I'm really happy with the announcements, even if I am slightly surprised/disappointed not to see Hermie, but he's inevitable. R1 and R2 look fantastic. I'm so happy with those, and Luke, too. J'Quille! Next year looks to be fantastic.
I don't think there's anything to stop TB from pushing the Balrog as an exclusive somewhere else besides Wal Mart. It's obvious both KB and TRU appreciate the line. A rotocast Balrog (what, $10?) would blow out of stores. The only alternative would be to shrink it and include it as part of the figure assortment ala Treebeard, but if Wal mart is really against this figure no matter what, then that's probably out, too. Come to think of it, WM probably killed that Orc Warrior from Toy Fair, too.
I was a little curious at first also why Riekken was considered a deluxe for all the reasons already mentioned, but yeah the screen type thing seems awfully big. Then again, the bar sections that come with the Nightclub Obi Wan and Death Sticks Guy seem awfully big as well.