Motley Fool Money Nintendo’s Big Release
20 snips
Jun 5, 2025 
Jason Moser, an investment analyst at The Motley Fool, delves into Nintendo's potential with the much-anticipated Switch 2. They discuss the surprising disconnect between Nintendo's soaring sales and share price, while contrasting its innovative strategies with those of competitors like Sony and Microsoft. The conversation also touches on Five Below’s impressive growth, highlighting its resilient performance in a challenging market. Together, they reveal the dynamics shaping the future of the gaming industry and retail amidst economic shifts.
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Jason's Nostalgic Gaming Story
- Jason Moser shared a personal story about playing old-school games like Ms. Pac-Man and Galaga on a Game Boy Advance during a move to Cairo, Egypt.
- He finds modern games too complex, illustrating his nostalgic preference for simpler gaming.
Switch 2 Potential and Demand
- Nintendo's Switch 2 sales estimate of 15 million units might be conservative with strong consumer demand already visible.
- High pricing sensitivity matters, but the brand's dedicated fans suggest potential for significant holiday season success.
Why Nintendo Stock Thrives
- Nintendo's stock has thrived despite lumpy sales and operating margins because the gaming business is hit-driven like Disney's movie business.
- Investors look past short-term fluctuations, crediting Nintendo's strong IP and future product expectations.