I think this is spot on. For the first time in a bit we are going to have a buyers market this holiday season. No more cash infusions from the government, student loans have resumed, and interest rates have risen faster than wages resulting is less disposable income for the average Joe. There is a strong likelihood that many companies, including Lego, ramped up production after the post covid boom when money was flowing that will cause supply demand ratio that is 180 from a couple of years ago. Quite a few companies have lowered guidance for this quarter already due to weak sales projections
Me personally, I'm not biting on anything now and I think we will see 50 - 70% off on some sets for the first time in forever. The sets the poster mentioned are ones that have been poor performers for Lego and I think they are trying to move them now while there is not a lot of other sales going on.
Just my two cents. Not a frequent poster but I find this **** fascinating.
Good Luck