1 week ago
11
Rick Munarriz, The Motley Fool
Thu, April 23, 2026 astatine 12:27 PM CDT 4 min read
There's a bullish lawsuit to beryllium made for GameStop (NYSE: GME). Despite skating done 4 fiscal years of declining gross growth, CEO Ryan Cohen has done a bully occupation of playing the manus helium has been dealt. With his small-box stores facing a sunset manufacture situation -- arsenic carnal bundle organisation goes integer -- Cohen recovered a mode to bounds top-line declines by shifting to collectibles.
He leaned successful connected his meme stock, issuing shares astatine frenzied peaks. The determination whitethorn person bloated GameStop's stock count, but the warfare thorax of $9 cardinal -- a nett presumption of $5 cardinal aft backing retired much than $4 cardinal successful indebtedness -- covers astir fractional of its marketplace cap. With GameStop yet cranking retired affirmative operating income successful fiscal 2025 aft six years of losses, there's a morganatic level here. What if determination was an adjacent safer retail banal -- 1 that adjacent pays retired a generous dividend -- if you were looking for a much blimpish mode to play the increasing leisure market?
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GameStop banal has historically been a mode to ain the full video crippled banal market. Instead of buying idiosyncratic console makers oregon hardware developers, you tin bargain the starring specialty retailer that cashes successful careless of who comes retired connected top. Unless the gaming marketplace is successful a secular diminution -- oregon successful GameStop's case, a modulation to nonstop online transportation -- it's a clever mode to play the industry.
EPR Properties (NYSE: EPR) offers an adjacent broader basket. It's a existent property concern spot (REIT) that GameStop investors whitethorn like. Unlike REITs that dabble successful the wide commercialized oregon residential existent property markets, EPR is built for fun. It owns experiential properties, including multiplexes and "eat and play" venues, and precocious beefed up its amusement parks portfolio.
It doesn't tally the businesses. EPR conscionable leases retired the properties, collecting a dependable watercourse of rising rent payments that it mostly passes connected to shareholders successful the signifier of a 6.3% yield. Theater chains marque up much than a 3rd of its business, aligning GameStop investors with different fashionable meme stock. A 4th of its concern is "eat and play" establishments including arcades, high-tech golf-driving ranges, and different household amusement centers. Yes, gamers. EPR is already making wealth disconnected of you. Wouldn't you privation to beryllium connected the receiving end?
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