe
Speaker:that, you know, they're sending out these things saying it's all about stock, we can't
Speaker:supply you. I actually think, yes, I'm sure there is a stock problem.
Speaker:I'm sure they can't supply everybody, but I do think
Speaker:that it's more about brand than it is about stock.
Speaker:Ultimately, this story is beginning to feel like a brand desperately trying
Speaker:to control and harness its viral success, all while juggling
Speaker:stock shortages and negative press around Jelly Cat thefts. But
Speaker:the biggest issue here isn't just what they've done, it's how they have
Speaker:communicated it.
Speaker:According to BBC's you and yours, Jellycat did issue a public
Speaker:apology in their statement to the BBC, but crucially there was
Speaker:no direct apology to the stockists themselves, the very businesses
Speaker:that helped build their success. Going back to
Speaker:Hilary James point, the real sting in all of this lies in the tone and
Speaker:delivery of the news. Stockists were hit with vague corporate
Speaker:sounding brand elevation emails with no real explanation of what that
Speaker:meant and often no actual visit from jellycat in a
Speaker:long time. For many, this lack of clarity caused confusion
Speaker:and genuine hurt. To dig into the communication side of the story,
Speaker:I spoke with Fiona Minute, PRX expert and founder of Boss yous pr
Speaker:to hear her thoughts on how jellycat handled their messaging.
Speaker:So from a PR on comms perspective I have to say I was
Speaker:absolutely startled actually by the way that
Speaker:this was actioned and handled by
Speaker:jellycat. I rated quite poorly. There was a real
Speaker:lack of transparency, there was no personal approach, there was
Speaker:zero empathy, there was dismissive tone and
Speaker:retailers partners were from all accounts left
Speaker:quite blindsided. Effective communications
Speaker:should provide clear, honest reasons for
Speaker:decisions such as these and jellycat didn't.
Speaker:There was sort of abrupt dismissive emails,
Speaker:correspondence with very little explanation. So
Speaker:we're sorry to let you know that we'll no longer be supplying jellycat products
Speaker:to ex stockist and the reason
Speaker:given was a brand elevation strategy. What does that mean?
Speaker:What does that mean to a trusted stockist? To a
Speaker:trusted partner? There was no personal sort of
Speaker:address to jellycat stockist. I mean it's laughably
Speaker:far from being personalised and respectful. A real lack
Speaker:of clarity also comes through in terms of both the wider reasoning
Speaker:and understanding the context for the changes, but also in the
Speaker:implications of this kind of overhaul and this move.
Speaker:Some stockists being told that they would no longer be supplied, you know, please do
Speaker:not place more orders as they. Will not be fulfilled. And Alice were told that
Speaker:their accounts would be unaffected, that supply would continue where
Speaker:available, but that they would not be an official jellycat stockist.
Speaker:And not only are jellycat dismissing previously
Speaker:trusted stockists and partners, they are creating
Speaker:a tiered system again amongst other
Speaker:trusted partners and stockists. You know, small businesses
Speaker:that have shown loyalty to the jellycat brand
Speaker:and the tone of the communication really
Speaker:suggested to partners stockists that they
Speaker:were no longer valuable to jellycat. And this kind of language
Speaker:really seriously damages trust. It
Speaker:erodes goodwill both amongst stockists partners,
Speaker:but also the wider retail community and
Speaker:consumers. And there seems to have been
Speaker:very little acknowledgement on the part of Delicap as to
Speaker:how the change would affect small businesses, both
Speaker:financially and emotionally. Fiona was not the only
Speaker:person to be shocked and taken aback by the tone of jellycats
Speaker:letters. After those letters went out, many stockists took to social
Speaker:media to voice their frustration and to share screenshots of what they've received.
Speaker:And the backlash has been severe. Jellycat's trustpilot page
Speaker:had to be turned off after it was flooded with negative reviews from angry customers
Speaker:and retailers. Social media is awash with critical posts, and even
Speaker:some of the large jellycat fan accounts, the ones that used to create so
Speaker:much free buzz for the brand, have started speaking out. One of the
Speaker:current stockies I spoke to told me about the conversations that she's had with customers.
Speaker:As one shopper put it, we'd rather buy our jellycats with you than in big
Speaker:stores like we always have. It's our tradition. And that's the problem.
Speaker:Jellycats move towards a tightly controlled premium retail model
Speaker:directly conflicts with the hunt mentality that made the brand so special.
Speaker:Customers loved the thrill of discovering a new jellycat in an unexpected
Speaker:independent shop, but that sense of adventure is disappearing.
Speaker:Instead, everything feels like it's being funneled into a narrow, high end vision of
Speaker:the brand. And that raises a simple question. Why couldn't jellycat have
Speaker:created a range for smaller shops and another for high end retailers?
Speaker:There was a way to balance brand elevation with loyalty to the independents who
Speaker:helped them grow. But that opportunity seems to have been missed. For
Speaker:example, the core products like the Bashful Bunny and Bartholomew Bear could be kept always
Speaker:in stock and available to service the lucrative gifting market for
Speaker:the more limited range in premium retail destinations for the collectors,
Speaker:Surely that could have been a compromise to keep everyone happy. All of this
Speaker:makes me wonder, is Jelly Cat at risk of becoming just
Speaker:another fad now? I had seen this pattern before.
Speaker:Back in the late 90s I spent a summer working in a shop in the
Speaker:US and one of my jobs was restocking the Ty Beanie
Speaker:Babies. I remember having crowds of people waiting for for us
Speaker:to put them out on the shelves and the hands pushing me out of the
Speaker:way and grabbing them out of the box as soon as I put it down.
Speaker:So we've had waves of these toy crazes before from Beanie
Speaker:Babies to Beanie Boos, Squishmallows, and now
Speaker:labubu. The thing about these crazes is that they can
Speaker:explode overnight and burn out just as quickly. Jelly
Speaker:Cat has tapped into that same collectible energy. The limited editions,
Speaker:the resale market, the viral moments on TikTok. But if they push
Speaker:too far, they risk alienating the very community that made them a
Speaker:household name. And there's already evidence of cracks, the
Speaker:trust pilot backlash, the social media negativity and the sense among
Speaker:retailers and fans that something has changed with even
Speaker:some of the biggest jellycat fan accounts speaking out or pulling back from
Speaker:promoting the brand. And I keep thinking, what happens next?
Speaker:Will jellycat continue down this path of high end potential positioning and centralized
Speaker:control? Or will they find a way to bring back some of the charm, the
Speaker:accessibility and the loyalty that the independents helped build?
Speaker:Because as history has shown us, with these types of toy crazes,
Speaker:loyalty and community are the things that last, not just hype.
Speaker:And what we don't know is whether or not this negative publicity will in
Speaker:itself be the downfall of jellycat. Fiona Minute feels that the risk
Speaker:to sales is real, but only time will tell. And in the context
Speaker:of jellycat, a brand that relies on emotional
Speaker:connection and brand loyalty, an erosion of trust and goodwill
Speaker:can occur when mistreatment has maybe been
Speaker:displayed in the supply chain or within business dealings.
Speaker:Because many consumers, and a sort of growing number of
Speaker:consumers might prefer to support small independent
Speaker:businesses, especially if this is where they have been purchasing jellycats
Speaker:up until now. And if they see those businesses being
Speaker:poorly treated, then some might choose to stop buying
Speaker:a certain brand altogether, look for alternatives
Speaker:by means of continuing to support the independent
Speaker:businesses. And this could lead to a dip in sales
Speaker:amongst core customer groups that may be value
Speaker:affecting ethical and more community conscious
Speaker:brands. We've also got to keep in mind that
Speaker:public sentiment is even louder these days thanks to the
Speaker:amplification that comes with social media and any
Speaker:negative swell of opinion. Fact, whatever it might be,
Speaker:can be quick to spread. Conversely, as
Speaker:purchasers in that kind of fast paced
Speaker:retail world, we can be fickle, we can be
Speaker:quick to forget. Jellycat's story is a reminder of how
Speaker:complex success can be. A brand that started with something as simple as
Speaker:a soft toy has become a global phenomenon. But with that journey has
Speaker:come friction, stock shortages and tough decisions about who gets to
Speaker:stay on the journey. For retailers, there's a clear
Speaker:lesson here. Don't put all your eggs in one basket. It is worth
Speaker:pointing out that according to its current stockists, jellycat themselves
Speaker:do not feel comfortable with people taking too large of a percentage of sales
Speaker:from jellycat. It's something that they actively really do encourage
Speaker:their stockists not to do. And as Therese Ortonblad
Speaker:suggests, protect yourself by having strong alternatives in each
Speaker:degree in your shop. No single supplier should hold that much
Speaker:power over your business. The best thing an independent retailer
Speaker:can do to protect themselves is to have a
Speaker:diverse supplier base to avoid becoming
Speaker:overly reliant on one or two key brands to
Speaker:drive footfall and sales.
Speaker:I having a mix of best sellers from different types of
Speaker:brands, I think that it is always if a
Speaker:category is doing really well, having a second
Speaker:option within that category I think is a
Speaker:good strategy. So that if something
Speaker:were to happen, if that best selling brand has
Speaker:any supply issues, they decide to go in a different
Speaker:direction or anything like that, you have
Speaker:something up and coming coming up behind that.
Speaker:For brands, the takeaway is just as important. Love your
Speaker:stockists. They are your storytellers. They're the ones who bring
Speaker:your products to life in front of customers, build loyalty and create
Speaker:those little moments of magic. Without them, the story loses some of
Speaker:its soul. And if you do have to make difficult decisions, be
Speaker:kind, be human and communicate in a way that is
Speaker:respectful. This episode isn't just about jellycat, it's about
Speaker:the wider relationship between brands and the independent shops that champion
Speaker:them. There's so much that could have been done differently, with more care,
Speaker:more communication and more respect. If this episode
Speaker:resonated with you, I'd love for you to share it with a friend, a fellow
Speaker:retailer, parent, or someone who loves the independent shop experience.
Speaker:Because behind many best selling products, there's a network of
Speaker:independent retailers who believed in it first and they deserve
Speaker:to be part of the story. Thank you so much for listening. Listening. Do take
Speaker:a moment to follow the podcast or
Speaker:subscribe whatever platform that you're on and if you have a minute to rate and
Speaker:review it Inside Apple Podcast, that makes all the difference. See you next week.