Retail Observations

[shams]

FishyJoe said:

Sullla said:
Hmmm... I don't want to jump to any far-ranging conclusions, given that this is all anectodal evidence. Still, if retailers are carrying very high amounts of PS3 inventory, that could have significant effects in the first quarter of 2008. Remember, Sony is still on record as selling (to retailers) 11m PS3s in their current fiscal year, which ends in March. If retailers are overloaded with inventory, that's going to limit the potential for channel-stuffing to make the fiscal numbers look better. I guess we'll have to wait and see.

I was thinking the same thing. If retailers still have massive quantities of product in January, the likelihood of them ordering more in Q1(Jan-Mar) is very low. And if they have to run deep discounts to clear them, they will be hesitant to restock quickly.

I expect Nintendo's retailer sales to blow Sony and MS out of the water for Q108(Jan-Mar). Nintendo will still be in demand plus the retailers need to restock.

I generally agree... but if retailers are ordering a lot more than they can sell - Sony's shipment figure for this qrt might be significantly higher than their sell through.

Guess it will balance out next qrt either way - but it could help them significantly re: their fiscal target.