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XanderZane said:
Jay520 said:
So, 15.1m shipments compared to 14.1m VGC sales. How much have we undertracked it?


A lot, I'm sure. We know for sure that 66+ million have shipped though, so that's a good thing.


It might not be overtracked. It could be a combination of 2 things.

1. They had shortages at the end of last year so 1M could easily be swallowed up restocking the channels to get them back to normal levels during the start of the year

2. retailers massively mis-predicted december sales in america and massively overordered, which would be inline with npd data which shocked everybody.