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MTGSold Podcast
MTGSold Podcast episodes
- Weekly Report (May 18–24, 2026)
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.
https://mtgsold.comDisclaimer: The views and opinions expressed in this episode are solely those of the hosts and guests and are provided for entertainment, educational, and discussion purposes only. Nothing discussed should be considered financial, investment, legal, tax, or professional advice. Any commentary regarding trading cards, collectibles, companies, markets, valuations, or future trends represents personal opinion and speculation. Viewers and listeners should conduct their own research and consult qualified professionals before making any financial or business.
8 min - The Toy Company That Isn't a Toy Company
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.
https://mtgsold.comDisclaimer: The views and opinions expressed in this episode are solely those of the hosts and guests and are provided for entertainment, educational, and discussion purposes only. Nothing discussed should be considered financial, investment, legal, tax, or professional advice. Any commentary regarding trading cards, collectibles, companies, markets, valuations, or future trends represents personal opinion and speculation. Viewers and listeners should conduct their own research and consult qualified professionals before making any financial or business.
12 min - Weekly Report (May 11–17, 2026)
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/
https://mtgsold.comDisclaimer: The views and opinions expressed in this episode are solely those of the hosts and guests and are provided for entertainment, educational, and discussion purposes only. Nothing discussed should be considered financial, investment, legal, tax, or professional advice. Any commentary regarding trading cards, collectibles, companies, markets, valuations, or future trends represents personal opinion and speculation. Viewers and listeners should conduct their own research and consult qualified professionals before making any financial or business.
10 min
About MTGSold Podcast
From the publisher's feed
MTGSOLD is an ongoing Magic: The Gathering finance show anchored by a weekly Monday market newsletter episode.
Between weekly reports, the feed includes editorial logs, market notes, behind-the-scenes analysis, and side essays on the business, data, and reality behind the card market. Topics include sealed product trends, TCGplayer ecosystem changes, vendor strategy, collection buying, TCG software, and the economics shaping the hobby.
https://mtgsold.com/
Disclaimer: The views and opinions expressed in this episode are solely those of the hosts and guests and are provided for entertainment, educational, and discussion purposes only. Nothing discussed should be considered financial, investment, legal, tax, or professional advice. Any commentary regarding trading cards, collectibles, companies, markets, valuations, or future trends represents personal opinion and speculation. Viewers and listeners should conduct their own research and consult qualified professionals before making any financial or business decisions.