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Producer Manual · Chapter 12 · NBA Top Shot & Disney Pinnacle

Weekly buyers is the score.

Weekly purchasing users is the number that says whether a drop worked. Every other number explains what moved it, and whether the move will hold: priority orders, the dominoes, set completion, sell-through, sinks. Read them as one report, not a stack of separate charts.

Two versions of the same report

An example, to show the difference.

One number

  • Revenue for the week.
  • Total packs sold.
  • The headline: sold out in [N] minutes.

Looks like success. Says nothing about who came back, or whether they'll come back again.

Five numbers, read together

  • Weekly purchasing users, and the move from last week.
  • Priority orders, and which dominoes fell.
  • The set-completion rate.
  • Sell-through and time to sell out, by layer.
  • Sinks against new supply, and repeat buying in the middle layer.

Each one says whether the number that matters will hold up next week.

How to do it

  1. 1

    Make weekly buyers the number every report answers to

    Revenue and total packs sold move with a single drop and go quiet again. Weekly purchasing users moves only when a collector actually comes back, or a new one shows up for the first time.

    • Count comes mostly from Social Fans and Newcomers: the broad base finding an easy way in.
    • Value comes mostly from Grail Collectors, Completionists and Collector-Speculators: a smaller group spending more, often on the same drop.

    Chapter 4 has the full list. Every report — before, during and after a drop — should say what happened to weekly buyers, not just to revenue.

  2. 2

    During the drop, watch priority orders and the dominoes

    The headline numbers while a drop is live are priority orders and the three dominoes: the priority allocation selling out, then the priority draw going oversubscribed, then the main draw going oversubscribed. Chapter 2 covers what each one means and who hears about it as it falls. Here, they're the leading read on how many new weekly buyers this drop is about to add.

  3. 3

    After the drop, test completion, not the sell-out

    A sell-out only proves people wanted in on the day. The real test of a drop's marketing is the completion rate: how many collectors go on to complete its sets, as buyers finishing the set rather than sellers listing what they pulled. After the drop: are people completing the set? That's how you know the marketing worked.

    Completing the set Listed for resale right after the drop weeks later time since the drop share of collectors the completion test
    Illustration: the shape, not real data. Right after a drop, more collectors are listing pulls than have finished the set. The completion test is whether completing the set overtakes listing it for resale in the weeks that follow.
  4. 4

    Watch the health of the economy underneath

    Four numbers say whether the system under weekly buyers is healthy: sell-through and time to sell out at every layer, whether sinks — locks, trade-ins, completions — keep up with new supply, how long a new collector takes to reach top-tier access (weeks, not seasons), and repeat buying in the middle layer, the chase packs from Chapter 6. None of these is the score. They say whether the score holds up next week.

  5. 5

    Read every number together, every week

    A sell-out next to a falling completion rate isn't the success it looks like on its own. Quiet sell-through next to steady repeat buying can be healthier than it looks. Read weekly buyers, the drop's headline numbers, the completion read and the health numbers on one page, every week, not drop weeks only.

  6. 6

    File the post-drop brief within 48 hours

    One page, due within 48 hours of the close: five numbers, three sentences on what happened, which kinds of collectors showed up and which didn't, and one change for the next drop — made before it starts, not filed away for later.

WEEKLY BUYERS the score DURING THE DROP Priority orders DOMINO 1 Allocation sold out DOMINO 2 Priority draw oversubscribed DOMINO 3 Main draw oversubscribed AFTER THE DROP Set completion Buyers vs. sellers HEALTH Sell-through & time to sell Sinks vs. new supply Weeks to top-tier access Repeat buying, middle layer Explains weekly buyers
A simple scoreboard. Weekly buyers is the number at the top. Everything below it explains the number: the drop, the test after it, and the health of the economy underneath.

What it looks like

Examples of the move, not plans.

NBA Top Shot · a new rookie class

"The dominoes make the week's news. The completion rate makes the real read."

  • Priority orders and the dominoes carry the drop week.
  • The post-drop brief tracks how many collectors complete the new rookie set, and whether trade-ins and locks keep pace with the new supply.
  • Weekly purchasing users, not total packs sold, decides whether the class worked.
Disney Pinnacle · a themed collection

"A sell-out and a completed set are two different questions."

  • Priority allocation and priority draw numbers carry the drop week.
  • The post-drop brief tracks completion of the new collection, and how long a new collector takes to reach priority access on the next one.
  • Repeat buying in the open layer says whether interest is holding between drops.

What each kind of collector moves, and where it shows up

The full list of archetypes is in Chapter 4. Here's what each one moves, and where to look for it.

CollectorWhat they moveWhere it shows up
Grail CollectorValue, concentrated at the topPriority allocation and the top tier's sell-through
CompletionistValue, and repeat buyingThe set-completion rate, and locks and trade-ins
Collector-SpeculatorValue, in large swingsMarketplace activity, and the chase packs' sell-through
Social FanCount, and a weekly habitEntry-pack sales, game engagement, and social media
NewcomerCount, and first purchasesFirst-purchase conversion, and the free path

When it breaks

Declared a success too early. A drop sells out, the three dominoes fall, and the team calls it a win. A month later, almost nobody has completed the set, and most of what collectors pulled is already listed for sale rather than kept. The sell-out was real. The marketing wasn't, because nothing it sold made anyone want to finish what they bought.

The fix: put the completion rate and the buyers-versus-sellers read in the post-drop brief, not just the sell-out. Hold the declaration until that number is in, and change the next drop's story before its priority allocation goes up.

Questions for your drop

  1. What did weekly purchasing users do this week, and why?
  2. Which dominoes fell, and how fast, against plan?
  3. A month after the close, how many collectors have completed the set — and are they buyers or sellers?
  4. Is sell-through, time to sell out and repeat buying in the middle layer healthy at every layer?
  5. How long is a new collector taking to reach top-tier access — weeks, or seasons?
  6. Is the post-drop brief filed within 48 hours, with one change already set for the next drop?