Quoted By:
>EC demand of approximately 500 million to 1 billion yen per quarter has been lost due to the impact of North American tariffs and demand substitution between merchandise sales channels
So equiv to $3.2m - $6.4m loss due to tariffs. We saw it in the limited edition sale speed but that is an approximately 7.5% loss in merch sales
Nice to see them call out the exorbitant shipping cost explosion earlier this year. I saw some screenshots of merch from IRyS and the like where shipping exceeded the complete set subtotal
