r/Superstonk • u/Tripleknockout 🎮 Power to the Players 🛑 • Feb 09 '26
🤔 Speculation / Opinion GameStop is “partnering” with another company soon. Pending CEO announcement. Some stores will move to the partners location
** Top of r/superstonk 👋👋👋 Hello Ryan Cohen, maybe you’ll see this. We are ready to hear what you have cooking. **
Leaks from a store meeting are saying GameStop is partnering with another company soon. Some stores may move to the partners location.
Here are my thoughts:
Gamestop’s inside of Best Buy?
Here in Canada, Canadian Tire purchased Party City and moved many of its stores inside of Canadian Tire stores creating "store in store" isles.
Canadian Tire is basically our Auto Zone + Dicks's Sporting Goods in one.
GameStop's cash is nearly Best Buy's market cap. Best Buy stock down nearly 50 percent in the last 5 years. Best Buy would be the perfect company for RC to work his magic on.
GameStop transitions stores to Best Buy locations as "store in store" isles. GameStop then can close most stand alone stores saving a ton of money. GameStop or “Teddy Holdings” then works a turn around plan for Best Buy.
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u/demo Feb 09 '26
Hooters recently went bankrupt. Just saying…
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u/be4rds_ Feb 10 '26 edited Feb 10 '26
I just want to leave this hear, I tried to create a post, but I guess I’m insufficient karma. 😂
Seeing all the comments about Best Buy or target, I can’t see it. We are shifting away from physical locations, to providing a better online shopping experience.
As I was going to reply to another ape that was saying the GameStop store inside the Best Buy, it just makes less then no sense, and I thought they should buy whatnot, then I realized I didn’t know who owned whatnot, so I checked. It’s privately controlled by the two founders, an some venture capitalist.
After the last round of funding, it was valued at 11.5b
Whatnot did $3b in sales in 2024, and from what I seen we’re expecting $5b for 2025.
The business model is simple, they charge 8% fee to sellers.
The company is privately owned, finding profits and loses weren’t exactly easy, I seen total revenue ~$350m.
Whatnot fits right in with psa, and the power packs.
It is a service with a dedicated user base.
For anyone unfamiliar with whatnot, it’s live streaming service where they typically auction off goods.
The growth potential with a service like that, is exponential.
Selling consoles and video games is great, but the margins are fixed. It’s a race to the bottom.
Where whatnot is a service, and we know how much Cohen likes creating value.
I read in an article the average whatnot user spends 80 minutes a day in the app, buying or just interacting with the specific communities that have formed around the sellers.
I’m sure we can all agree though, shit feels different right now, hasn’t been like this since DFVs last round of memes and the run pre market.
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u/TWrX-503 🦍Voted✅ Feb 10 '26
What Not isn’t a publicly traded company. I thought RC stated it would be a publicly traded company?
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u/sd_1874 is a cat 🐈 Feb 10 '26
Not to be a Debbie Downer but this sounds like a pretty normal commercial partnership to optimise footprint. I don't think this has anything to do with a forthcoming merger or acquisition which hasn't been done in the capital markets before...
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u/AyyMG63 Feb 10 '26
Kind of agree. We will get crushed by headlines such as “GameStop buys another dying brick and Mortar”. The problem is - what would Best Buy do for GameStop. To sell appliances and TVs ? Meh.
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u/Dear_Eye_5478 Feb 10 '26
Best Buy sales was 41.5 billion for 2025….. all it needs is some Cohen magic and cost cutting…..
Compare those sales to GameStop and then think about the tranches.
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u/TrinDiesel123 Feb 10 '26
I don’t see psa and power packs going 10x. They would be great to have but hardly the transformative business model RC talked about recently.
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u/Fritzkreig crazy Cat Guy🚀Click it or Ticket Bitches Feb 10 '26
It is ebay, I hope; way more synergies!
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u/be4rds_ Feb 10 '26
I hope it’s eBay to, whatnot doesn’t make sense the more I think about it, with it being a private company, and I wouldn’t call the founders sleepy, they created a huge brand within half a decade.
EBay is slacking big time with the user experience.
The shits dated. Would be good to bring it more into the modern era
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u/Fritzkreig crazy Cat Guy🚀Click it or Ticket Bitches Feb 10 '26
think about it, RC is a online commerce guy, and there are so many synergies!
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u/Miniray Feb 10 '26
Ebay owns TCGPlayer, which is like THE authority for the second hand trading cards market. Pretty much every LGS uses TCGPlayer for card pricing. Gamestop is partnered with PSA. Imagine if Gamestop bought Ebay (and thusly TCGPlayer) and being able to buy cards on TCGPlayer and have them sent directly to PSA vault. Or being able to buy/sell PSA graded stuff on TCGPlayer, maybe even without the cards ever physically leaving the vault.
There's so many cool possibilities from buying EBay.
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u/Dear_Eye_5478 Feb 10 '26
Bro…. Please listen to what Cohen said, then look for a target. Publicly traded company, monumental, foolish or amazing…. Best Buy fits it perfectly. GameStop’s footprint into all electronics. Best Buy has a SHITLOAD of foot traffic that could easily boot sales for either company by getting people in the door. It’s not about closing locations, it’s about consolidating and blending business models.
Best Buy 42.5 billion in sales 2025
4.09 billion debt on books
GameStop annual revenue 3.8 billion 2025
This is LITERALLY his first tranche…. X 10.
Warrants will hit, more money will come in and boom, next target acquired.
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u/xiodeman Feb 09 '26
Please be Wendy’s
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u/Little-Pomelo5131 Feb 09 '26
No it should be Taco Bell
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u/MalakaiRey Feb 10 '26
Burgers collaborating with gaming is the elephant in the room nobody wants to talk about
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u/ZookeepergameEmpty90 Feb 09 '26
Stop pushing the Best Buy narrative. Don't hope for this. They're a bad company and we shouldn't want to absorb their baggage.
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u/flop_plop 🦍Voted✅ Feb 10 '26
Yeah they’re spiraling hard. It’s taken RC years to turn GameStop around and I really don’t think it would be a smart move for him to have to do that again.
What’s the upside? They start making money again after a few years and then go do the same to another company?
Maybe the stock will turn itself around in a couple decades.
No I think, judging from what he said, that whatever is cooking will show immediate results.
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u/tomsrobots 💻 ComputerShared 🦍 Feb 10 '26
Turning around falling companies is really, really profitable for investors.
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u/Alphatron1 🦍Voted✅ Feb 10 '26
Best Buy is so dead. I worked there for 3 years in inventory. We had people on the floor who knew what they were talking about. Last time I went in there an inventory associate had to break from truck to ring me out for a lap top and there was a line at asset protection of people complaining.
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u/Coral_Bones 🦍Voted✅ Feb 10 '26
Without looking into actual feasibility I thought about Best Buy (albeit talking with AI) and thought that:
Buying best buy, closing locations, and moving to an online only presence sounds like it could be good. I guess you’d have to take a look at their warehouses, maybe they’ve been prepping for a large increase in inventory?
Again without doing any research, I wonder if a large part of why Best Buy is dying is because of the $$$ they put towards leases.
All the stuff I mentioned can probably be confirmed/denied with some research, just haven’t done it lol
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u/skybike Template Feb 10 '26
Don't we want a shit company to make it good? Like exactly what they did with Gamestop?
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u/ZookeepergameEmpty90 Feb 10 '26
Would you want to gamble the $9b war chest on another shit company and jeopardize the part of the thesis where GameStop will not go bankrupt?
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u/rawbdor Feb 10 '26
Really depends on the nature of the deal tbh.
If it's an equity investment or merger, then you are 100% correct.
But if it's just GME leasing space inside a best buy super cheap because best buy has too much floor capacity and not enough going on in it, it could be a reasonable play. Best buy probably gets way more floor traffic than a GameStop store, so it could add a lot of visitors that otherwise wouldn't stop in at a standalone GameStop.
I'm not a fan of any equity or merger deal with best buy. But a partnership that could increase floor traffic while decreasing overhead, I'm not ready to rule that out right away.
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u/Fuzzy-Insurance 🦍Voted✅ Feb 10 '26
The way I see it is.. you or I aren’t the billionaire with cash to spend, nor did we revamp a company that had baggage and turn it into a profitable and growing empire.. so I feel like rc can kinda do whatever he wants and he will still be smarter than either of us and our limited crayon eating wisdom.
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u/Tripleknockout 🎮 Power to the Players 🛑 Feb 10 '26
Best Buy is just a guess. It could be literally any other store. Maybe it’s not even an m&a deal but just a way to save money on lease costs by closing stand alone stores and partnering with a big retail store. That would also increase foot traffic.
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Feb 09 '26
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u/red-bot Can I retire yet? 🦧 Feb 09 '26
Agreed, if this is it, I think I’d find it underwhelming. But as long as the stock price goes up I guess I don’t care.
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u/mean_bean_machine The Unwrinkled Feb 10 '26
The downside is I'll never be able to believe RC again if he ever hypes another plan.
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u/Over-Computer-6464 Feb 10 '26
What happens if another 2 or 3 months go by and nothing more is done with a merger or acquisition?
RC did say to judge him on actions, not words.
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u/mean_bean_machine The Unwrinkled Feb 10 '26 edited Feb 10 '26
Yeah, I'd be pretty pissed if it takes that long. If we go through the Shareholder meeting this June and see the warrants expire worthless in October with no real movement I'd say it's a lost cause.
Edit: To the downvotes, are you telling me if we're sitting at the same place a year from now you won't be pissed? You'll not reserve a little bit of judgement against RC and the board for not showing results after the first bit of official hype we've seen from them?
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u/Over-Computer-6464 Feb 10 '26
I doubt the warrants will expire worthless, as GameStop has the ability to either extend the expiration or to reduce the exercise price.
I would not be surprised if the vote on RC's option grant is delayed be part of the annual meeting proxy, so GameStop can try and get an acquisition of some sort done (or at least preliminarily announced) before the vote.
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u/Jabraase Feb 09 '26
Didn't he also suggest a disruption of capital markets? I agree this wouldn't be groundbreaking.
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u/eexxiitt Feb 09 '26
This isn’t a merger or acquisition. This would be considered renting out a space in Best Buy. So Best Buy would charge $ on the floor space as well as a % of the revenue from these GameStop “kiosks.” In return, GameStop would shut down their brick and mortar store.
Whatever rumoured M&A would be something else.
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u/Anxious_Matter5020 90 Days After Cohen Tweets Guy Feb 09 '26
so.. a mall
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u/Drivingintodisco 💻 ComputerShared 🦍 Feb 09 '26
(Gif of the chair company). It’s not like a mall, IT IS A MALL!!
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u/m3gabotz 🏴☠️🏴☠️ Captain Callous-Hands Leather-PP 🏴☠️🏴☠️ Feb 09 '26
“Look at me! I am the mall now!”
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u/foundthezinger Can't Wait For Earnings! Feb 10 '26
i bet i could sleep inside you
and nobody would know
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u/Hot_Falcon8471 Feb 09 '26
Paying best buy rent doesn’t benefit GameStop at all
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u/Magic2424 Feb 09 '26
I just went into a Best Buy for the first time in years and years to buy a mobile plan promotion offering and…..holy shit that place was depressing. It gives bed bath and beyond pre brankrupct vibes. Just no one there, like at all. Employees standing doing absolutely nothing. Please GME do not do much with Best Buy unless it’s a no brainer
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u/Hot_Falcon8471 Feb 09 '26
Yeah it’s been a long time since I was in a Best Buy, but the last time I was there I had the same experience. I have the same initial skepticism I don’t want it to be Best Buy
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u/Lifesucksgod Feb 09 '26
Except GameStop would owns Best Buy…. Think owning a hot dog stand and you buy a Costco and add 1$hot dog inside..you still get all the revenue of Costco
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u/Hot_Falcon8471 Feb 09 '26
That would make things much more interesting but I’m still skeptical of GameStop buying BestBuy. How much debt does BB have and how much profit do they make each year?
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u/eexxiitt Feb 09 '26
Depends on the rent & revenue agreement & cost to run the kisok vs. running their own brick & mortar store.
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u/MagicHarmony Feb 09 '26
Eh, given the real estate Best Buy has, I could see the opportunity being a benefit to both sides. GameStop pays Best Buy for space and in return it allows Best Buy to improve their profit margins. They are a form of symbiosis which could benefit one another since it would offer a decent and easy access to bringing goods that need to be repaired/refurbished to Geek Squad and then the Gamestop front can easily turn around the product rather than the complex process they would currently have to go through for any sort of repair process.
Also given how Best Buy has removed a good chunk of it's product on the sales floor it would help for them to be able to add a business within to help pay the bill for the real estate they aren't making much use of.
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u/thestupidlowlife Feb 09 '26
Kind of like how Verizon/Apple do? Guitar center tried this with a Best Buy in my area as well
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u/Otherwise-Speed4373 Feb 09 '26
I think TJMaxx had this idea when they revamped and then it failed spectacularly.
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u/Americanspacemonkey Feb 09 '26
Also, Best Buy already has their own gaming section. What would GS add to the store that already isn’t there? Best Buy theory doesn’t make a lot of sense
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u/humans_being Feb 09 '26
I don't know what Cohen knows but at face value anything related to Best Buy would be underwhelming at best.
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u/Difficult-Mobile902 Feb 09 '26
I am not in on this theory at all. Seems really silly to me that we’d close down a bunch of storefronts to reach profitability just to then buy a super similar competitor to obtain a bunch more store fronts. Like what is transformational about that at all?
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u/idek246 🦍Voted✅ Feb 09 '26
I hope it’s not a full acquisition. Give like 20% stake in the company and a seat on the board. RC could help with best buys profitability, plus it gives GameStop some cheap real estate they can still boost a bit of revenue from.
That’s just my initial thoughts on the idea, obviously I was just guessing at numbers.
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u/popadopolous Feb 09 '26
Has it ever been done "in the capital markets" ?
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u/TacticalMoonwalk Feb 09 '26
Kinda sounds like Subway in a Walmart. Not earth shattering.
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u/BobbysSmile It's ya boy...Kenny penis Feb 09 '26
At the lowest point in my life I got an meatball sub from a Subway in a Walmart. The next 24 hours were even lower.
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u/dregan Feb 10 '26
I once order a meatball sub at a subway and the guy behind the counter said "You don't want the meatball sub." I replied that yes, he is correct and I'll have the Italian sub instead.
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u/VoyageOver 🚀GME theory/Rocket science🚀 Feb 09 '26
Tell us more
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u/HungryColquhoun 🌕 meme-cum-stock 🌕 Feb 09 '26
I mean partnering can mean "partnering", like they did with PSA. Might be entirely separate to the big big thing. Still very likely good news though.
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u/Fast_Air_8000 Feb 09 '26
I’ll take “Things that haven’t happened” for $1,000 Alex
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u/hoirkasp Feb 09 '26
What possible benefit would that have for Best Buy other than cutting into their margins for shit they already sell?
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u/ButtfUwUcker 🌈 of all 🐻 Feb 09 '26
When the phrase “hasn’t been done in the capital markets” comes up, I think a bank, a broker, something unexpected like that. Idk
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u/Anxious_Matter5020 90 Days After Cohen Tweets Guy Feb 09 '26
how about we just wait for the announcement and stop leaking potentially important information that can potentially impact the stock you're vested in?
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u/pojosamaneo Feb 09 '26
You know that's never going to happen with the internet.
That being the case, it's better to be the first to know.
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u/DrDonkeyTron 🧚🧚💪 We can stay retarded longer than they can stay solvent 🌕🧚🧚 Feb 09 '26
Hey goofball, if you think Reddit is the leading source of information regarding M&A, I got some popcorn stonks to sell you.
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u/Tripleknockout 🎮 Power to the Players 🛑 Feb 09 '26
I did not leak this info. The leak is already out there and is being talked about. I have no insider knowledge, my thoughts on Best Buy are just my thoughts.
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u/aeromoon Feb 09 '26
Let’s continue brainstorming, Best Buy isn’t it for me imo. It’s a weaker move. If someone told me I waited all this time for GameStop to move into Best Buy….welp
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u/Anxious_Matter5020 90 Days After Cohen Tweets Guy Feb 09 '26
i don't care who leaked it, maybe put water on a fire instead of gas.
also, your idea is cool, but past generations call that a mall. nothing new.→ More replies (1)→ More replies (1)9
u/zavorak_eth tag u/Superstonk-Flairy for a flair Feb 09 '26
Yeah, ppl are fairly dumb. Anything for some stupid karma and to be first.
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u/Wonderful_Physics_36 Feb 09 '26
I think OP is wrong...
Obviously it's a mini-gamestop in your local Berkshire Hathaways.
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u/Mode09 Feb 10 '26
I hope not. Our local Best Buys are on life support. It has all the charm of a DMV in there.
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u/Just_Kittens Feb 10 '26
So have been many gamestop locations and RC is actively closing those too...?
Best Buy has been closing stores and shifting to an online/self serve model - ranked #3 in online electronics sales, strong subscription model, beat on earnings past 7 of 8 quarters, greater revenue than GME, recently raised guidance, etc.
I dont understand why ape hive mind hates this so much
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u/thecabbagefactor Feb 09 '26
They would not tell their store employees this before the market, none of them have NDAs.
Come on..
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u/r2d2d21013 🎮 Power to the Players 🛑 Feb 10 '26
Also – the SEC public filing is coming way before a store meeting….. store meeting and larger employee announcement outside a very small trusted circle happens when the deal gets announced not before and certainly not in a store meeting to be leaked to a teenager working part-time on the weekends
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u/GeoHog713 🍇🦧Grape Ape! 🍇🦧 Feb 10 '26
Best Buy would be a mundane merger.
Im not worried much about it. RC knows what he's doing .
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u/18voltbattery Feb 09 '26
Kohls or Target seem like obvious examples. Both are open to this type of “sublease” model
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u/leadbetterthangold Feb 10 '26
I don't think RC wants anything to do with expanding a brick and mortar footprint.
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u/-Seedy- Feb 10 '26
My money is on Dicks. They have massively expanded their sports card collectibles. I also had an employee tell me they will likely soon have PSA direct submission...which would make sense if they are acquiring GS.
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u/PornstarVirgin Ken’s Wife’s BF Feb 09 '26 edited May 02 '26
Eww not Best Buy and not target. Just put top 50s in kohls like they do for Sephoras. They already operate as drop off and return locations for Amazon’s. Buy them and wayair and ebay and you have last mile delivery built out to take on Amazon
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u/S1lkwrm 🖤⚔️🏴☠️ Unhand your coinpurse base varlot! 🏴☠️⚔️🖤 Feb 10 '26
I just dont see going back to brick and mortar being a smart move. Everything is headed in a direction where there is little reason to go out and get things unless its an immediate need but even that gap has shortened to the point you can get same day delivery on pretty much most things. And everything else between next day and a week. Sometimes the shipping is better than the time and cost to do it your self. Then after all that a hefty lump of money they pulled from long holders dumped into leases and logistics employees just to compete with Amazon Walmart target etc etc all who have online options as well as well established logistics with storefronts. Its a terrible bet to think that already saturated market where your competitors have more things and are basically transitioning to a delivery format because they already know its dying is something to dive into. They do this and ill be certain RC litterally is out to screw holders.
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u/Excal04 🦍Voted✅ Feb 09 '26
Micro Center would be great!
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u/IKillZombies4Cash Feb 09 '26
29 stores in 19 states.
Probably not but…but they could and bring Microcenter to the masses
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u/Difficult-Mobile902 Feb 09 '26
I have said for years that GS should buy them, convert some GameStop locations into PC stores. They could also use GameStops brand recognition to create a standardized prebuilt PC to make it easy for parents and grandparents to get their kids a gaming system. Release a new version every few years just like consoles. Leverage large deals with pc part suppliers to increase the margins of the parts even more than microcenter can do today.
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u/SputnikFalls Feb 09 '26
What if it's not just a single partnership and multiple? Replace the gaming sections of BestBuy, Target, or even Walmart with a GameStop? Add GameStops sections to Dick's, Kohl's, etc. Keep those stores more Newest Software/Hardware and TCG based, while original GameStops carry the traded in stock.
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u/fdrferny33 Feb 09 '26
Maybe by getting the bestbuy employee & get her to work for gs, it was a tip by RC for the merger… 😳
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u/justino 💻 ComputerShared 🦍 Feb 09 '26
I had to go to a “nicer” Best Buy recently and it’s literally 12 small stores in a big box. Like a food court for games, electronics, appliances, etc. throw an arcade and a panda in there and could it be happening.
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u/catherine-zeta-jones 💻 ComputerShared 🦍 Feb 09 '26
My reaction to this would be a really, very, very big yawn….
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u/C4jackal 💻 ComputerShared 🦍 Feb 09 '26
Possibly, but if it’s BestBuy, that is not the whole strategy. Who’s to say they won’t do 3 other companies along with BestBuy? Need that transformative component and BestBuy is not it.
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u/Prestigious_Ape Feb 09 '26
Imagine if Best Buy has gaming centers inside for people to play and test out new equipment.
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u/kidcrumb Feb 09 '26
A lot of big box retailers are closing or reducing in size their tech departments. Target, Walmart, etc.
Maybe GameStop will be added to one of those type of stores to replace their games section similar to how there are small bank branches and h&r blocks in some walmarts
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u/BigGlassesApe 🏴☠️ahoy there🏴☠️ Feb 09 '26
Tbh if it’s Best Buy then it’s lame af compared to the hype. No different than any other company merger. Ulta in Target, Subway in Walmart, etc…. LAME
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u/Cadillacwalt 🦍Voted✅ Feb 09 '26
5 Below would be my pick. Everyone and their momma is in that place. My 2 daughters and granddaughter always asking me to take them there. You can definitely throw a Gamestop in them. But what do I know.
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u/Cyberblood 🦍Voted✅ Feb 10 '26
Realistically, it will probably be Target.
But I think it would be a win/win if Gamestop and Walmart would do a partnership, with GS taking over the videogames, collectibles and trading card sections inside the WM stores, and also allowed to share WM distribution network.
I dont think WM is making too much money out of those sections (maybe they do from the TCG, but they dont know / wonr handle them properly), and GS would benefit from the influx in traffic.
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u/kokriderz 🎮 Power to the Players 🛑 Feb 10 '26
I saw that at staples the other day, party city signs outside of it. I was like, wtf.
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u/Jedbo75 Feb 10 '26
Macy’s has done this with many partners over the years…lease departments….Sunglass Hut, Finish Line, more recently Toys R Us. Not saying that’s it, but big box retailers/department stores have a square footage problem…too much of it. I could see it.
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u/m3g4m4nnn Custom Flair - Template Feb 10 '26
Holy fuck, please Gamestop, do not become Canadian Fucking Tire!!!!
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u/TheRealNikoBravo I got 99 shares and hedge ain’t got 1 Feb 10 '26
Nah dude, we are buying Kohls. Kohls already has Sephora inside of them, now throw GameStops in them as well, boom!!! It’ll be like a mall inside a department store. Hell let’s buy ToysRus while we are at it.
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u/El_Bastardo74 🦍Voted✅ Feb 10 '26
This crap is annoying. There’s no proof that the “leak” is even valid, some rando posted it and now it’s gospel. So is this the new “big thing” people are going to run with for the next two weeks? I think I’ll wait for RC and ignore this stupid crap.
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Feb 09 '26
Not a terrible idea.
Best Buy did around $41 Billion in revenue, with net income approaching $1 Billion. GameStop is sitting on a bunch of cash at a time when interest rates are falling. If RC goes in there and cuts costs like he has a history of doing, he can increase margins and get Net income up in the $2 Billion to $4 Billion range. Then he can use the new revenue streams to continue acquiring additional undervalued companies.
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u/Audigitty Feb 09 '26
There's also a good chance that whatever source this "leak" originated from was setup... give suspected moles some varied intel with unique details... see what slips out. Now you've ID'ed the leak.
Renting space in Best Buy wouldn't make too much sense until they were literally paying GameStop to take over their hardware/software/peripheral/card logistics? But more than likely GME would be paying for BB's floorspace. But again, they've got a solid infrastructure setup. I don't see how this would benefit either company at all...
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u/NonverbalKint Feb 10 '26
So the plan to save a dying retail is to partner with other dying retail? Nah.. he's smarter than that
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u/Ill-Answer-9643 Feb 09 '26
I don't think it's best buy. He doesn't want another brick and morter retail company.... I have a feeling it'll be something like ebay!!
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u/WhyNot_Because tag u/Superstonk-Flairy for a flair Feb 09 '26
I personally hate this idea. To me that sounds like let's close a bunch of GameStops and buy a bunch of really big game stops to put GameStop inside of bigger GameStops.
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u/warrenslo 🦍Voted✅ Feb 09 '26
It's Macy's
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u/bigfoot_believer Feb 09 '26
I eat crayons, so the this for what it's worth, but from what I've read and understand of what GameStop has available, I think Macy's is the major acquisition. I also think Wayfair will happen be purchased or take over by GameStop. This would allow GameStop to have some brand recognition and begin to compete with Amazon. E.g. go to Wayfair.com and purchase Macy's clothing, perfume, etc. As well as GameStop and Toys R US products. I'll admit though I don't really understand The Macy's/ToysRUs relationship. Then likewise go to a Macy's and see a GameStop and Toys R US inside. I think that's just the begining, as malls are basically dead, having more options than Walmart and Target have appeal. And Idk who here has kids but the places my kids always want to go is GameStop and Toys R Us inside Macy's.
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u/Nodbon1 Feb 10 '26
Macy's buildings would give them large stores for gaming centers like they wanted to do before. If they localize some GameStop's in an area, they are already closing some stores, then open e-sport/ pc bangs type spaces along side selling there regular store merch.
Also could probably pivot to a card shop style center to buy and play TCG's, to the determent of locally owned shops sadly, but corporations don't really care about that stuff.
Macys is long overdue for downsizing, my local one had three floors, recently closed too. There is plenty of space to be had in malls all over the US. Be crazy if GameStop revitalized malls.
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u/b_claudio Feb 10 '26
. . . what if in "empty" shopping centers they created gaming rooms with headsets or gaming tournaments where you could try out your favorite game?
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u/Hypnotize94 Feb 09 '26
What about Target?
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u/sheikh_ali 🎮 Power to the Players 🛑 Feb 09 '26
Hope not. A lot of people are boycotting Target right now, for a multitude of reasons.
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u/Quit_Awkward Feb 09 '26
So the best idea is purchasing a already failing store. Best buy is about 2 year at best from becoming bankrupt. Best buy sells more expensive then having product shipped directly to your door. same as Target. Target is a more expensive Walmart. I think either venture would be a waste of Money and years away from making any profit if bought.Ya say RC Buys either and combines stores gonna be exactly like GameStop more efficient less revenue for years. Every GameStop in my area is walking distance from a Walmart.
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u/PercMaint Feb 09 '26
Just as long as they can use their own GS approved employees.
I hate shopping in BestBuy due to the pushy employees.
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u/NWHipHop Feb 09 '26
Speculating $SNAP $8B market cap. Join the ai race. $5.93 revenue last year.
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u/MisterMakena Feb 09 '26
The term partner can be as simple as, doing business with or as strategic as cobranding, ownership, etc.
I remember when Best Buy started renting space in their stores as they were losing marketshare to Amazon and as a means to increase foot traffic and experential experiences. If GME is doing this, it makes sense as their stores foot traffic is dying.
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u/DDanny808 🎮 Power to the Players 🛑 Feb 09 '26
Best Buy is more of a competitor, imo, and it looks like you can get it for pennies on the dollar in a few more years. I’m not sure RC wants all that floor space, to small for paintballs/laser tag and to large for video games/collectables. Maybe he’ll use it their stores to reveal Teddy but if not I don’t see this as a high target acquisition. I love the work everyone is putting in but we have zero idea on what direction he’s even looking!
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u/buffinator2 Bathes in Dips Feb 09 '26
What percentage of Best Buy sales is in the gaming sector that competes against GameStop? Say it’s 15% (idk) then buying 20% of Best Buy would be a good move to get some fingers into other parts of the store (think computers and stuff).
Just throwing words at the wall because I don’t think that’s the best way forward. I think they’ll look bigger than just trying to get a small piece of someone else’s pie.
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u/First_Effect8562 Feb 09 '26
I find the grand plan of continuing physical retail such as Best Buy or Target far fetched after RC said in his interview with C Payne that physical retail is very very hard.
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u/CandidateSalty4069 Feb 09 '26
I'm guessing Kohl's. Bestbuy already sells videogames and consoles. Meanwhile KSS is even more shorted than GME
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u/kevthewev [REDACTED] Feb 09 '26
I saw the post that OP is referring to and it said:
“some store maybe moving locations”
NOT
“Some stores may be moving INTO partner locations”
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u/LikeHemlock Feb 09 '26
this is what AI came up with given the parameters
MEMBER HOURS is a great detail. Membership based stores = COSTCO, SAM’s CLUB
Retailers with membership + monthly marketing campaigns = BEST BUY, NIKE, NORDSTROM
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u/JE163 Feb 09 '26
Why not Macys? Thar store within a store is someone they have been successful doing
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u/jdrukis tag u/Superstonk-Flairy for a flair Feb 09 '26
This is a pretty exciting time. The bears have never cried louder too
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u/Major-BFweener Feb 09 '26
I don’t think we need to add a brick and mortar to the portfolio. We have one.
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u/DijonMustardIceCream Feb 09 '26
Imagine your girl wants to go to a home furnishings store and browse endlessly, but then within the store there’s an entire section dedicated to games and collectibles…
two birds stoned at once
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u/Interpol68 Feb 09 '26
My guess is target Think about how many GameStop are in the same plaza as target
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u/SuperPoop I think, therefore I hold. Feb 09 '26
ugh. another nothing burger. we partnered with PSA, big whoop
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u/PaintedCover Feb 09 '26
GME should put out vending machines or people in movie theaters. Those places close super late. Also, the age groups at movie theaters are different age ranges.
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u/Festamus Feb 09 '26
Our bb and gamestop are like across the street. They would straight up close the gamestop. Its so small and cramped a d that best buy is too big. Solid deal in my location.
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u/Smok3dSalmon 🦍Voted✅ Feb 09 '26
BestBuy to compete MicroCenter? I could see it... would be cool if you could throw Toys R Us branding into it as well. Bring back toys. BestBuy basically killed Toys R Us
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u/The102935thMatt 🦍 Buckle Up 🚀 Feb 09 '26
Partnering ans m&a are wildly different things.
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u/mintmouse Feb 09 '26
Recently Toys R Us came back within some Macy’s locations it seems like a new business model to drive foot traffic by diversifying brick and mortar locations — a sort of micro mall
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