Weekly Report (Jun 22–28, 2026)

You're listening to the MTG Sold Weekly podcast.

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

(upbeat music)

Hey everyone, Marvel Superheroes released on Friday

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

Revenue is essentially flat from last week,

down 0.6%, but units were up 12.5%.

That gap tells you something,

the mix shifted toward cheaper products

as the restock wave hit.

Release day itself spiked to 1,808 units,

around $219,755.

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

one big day, then back to normal.

Jumping into the headlines,

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

This is the part I find genuinely surprising.

Last week I flagged the vendors assemble at 41.8 average quantity

with a sell-through ratio of 3.86.

I said either the restock arrives

or this product reprices sharply.

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

Sellers more than doubled from 7.9 to 16.1.

Price drops 6% to $71.23,

and the sell-through ratio is still 3.78.

I do not know what to do with that.

The restock came, prices came down,

and demand still absorbed nearly four times

the available inventory.

250 units across 248 orders,

almost entirely single copy purchases.

Doom prevails, got a similar restock,

supply up 60% to 87.3,

sellers up 83%.

Price dropped from $115.97

to $100.6.

Sell-through with a positive ratio of 3.27.

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

So two products that are already crunching

at 3x last week received major supply injections

on release day.

Saw prices dropped 6 to $16,

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

Either this demand level sustains

and the product climbs back

once the restock wave passes,

or the demand was front loaded and decelerates from here.

I leaned toward the former,

but I want one more week of data

before I commit to that.

Well, Kanna forever is the interesting contrast.

Last week I flagged the 55,

I'm sorry, 56.6% increase

as a thin liquidity artifact on 27 units.

This week confirms that read,

volume snapped back to 251 units,

and the price dropped 37% to $53.22,

as supply nearly doubled.

But sell-through is still positive at 1.12.

The restock repriced it and demand is still absorbing

above a sell-through ratio of 1 to 1.

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

at $53 with $224 average quantity,

this product may have found its post-restock level.

Fantastic four dropped 20% to $54.76

on a supply growth of 85%,

still seeing a positive sell-through ratio of 1.62,

same pattern, the restock hit, price adjusted,

demand still absorbed it.

Jumpstart is the one product nobody can get.

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

plus on release week.

Jumpstart lost 41% of its inventory.

Volume weighted average price went up 12.3%

to $128.57.

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

the highest in the data set.

Average quantity dropped from 88.9 to 52.2.

Sellers thinned from 17.6 to 14.9 average.

The Watsi and distributors supply crunch on jumpstart

is still in effect.

And on a week when distributors clearly had product

to push into the channel for everything else,

jumpstart did not get restocked.

That is a meaningful signal.

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

one more week of the trajectory

puts available inventory below 40.

If sellers drop below 12,

individual sellers start controlling the price.

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

Not because the price move is the biggest,

but because the supply mechanics are the tightest

and the constraint is external.

It's not about sellers holding back,

it's about product not reaching the market.

The Seamboxes continue to find no floor.

Both Seamboxes broke below $32.

Villains unleashed at $31.37

with 666 average quantity and a 0.10 sell-through.

Here was united at $31.49 with 620 average quantity

and a 0.13 sell-through.

Sellers roughly doubled on both.

That is two consecutive weeks of sub 0.15 sell-through

on growing supply.

At current velocity, the existing inventory

on villains unleashed alone

would take about 10 weeks to clear.

I do not see a demand for here yet.

Sub 28 is possible if nothing changes.

Follow-ups and in follow-ups,

desk more and endless punishment.

Average quantity ticked up to 31.2 from 28.3.

That breaks the five-week contraction streak

but sell-through improved to 0.86

and the price climbed 3.5% to $194.45.

The supply side may be stabilizing

while demand stays healthy.

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

Tight enough to sustain the 190 plus price,

not so tight that one buys spikes it.

I think the thesis is closer resolving.

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

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

Sell-through dropped to 0.21, supply grew 486.5.

Last week I said one more data point

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

The decline rate re-accelerated from a minus 3.3%

to a minus 4.4%.

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

It may be $38 to $40.

Keeping this active.

Chocobal Bundle, $286.18, down 2.1%,

first decline since the breakout.

Supply grew slightly to 104.9.

Sellers crossed above 50 to 54.6.

The breakout thesis held for four weeks

and this is the first test.

If it stays above 280 next week, 285,

290 is the equilibrium.

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

One new thread, the Avatar Collector Products,

both the Avatar Collector Booster Pack

and display both saw an increase of over 10%.

They both gained on contracting supply and declining sellers.

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

but pack level and box level tightening,

moving in the same direction at the same time,

is worth noting.

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

collectors who tend not to exit quickly.

I'm flaking this as a new tracking thread.

If both continue tightening next week,

the pair becomes a more serious story.

What to watch next week?

One, Jumpstart Booster displays are at an average of 52.2

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

on $129 product doing 25K in weekly revenue.

Seller count below 12 is the trip wire.

Two, Commander Deck price stabilization.

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

both above 1.0 sell through.

If supply growth slows, these prices hold.

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

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

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

Sub $28 is on the table if this continues.

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

Below that, the breakout thesis needs revisiting.

And five, Avatar Collector Products.

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

this is a real thread.

If one reverses, it was noise.

That's it.

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

See you next week.

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