MTGSold Podcast

Weekly Report (Sep 28 - Oct 4, 2026): Demand Eats Supply

Mon, 05 Oct 2026 20:31:18 +0000

The Reality Fracture Play Booster shelf Wizards warned would be tight grew 56.70% on TCGPlayer in release week, the price dropped under pack-equivalent MSRP, and sell-through still set a record at 6.07 on 2,020 boxes. RF took 60.8% of a $1.35M week and its premiums compressed toward sticker across the line. Foundations Commander split on launch day: Tramplesaurus Rex up 19% on a halved shelf, Keen Engineering launched 13% under MSRP. LTR sellers crossed the 50 line we set, so wave two is here. Hasbro reports October 20.

Weekly Report (Sep 21-27, 2026): RF, Hobbit, LTR: A Market Getting Tighter

Mon, 28 Sep 2026 22:49:03 +0000

Reality Fracture’s Play Booster Display posted a 5.81 sell-through in prerelease week. RF claimed 50.4% of TCGPlayer’s $1.23M week for a third consecutive week above 50%. The LTR Set Booster Box absorbed last week’s restock and rebounded 7.2% to $329. Seventy-four sellers left the located pool in two weeks while revenue stayed above $1.2M each week. Wizards expanded product delays to Mexico and New Zealand and canceled the Star Trek Beginner Box worldwide.

Weekly Report (Sep 14-20, 2026):RF Reprices Higher, LTR Restock Breaks the Floor, 44 Sellers Vanish

Mon, 21 Sep 2026 16:29:56 +0000

Reality Fracture’s Commander Deck Multiverse Reforged reversed from last week’s top decliner to this week’s top gainer, repricing 41% higher to $69.67 on 2,034 units after the full spoiler closed September 17-18. RF claimed 51.7% of TCGPlayer’s $1.3M week for the second straight week. The LTR Set Booster Box saw a distributor restock and a large existing holder surface 150 units, dropping the price 22% to $307 on 385 units sold. Forty-four sellers exited the located pool in a week where revenue grew 13.5%.

Weekly Report (Sep 7-13, 2026): RL preoders explode, Hobbit cools, CK Carve outs

Mon, 14 Sep 2026 18:23:35 +0000

Reality Fracture’s Debut Stream detonated the preorder book: 990 Play Booster Display units at a 4.17 sell-through, 535 Collector units at 2.85, and $520K in RF revenue made up 45% of the week’s $1.15M TCGPlayer total. The Hobbit Gift Bundle entered tracking at $117.54, still sliding toward MSRP. Bloomburrow’s shelf drained another 37%. Star Trek’s three-week accumulation pattern broke. Card Kingdom sold a majority stake to private equity.

Weekly Report (Aug 31-Sep 6, 2026): The Hobbit Hits Peak Supply: Gift Bundle Craters, StarTrek Drains

Mon, 07 Sep 2026 19:41:29 +0000

“The Hobbit Play Booster Display took a 35% supply wave at a 9% markdown and buyers absorbed 635 units anyway. The Gift Bundle launch landed at $53K in sales while sliding toward MSRP. Reality Fracture’s preorder book paused the week before spoilers, Bloomburrow’s Play Booster shelf lost 43% of its listed depth, and Star Trek supply keeps draining ten weeks from release.”

Weekly Report (Aug 24–30, 2026): The Sealed Market Is Cooling Off… Except for These

Mon, 31 Aug 2026 17:31:06 +0000

“Reality Fracture preorder supply tripled on TCGPlayer and the price kept climbing after WotC warned of a Play Booster first-wave delay. The Hobbit Collector Booster Display gained for a third straight week on 34% more supply. Lorwyn Eclipsed hit a late-cycle supply inflection as a distributor restock pushed volume to 3x last week at a 7.8% lower price. Bloomburrow Animated Army is draining faster than any other Commander deck in the current lineup.”

Weekly Report (Aug 17 - 23, 2026): Hobbit Premium has been priced in, In-Universe sets are silently draining.

Mon, 24 Aug 2026 18:04:51 +0000

“The Hobbit Collector Booster Display gained 2.6% in its second week of open-market trading while supply and sellers both grew 60%+. Crack the Plates reversed three weeks of decline after supply cratered 59%. Reality Fracture preorders accelerated with half the Collector Booster supply consumed five weeks before release. Strixhaven sealed tightened across the line as the last in-universe set approaches the end of its reprint cycle.”

Weekly Report (Aug 10 - 16, 2026): Hobbit Lands and Marvel is running out

Mon, 17 Aug 2026 15:34:50 +0000

Revenue jumped 9% in a week where every Hobbit price came down. Release day flooded TCGPlayer with 58 new sellers, doubled supply on some SKUs, and the set still cleared six times its shelf at the top end. The scene boxes fell for a third week running. The Marvel Collector Booster Box kept draining into a shelf with no restock coming. Reality Fracture preorders appeared for the first time.

Weekly Report (Aug 3 - Aug 9, 2026): : One Set Held Up a Flat Week

Mon, 10 Aug 2026 20:13:42 +0000

A flat headline with one set underneath it: The Hobbit grew to 64% of TCGPlayer revenue through prerelease weekend while the rest of the board went soft. Stores undercut each other on the scene boxes, Marvel’s restock kept landing, and the old-box drain broke. Everything gets tested on the 14th, when the set releases and individual sellers can finally list.“

Weekly Report (Jul 27 - Aug 2, 2026)

Mon, 03 Aug 2026 20:41:46 +0000

The market’s up twelve percent, but almost half of that is two Hobbit boxes on a set that isn’t out yet. Sort the board by supply and it’s a barbell: money flows to what can’t be opened yet and what can’t be reprinted, while the openable middle, all of Marvel, gets dumped as its delayed restock keeps landing.

Weekly Report (Jul 20 - 26, 2026)

Mon, 27 Jul 2026 18:08:13 +0000

TCGPlayer revenue fell 11.94% and the two biggest products on the board both went up. The Hobbit’s preorder book is now about 40% of cohort revenue on a set that doesn’t release until August 14, and it climbed while everything in hand cooled. Also this week: we got the Marvel Gift Bundle wrong last week, and the Marvel Commander supply wave showed up without an announcement.

Hasbro Is Printing More Magic Up Front. The Next Miss Will Look Different.

Tue, 21 Jul 2026 17:38:14 +0000

Hasbro solved its 2025 inventory shortages by flooding day one allocations. Marvel absorbed the extra product without a hitch, but trading scarcity for inventory risk changes what a failure looks like for the next set.

Weekly Report (Jul 13-19, 2026)

Mon, 20 Jul 2026 19:22:41 +0000

Everyone spent the week buying a set that isn’t out yet. The Hobbit’s MagicCon reveal did about $539K in preorders, 39% of TCGPlayer revenue, for product that ships August 14. FINAL FANTASY Collector hit $1,874 on a supply that structurally can’t come back, the Marvel softening moved upmarket to the surge-foil decks, and Jumpstart’s restock finally turned up on the shelf.

Weekly Report (Jul 6-12, 2026)

Mon, 13 Jul 2026 19:39:41 +0000

Marvel’s release crunch is over: all four Commander decks fell 6.5 to 10.4% as supply rebuilt, and with a second reprint wave confirmed, some of that inventory looks like early selling. FINAL FANTASY Collector Boosters crossed $1,550 on a pool that structurally cannot be reprinted. Jumpstart kept climbing to $166 even as its listings grew back. And several old sets are tightening with nobody watching.

Weekly Report (Jun 29–Jul 5, 2026)

Mon, 06 Jul 2026 19:45:25 +0000

Post-release cooldown on July 4th weekend: units down 21% but average sale price climbed to $155. Jumpstart crunch deepens below 50 avg qty at $154 VWAP. Avengers Assemble and Doom Prevails absorb second restock wave and fall off the sell-through table. FINAL FANTASY Collector tier tightens 20-25%.“

Weekly Report (Jun 22–28, 2026)

Mon, 29 Jun 2026 17:18:35 +0000

Marvel Super Heroes release week: restock wave hits Commander decks but sell-through stays above 3.0 on Avengers Assemble and Doom Prevails. Jumpstart supply crunch deepens to 52 avg qty. Scene Boxes continue drifting below $32.

Cover Art - Illustrated by Vilhelmas Banys

Weekly Report (Jun 15–21, 2026)

Mon, 22 Jun 2026 18:44:05 +0000

Marvel Super Heroes prerelease weekend pushes TCGPlayer to $1.04M. Commander decks already posting 3-4x sell-through before the June 26 release. Nine products above 1.0. Scene Boxes are the only miss.

Weekly Report (Jun 8–14, 2026)

Mon, 15 Jun 2026 19:18:31 +0000

Marvel Super Heroes sell-through crunch spreads to seven products as the Collector Booster reprices to $509. Chocobo Bundle breaks out after three weeks of supply thinning. Lorwyn Blight Curse continues its volatility saga.“

Weekly Report (Jun 1–7, 2026)

Mon, 08 Jun 2026 17:10:55 +0000

Marvel Super Heroes commands over 40% of TCGPlayer revenue on a quieter week, with Collector Booster sell-through nearing 3x. Strixhaven commander decks gain while the Bundle slides.“

Weekly Report (May 25–31, 2026)

Mon, 01 Jun 2026 21:28:54 +0000

TCGPlayer sealed hit $1.34M in weekly revenue with a massive May 29 Mayhem sale spike. Edge of Eternities products sweep the gainers while Commander-era boxes drain supply at lower prices.

Weekly Report (May 18–24, 2026)

Mon, 25 May 2026 14:23:56 +0000

TCGPlayer sealed moved 5,123 units across 4,138 orders this week for $713,226 in total revenue, down 7.6% in units and 2.2% in revenue from last week’s 5,542 units and $729,624. Fewer units but a smaller revenue dip means average transaction value climbed: buyers leaned into higher-ticket products.

The Toy Company That Isn't a Toy Company

Wed, 20 May 2026 18:08:53 +0000

The Toy Company That Isn’t a Toy Company

Hasbro just beat Wall Street’s earnings estimate by almost 50 percent, and the stock dropped. This episode digs into why a great quarter got punished, and what it says about a company that’s turning from a toymaker into a card-game and licensing business. We get into the scarcity strategy behind Magic: The Gathering, the collectibles boom pulling adults into the toy aisle, the slow death of the kids’ toy, and the cracks worth keeping an eye on.

Chapters

(0:00) The number that doesn’t make sense
(1:46) Hasbro isn’t really a toy company anymore
(3:08) A 50 percent beat, and no raise to guidance
(4:36) Running Magic like a central bank
(6:04) The collectibles wave and the shrinking kids’ market
(7:40) The cracks: one franchise, a hack, a 2027 video-game bet
(10:19) What it all adds up to

Numbers mentioned

Revenue $1.0B, up 13% from a year ago
Earnings $1.47/share vs. ~$0.99 expected (about a 48% beat)
Magic / Wizards of the Coast: $582M revenue, roughly half of it profit
Toys (Consumer Products): ~$398M revenue, a $41M loss
Card “in print” window stretched from ~18-24 months to ~36; reprints slowed from ~6 weeks to 3-4 months
Grown-up-oriented categories grew ~22% last year while the rest of toys shrank
FY2025 GAAP net loss ~$322M, driven by a ~$1B non-cash write-down, on ~$847M operating cash flow

Sources: Hasbro Q1 2026 earnings call transcript; Hasbro SEC filings (FY2025 results).

Commentary and analysis, not investment advice.

Weekly Report (May 11–17, 2026)

Mon, 18 May 2026 18:18:18 +0000

Secrets of Strixhaven dominates the market in its post-release normalization window, compressing prices across the set while commander decks from Bloomburrow, Modern Horizons 3, and Duskmourn gain ground on tightening supply.

Read the full article: https://mtgsold.com/blog/weekly-reports/weekly-report-may-11-17-2026/