doberman007
February 24th, 2006, 07:59 AM
You stated:
"It may depend on how you measure it. But I think Walmart would be up
there after Best Buy.
Who do you think would be bigger (at retail, of course)?"
Here is what we know:
1. For the full year NPD had SIRI at 55% and XM at 45%.
2. When Wal Mart, Sam's Club and Costco are added into the mix, the
percentages change to 52-53% SIRI and 47-48% XMSR. For the sake of
discussion lets call it 52.5% SIRI and 47.5% XMSR.
3. You are trying to argue two points which do can not exist together.
Your first argument is that XM outsells Sirius at Wal Mart, Sams, and
Costco. I agree with this assertion (altogugh not to the extent of 80%
to 20% or even 70% to 30%). The numbers clearly illustrate this. Your
second assertion is that Wal mart is the second biggest SDARS retailer.
I do not agree with this
Now lets assume that the full year is represented by 100 Radios
captured by NPD:
A. SIRI would have 55 radios sold
B. XM would have 45 radios sold.
In order to get the percentage to swing by 2.5% to account for Wal
Mart, Sams Club and Costco, How many radios would be sold, and what
would the split be:
If 100% of these were XM, 5 radios would have been sold at these
outlets, or 4.76% of the sales. In effect this would represent the
smallest possible contibution of Wal Mart on a percentage of SDARS
sold, and the largest possible split in favor of XM on a percentage of
sales basis.
The other extreme would take us to a scenerio where Wal Mart seels 99
units (the highest possible number they can sell and be number
2.....but the #1 store MUST account for all 100 of the NPD sales). In
this scenerio, as unrealistic as it is, out of the 99 units Wal Mart
Sells, 49.4 would be SIRI and 49.6 would be XM. This would give you a
52.5% to 47.5% split.
I think you can see where this is going.
You can not argue that Wal Mart is the second largest retailer of SDARS
AS WELL AS that the split between XM and Sirius at Wal Mart is so
heavilly weighted towards XM. The numbers can not support both of your
arguments.
The bigger the gap in share for XM at Wal Mart, the lower Wal Mart is
in the sales rankings.
The higher you put Wal Mart in the sales rankings, the lower the gap in
the split in their sales between XM and Sirius becomes.
"It may depend on how you measure it. But I think Walmart would be up
there after Best Buy.
Who do you think would be bigger (at retail, of course)?"
Here is what we know:
1. For the full year NPD had SIRI at 55% and XM at 45%.
2. When Wal Mart, Sam's Club and Costco are added into the mix, the
percentages change to 52-53% SIRI and 47-48% XMSR. For the sake of
discussion lets call it 52.5% SIRI and 47.5% XMSR.
3. You are trying to argue two points which do can not exist together.
Your first argument is that XM outsells Sirius at Wal Mart, Sams, and
Costco. I agree with this assertion (altogugh not to the extent of 80%
to 20% or even 70% to 30%). The numbers clearly illustrate this. Your
second assertion is that Wal mart is the second biggest SDARS retailer.
I do not agree with this
Now lets assume that the full year is represented by 100 Radios
captured by NPD:
A. SIRI would have 55 radios sold
B. XM would have 45 radios sold.
In order to get the percentage to swing by 2.5% to account for Wal
Mart, Sams Club and Costco, How many radios would be sold, and what
would the split be:
If 100% of these were XM, 5 radios would have been sold at these
outlets, or 4.76% of the sales. In effect this would represent the
smallest possible contibution of Wal Mart on a percentage of SDARS
sold, and the largest possible split in favor of XM on a percentage of
sales basis.
The other extreme would take us to a scenerio where Wal Mart seels 99
units (the highest possible number they can sell and be number
2.....but the #1 store MUST account for all 100 of the NPD sales). In
this scenerio, as unrealistic as it is, out of the 99 units Wal Mart
Sells, 49.4 would be SIRI and 49.6 would be XM. This would give you a
52.5% to 47.5% split.
I think you can see where this is going.
You can not argue that Wal Mart is the second largest retailer of SDARS
AS WELL AS that the split between XM and Sirius at Wal Mart is so
heavilly weighted towards XM. The numbers can not support both of your
arguments.
The bigger the gap in share for XM at Wal Mart, the lower Wal Mart is
in the sales rankings.
The higher you put Wal Mart in the sales rankings, the lower the gap in
the split in their sales between XM and Sirius becomes.