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I read the BofA thing as being related to this https://twitter.com/mtgaaron/status/1590170452764528641 If your "churn" format is on the decline, and people are moving more and more to eternal formats where they don't need to replace cards as often, that's going to show up on your bottom line sooner or later. Maybe WotC thinks that they're able to replace a lot of that business by targeting stuff like Secret Lairs or Commander products to players who just need a few dozen cards every year, but the decline of Standard does mean they have a hole they're going to need to fill.
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Nov 14, 2022 21:06
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Toshimo posted:I don't know set codes. I just guessed. They are all in the correct order. Oh TOE is Eldraine, that makes much more sense.
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Nov 14, 2022 21:10
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Oh yea, the MTG Summit con was this past weekend. Anyone here get lucky enough to go? How was it?
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Nov 14, 2022 21:14
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bofa deez poodies
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Nov 14, 2022 21:31
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Gynovore posted:Keep in mind that BofA is very scummy. They're the ones who invented the algorithm that makes your checks bounce as much as possible. Not to defend Banks here but retail banking is a completely separate world from investment banking. BofA dicking over the small guy at the ATM has no bearing either way on the quality of their financial analysis.
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Nov 14, 2022 21:43
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Eej posted:Not to defend Banks here but retail banking is a completely separate world from investment banking. BofA dicking over the small guy at the ATM has no bearing either way on the quality of their financial analysis. Investment banking is even worse
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Nov 14, 2022 21:45
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hipstersofthecoast wrote about the actual report. apparently their source is they looked at _collector boxes_ on TCG, and then maybe went to the 2 closest targets near the BofA building in Manhattan, with one of them being a Target Grocery vs an entire Target Retail Store. the writer also cites the fact that the report ignores Arena completely, instead focusing on secondary market conditions, which WOTC should technically not care about in terms of their own bottomline. one thing i disagree about though is hipsters writes that WOTC should be printing more if they're trying to grow out their userbase and not worry about investors. But I'd argue overprinting the demands of your userbasefor a product is not really good for the health of the game either. edit: oh yeah the report also completely ignores amazon
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Nov 14, 2022 21:50
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Target also technically doesn't even stock MTG. They contract that TCG stuff out. I don't recall the names but there's pretty much just two companies that run all that for big box.
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Nov 14, 2022 21:55
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.Aphrodite posted:Target also technically doesn't even stock MTG. They contract that TCG stuff out. I don't recall the names but there's pretty much just two companies that run all that for big box. i'm at work right now on a busy day so i can't read into their reports and i speed read through the hotc article too. i want to read it when i get home though Strong Sauce fucked around with this message at 22:00 on Nov 14, 2022 |
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Nov 14, 2022 21:56
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Strong Sauce posted:hipstersofthecoast wrote about the actual report. apparently their source is they looked at _collector boxes_ on TCG, and then maybe went to the 2 closest targets near the BofA building in Manhattan, with one of them being a Target Grocery vs an entire Target Retail Store. Skimming through it they also cited Costco not calling out Toys as best performing non-food category since January (it's been #1-2 all year until October now it's 5th or less). Also they mentioned people mad about foils curling. You've been heard, Magic thread!!
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Nov 14, 2022 22:00
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Chakan posted:Please don’t liquidate and then get upset when the price doubles over three years, and definitely don’t do that and remember it was me that said this. It’s just a guess based on the past - namely old video game carts.
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Nov 14, 2022 22:51
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is that good posted:the vintage video game cart stuff was entirely auction houses selling poo poo to themselves to artificially inflate prices In fairness that is basically what the MTGFinance crew has been doing to RL cards
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Nov 14, 2022 22:54
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Yu Gi Oh has a really aggressive reprint strategy (with a healthy dose of power creeping as well) iirc I wonder how their financials compare to MTG stuff overall. I presume MTG is the bigger game, but then again I know way more people, at least fighting game people, that grew up and still play YGO then magic
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Nov 14, 2022 22:57
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Lone Goat posted:Not Lorwyn but there's an Eldraine set in 2023, mostly focused on the fairytale stuff not the Arthurian legend stuff. I am the only person I know who's excited about returning to Vampire Pirate Dinosaur Land this time next year.
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Nov 14, 2022 23:20
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kalel posted:bofa deez poodies Bofa deez creatures get -1/-1
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Nov 14, 2022 23:39
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I guess shorting Hasbro stock is #mtgfinance in its final form
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Nov 14, 2022 23:54
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I brought my Drake posted:I am the only person I know who's excited about returning to Vampire Pirate Dinosaur Land this time next year. Second, and I wasn't even playing magic when original ixalan happened
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Nov 15, 2022 00:01
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I brought my Drake posted:I am the only person I know who's excited about returning to Vampire Pirate Dinosaur Land this time next year. Having Not-Spanish Conquistador Vampires vs Not Mexican-First Nations People that are Dinosaur Friends and pirates and merfolks is something that should have been a MASSIVE kick rear end hit. The transforming lands are great.
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Nov 15, 2022 00:06
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I wasn't playing during Ixalan or Amonkhet but people say they were flavorful sets with weak mechanics in limited. Not sure about Amonkhet but I got a chance to draft Ixalan and it great. And I can't draft worth poo poo.
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Nov 15, 2022 00:12
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I thought amonkhet was good and ixilan was bad.
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Nov 15, 2022 00:33
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precision posted:Bofa deez creatures get -1/-1 Hope you're not sick and tired of these jokes.
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Nov 15, 2022 00:34
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HootTheOwl posted:I thought amonkhet was good and ixilan was bad. AKH was fine and then got a lot better when HOU was added (despite Scarab God)
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Nov 15, 2022 00:44
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Strong Sauce posted:. Writing the sky is falling because Target has year old sets when most Wal-Marts from my own experience would always have random boosters from like 7 years ago stuck between poo poo
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Nov 15, 2022 00:57
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This was in the BofA report: I would like to buy some core 2021 draft packs tbh. edit: this is what hipstersofthecoast wrote about it for context: quote:I might not be reading this correctly, but the claim being made is that national retailers are either a) not carrying Magic at all or b) they are having so much trouble moving Magic product that sets that came out over a year ago are still available, indicative either of overprinting or lack of demand. But then, again if I’m reading this correctly, the evidence to support this claim is that the author visited two Target stores in New York City (of all places).
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Nov 15, 2022 01:11
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Wouldn't a Target in NYC have more movement due to higher population meaning a Target out in the sticks would be holding onto some really old stock if at all?
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Nov 15, 2022 01:26
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It’s actually inaccurate in the opposite direction - because New York consumers don’t use stores like target the same way they do in parts of the country with a more even population density. The result is less retail goods being bought and carried home and more being delivered direct to door step
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Nov 15, 2022 01:33
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I hope new Ixalan gives us Dinosaur Pirates and Vampire Dinosaurs. Maybe even Vampiric Dinosaur Pirates?
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Nov 15, 2022 01:37
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Vampire merfolk Goblin dinosaurs like in step brothers
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Nov 15, 2022 01:39
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Eej posted:Wouldn't a Target in NYC have more movement due to higher population meaning a Target out in the sticks would be holding onto some really old stock if at all? there was more to his argument but he's saying the analyst only looked at the 2 nearest targets, one of which isn't really a target you go to for magic. but besides that people don't necessarily buy magic from big box stores only and using 2 stores to project onto the health of the game doesn't seem robust.
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Nov 15, 2022 02:02
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Strong Sauce posted:there was more to his argument but he's saying the analyst only looked at the 2 nearest targets, one of which isn't really a target you go to for magic. but besides that people don't necessarily buy magic from big box stores only and using 2 stores to project onto the health of the game doesn't seem robust. In New York City, of all places, which is about an atypical location as you can get and completely insane to extrapolate into nationwide trends. Edit:The island of Manhattan has a population of 1.694 million people, and is 22.83 square miles. The United States is 3.79 million square miles, so therefore, the total population of America is 281.7 billion. Abhorrence fucked around with this message at 02:42 on Nov 15, 2022 |
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Nov 15, 2022 02:34
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The GF sent me a link to a survey WOTC is doing, coincidentally, about the state of their products. https://survey.alchemer.com/s3/7073934/mtg Feel free to express your satisfaction in drowning in MTG products. Please note from what she's told me it's a long survey.
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Nov 15, 2022 02:36
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Ixalan had great flavor but wasn't super well designed. Dinos were all either way too good or way too not-good. Hostage Taker sure was a card that existed though, lmao
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Nov 15, 2022 03:05
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Jiro posted:The GF sent me a link to a survey WOTC is doing, coincidentally, about the state of their products. can't get negative feedback if people aren't willing to finish the 43 page survey [points at head meme]
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Nov 15, 2022 03:15
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Yeah it took me a while to finish and holy poo poo have I wasted a gently caress ton of money on this game. Less than last year, but holy poo poo
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Nov 15, 2022 03:25
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Jiro posted:Yeah it took me a while to finish and holy poo poo have I wasted a gently caress ton of money on this game. Less than last year, but holy poo poo yup Fortunately, BRO is one of those sets I've looked through and found nothing I want to make a new commander deck out of, which is a relief for my wallet, I tell you whut
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Nov 15, 2022 03:28
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Reynold posted:yup Yeah, thankfully for me, New Capenna, Baldur's Gate, and BRO haven't interested me as set contents. But gently caress did they get me with the BRO precons being all retro framed.
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Nov 15, 2022 03:42
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Reynold posted:yup It's really good to not be a commander player, for sure!
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Nov 15, 2022 04:22
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Triple Ixalan draft sucked but with Rivals it was okay
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Nov 15, 2022 04:58
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Strong Sauce posted:This was in the BofA report: Every Walmart here is loaded up with Innistrad sets too. That seems to be the outlier more than just old sets in general.
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Nov 15, 2022 15:24
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"Selling at big box stores began in 2018?" I bought the 2011 commander precons at my local Target.
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Nov 15, 2022 15:31
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