Hybrid stock is suffering. Hope there is some stockpiling going on for MHR.
Also, the more special editions/bundles Nintendo launches, the less representative Famitsu seems to get for hardware. ACNH and Ring Fit bundles/special editions sold through My Nintendo store resulted in Famitsu severely undertracking hardware units for holiday quarter. Difference between tracked sell-through and shipments were 770K (vs. 445K in 2019). Even if we account for week 53/week 1, the delta was 455K in 2020 vs 160K in 2019. That's way too large to just be inventory buffer for the second week of January.
Since they just put out the Mario special edition console, I imagine we've got a little bit of the same effect going on right now as well (and are RFA bundles + ACNH special editions/bundles still selling?).
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