It's always so interesting that people expect a device that's selling above market value because of low stock to suddenly be down YoY. A major update for the holidays for the fastest-selling exclusive game of all time will probably move a decent amount of Switches this holiday. Don't even get me started on the fact that Nintendo hasn't really been pushing Ring Fit Adventure in terms of marketing since they can't produce enough peripherals. All this talk about Switch slowing down is the same thing we've been hearing about since the Switch launched. It's not happening.. get over it
Even without releasing a single major game for the holidays all Nintendo really needs to do is manufacture enough Switches & Ring Fit Adventure copies and couple that with major updates for both New Horizon and Ring Fit Adventure and I have a feeling that they will easily be up YoY during the holiday. Couple this with the release of Ring Fit in China and top it off with official support in Brazil, there is a lot of growth potential. We've seen how Switch has been dominating Asian Markets like Japan, South Korea and Taiwan. Developing markets will be a source of growth for them in the coming years as their competitors launch far more expensive consoles that simply won't be affordable in some places during the first few years on the market.







