padib said:
My last recollection of things, and again I could be wrong, was that the MK8 bundles were sold out sometime after launch. |
Right?
padib said:
My last recollection of things, and again I could be wrong, was that the MK8 bundles were sold out sometime after launch. |
Right?
Seece said:
They're all weak, you just seem very intent on it not being overtracked so you'll explore any avenue possible other than the very real one that it is, indeed overtracked. |
It isnt weak cause you say so. There are several factors we dont have info on and the Wii U had a spurt of sales with mk8. Its quite probable that Nintendo had surplus stock from last year since it brought them losses. Since they didnt have need to ramp up production, there isnt the need to report production values to investors and they can have easily met demand.
The fact of the matter is, VGC has acess to data we dont have and Nintendo can easily have shipped more consoles they had on inventory, not seeing the need to announce it as it would be a reminder of last years blunder. All these certainties are premature until Nintendo reveals the shipments for the following quarter.
Until then you are just speculating.
padib said:
That would then mean that the sell-through rates were close to shipment numbers at least for the MK8 bundles. We also don't know in the shipments how much were regular U consoles and how much were MK8 consoles. |
So it justifies 20k being on shelves as realistic?? No Padib. Never has that been an acceptable number on shelves. I don't think you quite grasp the figure of twenty thousand. Somebody else said it in another thread, back last gen if there were less than 1m on shelves (which was typical) people would be crying overtracked all over the place.
A few hundred K is severe shortage situations (even the friggin Wii had a few hundred K on shelves during its worst shortage crisis)
The fact anyone here, even thinks of defending 20k on shelves (even for a lowly, but supposudely 50k a week reignited WiiU) is quite frankly, crazy to me.
And like I said, it just stinks of you coming up with excuses for it not to be overtracked?
I swear this is like the 10th time this thread has been made. I do think Wii U is over tracked but not by a massive amount, maybe 200k or so. Let's take a look at shipped vs sold for each quarter.
shipments as of Dec 31, 2012-3.09m
sales as of Dec 29, 2012-2.23m
amount on shelves-860k
shipments as of Mar 31, 2013-3.45m
sales as of Mar 30, 2013-2.82m
amount on shelves-630k
shipments as of June 30, 2013-3.61m
sales as of June 29, 2013-3.16m
amount on shelves-450k
shipments as of Sept 30, 2013-3.91m
sales as of Sept 28, 2013-3.53m
amount on shelves-380k
shipments as of Dec 31, 2013-5.86m
sales as of Dec 28, 2013-5.27m
amount on shelves-590k
shipments as of Mar 31, 2014-6.17m
sales as of Mar 29, 2014-5.90m
amount on shelves-270k
shipments as of June 30, 2014-6.68m
sales as of June 29, 2014-6.60m
amount on shelves-80k
By looking at this we can see that Wii U was WAYYY over shipped at launch and took nearly 9 months to sell thru those shipments. After this retailers didn't want more than a few units on shelves at any point which resulted in low shipments and high sold vs shipped ratio. After the holidays last year, sales went back to there normal ba
When the herd loses its way, the shepard must kill the bull that leads them astray.
Nem said:
The fact of the matter is, VGC has acess to data we dont have and Nintendo can easily have shipped more consoles they had on inventory, not seeing the need to announce it as it would be a reminder of last years blunder. All these certainties are premature until Nintendo reveals the shipments for the following quarter. Until then you are just speculating. |
And VGC has, several times, had more sold to consumers than what has been physically shipped. Most typically Nintendo hardware as well (historically, go look back at VGC history if you think I'm making it up).
This might as well be another scenario, it's borderline no WiiU stock in the wild.
sweetoothj said:
|
Because the Wii U has sold like shit for the whole year before now. Most have been winding down their stock levels (as in not ordering more). Some stores here no long stock any Wii U products at all for months now. They had a fire sale to get rid of it. XBOX ONE hasn't been out in the market long enough for retailers to say this product isn't selling yet.. Xbox ONE has some big hitters coming soon so that may well decide the fate of stock levels for it going into the future if they don't move hardware. Don't forget retailers also make money of other Microsoft products so not liek they going to just give up as quickly as they did with Nintendo which only sells one thing. Belive it or not but those other products make retailers money (i.e. keyboards, mice, windows, webcams etc..)
Wii U no one will trust unless it demonstrates there is demand for a long enough period of time.
So I agree with AZWification, at worst it is about 200-250k over
Seece said:
And VGC has, several times, had more sold to consumers than what has been physically shipped. Most typically Nintendo hardware as well (historically, go look back at VGC history if you think I'm making it up). |
We think it "might" be, looking at last quarters number. You say it with a certainty that you dont have to give because we dont know what the shipment numbers are for this quarter.
Just because vgc has been wrong in the past is not proof that they are wrong now. We suspect, but we cant be sure. That is why what padib said is sensible.
Nem said:
We think it "might" be, looking at last quarters number. You say it with a certainty that you dont have to give because we dont know what the shipment numbers are for this quarter. Just because vgc has been wrong in the past is not proof that they are wrong now. We suspect, but we cant be sure. That is why what padib said is sensible. |
This Q has nothing to do with how the numbers stand end of June. Unless you of course think WiiU is undertracked this Q (July/August 200k). That's a whole other kettle of fish and nothing suggests that obviously.
We're already looking at Nintendo needing to ship around 1.1m WiiU's just for there to be 300/400k on shelves end of September (if the current 55k a week VGC rate keeps up).
Seece said:
This Q has nothing to do with how the numbers stand end of June. Unless you of course think WiiU is undertracked this Q (July/August 200k). That's a whole other kettle of fish and nothing suggests that obviously. |
Thought thats what you meant when you mentioned shops. Either way, its obvious that something is fishy, but it doesnt necessarely mean its on VGC's side. All the sources need to be double checked. I can also think of more reasons why it could happen, but its speculation.
I'm sure Nintendo will eventually give official numbers and then we'll know for sure.
Nem said:
Thought thats what you meant when you mentioned shops. Either way, its obvious that something is fishy, but it doesnt necessarely mean its on VGC's side. All the sources need to be double checked. I can also think of more reasons why it could happen, but its speculation. I'm sure Nintendo will eventually give official numbers and then we'll know for sure. |
So you suppose Nintendo have got it wrong? Their financial reports which have to be entirely honest and factual legally?
And yes they will, and unless they ship 1m~ then we have another situation on our hands like we do today.
Just to put it out there, they did 510k during MK Q.