3rd UPDATE:Best Buy Launches US Test Of Used Video Game Sales
June 23 2009 - 3:40PM
Dow Jones News
Best Buy Co. (BBY), which began testing the sale of used video
games in some of its Canadian stores a year ago, is expanding the
effort to the U.S.
The largest U.S. consumer electronics retailer by sales is
testing a kiosk-based model in several of its Dallas and Austin,
Texas, stores starting this week, Chief Marketing Officer Barry
Judge said Tuesday.
The kiosk scans used games to make sure they work, then
immediately issues a voucher redeemable for a Best Buy gift card
that can be used for anything in the store, Judge said in a posting
on his blog.
"We'll also be testing the sale of used games in those stores,
and some of the kiosks will even rent games and movies," Judge
wrote.
Shares of Best Buy recently traded down 59 cents at $32.85.
Shares of GameStop Corp. (GME), which has held a virtual monopoly
on the U.S. used video game business for years, fell as much as 7%
after the news before recovering to change hands recently at
$21.69, down 1.3%.
Wedbush Morgan analyst Edward Woo said GameStop, based in
Grapevine, Texas, has about 90% of the U.S. used video game
market.
"The risk is not one or two kiosks in Dallas, because by the
numbers, that's not going to affect (GameStop's) business," Woo
said. "The risk is that the couple of kiosks go into (Best Buy's)
900 plus stores."
GameStop spokesman Chris Olivera declined to comment
specifically on Best Buy's test, but he indicated GameStop's more
than 6,000 stores have advantages over self-service ventures.
"Trading in used games and consoles is a highly-assisted
activity," Olivera said in an emailed statement. "We are very
confident in our model that allows for our expert associates to
help consumers trade in product, a fact not addressed with a
self-serve process."
"Likewise, GameStop has over 12 years of skin in the game and
understands the highly-regulated business of pawn and resale laws
that vary not only from state-to-state, but municipality to
municipality," he added.
Used video games make up as much as a quarter of GameStop's
revenues but at least half the company's profits, Woo said.
Importantly, profit margins on used video games are around 50%, far
higher than the 20% margins on game software and 5% margins on
gaming hardware, he added. Wedbush Morgan estimates GameStop
controls about 90% of the U.S. used video game market.
But the number of companies trying to tap the market keeps
rising, especially as video games are considered a cheap form of
entertainment for recession-weary Americans.
Internet retailer Amazon.com Inc. (AMZN) in March introduced a
used game trade-in program that allows shoppers to swap old video
games for an Amazon gift card, stoking fears prompted by Toys "R"
Us Inc.'s test of a trade-in program. Wal-Mart Stores Inc. (WMT) is
also testing kiosks that accept used games.
Woo said there's no evidence that any of the tests are hurting
GameStop's results at this point.
"The real concern that investors have is that the used game
business is so lucrative for GameStop that if there's any kind of
competition to slow down their growth, or even worse, if
(competitors are) able to get traction ... it'd be very tough for
GameStop," he said.
Last year, Best Buy said it would test selling used video games
in Canada. Woo said the Richfield, Minn., retailer later spread the
program to its 139 Future Shop stores there.
Chris Homeister, Best Buy's senior vice president of
merchandising for entertainment, said the tests in U.S. Best Buy
stores and the Canadian Future Shops are independent of each other.
He and a company spokeswoman declined to comment on how the test in
Canada has gone or provide pricing and other specifics on the used
video game test in the U.S.
"There is clearly a goal from our perspective to look at taking
advantage of the great gaming franchise we have at Best Buy today,"
Homeister said. It's also an effort, he said, "to stay with the
customer through the entire life cyle of the gaming experience,"
since Best Buy already sells gaming systems and games.
Best Buy is using kiosks from e-Play LLC, a closely held
Columbus, Ohio, firm that is also supplying Wal-Mart with kiosks
for a test in 77 stores.
-By Mary Ellen Lloyd, Dow Jones Newswires, 704-948-9145;
maryellen.lloyd@dowjones.com