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#2126 | |
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I used Disney to show, that even the biggest players in that space, still need to give people reasons to come back. The 2 Disneyland Parks bring in 30MIL people a year. Knottsberry Farm near by, 4MIL. In Orlando, the Disney Parks see 60MIL people a year. Triple that of the 2 Universal parks do. By your own admission, you agree that Disney reinvesting in its parks helps with customer retainment, which was exactly why I said Fanatics cant just sell cards, because they make cards. They still need to give us a reason to buy. Think of it as Disney being Fanatics and Just Minors being the petting zoo down the street. There will still be competition for cards, but the biggest players still need to make sure they can get your money. If the Topps merger and public sale were to happen, Fanatics would then have to buy stock on the open market. And that includes Topps, as a business, and not just their sports card division. I made that clear in my statement. Half of all Topps earnings comes from candy, gift cards and things outside of physical sports cards. Its the whole "buy the cow to get the milk" scenario. When all Fanatics wants is the milk, hence, no need to buy the cow. Also, if Topps went public, outside of a hostile takeover, Fanatics would have to deal with a board of controlling shareholders that hold stock. And it is easier to get a handful of people to agree to a deal, then possible hundreds. Make no mistake, the timing of this announcement was done prior to the IPO for a good reason. Not trying to be adversarial. But I was defending my statements to a handful of trolls. I know better, and that is why I gave up even trying to make sense with certain people. Lastly, for sure the Majestic takeover was a vertical move. But, one that most likely would not have happened, had Fanatics not wrestled the MLB away from them months earlier. That deal, among all the other buyouts that Fanatics had of their one time partners, was just too good of a parallel to not point out when it comes to cards. Seize the exclusive rights to something, limit the current making from running operations, business as usual, and come in buy them out once you made them weak. |
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#2127 |
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Member
Join Date: Mar 2012
Location: Cali baby!
Posts: 21,938
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I would imagine it's like basketball and LeBron James. Panini can make regular season cards of him because he's part of the NBPA but LeBron wont sign anything for them. If you look at this year, Panini still has Trout in their regular sets.
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There are the intangibles that set someone apart from the pack.So the blur isn't your inability to see his greatness, it's merely the inability to measure it. |
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#2128 | |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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Quote:
And it's not like Disney and the petting zoo. This is Disney being the only place that can have a roller coaster. You seem to be missing the point that Fanatics will have both an exclusive MLB license and the exclusive MLBPA license. That means it's not going to be like now where Panini is still a small fry in the game with unlicensed baseball cards. And I can guarantee the MLBPA is telling their members to think twice before they go breaking away and signing individual deals. The fact that this contract gives the MLBPA skin in the Fanatics business as well is a key thing to prevent that. Not sure of any players that currently have individual card deals. There are players with individual exclusive auto (Think Mike Trout or LeBron James) deals, but not exclusive card deals |
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#2129 | |
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You want to think that marketing your website, that sells other peoples brands, is the same as creating dozens of brands, and creating marketing awareness for them is the same. It is just not true. Fanatics would not be around, if not for them offering the portal to sell other established brands that other companies developed. 100% Fanatics has done a great job, through marketing, deals and acquisitions to sell and promote Fanatics itself. That is not to say they are great at creating the "brands" you quoted. Which were just the names of their collections given to apparel. I would have hoped you understood that, from my last post in this regard. Like I pointed out, if they want to sell 10 different kinds of Atlanta Braves shirts, they do so by naming each style in its collection something different. Calling a series of shirts with stripes, the Stripe Collection. A series of shirts with mascots the Mascot Collection. Or their series of weathered looking shirts the Weathered Collection is simply not the same as Topps, who markets and sells their Stadium Club brand as its own stand alone product. For the same reason you bought a striped Braves shirt from fanatics, because you like the Braves and you liked that design. You did not buy it, because you liked the Stripe Collection as a "brand". You have people that ONLY collect Stadium Club cards, because that is the brand that interests them. When I collected football cards, my main PC was Certified Football. I didn't care for other things that Panini was putting out, I just collected the Certified brand each year, as that was my main interest. Even if I didn't like the design that year, I bought it, because I still collected Certified, and I didn't want a hole in my collection. I'm more of a football guy, I just came over here because this was the liveliest of the Fanatics threads around. But in my world, a LOT of people collect certain set brands, almost exclusively. Be that Prizm, Contenders, National Treasures or what have you. Those sets, are what brings those collects back each year. They are not buying them, just because Panini put them out. They are buying them, because they like the content of those sets. They are loyal to those brands each year. I really cannot make sense of the rest of your post. Literally, everything I have posted is to say that Fanatics would be buying someone else, or otherwise gaining someone else's IP's to make cards under. And not developing all new brands on their own, and starting a company from scratch. None of that ties in to me stating, that a casino still needs to add new machines, and run promotions, in order to retain customers. Even if they are the only casino around, they still need to offer reasons for you to come back. That was said, yes by me, in regards to why they would not just do their own thing and people will buy, because they are the only ones making licensed cards. And if you think all slot machines are the same, with different graphics, I am going to assume you don't play slot machines at all. What I have laid out, for what I know of the players and the industry, makes the most sense. At the very least, it makes the most sense to me. As literally everything I, or anyone else in here is posting, are just thoughts, assumptions and speculation. Looking at Fanatics track record, of how they have handled these things in the past, I'd like to think I am making a very educated guess here. Enjoy the weekend Whit... |
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#2130 | |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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I'm not sure how this brand idea is so hard for you to understand, but I'll try again, because you're saying I'm wrong and basically describing the exact same thing I did. Topps wants to create 10 Mike Trout cards. So, they produce a card in the style of their base design. Then they create one in the style of a former design. Then they produce a version where it's a sketch style picture of him. Then they create a version where they create a colorful background behind his picture. And so on. Obviously clothing and cards are not perfect parallels, but at the most basic level, what Topps is doing and what a T-shirt company does is the exact same thing. At the end of the day, both are creating different versions of the same thing. Topps with cards, Fanatics with t-shirts. Topps does not treat each set as a stand alone company. That's just not true. Because Stadium Club is not in competition with Topps Chrome. They are different options still under the same Topps umbrella. Topps is not a parent company to a bunch of subsidiary card companies. You seem to have this mindset of because the end product is not the same, they must be completely separate and different from each other. You have to go back to the start to see they are the same. As with slot machines, yes, at the heart of things, all slot machines are the same. It's a program behind the scenes that's running calculations that decides if you win. The display on the screen is just to keep you entertained. The number of wheels might vary, the number of line combinations that pay might vary, the style of the bonus game might vary, but they all operate the same way. Bonus games with a different presentation are, at their base, pick some boxes, win some money. Whether it's matching 3 jewels or picking random cards. I've been to casinos, I see the same old guys playing the same 3 wheel basic slot machines every time. That's what they want, they don't need new things to bring them back. Last edited by whitmm; 08-27-2021 at 09:48 AM. |
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#2131 | |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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Quote:
It also helps when you enter a dialog with a new person to not get defensive and not pull the old "I said that already" when a thread is 80+ pages long. I don't care what you said in a different conversation to someone else, I wasn't there. |
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#2132 | |
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Member
Join Date: Nov 2009
Posts: 6,845
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Originally, it was successful strictly because of its name and direct link to the original cards. The other Topps releases - not as much. EDIT: I'd put Gypsy Queen and T206 in the same boat. |
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#2133 |
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I read the first 20 pages or so of this thread and have randomly read some of it since. If this has been asked, then bear with me here: assuming nothing changes (BIG assumption), what will happen with cards of active players from 2023-25? Topps could make all retired players sets and Fanatics could makes cards like Panini does now. There would be no fully licensed cards of active players. How would the market respond to that?
Do I think this will happen? I think there is only a remote chance of this happening. However, the possibility of it is not zero. Thoughts on this scenario, unlikely as it is?
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The strange looks I get from customers at shows when they are selling and I ask for NASCAR! ![]() Which is the most accurate voice to read posts in: Saraste as a corpse - oldgoldy97 12/19/23 |
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#2134 | |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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Was the Allen & Ginter name the only reason you started buying it? And do you consider it the same as the original A&G cards? |
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#2135 | |
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Member
Join Date: Nov 2009
Posts: 6,845
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The original iterations of Topps A&G were a lot more like the original set than what we see today. The tobacco sized cards, the non-baseball subjects, the flowery artsy design of the cards...it was all a close tribute to the original. These days they haven't followed that original design as closely, but I can say without a doubt it was the name of that set, as well as the T206, Mayo and Gypsy Queen that pulled me in. Now if I see a Fanatics Old Judge or YumYum set, I'll be similarly drawn in there as well. |
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#2136 | |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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And we all know that vintage collectors and modern collectors are two different groups, speaking in general terms (I'll put that in there before anyone pulls the "well I collect both, so you're wrong" bs). |
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#2137 | |
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Member
Join Date: Apr 2013
Location: Oakland, CA
Posts: 729
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Quote:
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#2138 | |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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Quote:
I could see Fanatics, if they choose to go own their own, using those years to start testing out some set designs. Throw some ideas out there, see what sticks, and then hit the ground running once they have both licenses. |
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#2139 | |
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Member
Join Date: May 2020
Location: Charlotte, NC
Posts: 15,986
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#2140 | |
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Member
Join Date: Apr 2021
Location: Indianapolis, IN
Posts: 216
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Quote:
Fanatics would have to buy shares on the market or broker a deal with several shareholders to take control of Topps. However, that asking price for those shares would have been cratered if this news had waited until post-merger. With Topps remaining private, there is always the risk that they say no, and there are no real ways to complete a hostile takeover of a private company if they don't want to sell. Yes, as of last year, confectionary was 30% of Topps' business, and closer to 505 prior to that. I don't think thats a big hurdle though if Fanatics really wanted the brands and product lines. I don't think they do though. They didn't pay as much as they did and offer equity to turn around and use names that don't help build Fanatics as a brand. |
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#2141 |
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Member
Join Date: Aug 2009
Posts: 4,277
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At the end of the day nobody knows what Fanatics is going to do. They will most likely bring on a team of industry folks to help build and promote the trading card segment. These guys have literally cornered the market on licensed goods. They are an ecommerce powerhouse working with leagues and handling their merchandise sales. They are not stupid and they have all the money they need to make this happen. Hopefully they can work something out with Topps as I would hate to see Bowman go away. But I guess we'll see what happens.
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#2142 | |
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At the very least we have logo’d bowman through 2025. |
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#2143 | |
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Member
Join Date: Apr 2011
Posts: 1,365
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Quote:
You can say all you want of Fanatics history and future predicting, that is all what we are doing is speculating on what will happen with what Billion dollar companies will do in the next 5 years for trading cards. I mean is it that hard for people to post and not want to come off as an "I am right mountian top, a*** from the "gecko". Last edited by jjcan; 08-27-2021 at 12:29 PM. |
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#2144 | |
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I will say Heritage is 100% a brand that can not be replicated by anybody but Topps. And that’s Topps 3rd biggest release, behind flagship and standard bowman releases . |
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#2145 |
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Member
Join Date: Apr 2011
Posts: 835
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I agree. But! Man...Upper Deck Retro is one of my favorire sets ever. The base cards...on card autographs...it was, to me, a near perfect blend of modern and vintage aesthetics. If someone wanted to, they could replace Heritage. It would be tough, but possible. I think.
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#2146 |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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This is the part I was getting at. Generally speaking, people aren't buying it solely for the name only. That's one factor of a few. It's the idea that you still have to design something the people like.
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#2147 |
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Member
Join Date: Mar 2017
Posts: 2,238
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I think this is where you’re losing some. The other “factors” you’re referring to are a given for all sports cards that most buy. The checklist of other factors includes: trading card, made of cardboard, standard size, printed image on it, stats, available in packs/sets, sports image, fully licensed—yes, all this stuff “factors” into the purchase but everything here is a given and is present in most brands. We’re assuming all that to be true. But stack all the brands of all cards up next to each other and see why people buy what they do—it’s essentially “THE” name brand they connect with that causes them to buy or not to buy.
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#2148 | |
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Banned
Join Date: Jan 2019
Location: Wisc
Posts: 11,373
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Quote:
Should also point out the person that said Fanatics needs to buy one of the existing brands because they need to keep the history and familiarity also said they Fanatics (or any company really) can't just sit on the same old thing and they have to constantly be changing things to keep customers engaged. So, which is it? Do you have to keep the familiarity or do you have to constantly evolving? Multiple people have jumped in and said they only buy one brand, like Allen & Ginter or Certified, or Bowman's Best. I never tried saying people don't do that. I've been saying there are reasons that they came to make that decision. Last edited by whitmm; 08-27-2021 at 03:27 PM. |
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#2149 | |
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Member
Join Date: Mar 2012
Location: Meandering the matrix code that the hobby/forum overlords spit out
Posts: 17,916
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Quote:
I look forward to seeing OG Bowman Chrome MLB licensed rookie cards through 2025. Topps can even say F U and insert these cards into their sets, not needing to create insert sets (prospect inserts for the hobby purists). 2023 Topps Flagship could literally be MLB licensed RC cards of 2022 Draft picks or any prospect that doesn't have an MLB licensed card today, making it their first MLB licensed rookie card (screw you fanatics, your beholden to the MLBPA and their RC rules now). Once 2026 hits, Topps can continue producing these products airbrushed style. I will continue buying. Bowman is home of the rookie card and that will not change for me.
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#2150 | |
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A lot of set collectors will leave, and that is a significant portion of baseball buyers. Not that it will be catastrophic, but even if they lose 10% of collectors, that is not ideal. |
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