Core Insights - GameStop shares increased by up to 7% following the announcement of a performance-based pay plan for CEO Ryan Cohen, which is contingent on significant growth in market capitalization and EBITDA by 2035 [1][3] - The pay plan requires GameStop's market cap to reach $100 billion, a substantial increase from its peak market cap of approximately $34 billion in 2021 [3][4] - Investors reacted positively to the announcement, indicating confidence in Cohen's ability to revitalize the company, which has been perceived as struggling [4] Financial Performance - GameStop reported a net income of $77 million in its latest quarter, driven by expansion into high-margin categories such as collectibles [5] - The company's pivot towards cryptocurrency may also contribute to potential growth, especially if Bitcoin experiences a rebound [5] Market Sentiment and Predictions - Options data suggests a bullish sentiment, with the upper bound for derivatives contracts set at about $26, indicating a potential rally of up to 23% over the next five months [6] - Despite the positive developments, GameStop's stock lacks coverage from Wall Street analysts, which may limit institutional interest and liquidity [7][8] - The absence of professional guidance could lead to increased volatility and speculation surrounding GameStop shares [8]

Core Viewpoint - GameStop's stock price is experiencing a significant increase following the announcement that CEO Ryan Cohen will tie his salary to the company's stock performance [1] Company Summary - Ryan Cohen, the CEO of GameStop, has agreed to link his salary directly to the performance of the company's stock price [1]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - GameStop announced a CEO compensation plan valued at approximately $35 billion for Ryan Cohen, contingent on the company's successful transformation and achieving significant financial targets [1][4]. Group 1: Compensation Plan Details - The compensation plan requires Cohen to increase the company's market capitalization to $100 billion and achieve a cumulative EBITDA of $10 billion [5]. - The plan does not include any fixed salary, cash bonuses, or stock options; it is entirely performance-based [5]. - Currently, GameStop's market capitalization stands at $9.26 billion, down 80% from its peak during the meme stock craze in 2021, when it reached approximately $34 billion [5][6]. Group 2: Strategic Transformation and Financial Performance - GameStop has experienced a revenue decline of over 35% since 2022, losing hundreds of millions as gamers shift to online consumption [1][4]. - The stock price increased by over 4% in early trading following the announcement, and it ranked second on the popular discussion platform Stocktwits [5]. Group 3: Comparison with Other Companies - The design of the compensation plan is similar to Tesla's ten-year incentive plan for Elon Musk, which also relies on stock options tied to ambitious market value and profit targets [2][5]. - Cohen's compensation package includes stock options allowing him to purchase over 171.5 million shares at $20.66 each, potentially worth close to $35 billion if the market cap target is met [2][5]. Group 4: Shareholder Engagement - GameStop's board has reached an agreement on the compensation plan with Cohen, and a special shareholder meeting is expected to be held in March or April to seek approval [3][6].

Core Viewpoint - GameStop Corporation is gaining market attention again, driven by its evolving business strategy and leadership changes, particularly under CEO Ryan Cohen [1] Group 1: Leadership and Compensation - GameStop has diversified its business beyond video games, with growth in collectibles and trading cards, positively impacting financial performance [2] - CEO Ryan Cohen, who holds a 9% stake in the company, has been pivotal in increasing interest in GameStop since his involvement began in August 2020 [3] - A new compensation plan for Cohen has been announced, which includes stock options that will vest based on achieving specific market capitalization and EBITDA milestones [4][5] - The compensation plan could potentially reward Cohen with stock options to purchase 171,537,327 shares at a price of $20.66, contingent on meeting defined performance targets [5][6] Group 2: Financial Performance - Since Cohen joined the Board, GameStop's market capitalization has surged from $1.3 billion to $9.3 billion, reflecting a 615% increase [6] - The company has transitioned from a net loss of $381.3 million in fiscal 2021 to a net income of $421.8 million over the last four fiscal quarters, indicating significant financial improvement [6] Group 3: Store Closures - GameStop is closing hundreds of stores as part of its turnaround strategy, with reports indicating 590 U.S. stores were closed in the last fiscal year [8] - An additional significant number of store closures is expected during the 2025 fiscal year, which ends on January 31, 2026 [8] - As of January 2026, 223 stores have been confirmed closed, with notifications sent to customers regarding the closures [9][10] Group 4: Stock Performance - GameStop's stock has seen a 4.7% increase to $21.63 recently, although it remains down 35.2% over the past year [11]

Core Viewpoint - GameStop has introduced a compensation package valued at approximately $35 billion for CEO Ryan Cohen, contingent on achieving significant growth in market value and profitability [1][4][8] Company Performance - GameStop's annual revenue has decreased by over 35% since 2022, and its stock price has fallen by 80% from the all-time highs reached in 2021 [2][7] - The current market capitalization of GameStop stands at $9.26 billion, a stark contrast to the peak of about $34 billion during the 2021 meme stock rally [5][8] CEO Compensation Package - The new pay plan for Ryan Cohen includes ambitious targets, requiring the market capitalization to reach $100 billion and cumulative performance EBITDA to hit $10 billion [4][11] - Cohen's compensation is entirely performance-based, consisting of stock options for over 171.5 million shares at a price of $20.66 per share, with no guaranteed salary or cash bonuses [7][11] - The compensation package is structured in nine tranches, each linked to specific performance goals [11] Shareholder Involvement - GameStop's board has reached an agreement with Cohen regarding the compensation package, which will require shareholder approval at a special meeting anticipated in March or April [12]

Group 1 - The proposal eliminates all guaranteed pay for CEO Ryan Cohen [1] - The target market capitalization is set at $100 billion [1]

Core Viewpoint - GameStop (GME.US) shares rose nearly 5% to $21.61 in pre-market trading following the announcement of a long-term performance incentive for CEO Ryan Cohen, which aims to motivate management to increase the company's market value to $100 billion [1] Group 1 - GameStop granted CEO Ryan Cohen options to purchase 171.5 million shares of the company [1] - The first tranche of options is contingent upon the company achieving a market capitalization of $20 billion [1] - The overall incentive plan is designed to encourage management to drive the company's market value towards a target of $100 billion [1]

Core Viewpoint - GameStop has implemented a performance-based equity incentive plan for CEO Ryan Cohen, which is contingent on achieving significant growth in market capitalization and cumulative earnings [1][2]. Group 1: Incentive Structure - The plan grants Cohen stock options that will only vest if GameStop reaches a market capitalization of $100 billion and $10 billion in cumulative EBITDA [1]. - There is no partial credit; if the company does not meet at least $20 billion in market capitalization and $2 billion in cumulative EBITDA, none of the options will vest [2]. - The total award for Cohen could amount to stock options for 171,537,327 shares at a price of $20.66 per share if the targets are met [3]. Group 2: Company Performance - GameStop's shares fell by 36% last year, and the current market capitalization stands at $9.3 billion [2]. - The company reported a net income of $77.1 million in the third quarter [2]. Group 3: Business Strategy - GameStop is diversifying its business beyond physical video game sales, including ventures into collectibles, trading cards, and aggressive bitcoin purchases [4]. - However, there is a lack of a clear master plan on how these initiatives will achieve the growth necessary to meet the compensation targets [4]. Group 4: Alignment of Interests - The compensation structure aims to align Cohen's incentives with long-term shareholder returns by linking his pay to what GameStop describes as "extraordinary growth" [5].

游戏驿站(GME.US)周三宣布，公司董事会批准了一项针对首席执行官瑞安.科恩的全新长期绩效激励股 票期权奖励。该奖励不提供任何保证性薪酬，仅在公司达成激进的市值及利润目标时才进行兑现。 此次授予涵盖171,537,327股游戏驿站A类股票的期权，行权价为每股20.66美元，分为九个部分。只有在 奖励期限内达到市值和累计绩效息税折旧摊销前利润(EBITDA)目标后，这些期权方可归属。 奖励里程碑起点为200亿美元市值和20亿美元累计绩效EBITDA，随后以总奖金10%的增量逐级递增。若 要实现全额归属，游戏驿站的市值需达到1000亿美元，且累计绩效EBITDA需达到100亿美元。这直接 将科恩潜在的丰厚回报与为股东创造的实质性长期价值挂钩。目前，游戏驿站的市值为93亿美元。 该奖励由董事会在咨询外部薪酬顾问后批准。股东仍需在预计于2026年3月或4月举行的特别会议上对该 股票期权奖励进行投票表决，届时科恩将回避表决。 瑞安.科恩以2011年联合创立在线宠物零售商Chewy(CHWY.US)而闻名，并在2017年以33.5亿美元的价格 将其出售给PetSmart之前，将其规模扩大到了数十亿美元的营收。他随后创办 ...