The decline is most likely related to investors positioning for a miss. Based on NPD data posted earlier (I don't have access to NPD), the Y/Y increase in US revenues for July and Aug was 4.67% versus analyst projections for 15.24% Y/Y increase.
2012 2011 Increase
July 10.5 10.4 0.96%
Aug 11.9 11 8.18%
2 Month Total 22.4 21.4 4.67%
Analyst 69.88 60.64 15.24%
I don't think that SKUL will miss by as much as the above analysis seems to indicate, but will nonetheless miss. GL to all.
I was under the understanding that NPD data was computed on revenues rather than units sold. If the data is units, you are correct. If the NPD data reports in revenues, you are wrong since revenues already includes changes in ASP's.
Either way, NPD data definitely does not seem all-inclusive of US sales.