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GameStop: The Robin Report Retail Miss of the Week, 05. 9. 2026

Ryan Cohen always has big ideas. Some like Chewy.com, the successful pet products online retailer that he co-founded and eventually sold for $3.35 billion, turn out to be great ideas. And some, like his aborted takeover attempt of the original Bed Bath & Beyond, turn out to be big busts. Now Cohen has his biggest idea ever: GameStop, the gaming retailer he is CEO of, is trying to buy eBay, a company three times the size of his. To do so will take an enormous amount of financing (try $9.4 billion in cash and up to $20 billion in debt), which is often the kiss of death for any retail business. And eBay is no big Hit either this week; it has zigged and zagged its business strategy for decades with varying degrees of success. Same as Cohen, who has also played the meme-stock scam as well as anybody. He always aims high; it’s just that very often his aim is not very good.

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The AI Agent Survival Guide for Retailers

The AI Agent Survival Guide for Retailers

Once AI has unfettered access to product data, it becomes much harder to control the terms of engagement. The brands that survive won’t be those with the biggest marketing budgets or the most shelf space. They’ll be the ones who recognized that in an AI world, controlling the data bridge between digital intelligence and physical products is the ultimate competitive moat.

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