It seems TLOU2 isn't doing too well in the West either.
(media.kotakuinaction2.win)
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Massive returns will effect their ability to sell to the company in question in the future. Likely will be given far less room to ship them huge quantities and market through them.
This is assuming of course that the seller in question paid lump sum for all these copies and don't have a contract requiring XXX amount of sales or else Sony/ND is on the hook for it.
It isn't even that simple with a middle man.