Things have evened out. TBO is even for the year. Your claim that the genre mix is more favorable to BLu-ray this year than last is false. Perhaps what you mean by "evened out" is when the TBO is back up 5-10% YoY like it was in the first quarter?
Its a poor assumption that TBO or major new releases and the impact on the sales statistics happen at the same time. There is a future impact on subsequent weeks so when the TBO is changing its impact will not be fully felt for a few weeks.