November Circana (NPD) 2023 Thread + Predictions

[trunkswd]

DonFerrari said:

We need to see how much impact cyber monday transfer from one month to the other from the 2 years explain this. YoY for YTD it is pretty flat (1% below or above).

And the 20% is revenue or units? Because with the discounts it could have the same units but severe drop in rev.

Quick hit market takes:
- Current gen HW each down >20% in units despite discounting makes Dec even more critical
- Market likely to finish below our previous +3% 2023 fcst
- 2023 might be the first year since 2008 with a non-COD or Rockstar game finishing at #1 - we'll see

— Mat Piscatella (@MatPiscatella) December 13, 2023

The >20% drop for all three is units sold and not revenue.