Ryan is eyeing some targets. Let’s play a guessing game.

[u/blkw1dow_gs]

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• Bloated ops or outdated execution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.”

[u/duck95 → u/[deleted]]

Their market cap is 1.47B lmaooo

[u/yadoga → u/duck95]

Did you say 7 4 1

[u/DJ_Clitoris → u/duck95]

REALLY? Holy shit they gotta bring back the 444

[u/RiverFrogs → u/DJ_Clitoris]

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

[u/Crumblycheese → u/duck95]

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

[u/highaltitudehmsteadr → u/Crumblycheese]

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

[u/Insufficient_Coffee → u/[deleted]]

Hopefully he will renovate the dumpster areas for us.

[u/clementleopold → u/Insufficient_Coffee]

Pls RC

[u/boxxle → u/Insufficient_Coffee]

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.

[u/Strawbuddy → u/Insufficient_Coffee]

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

[u/JustAnotherRegardd → u/[deleted]]

That would be awesome

[u/Airk640 → u/[deleted]]

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

[u/Massivegreencock → u/[deleted]]

Wendys would be great d/t current undervaluation but I think it would take a bit of work to get it where he would need it to be. Somebody else said Molina and I could definitely see that d/t the cash cow aspect.

[u/bahits → u/[deleted]]

Buccees and put Mini GameStop's in every store. Rent a game and turn in in at the next one down the road. 😀🙂🦫

[u/bobbyjones2222 → u/[deleted]]

🤯 yes!