Nintendo $NTDOY ( ▲ 0.84% ) slipped Monday after GameStop $GME said the popular Switch 2 bundle that includes “Mario Kart World” will stop being produced, according to a post on X. Shares of the console maker fell more than 3% shortly after the open as investors weighed what that change could mean for demand.
Bundle concerns creep in
The bundle effectively priced “Mario Kart World” at about $50, compared with its standalone $80 price tag. With roughly 9.6 million copies sold since the Switch 2 launched in June, including bundled units, the worry is that fewer buyers may be willing to pay full price once the package is gone. That potential demand hit appears to be what spooked the stock.
Hardware still holding up
Despite the bundle news, the Switch 2 itself continues to look solid. Sales were pacing 68% ahead of the original Switch as of October. November was weaker across the industry, though, with console spending falling broadly, according to Circana data.
Competition heats up: Sony $SONY ( ▲ 2.22% )’s PS5 outsold the Switch 2 in both units and dollars last month, highlighting how competitive the console market remains heading into the new year.