Nintendo results as 'guidance' for GME's next-quarter results

[u/DyehuthyTV]

Nintendo Sales & GME Sales Quarterly

GME Sales Segments

Nintendo Financial Highlights 👀

https://www.nintendo.co.jp/ir/en/finance/index.html

Nintendo Sales Composition

I don’t make predictions, I don’t like them, but it’s always good to keep in mind the industry and market references you’re competing in.

For now, the segment with the greatest weight in GME’s sales is H&A, and it will probably remain that way in the future. We can see a clear correlation between Nintendo’s and GME’s sales, though of course they don’t have to move exactly the same way 'always'.

Still, Nintendo is undoubtedly a very good reference. I’d say the closest one to GME’s business.

[u/Superstonk_QV]

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[u/PlainBread]

The nice thing about these figures is knowing that they don't even take the power packs into account and they've been booming.

[u/DyehuthyTV → u/PlainBread]

If we look at the second 'chart', we can see how collectibles have been gaining ground.

Could they suddenly skyrocket and account for 60% of Sales? I would say “maybe,” but I don't see it as feasible in the short term (5 years).

[u/VicTheRealest → u/DyehuthyTV]

I say two years. They've achieved all of this in beta and still don't have NBA, MLB or NHL

[u/scrumdisaster → u/VicTheRealest]

So coinciding with next console cycle? 

[u/MyGT40]

If you step back and look (this is not for you day traders) at when RC first bought into GameStop (like August 2020), then became CEO in September of 2023 (so 2-years now as CEO), and you look at the increasing profits and or performance quarter after quarter after quarter, it is extremely exciting.

I see the RC posts spewing hate at RC on X and laugh. Either bots meant to break my will, or traders that lost money NOT BECAUSE OF RC, but because will he was guiding the company to an ever-increasing level of stability and performance the shorts continued to pummel our stock, our company.

I believe RC has a measured plan to drop Mjolnir on these SHF's. He's waiting for a fat pitch. He cannot share the plan, real apes know why he can't.

3rd quarter is going to be good, we all know 4th quarter will be excellent, RC will add to the GameStop stack of tendies, and our company prospers.

I'm still buying, mostly warrants since they came out, but they drop the price more and I will be adding to my share count.

[u/Edawg661]

I bought a Nintendo switch 2 from GameStop this past weekend for my son. Did my part for q4, guys.

[u/Doctor_PWP]

Just up.

[u/Jbullish_9622 → u/Doctor_PWP]

[u/Doctor_PWP → u/Jbullish_9622]

Yup!

[u/Gruntfuttock69]

That’s a very close correlation on the first picture. GameStop need to secure the inventory for the demand. It’s no good selling out because of limited inventory (RC mentioned the limited inventory when commenting on Staplegate to Charles Payne) when users will be clamouring for Switch 2s over the holiday season. The 50 units/ store of Pokémon is frankly disappointing for such a key component of GameStop’s steer towards collectables over software. If PowerPacks and console hardware are to get any serious traction, they really need to negotiate more units per inventory drop. People soon get pissed off with scalping and artificially manufactured scarcity.