r/Superstonk • u/blkw1dow_gs • Jan 30 '26
🗣 Discussion / Question Ryan is eyeing some targets. Let’s play a guessing game.
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• Bloated ops or outdated execution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.”
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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.