Yeah, I'm guessing that there are gonna be two or three more sets than the starter pack at launch, and the characters will only be released after their play sets. If Cars is listed, I wouldn't be surprised to see it on day one. (On a side note, Franceso is awesome and Cars 2 gets way too much hate
)
I expect Toy Story, because that's been a sort of heavily marketed as part of the game.
I don't really mind when but I'm hoping that someone can make the launch listing clear. Especially the tokens, since those come in blind bags, so it'll end up being ludicrous to track those if one lacks a list.