1 00:00:00,000 --> 00:00:07,480 You're listening to the MTG sold weekly podcast. This is the week of June 15th to June 21st, 2026. 2 00:00:07,480 --> 00:00:27,840 Hey everyone. Big week. 1,043,723 MTG players sealed revenue on 7,000 Ford units. Up 34% on revenue and 21% on volume. Marvel Superhearsals is the reason. 3 00:00:27,840 --> 00:00:36,840 The Playbooster displays alone moved 1,472 units. High single product weekly volume we have tracked. 4 00:00:36,840 --> 00:00:46,840 And the collector boosterger moved 603 units. Between all of the Marvel SKUs, the set accounted for roughly 60% of the week's total revenue. 5 00:00:46,840 --> 00:01:02,840 Daily flow ran 937 to 997, Monday through Wednesday, jumped to 1,090 Thursday, and then spiked to 1,343 on Friday when pre-release events started and held elevated through the weekend. 6 00:01:02,840 --> 00:01:06,840 There's a lot to get into with this week's headlines, so let's jump into it. 7 00:01:06,840 --> 00:01:21,840 The Commander Decks 1, it was not even close. Four Marvel Commander Decks, all four gained 14% or more, but the sell through on two of them is something I genuinely do not think I've seen before in this data. 8 00:01:21,840 --> 00:01:35,840 Starting with the Avengers Assemble deck, it posted a positive sell through ratio of 3.86, supply collapsed 51% to 41.8 average quantity, 161 units sold at $75.80. 9 00:01:35,840 --> 00:01:48,840 I want to sit with that for a second. 41.8 units have average listed inventory nearly four times that selling in a week. That is not a type product. That is a product that is almost gone. 10 00:01:48,840 --> 00:01:54,840 If you're a seller sitting on copies of this deck and you haven't reprised yet, I do not understand what you're waiting for. 11 00:01:54,840 --> 00:02:15,840 Doom prevails is at a positive sell through ratio of 3.15, supply down 45% to an average of 54.6 units, volume-weighted average price up to $115.97 on 172 units across 171 orders, almost entirely single copy purchases. 12 00:02:15,840 --> 00:02:33,840 This is the most expensive Marvel Commander deck and is draining fastest by volume. That combination usually does not last long. Fantastic four gained 14.1% to the tune of $68.80 on 65 units, supply only contracted 7.6%. 13 00:02:33,840 --> 00:02:43,840 So sellers actually grew in this case. This is the healthiest of the four. The price moved on demand, not on supply evaporation. I like this one as a hold. 14 00:02:43,840 --> 00:02:54,840 Then there is Wakanda forever at a positive 56.6%, which I know looks like the headline, but volume dropped from 210 to 27. 15 00:02:54,840 --> 00:03:02,840 I'm not going to build an argument on 27 units. This is obviously a bad data artifact. The volume-weighted average price is real, but the sample is not. 16 00:03:02,840 --> 00:03:10,840 The 14% moves on Doom and Avengers on the 160 to 170 units tells you more. My actual opinion on the Commander tier. 17 00:03:10,840 --> 00:03:23,840 Avengers Assemble is going to reprise again. The GIF bundle did this exact thing a few weeks ago. Supply pull shrunk below 50, sellers thinned out, and the volume-weighted average price jumped 34% in one week. 18 00:03:23,840 --> 00:03:34,840 Avengers Assemble is at 41.8 average quantity with 7.9 sellers. The math is the same. Either Restock arrives or this goes to 90+. 19 00:03:34,840 --> 00:03:41,840 Quality tier is doing something counterintuitive, so play boosters are down 5.5%, and collector boosters are down 5.3%. 20 00:03:41,840 --> 00:03:48,840 Pre-release packs are down 10.7%, so it sounds like the set is softening. It is not. 21 00:03:48,840 --> 00:03:59,840 The collector booster display pulled back to $482 and posted a 2.8-selt through ratio. Supply grew 20%, sellers grew 49%. 22 00:03:59,840 --> 00:04:09,840 And demand still nearly tripled the available inventory. I think the $482 dip is a buying signal, not a warning sign. 23 00:04:09,840 --> 00:04:16,840 A product is not pulled back 5%, while nearly tripling its absorption rate ratio, if demand was weakening. 24 00:04:16,840 --> 00:04:25,840 What happened is the Restock hit, cheapest new listings got eaten, and the market is digesting the new supply at a slightly lower price. 25 00:04:25,840 --> 00:04:37,840 That is healthy. The playboosters display at $128.34 moved 1,472 units on 798 average supply. 26 00:04:37,840 --> 00:04:45,840 Selt through ratio of 1.84, the price softened and the volume doubled. If you told me a product's price dropped 5.5%, 27 00:04:45,840 --> 00:04:50,840 and I had to guess whether demand was increasing or decreasing, I would guess decreasing. 28 00:04:50,840 --> 00:05:02,840 But 1,472 units is not decreasing. That is a market that wants this product. The pre-release pack got flooded. Supply up 85% to 599. 29 00:05:02,840 --> 00:05:13,840 Sellers more than doubled as event stock hit the channel. Selt through is still positive at 1.21, even through that flood, more product sold than sat on shelves. 30 00:05:13,840 --> 00:05:26,840 I expect this to stabilize once the event stock works through. So the pattern across Marvel is this. Distribute is restocked the volume products hard, prices adjusted, and the demand absorbed nearly all of it. 31 00:05:26,840 --> 00:05:30,840 Commander Dex did not get restocked at the same rate. Their price is climbed 14%. 32 00:05:30,840 --> 00:05:35,840 The market is sorting Marvel into two tiers, and I think that's going to continue. 33 00:05:35,840 --> 00:05:42,840 Scene boxes are the one missed though. I want to flag these because they are the only Marvel products where the demand story breaks. 34 00:05:42,840 --> 00:05:52,840 Filens unleashed had a negative 22.2% on average price Selt through. Selt through was 0.06, average quantity 492. 35 00:05:52,840 --> 00:06:02,840 Here is united posted to minus 10.7%, Selt through ratio of 0.10, average quantity 459. 36 00:06:02,840 --> 00:06:08,840 Sellers growing, supply growing, nobody is buying these. 37 00:06:08,840 --> 00:06:24,840 Every other Marvel product has demand. The scene boxes do not. At 460 to 490 units of supply moving 31 to 44 per week, I think these drift below $35 before anyone starts carrying. 38 00:06:24,840 --> 00:06:33,840 If you're holding Scene Box inventory, the data is not on your side right now. I also want to do one more call out for Marvel products regarding jump start. 39 00:06:33,840 --> 00:06:45,840 So we all know there is a jump start delay. The jump start booster display posted a sell through ratio of 2.23 on 198 units at an average price of $114.45. 40 00:06:45,840 --> 00:06:55,840 Despite Watsi delaying the official release, supply will 30%, sellers grew 45%, and demand still double the available inventory. 41 00:06:55,840 --> 00:07:06,840 I don't know where this stock is coming from, maybe pre sale allocations, early shipments, something else, but 198 units on 2.23X. 42 00:07:06,840 --> 00:07:23,840 On a delayed product is a strong demand signal for whenever it does fully release. Jumping into some follow ups from last week, the first one up is the Chocobal bundle, $292, up 4.9%, supply flat at 98, 4th week tracking this. 43 00:07:23,840 --> 00:07:38,840 The prices resolved, supply thinned, sellers dropped below 50, price reprised from 239 to 292 over 3 weeks in held. I'm retiring it from the podcast. It did what I said it would do. 44 00:07:38,840 --> 00:07:47,840 The second thing follow up on the StrixTam and Bundle, down 3.3% to $42.65, the decline keeps slowing. 45 00:07:47,840 --> 00:07:56,840 At -30%, then 10%, now -3%, sell through improved to a positive ratio of .5, I think the low 40s is the floor. 46 00:07:56,840 --> 00:08:01,840 One more week of data under 5% decline, and I'll call it settled. 47 00:08:01,840 --> 00:08:05,840 Duskmorn and this punishment? Oh man, I've been talking about this for a while now. 48 00:08:05,840 --> 00:08:23,840 The average quantity down to 28.3, sell through ratio of .74, price up 3.7% to $188.5, straight weeks of contraction. Nobody is talking about this product and that is usually when the price moves. 49 00:08:23,840 --> 00:08:31,840 At $28 average quantity on $188, one good buying week makes a visible dent. 50 00:08:31,840 --> 00:08:43,840 For the last follow up, the Tarkirdeck TimoRor, positive 10.7% to the tune of $75.97 after I flagged it at .95, sell through 2 weeks ago. 51 00:08:43,840 --> 00:08:53,840 Currently, sell through drop back down to .37, with supply flat. So the compression was probably a one week event, but the reprised stuck. Modern confidence. 52 00:08:53,840 --> 00:09:03,840 Jumping into the Geography segment, Washington's back to number 1 at 11.6%, that is the Seattle area at 10,360 units. 53 00:09:03,840 --> 00:09:08,840 South Williamson Kentucky at number 2, with 5,611 units. 54 00:09:08,840 --> 00:09:21,840 And a newcomer, Beomont-Puetorico, entered at number 7, with 2,640. When a small town holds that much steel product, it's one operation worth knowing for concentration awareness. 55 00:09:21,840 --> 00:09:29,840 Alrighty, everyone's favorite part of the podcast? What to watch next week? So Marble release, the full release is June 26th. 56 00:09:29,840 --> 00:09:33,840 So this is probably going to be geared a little towards that, but let's jump into it. 57 00:09:33,840 --> 00:09:43,840 Number 1, Avengers Assemble at 41.8 average quantity and a positive sell through ratio of 3.86, are the restock arrives or this reprises sharply. 58 00:09:43,840 --> 00:09:53,840 Doom prevails at 54.6 is close behind. 2, Collector Bruce, I think $482 is a dip, not a ceiling. 59 00:09:53,840 --> 00:10:02,840 If sell through stays above 2.0 next week, I'm right. If the release week supply wave pushes it below 1.5, I'm wrong. 60 00:10:02,840 --> 00:10:12,840 3, Scene Boxes Marble. I expect sub $35 unless demand picks up. It might, 4 release does bring casual buyers, 61 00:10:12,840 --> 00:10:20,840 but the sell through has to improve from 0.06 to 0.10 or the price keeps drifting. 62 00:10:20,840 --> 00:10:25,840 And 4, and for lastly, I'll keep on 3rd or 4th week calling this out. 63 00:10:25,840 --> 00:10:36,840 Duskborn Endless Punishment at 28.3 average quantity. If it drops below 25, this is the quietest crunch in the data. 64 00:10:36,840 --> 00:10:43,840 Anyways, that's it. Numbers are on their full report on NTG sold. See you next week. 65 00:10:43,840 --> 00:10:46,420 (upbeat music)