Seeking Alpha

EA, Activision, Take-Two rally following positive NPD data

Thanks to new game launches, U.S. retail physical game sales (just a subset of total game sales) rose 57% Y/Y in May to $274M, says NPD. That represents a big turnaround from April's 10% drop, and March's 27% decline.

Ubisoft's (UBSFY) Watch Dogs, which sold 4M units worldwide in its first week, was the top-selling title. After holding the top spot the last two months, Electronic Arts' (EA +2.9%) Titanfall fell to #8.

Activision's (ATVI +1.7%) The Amazing Spider-Man 2 was #6, up two spots from April, and Call of Duty: Ghosts was #10 (down from #2). Take-Two's (TTWO +3.6%) NBA 2K14 was #7 (down from #3).

EA and Activision are making fresh 52-week highs. Take-Two isn't far removed from its 52-week high of $22.41.

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