This data is really rather important, and I don't think folks realize what can be done with it yet. Yes, its only EU sales for Lego sites. None-the-less, we can glean a tremendous amount by cross referencing this with other sources. At the end of the day, our community would love to have total inventory numbers, sales numbers, production run amounts, restock amounts, and sales rates, all be set number. We can make some progress to good estimates at these numbers with careful review of this data, with appropriate cross references to other sources such as eBay and Amazon sales, TLG annual reports, and various press releases and advertising data.
There's much more to say about this, and eventually, it will warrant its own thread and discussion. For now, I want to really thank rfish, who has grasped the importance of this data well before most of us. I would add, the raw derivative of this data set if really quite interesting, it shows the sales rates. Big sets can move in the range of 500-1000 units/week. (see, for example, detective's office week of March 19 - April 2, ~1000 units; TLG moved about 200/day on March 15 and March 16). That's just EU and just Lego sites. Compare that rate to observed sales numbers on eBay over the same time period. By my count, I have a total of 7 (seven) sales of 10246 in that same time period. This is a ratio of over 100:1. For every unit sold on eBay, Lego SAH EU moved more than 140 units. Just that number is of fascinating use. Now, of course eBay sales are over MSRP, and there's lots of other caveats, but it is still valuable raw data and a kind of calibration we've not had in the past.
Frankly, it would be completely worthwhile to compile statistics of this ratio (Lego sales vs. other source sales) for all our exclusives, and include Amazon sales numbers if we can find them as well. Compare those numbers to our stock levels, and I think you're going to find we're actually small-fish in this market, all of us. Some have speculated that resellers dominate this market. I think the opposite may be true. We're a small fraction of TLG overall sales. And, thats very good news.
Much, much more to say and think about here, but for now, I hope others are beginning to see what a Gold mine these kind of numbers are. As just another example, it shouldn't be too hard to calibrate how much of TLGs overall sales are in the EU. This would be a pretty good way to extend these EU sales numbers to world-wide overall sales. Really, there's so much that can be done with this data, we're just scratching the surface.
Among other things, I hope some folks are getting screen shots of key graphs for exclusive sets, in case this data source goes *poof*. This data really is the "missing link" that will allow us an (unprecedented) way to get the kind of overall sales and inventory data we've long sought.