Just wait until the DEG report comes out. If it shows sell through growth, then the spin is going to be crazy.
It's amazing that OD sell-through has a chance to be up this quarter, amazing until you see that box office is up close to 20% from last year that is. Then it seems very normal. But you can be sure that box office won't be mentioned in the DEG report. That only happens when it's down and is used an an excuse.
But the box office bubble won't last forever.