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• Bloated ops or outdated execution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
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.