1 00:00:00,000 --> 00:00:06,720 Welcome back to the M2G Sold Podcast. This is the Weekly Report for October 12th through 18th 2 00:00:06,720 --> 00:00:08,720 2026. 3 00:00:08,720 --> 00:00:18,960 So week three of the reality fracture come down. If you're hoping it had a floor, it doesn't yet. 4 00:00:18,960 --> 00:00:27,760 On the same 74 products as last week, TCCG player did about $756,000 on 5,722 units. 5 00:00:27,760 --> 00:00:34,240 That's 21% lighter and it's under every week we publish since mid-August. Friday was the only 6 00:00:34,240 --> 00:00:42,000 day over 1,000 units. That part I expected, the part I didn't expect is the timing. The come-down 7 00:00:42,000 --> 00:00:47,680 kept going and this was the week all of the late stock decided to show up. Delayed reality 8 00:00:47,680 --> 00:00:54,000 fracture boxes, foundation commander restocks, and Star Trek Pureater Stock that had been sitting 9 00:00:54,000 --> 00:01:01,520 on store websites all hit TCCG player in the same 7 days. This is into a fifth of fewer buyers 10 00:01:01,520 --> 00:01:08,080 and almost everything that got new stock got cheaper. Star Trek is the strangest one. 11 00:01:08,080 --> 00:01:13,280 The set doesn't come out until November 13th and last week I told you the Star Trek collector 12 00:01:13,280 --> 00:01:20,320 Boucher Display shelf on TCCG player was basically one seller. One store had listed 217 boxes and 13 00:01:20,320 --> 00:01:27,440 that was most of the shelf. This week on October 14th and 15th everybody else showed up. All four 14 00:01:27,440 --> 00:01:33,440 Star Trek Pureater shelves stepped up in the same 2 days. The Star Trek Play Booster display went 15 00:01:33,440 --> 00:01:42,640 from about 300 boxes to 685. The Star Trek collector booster display went from 416 to 625. 16 00:01:42,640 --> 00:01:47,360 And the seller count on it went from the low 20s to 48. 17 00:01:48,160 --> 00:01:56,880 The Star Trek Pure release pack went from 79 kits to 370 units in 3 days and one seller listed 148 of 18 00:01:56,880 --> 00:02:04,800 them on a single day. The big collector seller from last week is still there with the same 216 boxes 19 00:02:04,800 --> 00:02:12,720 but they cut their price from about 663 to 613 and they're only 41% of the shelf now. 20 00:02:13,520 --> 00:02:20,880 Prices fell on all four products, volume went up, 53%. That combination matters because if 21 00:02:20,880 --> 00:02:26,960 demand were drying up you'd see fewer boxes selling and instead you're seeing more boxes selling 22 00:02:26,960 --> 00:02:35,200 at lower prices. That seller is cutting to move pre-orders. So why now? My read is that stores 23 00:02:35,200 --> 00:02:40,000 ran their pre-order rounds on their website's first and now they're listing whatever's left on 24 00:02:40,000 --> 00:02:46,560 TCG player. Either those rounds came in softer than the stores hoped or they just ordered deep 25 00:02:46,560 --> 00:02:53,200 and want the cash before release. I can't tell those to apart from listing data. What I can tell you 26 00:02:53,200 --> 00:02:59,760 is it just wasn't a delay scare. Wizards posted a Star Trek delay notice on October 16th. 27 00:02:59,760 --> 00:03:06,800 After the shelves had already built and in North America the only thing on it is the Commander Decks. 28 00:03:06,800 --> 00:03:14,000 Playboosters and pre-release packs are on track. So if you ordered a Star Trek collector 29 00:03:14,000 --> 00:03:21,680 booster display somewhere and paid more than about $605 the TCG player average is already under you. 30 00:03:21,680 --> 00:03:26,960 Five weeks out before a single preview card. Well not single we have some previews. 31 00:03:26,960 --> 00:03:34,400 The Star Trek Playbooster display is still sitting at about $141 which is roughly 33% 32 00:03:34,400 --> 00:03:41,120 under what 30 packs cost at $6.99. Keep an eye out on Tuesday because the preview debut 33 00:03:41,120 --> 00:03:48,320 is the first real chance for demand to answer back. Then there's the Reality Fracture Secret 34 00:03:48,320 --> 00:03:55,120 Layer bundle which ships October 23rd. Last week I said the pre-order premium on the Reality Fracture 35 00:03:55,120 --> 00:04:01,200 Secret Layer bundle broke. I need to correct that a little because it broke for only one shop stock 36 00:04:01,200 --> 00:04:09,680 and the shelf did something else. So a seller called KO cards at a Plano Texas showed up on October 37 00:04:09,680 --> 00:04:22,320 6th with 88 copies at $185. By the 11th they had 62 left at about $174. Then they cut to $143 38 00:04:22,320 --> 00:04:32,720 on the 13th, $141.65 on the 14th and by then they were down to 15 copies and out of our top 10 39 00:04:32,720 --> 00:04:41,200 snapshot. And the whole reality Fracture Secret Layer bundle shelf went with them from 144 copies 40 00:04:41,200 --> 00:04:50,000 across 14 sellers on October 11th down to 43 copies across 8 sellers by Sunday because buyers took 41 00:04:50,000 --> 00:05:00,160 137 of them more than double last week. Then once that cheap block was gone the low asking price 42 00:05:00,160 --> 00:05:13,920 jumped right back to about $169. The average sale this week was $150.44 still 67% over sticker four days 43 00:05:13,920 --> 00:05:22,320 before release. I find this kind of funny honestly one shop in Texas decided it wanted out, 44 00:05:22,320 --> 00:05:27,760 priced its way out and the market just ate the whole thing. Nobody followed them down. 45 00:05:27,760 --> 00:05:35,680 Now the question for you is if you're holding one is Friday. Release stock is the thing that 46 00:05:35,680 --> 00:05:43,520 can actually refill that shelf and if it does $169 is in the floor. I wouldn't treat the rebound 47 00:05:43,520 --> 00:05:51,840 like one. And then Foundations Commander. Last week I said the Foundation Commander Decks were up 48 00:05:51,840 --> 00:05:57,200 because the shelves had drained and that would hold exactly until the next cart and landed. 49 00:05:57,200 --> 00:06:02,880 The cart and landed and the prices went up anyway. The Foundations Commander Deck 50 00:06:02,880 --> 00:06:09,840 calling all angels. The shelf on that went from 19 decks and 12 sellers on October 12th to 51 00:06:10,560 --> 00:06:19,280 68 decks and 36 sellers by Sunday. Sellers tripled and the new listings came in higher. 52 00:06:19,280 --> 00:06:29,840 So the average sale up went about 11% to $51. Buyers took 58 decks. Last week they took 130 decks. 53 00:06:29,840 --> 00:06:38,160 The Foundations Commander Deck Tramposaurus Rex is now at about $61 which is more than double 54 00:06:38,160 --> 00:06:46,000 the 29 99 sticker on a shelf that nearly doubled in a week. The Foundations Commander Deck 55 00:06:46,000 --> 00:06:58,000 reign of dragons went up 11% on 50 sales down from 115. So you've got more decks, more sellers, 56 00:06:58,000 --> 00:07:05,440 half the buyers and higher asking prices. I don't think that holds. My guess is the price gives 57 00:07:05,440 --> 00:07:14,000 eventually and late because sellers tend to list where the last sale printed. Either that or the 58 00:07:14,000 --> 00:07:22,320 buyers come back before the asking prices have to move. On the fallout side the universes beyond 59 00:07:22,320 --> 00:07:30,880 fallout commander deckcase took its third straight cut to about $247 and buyers took more of them 60 00:07:30,880 --> 00:07:41,040 anyways. 131 against 118 last week for about $32,000 on T-CG player while the single fallout decks 61 00:07:41,040 --> 00:07:51,280 cooled off. So the case is where the fallout money is right now. Tuesday Hasbro reports Q3 before 62 00:07:51,280 --> 00:07:57,840 the open and I'm reading the same three things I told you about last week. Wizard's growth against 63 00:07:57,840 --> 00:08:08,160 the mid single digit guide inventory heading into Q4 and whether the full year guide moves and 64 00:08:08,160 --> 00:08:16,560 the Star Trek debut stream is the same day. I'm looking at the Star Trek purer shelves after that 65 00:08:16,560 --> 00:08:25,520 first preview day. If they shrink the dump found buyers. If they keep growing the stores aren't done 66 00:08:25,520 --> 00:08:33,600 and on Friday the reality fractures secret layer bundle releases and I want to see if that 43 copy 67 00:08:33,600 --> 00:08:42,240 shelf refills. Thanks for listening full of graphs and pictures on the article on mtgsold.com 68 00:08:42,240 --> 00:08:50,160 I'll see you next Monday. Thanks for listening.