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1:05This is the Late Round Podcast with your host, JJ Zacharyarysen.
1:09JJ Zacharyarysen. What's up everyone, it's JJ Zacharyarysen, and in this episode 1126 of the Late Round Fantasy Football Podcast, thanks for tuning in.
1:17Did you guys know that we send content via the Late Round Newsletter?
1:21It's true. And it's free. You can get the 15 transactions column directly to your inbox every Tuesday morning.
1:27We'll have some matchup stuff for you from Brandon Gadula.
1:31There's a wrap-up email that Kitchen puts together every week.
1:34All of that is free with the Late Round Newsletter.
1:37You can learn more and subscribe to that newsletter by heading to lateround.com.
1:41Now let's get to this week's 10 trends. We finally got to see what this Miami Dolphins offense is going to look like with Malik Willis under center.
1:51And I would say that overall, it wasn't great.
1:54Which was kind of predictable. Devon Achan is the only significant player in that offense from a fantasy perspective.
2:00Everyone else was a late round dart throw in drafts.
2:03And I'd say week one was not the best for Achan.
2:07He had pretty good peripherals, to be fair. His 88% snap share was better than the 75% snap share that he had last year.
2:15He ran a route on 73% of Miami's dropbacks.
2:18That was 72% last year. His rush share was 61% on Sunday.
2:22It was 56% last season. But he wasn't targeted at the same rate.
2:2624% of his routes run resulted in a target last year.
2:30That was 18.5% in week one. That's still good.
2:33But it's not as elite as last season. He also didn't create explosive runs at nearly the same rate.
2:39Though that could just be a small sample size thing.
2:42Regardless, in the end, Achan finished with just 12.1 expected PPR points against the Raiders.
2:47In what was considered a pretty good matchup. Last year, his expected PPR points per game average was 15.5.
2:54So we're talking like 3.5 more points than expected points per game.
2:58He's not like a sell for me right now.
3:01But the Dolphins ranking bottom 5 in EPA per play after a game against the Raiders, it's not making me feel all warm and fuzzy on the inside.
3:10They've got time though to turn things around. It's a new offense.
3:14It's a new system. And patience is key when that's the case.
3:18We've got to talk about Kenneth Walker's usage on Monday night.
3:22And for purposes of this discussion, I'm going to take out the final drive of that game that was just pure garbage time.
3:29That happened with about 4.5 minutes left. Up until that point, Walker had a 72% snap share, a 74% rush share, and a 46% route share.
3:38He had 6 targets. He had a target on 40% of his routes run.
3:42So again, he had a 72% snap share. In his four seasons in Seattle, those numbers were 49%, 65%, 57%, and 61%.
3:50He had a 74% rush share. In those four seasons with the Seahawks, those numbers were 48%, 43%, 60%, and 55%.
3:57And then like I said, he had a 46% route share.
4:00In four seasons in Seattle, those numbers were 38%, 46%, 35%, and 41%.
4:05So if we just assume that week one's usage just continues rest of season, he's going to see far better usage than
4:12he has ever seen in the NFL. His expected fantasy total on Monday night was 20.9 PPR points.
4:18Last year, his expected points per game was 10.5.
4:21I mean, if this keeps up, we're talking about a top five running back in fantasy football.
4:27That's where I have him ranked right now. Especially with the way that he ran.
4:32He produced 107 yards on the ground after contact.
4:35That was the most in the league in week one.
4:38The usage overall was amazing. Jalen Coker was rostered in too many leagues for me to shout him out on the 15 transaction show yesterday.
4:46But I had a couple of people ask about him, so let's talk about Coker.
4:51Coker was a late round dart throw in the draft guide this year.
4:55So while his week one performance was definitely surprising, I don't think anyone thought that he would be the top wide receiver
5:03in fantasy football after a week of games. But I'm not totally surprised that he had a good week.
5:09He was featured on last week's Sleepers episode. This actually extends beyond just this game.
5:14Including the playoffs, over the Panthers' last seven games, Coker's averaging 17.4 PPR points per game.
5:19His route share is at 86% and he's seen a target on over 23% of his routes run.
5:25He's out-targeted Teddero McMillan 45-41 over this time frame.
5:28He has a 2.48 yards per route run rate to T-Max 1.75.
5:32This isn't to say that I like Coker more than T-Max from here on out.
5:37I think McMillan can be fine. But Coker's not some one-week wonder.
5:41He's been working and he's been getting better since he entered the league.
5:45So if he's somehow out there on your waiver wire, yes, you need to add him.
5:51With the NFL's shift to heavier personnel the last few years, and with it being really noticeable last year, I've been talking
5:58more and more about usage when two or fewer wide receivers are on the field at once.
6:04Because when that happens, we tend to see the wide receivers who are actually on the field get better efficiency.
6:10Better per route run metrics, yards, targets, and points per route run.
6:14I talked specifically about this with Lad McConkie. Mike McDaniel has historically run offenses with less 11 personnel.
6:20It stems from how Kyle Shanahan does things. And Lad has been much better with fewer wide outs on the field with him.
6:28In week one, here are the teams year over year who saw the biggest jumps in percentage of plays with two or fewer wide receivers on the field.
6:37So these are teams who saw an uptick in percentage of plays with two or fewer wide outs on the field.
6:44Now keep in mind, GameScript can play a role here.
6:47But I think some of these teams make a ton of sense given what we talked about entering the season.
6:54Their coaching shifts and what they did in the draft.
6:57So I'll call out six teams who saw an increase of 18 percentage points or more.
7:03Vegas led the way at plus 27.5. So almost 28 percentage points.
7:07That's the Clint Kubiak effect. Unfortunately, their wide receivers just aren't very good.
7:11Number two was Jacksonville. They went up 27.3. Now, Brian Thomas was banged up a bit in that game and they had a nice positive game script.
7:20But that's definitely something to monitor, especially given how they handled this year's NFL draft.
7:25Third and fourth were the Vikings and the Jets at plus 22.8.
7:29The Chargers, even in a bad game script, they were plus 20.5.
7:33And then the Giants were plus 18.1, which could really end up being good for Malik Neighbors.
7:39Those are just some numbers to think about. Saquon Barkley had some low-key bizarre usage and annoying usage in week one.
7:45He ran a route on just 21% of Philadelphia's dropbacks.
7:49He actually ran as many routes as Will Shipley did.
7:52Barkley's route share was 61% last year. His share against the Commanders was the lowest of his career in a game with a 50% snap rate.
8:01Now, a huge reason for this is that Will Shipley saw Philadelphia's two-minute snaps.
8:05He played 100% of their snaps in that mode.
8:08He ran five routes. Barkley didn't have any. Now, I don't know if this is going to be a thing for the Eagles moving forward.
8:17But if it is a thing, it's kind of a problem, a small problem for Saquon Barkley's upside.
8:23The offensive line also didn't play well in week one, and it showed in the data.
8:28Barkley had just a .33 yards before contact per rush.
8:31He actually was sixth in yards after contact on the ground in week one.
8:36Fortunately, there is some hope. The Eagles get the Titans and then the Bears over their next two games.
8:42So I wouldn't be out there selling Saquon Barkley just yet.
8:46I talked about Patrick Mahomes' deep ball rate and deep ball effectiveness on last week's 10 trends episode, and he was good in fantasy football in week one.
8:55The rushing touchdown, his mobility in general, was a pleasant surprise.
8:59But watching that game, I didn't walk away thinking, Patrick Mahomes is back.
9:03It was a tough matchup. So it's not like this is some concrete take.
9:08I just didn't think that he looked amazing in week one as a thrower.
9:12And looking at the data, it backed that up.
9:15He was the only starting quarterback who finished a game, so Kyler Murray doesn't count here, who didn't complete a single pass
9:23that traveled 10 or more air yards. And keep in mind, this is coming off a season where he ranked outside the top 20 in that statistic.
9:32We'll see with Mahomes. Like I said, I thought his mobility did look good and fine.
9:37And that's shocking considering the ACL. And the Chiefs have what looks like a great run game.
9:43But I still wasn't quite there with Mahomes as a passer in week one.
9:47I kind of hinted at this on yesterday's 15 transactions episode, but the Steelers really pushed the ball down the field in week one.
9:55Aaron Rodgers had his highest average at the target as a Pittsburgh Steeler.
9:59Only seven quarterbacks had a higher ADOT than Rodgers in week one, when he was literally at the bottom of the league last year in ADOT.
10:08The problem in week one is that he just didn't connect.
10:12He didn't have a single completion on a 20-plus air yard throw.
10:16And his 10-plus air yard completion rate was bottom five.
10:19It was only better than Dak Prescott, Cam Ward, Kirk Cousins, and the aforementioned Patrick Mahomes.
10:24But a big beneficiary of this was DK Metcalf.
10:27He was second worst in the league this past week behind only Jamison Williams in terms of underperforming his expected points per game.
10:35He left almost 10 PPR points on the table based on his usage.
10:39But that usage was obviously really great. He was fifth among wide receivers in route share.
10:45He was 14th in target share. And only Chris Alave had more air yards than DK Metcalf.
10:50I would consider Metcalf a buy right now, but it's a little bit more volatile than the Jamison Williams buy.
10:57The one that I talked about yesterday. Because unlike Williams, we don't know if this is really going to keep up.
11:04But as it stands, I was probably too low on Metcalf heading into the season.
11:09We'll see what happens moving forward though. I didn't mind Antonio Williams as a prospect.
11:14He was in that group of wideouts from this year's class that went day two, where none of them had like elite profiles.
11:21But there was some stuff about Williams' profile that I did like.
11:25He actually got a Lad McConkie comp in the ZAP model.
11:29When the commander signed Stefan Diggs though, it kind of wiped my enthusiasm for Williams here in 2026.
11:35But after seeing how week one went down, I won't be surprised if he's playing a more legitimate role for this team at some point this year.
11:44The usage was understandably weak. He only ran a route on 26% of Washington's dropbacks.
11:49But he did see a target on 40% of those routes run.
11:53And here's something fun with small samples. He had a 6.4 yards per route run rate.
11:58I just thought it was a worthwhile call out on today's show because Deami Brown ran the third most routes for the commanders at wide receiver on Sunday.
12:07They were deployed differently. Brown had a 14% slot share, Williams 50%.
12:11Williams is more of that direct backup to Stefan Diggs.
12:15Stefan Diggs, he had a 56% slot share. But they talked about this in the preseason.
12:20The commanders think that Williams has a chance to play outside.
12:24If that's the case, then there's a chance that we see more Williams sooner rather than later.
12:29Harold Fanning kind of had it bad in week one.
12:33His route share was 64.5%, which was 19th among tight ends.
12:36Aside from week 17 last year when he was hurt, he hadn't been at that low of a route share since week 11.
12:44And unfortunately, he was only targeted on 15% of his routes.
12:48That was the lowest mark of any single game of his entire career, which obviously just spans back to last season.
12:54Now, Fanning was kind of a worrisome pick this year because his target shares were just insane down the stretch last season.
13:02It was going to be tough for him to maintain that, especially when Shador Sanders wasn't going to be under center to start the season.
13:10But mostly it was the fact that the Browns had more competition at pass catcher this year.
13:16And we saw that come to life in week one.
13:19They have three viable enough wide receivers in their two rookies in Denzel Boston and Casey Concepcion, and then there's Jerry Judy.
13:26Cleveland ran out of 11 personnel at the 7th highest rate in the league this past week.
13:32And a problem was that Fanning's targets per outrun rate, it dropped when the Browns were trailing by double digit points.
13:39And it was just 14% when the Browns ran out of 11 personnel.
13:43Last year, Fanning did see a very small uptick in targets per outrun when he was in 12 personnel versus 11.
13:50Now, I'm not trying to have everyone panic here and sell Harold Fanning right now.
13:55I do think some of my priors were confirmed though after one game, but it was also just one game.
14:02And he's a really good player. But my overall concern just solely based on one week, because that's all we have right now, it would be this.
14:11It's an offense with more useful weapons now. And if they do trail a lot, it could lead to more 11 personnel.
14:18And traditionally, that's been a slightly worse thing for Harold Fanning.
14:22I'm going to end today's show with a trend that I think everyone who plays fantasy football needs to hear.
14:28I just kind of said it with Harold Fanning a second ago.
14:32I don't want you to take things from this week's show and just start panicking.
14:37I'm merely providing information from what we saw in week one.
14:41Some of these trends are going to stick, some of them won't stick.
14:45That's how it goes with a one game sample.
14:48And speaking of that one game sample, how important is it?
14:52Well, the answer to that is that it's not nothing, but it's definitely not something.
14:57I know, super helpful. But no, seriously. I ran some numbers yesterday where I looked at the connection between week one points
15:04per game versus the entirety of a player's season in points per game.
15:08So week one was initially included in this analysis.
15:11This is more of a descriptive thing right now, not a predictive thing.
15:16To limit my sample of relevant players, I looked only at end of season top 24 quarterbacks and top 24 tight ends,
15:23and then top 48 wide receivers and top 48 running backs.
15:27So the question is, how correlated is week one's production in points per game versus total season points per game?
15:33And the answer is, it kind of is when you include week one performance, but it's also dependent on the position.
15:40In order of importance, week one performance matters most for running back, then tight end, then quarterback, and then wide receiver.
15:47So if you have Jalen Waddell, maybe you have Marvin Harrison Jr.
15:51or some other wide receiver who didn't come through in week one, there is some hope.
15:57Running back likely has the highest correlation because of what I always talk about on this show, and what I talked about last week with Austin Eckler.
16:05Running back usage comes down to a coaching decision, and that coaching decision is likely going to be pretty consistent all year long across a larger sample.
16:14With wide receivers, you just see more volatility. For all you nerds out there, the R-squared values here are about 24% at
16:22running back versus 14% at wide receiver. But here's the thing, if you're looking at how well week one points per game
16:29explains future performance in that season, the correlations are actually far worse.
16:33Because in the exercise that I just described, I'm including week one data.
16:37Since there are only 17 games, that naturally accounts for a decent chunk of those games.
16:43So how a player performs in week one is going to correlate more strongly to total season production.
16:49So I also looked at week one points per game versus points per game from week two onward.
16:55It's the same sample. Top 24 quarterbacks and tight ends.
16:58Top 48 wide receivers and running backs. And the R-squared values predictably drop.
17:02Because we're now seeing how much week one explains that future performance.
17:06Quarterback is just 5%. Running back is 13%. Wide receiver 4%.
17:10And tight ends 7%. So this is all to say, relax everyone.
17:14Don't panic. It's a long season and we're just getting started.
17:17That's it for today's show though. Thanks to all of you for listening.
17:22If you yet subscribed to the Late Round Fantasy Football Podcast, make sure you are messaging for it pretty much anywhere podcasts can be found.
17:30And don't forget to follow me on Twitter and on Blue Sky at LateRoundQB.
17:35Thanks for listening everyone. I'll catch you tomorrow with the weekly sleepers episode.
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18:22Put ChatGPT to work on your most ambitious ideas and projects.
18:26Get started at ChatGPT.com by selecting Work Mode. Available on Plus and Pro Plans.
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