GameStop also experienced an increase in sales this summer, probably thanks to Nintendo's sales and the EB/GameStop merge.
Another big winner appears to be GameStop Corp. (GME) , one of the few independent video game retailers in the sector.
Underscoring this point, shares of GameStop jumped more than 5% in morning trading Friday to hit $39.28 -- setting a new all-time high for the stock on a split-adjusted basis. The shares have nearly doubled since last summer.
"We believe the multiple is warranted given GameStop's dominant position as a specialty retailer of video games, its substantial infrastructure to trade used titles [providing a unique point of differentiation with customers relative to other retailers] and potential for margin expansion as new software sales increase as a percentage of the product mix," David Magee of SunTrust Robinson Humphrey wrote in a note to clients Thursday, before the NPD numbers came out.