That doesn't explain why Switch was already up year over year in January or February 2020 over 2019. Or how a killer app like Animal Crossing wouldn't have pushed 2020 over 2019. What makes you think the 2020 baseline would have fallen below 2019? Now that the Animal Crossing bump is on its way down, we see that 2021's baseline is also up over 2020's, how do you explain that? Is there some kind of dark COVID energy causing sales acceleration after the initial inflation period?
Or perhaps there are other things that would have kept Switch momentum on the upswing without COVID. Apart from its killer apps (like Breath of the Wild, Mario Kart 8D, and Animal Crossing New Horizons), Switch's hybrid form factor offers new types of exposure to potential consumers that extends the Switch's selling period past that of a handheld or a home console. Then of course, the high volume of releases, this week alone has about 40. That would have been even higher if COVID hadn't had been a factor.
What makes you think that without COVID Switch would be down year over year, what's your evidence for that? Because it's certainly wasn't trending that way, before or after COVID.
Weren't there officially reported cases in China back in November of 2019? And I know places in the USA, before we even were thinking Covid, had a high amount of people with worse-than-normal-flu conditions, such as Arkansas, also dating back to November 2019 I believe.
Anyway, my point is that there were probably a decent amount of people that saw the writing on the wall and began isolating more even back to November/December 2019, let alone January/February 2020. Certainly as we got more shut down that helped more for sales, but there were people freaking out about the virus well before the CDC and governments started, and freaked out people staying home a lot more need things to do to keep their sanity.
Let's forget that you still have zero explanation for why a killer app like Animal Crossing would otherwise fail to drive up sales yoy, and the rising baseline going into 2021... your explanation for the Switch being up yoy in Jan and Feb is because the COVID panic actually began in November 2019, it was just in Arkansas... and they knew about the lockdowns and decided by the hundreds of thousands "Gotta get a Nintendo Switch!" I didn't realize Arkansas was the most cautious place on planet Earth and the one Southern US state not listening to Trump's "There's only 15 cases of Cheeyaina flu, and soon there'll be none."
Come on! Do you really expect anyone with functioning braincells to buy that crap?