The 1st poll asked if people thought if there would be enough sets to go round.
Only 1 in 5 people voted yes, and almost 2/3 said no.
Or to look at it another way, there was a 3:1 ratio of those not thinking there will be stock to those who did.
So not great confidence here /2
I found this result interesting as GW's last 3 summer launch boxes did not experience stock scarcity.
Age of Darkness, AoS Dominion and 40K Indomitus (while it had a wobbly start, availability was ultimately not an issue).
So what's going on here, why such low confidence? /3
I suspect that recent low availability of products is shaping perceptions here as to what to expect with Leviathan.
There are a large number of statements and rumours suggesting to the contrary, but there is something of a "brand image" problem here for Games Workshop /4
Okay, so what about that 2nd poll?
While votes were much lower, opinion was heavily polarised: almost 10:1 people thought GW's website won't be able to handle launch day.
Again, recent performance plays a part, but past summer launches have experienced problems e.g the queue /5
Here there is more than just an issue of a few (or many) bad customer experiences, Games Workshop's CEO has acknowledged development issues with their webstore.
Seems unlikely this will be fixed in time for the expected mid-late June pre-order and end June launch /6
Closing thoughts: Games Workshop has developed a brand perception of stock scarcity and webstore that can't deliver a 2020's tier online shopping experience.
Events of the past 5 months have crystallised this view around the whole brand, not just a few products. This is bad /7
Okay, now my personal opinion on the upcoming launch of Leviathan.
1. Do I think there will be enough sets to go round, keeping the scalpers away? Almost certainly yes.
2. Will buying online from GW be a smooth experience? Unfortunately, no dice. Best case: queuing system /8
Advice?
Short of GW's website being fixed in the next 6 weeks, not much. Online from GW = pain.
If you can, use a local GW store or FLGS to secure a copy, thus avoiding the webstore entirely.
I hope this was interesting, and my thanks again to everyone who joined in the polls.
Leakonomics! Games Workshop Annual Report: 2023-24.
The annual report is out today, I've had a quick skim read and thought I'd share a few observations.
Revenue: £525.7 (+54.9)
CO Profit: £174.8 (+26.6)
CO Profit rate:
LY: 11.66%
TY: 17.95% (+6.29%)
/1
#WarhammerCommunity
As stated in the CEO summary, another record year for GW Plc in terms of sales and profitability.
As in investor prospect, GW is growing its dividend payouts year on year. Share price remains strong, 2nd only the block-busting 2020-21 period.
Impressive stuff.
/2
The core product line identity focus remains, as per the past 3 or so years, upon Warhammer 40,000, The Horus Heresy, Age of Sigmar and Warhammer: The Old World.
Lots of stated ambition here with the promise of lots more plastic heresy kits and big plans for WH: TOW.
The MKVI Assault Squad has a new design Warhawk Jump Pack along with a redesigned torso rig and harness for the flight unit.
A combat shield is shown, the first time a generic heresy kit will feature this gear.
The MKIIIs appear to be compatible with Support and Heavy weapons.
The Deredeo Dreadnought is also to be converted to a plastic kit - can't wait to see this 👍
And yes, that's a plastic model in the picture - the Anvilus Autocannons have been reverted to the original design, removing the support bracket add to counter barrel warping.
It's come to my attention that you recently appeared on a podcast with Arch. I read your YouTube post and it's clear you've come under a lot of criticism as a consequence.
Here's a bit of background to help you understand this harsh reaction.
In June 2020, the contents of Arch's Discord server were leaked.
To say this was a hive of bigotry is an understatement.
Arch has never apologised for anything he said, or allowed to be said there.
Here are the full 60 pages - you should read them all: