Also, just wanted to say, i'm really enjoying the discussion. I don't necesarily feel this WILL happen, just pointing out a hypothetical. There's no way to know really.
Jeff & Ed have a decent window into the amount of volume we're hoarding but even that window has issues. Are inventories up to date, are they true, does this site have a significant amount of the lego investing population contributing (probably), are they all entering all their sets, etc.
Also, to your note about whether lego has to worry about competing with walmart & target, i think that's a great point. But i think the key difference is that other retailers dont sit on product for YEARS at a time, creating the POTENTIAL for a market flood, Nor are they as likely to suddenly stop ordering en masse, like we might.
I think the investor community is a bit of a wild card. We run up the perceived demand, (which could be a problem (who knows how big, maybe not very) if we stop buying) and we hold a ton of inventory that could compete with new lego product at any time.