SPECIAL ANALYSIS

Toys "R" Us 2026 Holiday Expansion: 120 New Stores and the Company Behind Them

Oct. 01, 2026| 3 min. read

Frequently Asked Questions

Answers based on RetailStat's analysis of Toys "R" Us 2026 Holiday Expansion: 120 New Stores and the Company Behind Them

About 160 standalone U.S. stores, its largest footprint since the chain liquidated in 2018. This includes 120 new stores added by Go! Retail Group to the roughly 40 it already operates.

WHP Global owns and licenses the Toys "R" Us brand but runs no stores itself. Go! Retail Group finances and operates the 160 standalone stores, while Macy's runs about 400 shop-in-shops, WHSmith North America runs one Orlando airport location, and NEXCOM runs eight Navy Exchange shops.

Even at 160 stores, the fleet is only about a fifth of the more than 700 U.S. stores the original chain operated before its 2017 bankruptcy, and most new stores are just 1/10 to 1/4 the size of the old superstores.

Go! does not publish financials, leaving vendors little to assess credit risk with. Most new stores carry one-year leases, and inventory, buildout, and staffing must all be funded upfront — a soft holiday season would force markdowns before Go! recoups that spending.

Yes — the U.S. toy industry posted its strongest first half in six years, with dollar sales up 17% and licensed toy sales up 24%. However, growth is concentrated in trading cards and collectibles, and tariffs and freight remain headwinds squeezing margins.

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