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[Elios83]

While I agree that we are likely to see Pro have amuch larger share of total sales outside the very budget minded holiday shopping period I doubt very seriously it will account for 30% of total sales outside of the launch of a title like Horizion that has been heavily associated with and advertised for the Pro if it has some sort of bundle available. I could certainly see it being somehwere in the realm of 20-24% of total sales this month though. Still a sizable increase form the holiday season but accounting for the lower demand that normally accompanies such a larger price tag. That said the 50$ price bump the Slim received in January could skew the consumer value sufficiently back in the Pro's favor to see a larger share than would otherwise be present.



Has RE post 2 ever been a HW pushing franchise? I remember that RE4 for GameCube was touted as the third party exclusive that would dramatically boost GameCube sales but then ended up not really having much of an effect on sales at all only to then be ported to PS2 and sell far more copies there. I could see it pushing some particularly avid fans to pick up a PSVR for the real experience but I can't see that extending to PS4 hardware in general when it is also available day and date on PC.

About the Pro:Slim split I think it will depend a lot on the availability of the product first of all, if availability continues to be on/off they will lose sales.
I said 30% more like an upper limit, 25% is indeed more realistic.

About RE7 I don't know, hence why I'm curious to see if it's going to have any effect on hardware since it's clearly the biggest release of the month and the only title with a chance to move hardware this month.
I think it will depend on many factors, how successful the game will be in first place (if it sells poorly it won't boost anything clearly), being the first mainline title for the PS4/XB1 there might be fans of the series that still haven't bought a current gen console and now want to jump in (I personally have a couple of friends who did that this month but those sales won't be counted in the US lol ), the game has good Pro support so it might be a further incentive (on top of other titles) for people who have already considered to upgrade but were on the fence.
RE4 on the GC had no chance to change the fate of a console that was already a dead platform by the time the game was released (and already announced for the PS2 as well).
But as I said I don't know, the game might even be a disappointment in overall software sales, let alone being able to push hardware, so it's a test for the series and we'll find out when the results are released.

 

[Obliterator]

After looking at what we saw out of the UK numbers there isn't much reason to belive RE7 will launch substantially under RE6. I'm thinking 700k-800k debut

 

[LastMinuteHero]

Nvm seen it has been addressed

 

[Welfare]

After looking at what we saw out of the UK numbers there isn't much reason to belive RE7 will launch substantially under RE6. I'm thinking 700k-800k debut

RE6 had 4 weeks in the October 2012 NPD and RE7 only has one week. I would probably cut that number in half.

 

[cakely]

he is on a witch-hunt and ideology or race war. something like that, i don't know.

he posted that comment already in 4 different topics and is constantly trying to defame me over a harmless post, no other person on this forum cares about. some people just try desperately to spin postings so they can find them offensive:
http://www.neogaf.com/forum/showpost...&postcount=448
http://www.neogaf.com/forum/showpost...&postcount=913
http://www.neogaf.com/forum/showpost...&postcount=582

what i was simply saying: when you're the underdog in a competition, winning is even more of an accomplishment.
when you're white you're the underdog in a 100m dash or endurance race
when you're a women you're the underdog in a chess tournament
when you're 2 weight classed below, you're the underdog in a fight
when you're above 30 you're the underdog in gymnastics competitions


if someone does not agree with that or even find it offensive, fine. everyone is allowed to express his opinion. i personally find it ludicrous, because that is just the way it is. if you name it or not doesn't make a difference or anyone a racist, sexist and someone who discriminate others.
what is definitely not okay, is to take this bullshit out in several other threads, that have nothing to do with that topics, to derails them and be a madness fanatic


and i prefer to not take this discussion here any further.
but as he will post that probably again in a different topic, i maybe have to post this over and over again


why exactly did you bold just those 2 parts and not the other?
but again. this is not the right topic to discuss those things. and i won't go further into this here.

Yep, this is pretty offensive.

 

[cakely]

Here's what I'm curious about for Jan data:

- Jan was one of the bigger months for Japanese developed releases in some time (in terms of share of all releases in the month), curious on platform mix, and to see if PS4 HW got a boost because of it
- How steep is the FFXV month 2 decay. For previous FF games, the month 2 decay has always been among the highest of all titles in the industry. From what I read qualitatitively, I'm hopeful that the decay is lower than previous main FF games.
- Did RE7 have a noticeable impact on PSVR sales
- Is the 3DS run of YoY gains something that will continue into 2017

January is always tricky because holiday returns can sometimes impact the HW data, and pricing is always tricky to predict. Well, and it's generally a month that not a lot can be learned from for trending. Always have to wait for Feb/Mar to really get a read on how the 1H is going to roll.

Anyways.

Mat! We would love to have any PSVR sales numbers.

Also, I was under the impression, based on Amazon, Best Buy and other retailers that PSVR has been sold out for months. I was assuming that any available stock would probably end up increasing sales because some sales is great than no sales at all.

 

[MatPiscatella]

Mat! We would love to have any PSVR sales numbers.

I know. Y'all ain't the only ones, trust me. Right now, this data is limited only to subscribers of the VR category. Hopefully Sony will make an announcement at some point. Given the stock shortages, like you point out, I don't think that'll be soon, unfortunately.

Also, I was under the impression, based on Amazon, Best Buy and other retailers that PSVR has been sold out for months. I was assuming that any available stock would probably end up increasing sales because some sales is great than no sales at all.

Standalone stock has been spotty, but selling. So some product is flowing. I guess I should have waited until the Feb preview since those new bundles have been announced.

And you're right, there's no way to parse what portion of a lift would be due to any one thing like RE7's VR capabilities. I did say it was something I was curious about, though, not something I would be able to actually decipher!

 

[mejin]

[PS4] 215K
[XB1] 185K

 

[Elandyll]

Lol, it was all worth it for this.

Now imagine slavesnyder is actually a caucasian woman over 30, with a cup of delicious coffee, and saying that while chatting with her best friend on the phone.

Slavesnyder stays winning

 

[Sangetsu-II]

I know. Y'all ain't the only ones, trust me. Right now, this data is limited only to subscribers of the VR category. Hopefully Sony will make an announcement at some point. Given the stock shortages, like you point out, I don't think that'll be soon, unfortunately.

Out of curiosity, how does one get to have access to such information?

(Cost to be a subscriber?)

Edit: PM if not available to public, maybe?

 

[MatPiscatella]

Out of curiosity, how does one get to have access to such information?

(Cost to be a subscriber?)

Edit: PM if not available to public, maybe?

It's funny, but I don't know what the current rate card is for that report. It ain't cheap though, I'll give you that. Some multiple of thousands. I probably should know that though, lol. It's weird, as an analyst I don't really do any direct sales. My time is actually a commodity that's sold. Okay, it's weird to think of it like that.

 

[Sangetsu-II]

It's funny, but I don't know what the current rate card is for that report. It ain't cheap though, I'll give you that. Some multiple of thousands. I probably should know that though, lol. It's weird, as an analyst I don't really do any direct sales. My time is actually a commodity that's sold. Okay, it's weird to think of it like that.

Thanks for the answer, if I ever win the lotto, I'll be sure to subscribe

 

[Sterok]

[PS4] 200K
[XB1] 160K

 

[donny2112]

[PS4] 180K
[XB1] 130K

 

[Cow Goes Moo]

[PS4] 190k
[XB1] 150k

 

[noobie]

[PS4] 225K
[XB1] 154K

 

[Bruno MB]

[PS4] 185,000
[XB1] 145,000

 

[slavesnyder]

Just in case some users or analysts following this forum of high expertise might worry that an eventual punitive tariff on japanese entertainment products would put the playstation brand under pressure on the US market and affect sales negatively.
This won't happen as those in charge are well aware of the consequences that might lead to direct counter measures resulting in a significant decrease of demand for the xbox brand in japan.

 

[Shizza]

Just in case some users or analysts following this forum of high expertise might worry that an eventual punitive tariff on japanese entertainment products would put the playstation brand under pressure on the US market and affect sales negatively.
This won't happen as those in charge are well aware of the consequences that might lead to direct counter measures resulting in a significant decrease of demand for the xbox brand in japan.

"And in a stunning move, Xbox One owners in Japan have begun mailing their systems back to Microsoft."

Spoiler

Can demand go below zero?

 

[KawabataSan]

Just in case some users or analysts following this forum of high expertise might worry that an eventual punitive tariff on japanese entertainment products would put the playstation brand under pressure on the US market and affect sales negatively.
This won't happen as those in charge are well aware of the consequences that might lead to direct counter measures resulting in a significant decrease of demand for the xbox brand in japan.

I only read gaf for your posts

 

[donny2112]

Just in case some users or analysts following this forum of high expertise might worry that an eventual punitive tariff on japanese entertainment products would put the playstation brand under pressure on the US market and affect sales negatively.
This won't happen as those in charge are well aware of the consequences that might lead to direct counter measures resulting in a significant decrease of demand for the xbox brand in japan.

Got 'em over a barrel now, eh?!

 

[MatPiscatella]

I wrote a thing. About games like Stardew Valley being a big opportunity for retail to help bring discovery back to the video game aisle.

If you're interested. If not, that's cool. But it would be great to read your thoughts.

 

[Welfare]

I wrote a thing. About games like Stardew Valley being a big opportunity for retail to help bring discovery back to the video game aisle.

If you're interested. If not, that's cool. But it would be great to read your thoughts.

Great read and I agree.

I have felt that publishers should be trying to get these digital only titles on to shelves, whether it be 505 Games with Rocket League or even a retail chain like GameStop with Song of the Deep, like you mentioned.

An advantage to going retail is that there will be fewer games to compete with on the shelves than the endless sea of games on the digital stores. On digital stores, a game probably get the most attention when it first launches and is on the "New Releases" page, but after that it might as well be forgotten as 5 new games can be released after and now no one knows the game exists unless you go searching for it. Retail changes this as now that game could be sitting next to something like Battlefield 1, Final Fantasy XV, or NBA. Popular games that demand your attention because they are on the shelf. Why wouldn't they be, they are the biggest games around. While sitting next to them in of itself won't make someone purchase the game, a person's eyes can definitely see the game and price and wonder "What is Stardew Valley?" and pick up the case and see the back of it. Something that wouldn't happen on digital unless the game was advertised on the home screen.

 

[MatPiscatella]

On digital stores, a game probably get the most attention when it first launches and is on the "New Releases" page, but after that it might as well be forgotten as 5 new games can be released after and now no one knows the game exists unless you go searching for it.

Dang it this is a really good point I wish I would have thought about adding. I was primarily thinking about the benefit to retail without considering more deeply all the benefits for the devs and players. Thanks, this is good stuff.

 

[freefornow]

[PS4] 179K
[XB1] 168K

 

[onemanasylum]

PS4 Pro has been above x1 on Amazon most of January, and regular PS4 way above. I know amazon is not the be all end all but it has been right 95% of the time except when there were certain deals on at other retailers. This is where things return to normal IMO, PS4 will win most months until Scorpio/Switch launch. The X1s is a more desirable product narrative ends this month as the realisation most of the x1S sales bump were existing owners upgrading .

[PS4] 218K
[XB1] 163K

 

[theprodigy]

[PS4] 200k
[XB1] 150k

 

[Sangetsu-II]

PS4 Pro has been above x1 on Amazon most of January, and regular PS4 way above.

Actually this is pretty weird weren't their new XB1 S bundles releasing soon, why haven't they appeared in Amazon hourly or movers and shakers?

They are listed, yet I see no demand?

 

[jayu26]

[PS4] 199K
[XB1] 187K

 

[Mikey Jr.]

PS4 Pro has been above x1 on Amazon most of January, and regular PS4 way above. I know amazon is not the be all end all but it has been right 95% of the time except when there were certain deals on at other retailers. This is where things return to normal IMO, PS4 will win most months until Scorpio/Switch launch. The X1s is a more desirable product narrative ends this month as the realisation most of the x1S sales bump were existing owners upgrading .

[PS4] 218K
[XB1] 163K

PlayStation is pretty much dominating amazon best sellers.

 

[Tratorn]

[PS4] 198765
[XB1] 177777

 

[gundamkyoukai]

A healthy Console gaming market cannot be sustained by two platforms with a homogeneity among releases. A market this size cannot be sustained only by the core niche.

So yes, a successful Switch would significantly improve the short and mid-term outlook.

On the longer-term, things get much more murky. I'm fairly confident we'll get another round of consoles in 2019-2020, but after that, well, no one knows.

If the Switch does not perform well after the initial enthusiast push, well, then you have a demographic problem that exacerbates the kid and teen markets still being overwhelmingly mobile/tablet focused not transitioning to console. Because, right now, these demographics are not moving to console in enough numbers to sustain the audience.

Anyways, yes, a lot is riding on the Switch.

I look forward to the dismissive hand-waving from the core niche market, that is the primary (only?) market currently being served, to say that consoles are fine now (which they are) and will always be so (which is much more in question).

I really don't see that being the case i think the gaming market can be healthy with only one console and PC.
Plus unlike others i really don't see how switch suppose to help kids and teens move into the console market .
The kids\teens that want to play consoles will do so without nintendo and doing that all now .
Plus we all know that in next gen or 2 console gaming will be streaming just like everything else.
Unless net speed stop getting faster \ end up at a stand still in the next 10 years .

 

[Abdiel]

Hey guys, sorry for not posting in here until so close to the deadline - I've had a lot going on, even if the Holidays are gone.

So tax season is in full swing now, people getting their refunds for the early submitters (like me, woo!), even though that really didn't start until a good bit into the month. It also means that once people start getting an idea of what kind of money they'll have back, what they know they can spend early sometimes too. Happens more often than you might realize. Put it on a card or something, and then clear that charge once the refund arrives.

As to the numbers, it's looking like the PS4 is leading across the districts I've had the chance to check numbers for. It's maintained momentum pretty well (This of course is heavily relegated to the post-holiday DROP being factored in), and seems well within what I'm used to seeing. XB1 also seems to be doing decently, it didn't completely hit the breaks and almost stop selling like we've had problems with in the past post-holidays, though when we don't have special promos going for the system, it definitely loses that same consistency.

A note on the Pro - I mentioned that I would be curious to see how it did in this period, post-holiday, and with tax season on the rise. Well, two of the stores in my district are totally sold out of them, and the other stores are all getting low on inventory, and the last shipment didn't give us an immediate replenishment. I haven't seen our Sony rep to ask him anything, but it makes me wonder if they are seeing the same trends I am and want to also split the demand for overseas customers, as I've seen more than a few GAFers who can't get ahold of a Pro in the Asian markets. We've seen a gradual positive shift in perception towards the system, and almost my entire team that owned PS4s replaced theirs with Pros after hearing about the overall satisfaction from the others (including myself).

Could bode well for Scorpio, MS just needs to stick the landing like they did with the messaging of the One S, and make sure their audience has a clear expectation to work with.

========================

Switch Commentary: I've already posited that I feel Nintendo's messaging is pretty all over the place so far for the system, and I'm hoping for them to tighten it up as it gets closer to launch. Right now, my nintendo regulars and a few more general gaming industry savvy folks are the ones who have really discussed the system. We had the rush of preorders both online/in-store, but the general public hasn't really shown any upswell from unusual markets for us in the gaming aspects.

As we get closer to launch and after, I'll have a better idea of where I think the system is going to go, but for now, all we can do is sell out of the stock we're going to get and then see if the rest of the public catches on to it or not as a new thing.

Zelda has done very well in preorders, but that's pretty much the only game with any consistent numbers for it so far for the Launch Titles. I feel like most of those titles will be impulse purchases due to discovery with little else available, depending on how quickly finish Zelda.

We'll see. I'll let you guys know as I see more trends.

-------

Cheers!

 

[DriftingSpirit]

Thanks, Abs!

 

[jayu26]

Thanks Abdiel.

Can you tell us anything about the Software situation for this month? Specifically for the Japanese games? Would be interested in what the pre-orders look like to stuff like Nioh and Nier.

 

[Abdiel]

Thanks Abdiel.

Can you tell us anything about the Software situation for this month? Specifically for the Japanese games? Would be interested in what the pre-orders look like to stuff like Nioh and Nier.

Nioh is kind of surprising me, I was pretty sure it was going to fly under the radar, but Sony has put out some serious advertising for it apparently, we've seen an uptick in preorders, and questions from people asking about comparisons to Dark Souls, and the like. The excellent review reception also has helped too. I don't know exactly how well it'll do, but it's been seeing solid increase since they've put out more effort. It also has that audience overlap/appeal, so that helps.

Nier is... Hmm. It's doing better than Drakengard 3 was doing at the same time. Heh. It's still flying fairly low in my numbers, but the demo saw an improvement and more orders showed up after. I hope they aren't shy about getting it to reviewers if it holds up. I'm certainly getting it.

Horizon continues to climb in anticipation and preorders. The preview coverage is only helping build more excitement, and Sony also gave us advertising stuff for the PS4 section to really grab the attention, plus we have at least one trailer for it on the cycling game trailers nearby, which always gets questions. It stands out.

Tales released without much fanfare, but that's to be expected. Overall positive reception, and I'm loving it so far, but it's been a long time since a Tales game has commanded any kind of dominance in our market. It sells to those who know they want more anime JRPGs.

 

[jayu26]

Nioh is kind of surprising me, I was pretty sure it was going to fly under the radar, but Sony has put out some serious advertising for it apparently, we've seen an uptick in preorders, and questions from people asking about comparisons to Dark Souls, and the like. The excellent review reception also has helped too. I don't know exactly how well it'll do, but it's been seeing solid increase since they've put out more effort. It also has that audience overlap/appeal, so that helps.

Nier is... Hmm. It's doing better than Drakengard 3 was doing at the same time. Heh. It's still flying fairly low in my numbers, but the demo saw an improvement and more orders showed up after. I hope they aren't shy about getting it to reviewers if it holds up. I'm certainly getting it.

Horizon continues to climb in anticipation and preorders. The preview coverage is only helping build more excitement, and Sony also gave us advertising stuff for the PS4 section to really grab the attention, plus we have at least one trailer for it on the cycling game trailers nearby, which always gets questions. It stands out.

Tales released without much fanfare, but that's to be expected. Overall positive reception, and I'm loving it so far, but it's been a long time since a Tales game has commanded any kind of dominance in our market. It sells to those who know they want more anime JRPGs.

Thanks once again. That is good news for Nioh and Horizon. Hopefully Nier (and Horizon) gets good reviews, so it can also enjoy some of that love. We need more weird shit like Nier and Darkengard.

 

[Sangetsu-II]

Cheers!

Thanks again for the info, Abdiel.


I feel like I should open the gap between consoles just a bit more in my prediction, based on this.

 

[KawabataSan]

I really don't see that being the case i think the gaming market can be healthy with only one console and PC.
Plus unlike others i really don't see how switch suppose to help kids and teens move into the console market .
The kidsteens that want to play consoles will do so without nintendo and doing that all now .
Plus we all know that in next gen or 2 console gaming will be streaming just like everything else.
Unless net speed stop getting faster end up at a stand still in the next 10 years .

You are literally the core niche he talked about.

 

[Rymuth]

Thanks Abdiel, always appreciate your input.

I forget - did you chime in about Yakuza 0's reception anywhere? Forgive me if I'd missed it.

 

[gundamkyoukai]

You are literally the core niche he talked about.

There won't be core niche market when everything become streaming .
Which was part of my point .

 

[gtj1092]

Dang it this is a really good point I wish I would have thought about adding. I was primarily thinking about the benefit to retail without considering more deeply all the benefits for the devs and players. Thanks, this is good stuff.

Hi would you be able to share wether the X1 software share has gone up or stayed flat since the release of X1s?

Thanks for all your commentary. Very insightful.

 

[Trust me. I'm a PhD]

Thank you, Abdiel^^ Any word on Halo Wars 2? It is doing very very poorly on Amazon, but maybe the physical brick and mortar situation is different?

 

[Mikey Jr.]

Thank you, Abdiel^^ Any word on Halo Wars 2? It is doing very very poorly on Amazon, but maybe the physical brick and mortar situation is different?

Would love to see the Venn diagram between fans of halo, console players, and RTs fans. I suspect there isn't much overlap there.

Then again, this is halo wars 2, so Ms must have saw something there.

 

[Welfare]

The original Halo Wars was the best selling console RTS selling over 2.5M back in 2012. There is still a dedicated base playing the game and there is a severe lack of RTS games on Xbox, so HW2 could do well.

 

[MatPiscatella]

Hi would you be able to share wether the X1 software share has gone up or stayed flat since the release of X1s?

Thanks for all your commentary. Very insightful.

Cool!

Erm, little bit of a problem on the correlation/causation relationship with looking only at SW share changes pre and post the S launch. Some titles historically do better or worse between the consoles, exclusives can mess up the wallet relationship, COD messes everything up... I get what you're trying to get to, but I don't think the answer to this question is going to do what you'd like it to.

Sorry for the non-answer.

 

[Obliterator]

RE6 had 4 weeks in the October 2012 NPD and RE7 only has one week. I would probably cut that number in half.

Ah damn good point. Yeah then I'm think around 350k - 400k for RE7

 

[onemanasylum]

Hey guys, sorry for not posting in here until so close to the deadline - I've had a lot going on, even if the Holidays are gone.

So tax season is in full swing now, people getting their refunds for the early submitters (like me, woo!), even though that really didn't start until a good bit into the month. It also means that once people start getting an idea of what kind of money they'll have back, what they know they can spend early sometimes too. Happens more often than you might realize. Put it on a card or something, and then clear that charge once the refund arrives.

As to the numbers, it's looking like the PS4 is leading across the districts I've had the chance to check numbers for. It's maintained momentum pretty well (This of course is heavily relegated to the post-holiday DROP being factored in), and seems well within what I'm used to seeing. XB1 also seems to be doing decently, it didn't completely hit the breaks and almost stop selling like we've had problems with in the past post-holidays, though when we don't have special promos going for the system, it definitely loses that same consistency.

A note on the Pro - I mentioned that I would be curious to see how it did in this period, post-holiday, and with tax season on the rise. Well, two of the stores in my district are totally sold out of them, and the other stores are all getting low on inventory, and the last shipment didn't give us an immediate replenishment. I haven't seen our Sony rep to ask him anything, but it makes me wonder if they are seeing the same trends I am and want to also split the demand for overseas customers, as I've seen more than a few GAFers who can't get ahold of a Pro in the Asian markets. We've seen a gradual positive shift in perception towards the system, and almost my entire team that owned PS4s replaced theirs with Pros after hearing about the overall satisfaction from the others (including myself).

Could bode well for Scorpio, MS just needs to stick the landing like they did with the messaging of the One S, and make sure their audience has a clear expectation to work with.

========================

Switch Commentary: I've already posited that I feel Nintendo's messaging is pretty all over the place so far for the system, and I'm hoping for them to tighten it up as it gets closer to launch. Right now, my nintendo regulars and a few more general gaming industry savvy folks are the ones who have really discussed the system. We had the rush of preorders both online/in-store, but the general public hasn't really shown any upswell from unusual markets for us in the gaming aspects.

As we get closer to launch and after, I'll have a better idea of where I think the system is going to go, but for now, all we can do is sell out of the stock we're going to get and then see if the rest of the public catches on to it or not as a new thing.

Zelda has done very well in preorders, but that's pretty much the only game with any consistent numbers for it so far for the Launch Titles. I feel like most of those titles will be impulse purchases due to discovery with little else available, depending on how quickly finish Zelda.

We'll see. I'll let you guys know as I see more trends.

-------

Cheers!

Nothing surprising here, things coming back to normal after the boost of people upgrading to the x1s. Horizon is going to be a big new IP for sony. All those "X1S is a better product and more desirable" knee jerk reactions are going to look silly.

 

[Welfare]

As to the numbers, it's looking like the PS4 is leading across the districts I've had the chance to check numbers for. It's maintained momentum pretty well (This of course is heavily relegated to the post-holiday DROP being factored in), and seems well within what I'm used to seeing. XB1 also seems to be doing decently, it didn't completely hit the breaks and almost stop selling like we've had problems with in the past post-holidays, though when we don't have special promos going for the system, it definitely loses that same consistency.

Thanks for the insight but just real quick, when you mention PS4 do you mean PS4 with Pro included or only the non Pro models?

Also, how is the CoD bundle doing? Doesn't seem to be doing well at other retailers.

 

[Abdiel]

Thanks for the insight but just real quick, when you mention PS4 do you mean PS4 with Pro included or only the non Pro models?

Also, how is the CoD bundle doing? Doesn't seem to be doing well at other retailers.

Hey Welfare -

I always mean all relevant SKUs for the total system side, so the Pro is included in my calculations for the PS4. The split still definitely weighs very heavily in favor of the slim model, but at the same time, it's seen good word of mouth and consistent movement through the month on the Pro side of things, in terms of split on those side.

As far as CoD Bundle goes, we're seeing it steadily replacing the Uncharted SKU, and picking up its own momentum. Not sure why it's staying so neglected on Amazon, do they have price exceptions applied to it that aren't touching the CoD SKU?