MCZ is cleaning up. I'd be buying any weakness in this stock.
The latest NPD figures are in. Let's start us a pissing contest! In short, February was nuts. Loco. Seriously. Look at these numbers:
# Game sales and accessories were up 53%, hardware sales up a whopping 98%, giving the total industry a 66% boost. Raining on the parade ever-so-slightly is the fact this year's February figures are a week longer than last year's.
# Between the Wii, DS, GBA and GC Nintendo shifted 980,000 units. In February.
# Crackdown was by far the biggest-selling game, moving 427,000 copies. Next up was the Wii Play/Wii Remote bundle, which sold 371,000 copies.
# With only 127,000 sold, the PS3 was outsold by the Wii. And the 360. And the PS2. And the GBA. Ouch.
The numbers are impressive if, you know, you like numbers. But what I like best is the post-numbers spin.
Here's Nintendo's, and it reads, from the pen of Reggie:
We're gratified that the explosive appeal of Wii, in terms of both new players and new ways to play, has created unprecedented demand, substantially beyond supply.
No kidding. 335,000 units shifted means 335,000 units shipped. Gotta kick it up a notch, Reggie. People, by their very nature, are impatient.
I like Sony's better, though:
According to NPD data, February 2007 showed a 67% increase in retail dollars generated year-over-year for SCEA in the US with total sales of $377 million. With this increase, the PlayStation brand remained the number-one revenue driver for the month in the industry owning 38.5% of total sales.
