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You're listening to the MTG Sold Weekly podcast.

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This is the week of June 22nd to June 28th, 2026.

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(upbeat music)

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Hey everyone, Marvel Superheroes released on Friday

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and the market moved $1,952 on 7,688 units.

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Revenue is essentially flat from last week,

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down 0.6%, but units were up 12.5%.

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That gap tells you something,

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the mix shifted toward cheaper products

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as the restock wave hit.

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Release day itself spiked to 1,808 units,

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around $219,755.

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The rest of the week ran 934 to 122,6 units per day,

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one big day, then back to normal.

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Jumping into the headlines,

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the restock hit the command index and it was not enough.

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This is the part I find genuinely surprising.

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Last week I flagged the vendors assemble at 41.8 average quantity

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with a sell-through ratio of 3.86.

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I said either the restock arrives

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or this product reprices sharply.

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The restock derived, supply grew 58% to 66.2 average quantity.

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Sellers more than doubled from 7.9 to 16.1.

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Price drops 6% to $71.23,

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and the sell-through ratio is still 3.78.

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I do not know what to do with that.

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The restock came, prices came down,

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and demand still absorbed nearly four times

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the available inventory.

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250 units across 248 orders,

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almost entirely single copy purchases.

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Doom prevails, got a similar restock,

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supply up 60% to 87.3,

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sellers up 83%.

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Price dropped from $115.97

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to $100.6.

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Sell-through with a positive ratio of 3.27.

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So 285 units on 285 orders, again mostly single copy.

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So two products that are already crunching

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at 3x last week received major supply injections

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on release day.

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Saw prices dropped 6 to $16,

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and are still above a sell-through ratio of 3.0.

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Either this demand level sustains

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and the product climbs back

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once the restock wave passes,

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or the demand was front loaded and decelerates from here.

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I leaned toward the former,

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but I want one more week of data

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before I commit to that.

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Well, Kanna forever is the interesting contrast.

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Last week I flagged the 55,

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I'm sorry, 56.6% increase

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as a thin liquidity artifact on 27 units.

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This week confirms that read,

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volume snapped back to 251 units,

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and the price dropped 37% to $53.22,

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as supply nearly doubled.

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But sell-through is still positive at 1.12.

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The restock repriced it and demand is still absorbing

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above a sell-through ratio of 1 to 1.

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At $53 with $224 of average, I'm sorry,

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at $53 with $224 average quantity,

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this product may have found its post-restock level.

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Fantastic four dropped 20% to $54.76

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on a supply growth of 85%,

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still seeing a positive sell-through ratio of 1.62,

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same pattern, the restock hit, price adjusted,

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demand still absorbed it.

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Jumpstart is the one product nobody can get.

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Every other Marvel SKU saw supply grow 35% to 100%,

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plus on release week.

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Jumpstart lost 41% of its inventory.

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Volume weighted average price went up 12.3%

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to $128.57.

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Sell-through hit are positive sell-through ratio of 3.83,

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the highest in the data set.

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Average quantity dropped from 88.9 to 52.2.

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Sellers thinned from 17.6 to 14.9 average.

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The Watsi and distributors supply crunch on jumpstart

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is still in effect.

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And on a week when distributors clearly had product

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to push into the channel for everything else,

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jumpstart did not get restocked.

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That is a meaningful signal.

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At 52.2 average quantity with nearly 4x sell-through,

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one more week of the trajectory

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puts available inventory below 40.

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If sellers drop below 12,

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individual sellers start controlling the price.

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I think this is the most important product to watch right now.

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Not because the price move is the biggest,

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but because the supply mechanics are the tightest

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and the constraint is external.

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It's not about sellers holding back,

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it's about product not reaching the market.

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The Seamboxes continue to find no floor.

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Both Seamboxes broke below $32.

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Villains unleashed at $31.37

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with 666 average quantity and a 0.10 sell-through.

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Here was united at $31.49 with 620 average quantity

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and a 0.13 sell-through.

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Sellers roughly doubled on both.

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That is two consecutive weeks of sub 0.15 sell-through

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on growing supply.

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At current velocity, the existing inventory

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on villains unleashed alone

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would take about 10 weeks to clear.

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I do not see a demand for here yet.

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Sub 28 is possible if nothing changes.

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Follow-ups and in follow-ups,

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desk more and endless punishment.

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Average quantity ticked up to 31.2 from 28.3.

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That breaks the five-week contraction streak

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but sell-through improved to 0.86

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and the price climbed 3.5% to $194.45.

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The supply side may be stabilizing

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while demand stays healthy.

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This is actually a reusable place for the product to sit.

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Tight enough to sustain the 190 plus price,

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not so tight that one buys spikes it.

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I think the thesis is closer resolving.

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One more week and I'll call it either way.

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The StrixAven Bundle, it's down 4.4% to $40.79.

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Sell-through dropped to 0.21, supply grew 486.5.

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Last week I said one more data point

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under the 5% decline and I would call the floor.

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The decline rate re-accelerated from a minus 3.3%

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to a minus 4.4%.

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So I was wrong, the floor is not $42.

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It may be $38 to $40.

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Keeping this active.

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Chocobal Bundle, $286.18, down 2.1%,

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first decline since the breakout.

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Supply grew slightly to 104.9.

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Sellers crossed above 50 to 54.6.

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The breakout thesis held for four weeks

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and this is the first test.

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If it stays above 280 next week, 285,

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290 is the equilibrium.

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If it keeps sliding, maybe 292 is the ceiling, not the floor.

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One new thread, the Avatar Collector Products,

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both the Avatar Collector Booster Pack

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and display both saw an increase of over 10%.

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They both gained on contracting supply and declining sellers.

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Neither has had huge volume, 26 and 27 units respectively,

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but pack level and box level tightening,

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moving in the same direction at the same time,

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is worth noting.

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At $410 per display, the buyer pool is full of committed

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collectors who tend not to exit quickly.

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I'm flaking this as a new tracking thread.

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If both continue tightening next week,

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the pair becomes a more serious story.

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What to watch next week?

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One, Jumpstart Booster displays are at an average of 52.2

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quantity. If it drops below 40, this is a genuine scarcity

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on $129 product doing 25K in weekly revenue.

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Seller count below 12 is the trip wire.

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Two, Commander Deck price stabilization.

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Wakanda forever at $53, fantastic for it $55,

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both above 1.0 sell through.

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If supply growth slows, these prices hold.

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If another restock wave hits, they could drift towards $45.50.

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Three, Seen boxes, sub $32 with 600 plus average inventory

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and a sub 0.15 ratio for sell through for two consecutive weeks.

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Sub $28 is on the table if this continues.

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Four, Chocobo bundle, first decline, $200, $280 is a support level.

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Below that, the breakout thesis needs revisiting.

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And five, Avatar Collector Products.

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If both pack and display continue tightening on supply and price next week,

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this is a real thread.

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If one reverses, it was noise.

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That's it.

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Release week date is in the full report on MTG Soul.

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See you next week.

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[MUSIC]