I get their argument but disagreement. DAMN did 603k first week, with 353k of that being physical copies, rest streams. It's the last rap album to go platinum off physical copies, and will likely be the last to ever do it. So their forecast basically says there's no way he does much off physicals this time, and when you add in streams it'll be 350k total. Problem with that is that streaming is way bigger now than it was in 2017. DAMN did about 350mil streams in its first week. For comparison, four years later Certified Lover Boy did around 740mil streams first week. CLB ended up at 613k, including 46k physical copies sold. Kendrick isn't Drake but the hype alone is going to get him an insane total of streams and he may even break or come close to the Spotify/Apple records.
My prediction, which may change depending on the single/video/etc...
450-500k total first week
60-80k physicals