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$GME · GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
now playing · $GME
$GME···bullish· medium· posryan cohen
Ryan Cohen reframes GameStop around pre-owned, collectibles and a bigger marketplace ambition
Cohen says the original Chewy-style strategy was wrong, and that GameStop's better path is cost discipline, pre-owned, collectibles and potentially using eBay-like marketplace eco…
$EBAY···bullish· high· posryan cohen
Ryan Cohen argues eBay is the rare scaled marketplace GameStop can actually make bigger
Cohen says eBay is complementary to GameStop across collectibles, refurbished tech, authentication and consumer liquidity, with global scale and a model inside his e-commerce circ…
$AMZN···bearish· mediumunknown
All-In frames eBay as a seller alternative if Amazon is over-earning on marketplace fees
The discussion argues sellers dislike Amazon's margins even though they need its reach, creating room for eBay to compete in categories where Amazon is weaker.