$GME now @ 13% of sales w/ $BBY @ 71%, $FB @ 1000%. W/ $150b gaming industry thriving, consider the new multiple if $GME uses its unique 60m gamer DB of spending/behavior data to create a high margin ad-targeting platform to improve ad efficacy for vendors https://t.co/kruvpIhM8M
$GME navigating structural retail headwinds in a growing $400B+ gaming industry, with a clear 2027 console-cycle tailwind.Revenue in the low-to-mid $4B range near-term, margins may improve modestly from cost discipline, and the $9B cash hoard acts as a massive strategic moat
Reuters: " $WMT stands to sell as much as $1.1 billion worth of new consoles by the end of January... it dominates the US market along w/ $GME, each w/ a roughly 30% share, while sales of consoles at $TGT & $BBY comprise about 15% apiece..." $GME dominates early years of cycles