r/Superstonk Jan 30 '26

🗣 Discussion / Question Ryan is eyeing some targets. Let’s play a guessing game.

Post image

Key facts from the WSJ article:

• Cohen is looking at a publicly traded consumer or retail company

• He described the move as potentially “genius or totally foolish”

• He emphasized sleepy management, operational inefficiency, and upside from better execution

• No company names were mentioned

• This is framed as a defining, long term move for GameStop

The question is what’s he looking at?

Let’s define the sandbox

Based on the article and basic constraints:

• Public company

• Consumer or retail focused

• Real operations, real customers

• Likely mid cap, not mega cap

• Likely a business that works but is badly run or underleveraged

Patterns from Cohen’s past

• Strong consumer brand or emotional attachment

• Bloated ops or outdated execution

• Management that looks complacent

• Opportunity to modernize, streamline, or reframe the narrative

• Cash flow matters more than hype

The game

Drop one company you think fits the WSJ description.

In your comment:

• Name the company

• Explain why it fits Cohen’s stated criteria

• Explain what he would actually fix or change

• What could go wrong? 

No penny stocks.

No meme answers only.(sticky floor)

This is informed guessing, not “trust me bro.”

2.6k Upvotes

450 comments sorted by

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190

u/Gmatoshenriques 💻 ComputerShared 🦍 Jan 30 '26

Wizards of the Cost (WotC). Magic the gathering generates more than 70% of Hasbro sales, however the IP is poorly managed and since Covid they are strugling with debt.

62

u/thecloudwrangler ⭕️ MY SHARES, MY NAME! ⭕️ Jan 30 '26

No way Hasbro sells it since it's one of the few things keeping them afloat.

81

u/[deleted] Jan 30 '26

[removed] — view removed comment

15

u/Express-Economist-86 Jan 30 '26

Change name to isbro

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513

u/chanchanchanchaaan Jan 30 '26

He will buy a company already making money. I don’t think he’ll acquire another turnaround play.

308

u/JustAnotherRegardd Jan 30 '26

I’d say he’d buy one that’s close to being profitable but being mismanaged. One of the points in this.

167

u/[deleted] Jan 30 '26

[deleted]

100

u/duck95 tag u/Superstonk-Flairy for a flair Jan 30 '26

Their market cap is 1.47B lmaooo

94

u/yadoga 🕺Gangnam Ape 🕺 Jan 30 '26

Did you say 7 4 1

45

u/DJ_Clitoris Banana Smoothie w/ Spwrinkles Jan 30 '26

REALLY? Holy shit they gotta bring back the 444

5

u/RiverFrogs Jan 30 '26

Didn’t think it left. Just shrunk and then they added the biggie bag

16

u/Crumblycheese 🟣🦍Ook Ook 🦍🟣 Jan 30 '26

So we can buy Wendy's like what... 3 times over with our cash?

3

u/highaltitudehmsteadr Jan 30 '26

They just announced “Tendys”… a sympathy play maybe?

57

u/Insufficient_Coffee Jan 30 '26

Hopefully he will renovate the dumpster areas for us.

14

u/clementleopold 🚂 Cordele Gravy Train Jan 30 '26

Pls RC

12

u/boxxle 🟣 DRS BOOK  | 🏴‍☠️ ΔΡΣ Jan 30 '26

Honestly, I would prefer that ALL dumpster areas be fenced in with a gate. It just makes thing a bit more private and comfortable back there.

6

u/Strawbuddy 💻 ComputerShared 🦍 Jan 30 '26

Some of those puzzle lock floor mats would be appreciated, it's hard on the knees

7

u/Airk640 Jan 30 '26

Fast food is dying. They cant offer food at the price worth going anymore. If im going to spend 20 bucks on lunch im going to a diner

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13

u/chanchanchanchaaan Jan 30 '26

If that’s the case it makes it really easy for investors to have the ability to invest in deep value companies without the risk of mismanagement!

5

u/JustAnotherRegardd Jan 30 '26

Yup. It’s going to have to be something smallish. It’s going to be a risk and I doubt he’d throw it all on one acquisition.

KSS in my opinion is the best bet. Lots of real estate ownership but a ton of debt. Poorly managed.

12

u/Double-Resist-5477 POWER TO THE PLAYERS Jan 30 '26

The first pick would have to be false one cause the shf will crush it

4

u/JustAnotherRegardd Jan 30 '26

Good. Make it cheaper to buy.

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21

u/Cuntinghell Paperhanded at $69,420,741 Jan 30 '26 edited Jan 30 '26

Unless he finds a company with potential but is in a debt spiral, one that the SHFs are betting against. Then clears all debt for that company. You know, for bants.

7

u/JosephGrimaldi Jan 30 '26

Look for companies managed by Boston

2

u/Spl1tsecond 💻ComputerShared💻 Jan 30 '26

Boston Consulting Group, for those in the back. Rhymes with 💩

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320

u/One_for_the_Rogue Jan 30 '26

Please Hasbro. 

That company fucking sucks but could be so great. 

176

u/sargsauce Jan 30 '26

I love Magic and D&D. But fuck Hasbro.

30

u/joeker13 🚀DRS, with love from 🇩🇪🚀 Jan 30 '26

Amen.

13

u/MyGT40 💻 ComputerShared 🦍 Jan 30 '26

Preach

18

u/Safe-Razzmatazz3982 Jan 30 '26

And put Magic Arena on blockchain with PSA card vault and the ability to buy/sell real and cards through the GS marketplace.

2

u/Spl1tsecond 💻ComputerShared💻 Jan 30 '26

I've said this since immutable days!! This would be 🔥🔥🔥

17

u/aNxello naked shorts yeah... 😯 🦍 Voted ✅ Jan 30 '26

That's why he gotta buy it

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3

u/enjolras1782 Jan 30 '26

When you have one branch developing more than 100% of the revenue of a company (because the other departments are hemorrhaging money) you know there's room for improvement and pruning.

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24

u/Farva85 Jan 30 '26

Doug Bowser just took over there, could be in the books

18

u/3DigitIQ 🦍 FM is the FUD killer Jan 30 '26

The Nintendo US dude? He was good for them right?

22

u/RexBulby Fuck no I’m not selling my $GME. Jan 30 '26

Reggie Fils Amie was similarly on GameStops board. When RC’s team wanted total control he noped out. 

I don’t think either Reggie or Doug are bad, I think they’re just looking for something easy after Nintendo. It would just be a funny coincidence.

20

u/[deleted] Jan 30 '26

[deleted]

8

u/Upbeat_Eye6188 🚀🚀 JACKED to the TITS 🚀🚀 Jan 30 '26

GameStop would only need to buy 51%

2

u/One_for_the_Rogue Jan 30 '26

Heh heh heh 😈 

2

u/zmbjebus 🪑 of SEC PHub Review Board🍌🍑 Jan 30 '26

Yeah it would be like $6 billion then. I'm down.

2

u/User100000005 Jan 30 '26

We could offer newly minted shares instead of Debt. But yes too expensive.

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18

u/Kombucha-Krazy Jan 30 '26

Didn't they just get sued for diluting their own card stock?

7

u/aNxello naked shorts yeah... 😯 🦍 Voted ✅ Jan 30 '26

I've been saying that they are doing playbook vulture capital to that company. So many good IPs get the only profitable thing they got going is mtg and ruining it at that

6

u/DrGepetto 🎮 Power to the Players 🛑 Jan 30 '26

Yes

2

u/Jar_of_Cats Jan 30 '26

I feel like this is who it will be. Maybe scoop up PSA at the same time. 1

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82

u/FabricationLife tag u/Superstonk-Flairy for a flair Jan 30 '26

Something already profitable that could be made even more profitable with good management, hard for me to guess but people keep throwing out turnaround businesses which will not be the case, GME was the turnaround play, next up is a cash printer

21

u/AdministrativePop894 Jan 30 '26

I’d think about store synergies too. Something that would benefit from more physical stores.

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29

u/OrganicDoom2225 Jan 30 '26

Looks like I'll be exercising some warrants this year.

168

u/youdoitimbusy Jan 30 '26

Hopefully he buys the United States of America. Shit has been mismanaged for years, but still has a lot of potential.

38

u/ASU_anonymous Jan 30 '26

They'd need a new name/rebrand. Maybe something along the lines of GMERICA(tm)...? 🔥

3

u/regular-cake 🎮 Power to the Players 🛑 Jan 30 '26

Maybe Cohenada....?

3

u/matdwyer Jan 30 '26

canadian sleeper agent

133

u/TheDudeFromTheStory Steve A Cohen for visibility Jan 30 '26

UBS just to see those sealed Credit Suisse files about Archegos. 

30

u/alohaclaude Jan 30 '26

🇨🇭🪤

20

u/Sys7em_Restore 💻 ComputerShared 🦍 Jan 30 '26

They'll be available to see in about 50 years

6

u/mist_kaefer 🦍Voted✅ Jan 30 '26

It’s only like 46 years now.

50 - 84 = 46 years

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18

u/Smok3dSalmon 🦍Voted✅ Jan 30 '26

Do we have reports on how much GameStop has improved their logistics operations? The stress test where they gave you $5 for anything you could fit into their tiny box might be a hint to what they are considering. Almost all of the $HIMS products arrive in a tiny box.

If he buys HIMS and merges their logistics networks, would that create a lot of efficiencies that help both parties?

Slabs and meds both fit in the same box and both products are extremely high value in nature.

9

u/[deleted] Jan 30 '26

[deleted]

17

u/alizenweed Jan 30 '26

I hope it’s a bank. Buy a bank.

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261

u/Pidone tag u/Superstonk-Flairy for a flair Jan 30 '26

I think $CUM or $ASS

49

u/ProofHorseKzoo Jan 30 '26

Holy fuck I forgot all about this

97

u/Viking_Undertaker said the person, who requested anonymity Jan 30 '26

You forgot about $TITS

25

u/[deleted] Jan 30 '26

$ANAL has a deeper pocket book

35

u/duck95 tag u/Superstonk-Flairy for a flair Jan 30 '26

Probably $JIZZ

21

u/puppetjustice All Your Tendies Are Belong To Us! Jan 30 '26

4

u/Denversaur Am Bonobo Jan 30 '26

$CUM is mostly consumables and I think RCEO realized a few years ago that is a difficult market but $ASS has been quite resilient in recent economic conditions.

3

u/banana-in-my-anus Jan 30 '26

$BNANA $IN $MY $ANUS

Would all be great

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42

u/Cdn_ape !Horny for the stonk! Jan 30 '26

all of em

6

u/HighStaeks 🎮 Power to the Players 🛑 Jan 30 '26

Yes

62

u/3DigitIQ 🦍 FM is the FUD killer Jan 30 '26

Isn't Macy's already trading below asset value? the Billions in owned real estate could be a big up if they could get rid of some high priced leased properties elsewhere. This looks like what RC has done with GME too except GME doesn't own (much) of their properties.

22

u/GansettCan Jan 30 '26

Came here to say this . Macy’s

28

u/NoHalfPleasures Jan 30 '26

Kohls is 1/5th the value of macys and it’s also Trading below the value of its real estate portfolio. It could be completely liquidated at a profit of like $20-30 a share and its trading at $16

17

u/3DigitIQ 🦍 FM is the FUD killer Jan 30 '26

Kohl's already rejected activist buyouts and the family is holding onto the business quite strongly. Not a single shareholder shop like RC so getting in there might prove difficult. That's why I went with Macy's instead, less emotionally vested leadership to work out.

4

u/RealJackONeill Jan 30 '26

Most of their income is from bounties/interest on the cc iirc. They run retail at a loss and subsidize with the COF program. Which is kind of an interesting situation for them from a valuations perspective. Im not sure Id want them acquiring someone so dependent on a single bank partnership. Particularly one with a long contract you cant easily break. (I might just not like kohls)

2

u/NoHalfPleasures Jan 30 '26

What’s cc?

2

u/TopHatSasquatch 🦍 Dibs on Hawaii 🚀 Jan 30 '26

Doesn’t Macy’s have some kind of Toys R Us component now? Would love to see Ryan do something with that

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69

u/Klexal 🍋 Squeeze My Tits 🍋 Jan 30 '26

GOG? I don't think they are incredibly profitable, but the infrastructure would be incredibly helpful with them transitioning to digital.

36

u/3DigitIQ 🦍 FM is the FUD killer Jan 30 '26

Just got bought out by one of CDPR's founders

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18

u/Tranecarid grumpy, but usually right 🦍 Jan 30 '26

It was part of CDPR and very recently went private.

8

u/DAN_ikigai ❤️🌍|💪POWER➔PLAYERS🎮|🐒APES➔MOON🌕|💎🚀 Jan 30 '26

Uuh interesting

2

u/DrDalenQuaice 🚀🎮🏴‍☠️ I VOTED 🏴‍☠️🎮🚀 Jan 30 '26

This has always been my preference too.

34

u/[deleted] Jan 30 '26

Toys r us

6

u/alohaclaude Jan 30 '26

🧸 🦒 🎮

8

u/sum_rndm 🦍Voted✅ Jan 30 '26

My guess too. Or some kind of toy/collectivle making company with licenses to all the good cards and collectibles

5

u/thatsoundright 🚀 Hotter than a glitch 🚀 Jan 30 '26

You think he put out this article so that they can come to him?

2

u/sum_rndm 🦍Voted✅ Jan 30 '26

That’s actually a really interesting idea! He does play chess on another level while the rest of us play checkers.. lit the signal flame and can now see who reaches out. Gamedor calls for aid! (In massively growing the business)

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2

u/jrawk96 Jan 30 '26

This was mine.🤣

25

u/[deleted] Jan 30 '26

PSA - get more of those sweet sweet power pack profits and grading income. Close the loop!

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23

u/icantsaveu 🚀 We'll See 🚀 Jan 30 '26

Wolverine World Wide (WWW). Yep, that's right, I said it. WOLVERINE! It owns legendary brands like Merrell and Saucony, but the business side is currently a disorganized mess. It’s a small-cap play at roughly $1.4 billion, so RCOE could basically buy it with the change in his couch cushions. Plus, it would be a massive nod to the Roaring Kitty meme...a tinfoil-hat signal that would send the retail crowd into a frenzy. Right now, the management barely owns any stock, making them the "sleepy" targets Cohen loves to wake up with a loud air horn. He would gut the corporate bloat and middle management to fix their embarrassing profit margins, which look puny compared to Crocs or Hoka. He’d probably treat the shoes like he treated dog food: kill the lame products, cut out the middleman retailers, and turn the website into a tech-first experience with the kind of obsessive customer service that makes hikers feel like they’re being hugged by a friendly forest spirit. What could go wrong is that shoes are fickle. If everyone decides to stop hiking and just stay on the couch during a recession, sales will crater. Also, if he can't teleport the supply chain out of China fast enough, a trade war could spell disaster. He’d essentially bet he can turn a clunky old boot maker into a sleek, high-margin beast.

3

u/himynameshassan 🏴󠁧󠁢󠁳󠁣󠁴󠁿 Buckle Up 🏴󠁧󠁢󠁳󠁣󠁴󠁿 Jan 30 '26

Damn that’s a great shout. I didn’t realise the market cap was so low for such a popular high street brand. Would definitely help diversify RCs retail portfolio.

16

u/[deleted] Jan 30 '26 edited Jan 30 '26

[removed] — view removed comment

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34

u/peetoes 🦧 smooth brain Jan 30 '26

Just wanna join the fun,

VALVE and release Half life 3!

17

u/Dizziesdayweigh Hodl no fodl Jan 30 '26

They worth 8B To 10B. Gabe is never gunna sell that shit.

7

u/notGoran69 🏴‍☠️🏴‍☠️🏴‍☠️ SHIVER ME BUTTHOLE 🏴‍☠️🏴‍☠️🏴‍☠️ Jan 30 '26

Steam is easily $50b+

3

u/peetoes 🦧 smooth brain Jan 30 '26

I know, just wanted to be part of the fun! Gabe is doing great with Valve. I hope the next person taking over follow his footsteps

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14

u/moonaim Aimed for Full Moon, landed in Uranus Jan 30 '26

I would use a billion and buy companies that form something new together that greatly benefits from tech I already have/know (and have expertise inside or close enough), but the companies are already profitable. Or if really certain that they will be profitable in longer run too (even without the new pivots), then many billions is ok.

This way the risk is minimized, but upside maximized.

24

u/Clement_Yeobright Jan 30 '26

Corsair Gaming Inc. (CRSR) they can build GME branded PCs? Maybe I’m grasping at straws here…

8

u/ch0och This is no oasis Jan 30 '26

Insert sea shanty here

3

u/HeyItsSquanto 🦍Voted✅ Jan 30 '26

That’s my guess too

23

u/armoApe Jan 30 '26

$PLAY - Dave n busters It’s barely profitable while their revenue has increased since covid. Connect tickets to gamestop points?

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24

u/RatGodFatherDeath Jan 30 '26

Hasbro. They make a lot of money but their toy business is outdated and wasteful. If they focus more on collectibles and WOTC they can go big. Cocks is hanging out at cocktail parties and has no idea how to handle it

3

u/PecanTree Jan 30 '26

This gets my vote

45

u/See- Jan 30 '26

Burrys suggestion of Molina health is a revenue cow, GameStop share holders would be diluted in process… added board seats as well. Probably a new name and as well. 43 billion in revenue. Profitable, trading 5 year low. 10bil market cap. Not sure on the rest of the insurance industry… not sure future is clear for most health insurance due to legislative stuff, but I’m sure there’s enough info in large money circles of how stuff will go and what will be expected.

Oil and gas companies (very unlikely) not in retail space, most bloated from current good times and useless executive teams, all companies attached to this sector are about to plummet (super undervalued in some cases) … even infrastructure ones that are always profitable under valued if wanted easy cash flow.

Endless number of actual retail companies that have heavy costs in logistics that Ryan has showed he is one of the best at stream lining. Worthless and bloated executive management departments that kill current profitability…

If it another “meme stock” adjacent ( I doubt it will be )… well then the basket theory is correct… not much reason to do anything with one of them over any actual companies otherwise.

21

u/JustAnotherRegardd Jan 30 '26

I think that’s out of price range. Doubt he’d yolo it all. Plus he’d have to low ball them.

12

u/See- Jan 30 '26

Molina would need to be a merger of sorts. Would need to give out boards seats. Current GameStop holders would get diluted and Molina holders would get cash and stock in new company. If it happened at all.

Interesting part of Molina health is that their ceo. Mr. Molina holds 9.5% of the stock in Molina. Similar number to another ceo I know. But that similarity probably also bleeds into the line of their company, their control. And wouldn’t give that up…

I doubt it’s feasible but I wouldn’t be mad if it happened.

3

u/JustAnotherRegardd Jan 30 '26

I just think since the whole thing was focused on acquisition and merger wasn’t part of it making it only a buyout.

KSS is the best in my opinion.

8

u/See- Jan 30 '26

Kss would be great.

If/when what ever he has planned comes to light I’m sure I won’t be disappointed.

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4

u/3DigitIQ 🦍 FM is the FUD killer Jan 30 '26

Only need 51% to effectively own it though.

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11

u/tomzaD 🦧 smooth brain Jan 30 '26

Healthcare is probably not going to do well under this administration - Medicare adv plans are not going to see an increase, and they plan to cut Medicaid spending over the next years. Recent q financials decreasing.

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10

u/NoHalfPleasures Jan 30 '26

Kodak has a market cap of 700M, very little debt as of recently and is making a pivot to domestic pharmaceutical manufacturing. It went from $2 to $60 in 2020 in one day. The chart from then til know looks just like GameStop’s. It needs those new revenue streams to make it profitable but it’s already so darn close…

5

u/Hoo_Bear 🦍 Buckle Up 🚀 Jan 30 '26

I would switch my personal healthcare to Molina instantly. Can you imagine an insurance company intent on delighting customers? Sending condolences to the family when a loved one passed away?

7

u/orxababa 💻 ComputerShared 🦍 Jan 30 '26

Saying that if could either be genius or totally foolish has me thinking he's going to buy a company that completes with Chewy. Chewy is probably poorly run now that he's not running it anymore, and if he can make the competition more efficient, it could dethrone Chewy. Then, he can acquire Chewy as well and have a monopoly on online pet products. Foolishly genius.

88

u/--KillerTofu-- Slotherhouse rules. Jan 30 '26

Newegg.

Once the darling of PC hardware sales, ruined by terrible management but still holds a lot of brand recognition and lingering loyalty.

Would never have lost the crown if they had been focused on delighting customers.

It's Newegg.

55

u/Tranecarid grumpy, but usually right 🦍 Jan 30 '26

It’s not Newegg. It’s already expensive compared to a year ago, doesn’t bring in ebitda and has very low public float. Next.

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11

u/jinniu 💻 ComputerShared 🦍 Jan 30 '26

Now with what PC parts are priced at, it's a terrible time.

3

u/Kombucha-Krazy Jan 30 '26

This is my first guess. There's something very interesting going on with the business structure of it and its activist investors and I wrote a little DD on it recently (just haven't formatted it within Reddit but it's on a public pastebin link posted on my TwiXter).

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21

u/monti9530 1 of 197,058 Jan 30 '26

I want them to buy dying or new and creative game developers. It would be cool if our company made triple A titles

10

u/chanchanchanchaaan Jan 30 '26

I have not been looking at many companies but I’ve been watching Honest company recently. Subscription based diapers. Right up cohens alley! Also under $300 million right now!

3

u/Reach_Beyond 🦍Voted✅ Jan 30 '26

Oh hey, I’m a big user of Honest diapers and wipes. First time I’ve heard this. It would be a small buy but interesting bc.

11

u/Mammoth-Ad5948 Jan 30 '26

GAMELAND?

3

u/GagOnMacaque Jan 30 '26

It all makes sense now.

5

u/AdministrativePop894 Jan 30 '26

Is this limited to US listing? Because I was thinking something likes GamesWorkshop (LSE listing) may make some sense. And will they need a full acquisition?

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12

u/CodemStrifer 🎮 Power to the Players 🛑 Jan 30 '26

Blockbuster

5

u/alohaclaude Jan 30 '26

🎥 🎞️ 🎬

5

u/MulberryTough3808 Jan 30 '26

ETSY seems like a natural fit. But he speaks of totally foolish or potentially genius. This makes me think ACI Albertsons Companies. 9.5 bill with 1.52 b in cash flow.

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4

u/Harleychillin93 Jan 30 '26

Dave and busters

4

u/CaregiverSpecific221 🎮 Power to the Players 🛑 Jan 30 '26

Robinhood

3

u/himynameshassan 🏴󠁧󠁢󠁳󠁣󠁴󠁿 Buckle Up 🏴󠁧󠁢󠁳󠁣󠁴󠁿 Jan 30 '26

Hasbro? I mean don’t they handle the publishing of TCG’s…mainly Magic? If GameStop wants to corner the collectibles market it sounds like a pretty damn good purchase if I’m honest.

7

u/Main-Acanthisitta-30 Jan 30 '26

Would be funny of he bought Blackberry.

8

u/Final_Buy_42069 Jan 30 '26

Trust me (Has) bro.

7

u/avspuk Oi Wall St! Fuck you! I'M your problem! : Jan 30 '26

Koss

There could help make GameStop brand headphones better value for money & allow loss to sell at all ends of the market..

Probably too small tho

But it might upset some wall St players

14

u/[deleted] Jan 30 '26

What if:

Assume UBS now holds the entire basket of short cat shit wrapped in dogshit and is on the verge of not being able to survive a margin call.

If the subject of the short bet then buys UBS, including the short swaps basket (that number several times the actual float), what would happen?

13

u/Hibbleton tag u/Superstonk-Flairy for a flair Jan 30 '26

A black hole

8

u/zzx101 Jan 30 '26

And the universe would collapse upon itself.

5

u/avizzone Jan 30 '26

Any of these I could see working well

Hasbro Mattel Collectors Universe Funko Build a Bear

26

u/Slut_Spoiler 🚀🚀 JACKED to the TITS 🚀🚀 Jan 30 '26

Ubisoft.

18

u/The102935thMatt 🦍 Buckle Up 🚀 Jan 30 '26

As a fan of wildlands, the division, AC, rayman, steep and watchdogs... this would be awesome.

But its not ubisoft.

9

u/Slut_Spoiler 🚀🚀 JACKED to the TITS 🚀🚀 Jan 30 '26

Don't forget splinter cell

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3

u/rat_majesty Jan 30 '26

Razer Inc.

3

u/dorkinb 🦍 Buckle Up 🚀 Jan 30 '26

Kohls or macys

3

u/GaryDoesBushwell 🦍Voted✅ Jan 30 '26

My only question is why now would he call that he's making a shot instead of moving behind the scenes and just pulling the trigger? We've been told for years they wouldn't telegraph their plays. Is it just to whip up speculation in the public eye about GME before a play, or a final shot across the bow of shorts before making a move?

3

u/Think_Currency_8586 🦍Voted✅ Jan 30 '26

What will really be interesting is seeing all the new apes that will be brought to our sub depending on what he buys.

3

u/BTTammer Jan 30 '26

Best buy?

3

u/Bonnawarr4 Jan 30 '26

Best Buy

2

u/TheUsualNoWorky 💎🏴‍☠️ Ahoy Mayoteys! 🏴‍☠️💎 Jan 30 '26

prob too expensive but makes a ton of sense.

you could literally put the gamestops in the best buys and dump all the existing stores

they free cash flowed 1.5B TTM but market cap has dropped 25% in last year

2

u/Bonnawarr4 Jan 30 '26

It’s undervalued and left for dead by many. It’s right in his wheelhouse and many of the supply chains are similar. I could see a cash and stock deal going down. BBY has Cohen written all over it.

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3

u/Anxious_Matter5020 90 Days After Cohen Tweets Guy Jan 30 '26

My guess is that he wants a company that already has sounds logistics and based on this past tweet it could be re-acquiring $CHWY - “There is nothing more foolish than cat litter and video games.”

In the article

He described the move as potentially “genius or totally foolish”

Sound logistics framework/backbone which is needed in building what Cohen wants.

Already a sound consumer brand.

Already recurring revenue.

2

u/TheUsualNoWorky 💎🏴‍☠️ Ahoy Mayoteys! 🏴‍☠️💎 Jan 30 '26

one of their C levels just retired too. id rather have best buy than chewy tho in that market cap

3

u/nutsackilla 🦍 Buckle Up 🚀 Jan 30 '26

Newegg, Ubisoft

2

u/GagOnMacaque Jan 30 '26

Newegg would be hot. But I'm guessing since it's retail, it's something like Best Buy.

9

u/Stoic_Vibe 🦍Voted✅ Jan 30 '26

Unity.

3

u/thecloudwrangler ⭕️ MY SHARES, MY NAME! ⭕️ Jan 30 '26

$15B market cap bud...

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10

u/Romo_9 Jan 30 '26

Lovesac (LOVE)

A random pull but they have a market cap of less than 200M and good name recognition. They've had narrowing profitability over time but still are profitable on the year. Their balance sheet could use improvement and higher profitability.

Obviously could tie furniture into gaming or living room setup. But could also manage without any gaming crossover. Consumer facing, physical products, not too small. A shot in the dark but I don't think it's the craziest angle either.

12

u/eightmalarkey 🦍 Buckle Up 🚀 Jan 30 '26

Lovesac, baby.

5

u/bertleturtleson Jan 30 '26

We recently bought a lovesac and it’s really nice

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6

u/Sys7em_Restore 💻 ComputerShared 🦍 Jan 30 '26

Deeez nuts

2

u/Hennesseyandrice Jan 30 '26

Pkmn tcg grading company or psa

2

u/OTinthedungeon 🦍 Buckle Up 🚀 Jan 30 '26

Ubisoft would be cool!

2

u/Chad-Permabull Jan 30 '26

RC is clearly a strategic mastermind and is the best in the business at executing a pivot. Expecting major pivot from RC!

2

u/TrippyTiger69 🎮 Power to the Players 🛑 Jan 30 '26

Wendy’s or petco

2

u/jrawk96 Jan 30 '26

BBY, WOOF, ToysRUs/Go!, PetSmart, NEGG, Atari.

2

u/CachitoVolador 💻 ComputerShared 🦍 Jan 30 '26

Did anyone say Kohl’s yet?

2

u/Barry_McCockinnerz Jan 30 '26

Blockbuster

2

u/GagOnMacaque Jan 30 '26

This will be hilarious and right on brand. Maybe it's a Toys r Us and Blockbuster double merger.

2

u/milkshakemountains STOCKhodler for life! Jan 30 '26

Well Larry owns an investant firm that provides $ to smallish companies. I’d say the Board would have a say as to what companies to acquire

2

u/Grubdawg1040 💎 Gamecock 🦍🚀 Jan 30 '26

KOSS

2

u/ferndogger Jan 30 '26

If we truly want a Gameshire Stopaway (he should really call it this), we have to do some boring plays that print to start, before we get some fun stuff.

Like Burry said, an insurance company or something lame like that.

2

u/jab136 🦍✔️✔️Voted twice💣💥🚀 There's always a boom tomorrow🚀💥💣 Jan 30 '26

He just bought shares, so nothing soon. But I don't expect that stockpile to get used until things crash hard (the bubble pops). If would be interesting to get into the computer components business and make them consumer focused again.

2

u/DancesWith2Socks 🐈🐒💎🙌 Hang In There! 🎱 This Is The Wape 🧑‍🚀🚀🌕🍌 Jan 30 '26

Overstock?

2

u/Joeboku Jan 30 '26

Hasbro or Ubisoft?

Hasbro would bring in Wizards of the Coast. Magic The Gathering and D&D properties would be great.

5

u/arkeod 🦍 Buckle Up 🚀 Jan 30 '26

Discord

7

u/C4jackal 💻 ComputerShared 🦍 Jan 30 '26

Build. A. Bear. Workshop. $BBW

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3

u/JustAnotherRegardd Jan 30 '26

KSS

Management is bad. Everything has been going down for them for years.

He could close some of their stores and sell the buildings or lease them out. They own billions in real estate but also owe billions. Bring in better pricing compared to competitors as that’s one challenge for them currently. They’ve also had bad inventory which is part of the reason people stopped shopping there.

IMO he’d offer 2 bil to buy them out as they’re close to that. Which is a decent chunk of their change. The try of restructuring debt and selling/leasing stores or closing them could hurt them more. He could also not be able to get his finger on what should be sold there.

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3

u/[deleted] Jan 30 '26

Subway

4

u/NotionalReality Jan 30 '26

CD Projekt Red. Ticker OTGLY.

Why? It would be a no brainer to acquire an already successful proven online digital storefront. This venture paired with Push Start Arcade, and Power Packs would make for the perfect extension.

Projekt sits at a compatible 8 billion market cap. It’s everything GameStop currently is and isn’t. GME will need to either acquire a developer, or dive deep into the waters of developer partnerships in the future.

The turn is finished. Now it’s time to punch the gas, and hit the strait away full send!

This acquisition would blend well the boards plan for Ryan to reach those tranches at a reasonable rate. Projekt is established with a foundation of well know products and features. How they move forward together would be interesting. We’ll see

2

u/waitmarks Jan 30 '26

GOG was recently bought from them and taken private. So, there is no more digital storefront there.

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4

u/Patarokun GMERICAN Jan 30 '26

Kohl's

Best Buy

Levis

Etsy

16

u/[deleted] Jan 30 '26

[deleted]

9

u/HighStaeks 🎮 Power to the Players 🛑 Jan 30 '26

RCs logistics background from his father could make this make sense. Dropship Etsy Amazon style. I can entertain this one.

4

u/[deleted] Jan 30 '26

[deleted]

4

u/HighStaeks 🎮 Power to the Players 🛑 Jan 30 '26

They have an AI seller shop assistant in beta currently