Toymaker Lego has reported a 5% drop in first half revenues, including in North America. Panjiva data shows U.S. imports fell 22% in the second quarter. The third quarter does not look much better with a similar drop in both July and August. Improvements later in the year will be a function of the success of the Star Wars movie tie-in sales. The company may also be shipping later in the year – its peak shipment month in 2014 was September, while in 2016 it was December.