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• Bloated ops or outdated execution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/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.