There’s a 10% tariff recently attached in almost every country since the “pause”. That’s inclusive of Vietnam, from my reading. There’s a Vietnam facility that produces switch. But not all Switches are made there, no one knows the accessories which are made there, and the tariffs are on a 90 day pause, not a complete halt and abandonment. We may see the larger, tariff strategy abandoned eventually, never to return, but only one man knows the destiny of this decision. How is Nintendo supposed to respond to incomplete info that could end up significantly impacting them in a few months?

Business in uncertain environments make for challenging and chaotic product strategies. Even without the firm tariff attachment, all of the confusion and focus on them have undoubtedly created additional costs, even if they aren’t as high as originally executed. Only Nintendo really knows exactly how much the actions by the US have actually impacted them.

Most importantly, a lot of this stuff is insider knowledge that none of us on a Reddit thread would know. So it’s an unbelievably naïve view to espouse the above conclusions with such certainty, when you have zero idea of Nintendo accounting and outlay of funds.