GameStop dự định đề xuất mua lại eBay, nhắm tới đế chế bán lẻ trị giá 1 nghìn tỷ USD

The Huoxing Finance report, citing sources familiar with the matter, revealed that Ryan Cohen, CEO of GameStop, is planning to make a takeover offer for eBay, a platform with a market capitalization of approximately $45 billion, aiming to transform it into a retail giant valued at over $100 billion—while GameStop’s current market cap stands at roughly $11 billion. According to market data, following the news, eBay’s after-hours trading price in the U.S. surged more than 10%, while GameStop rose approximately 5%. The sources also indicated that GameStop has quietly increased its stake in eBay and may submit the offer as early as late this month; should eBay’s board reject the proposal, Cohen may launch a direct tender offer to eBay shareholders. Earlier this year, Cohen explicitly stated he is actively seeking major acquisition targets in the consumer and retail sectors, seeking to expand the company’s business beyond video games and collectibles. He recently revised his compensation package, which could reward him with up to $35 billion in stock if GameStop achieves milestones such as reaching a $100 billion market cap. As of the end of March, GameStop held approximately $9 billion in cash—up significantly from $4.8 billion a year earlier—providing financial backing for this potential acquisition. eBay’s stock has risen over 50% over the past 12 months, and in February, it acquired the secondhand fashion platform Depop for $1.2 billion, signaling early success in its core strategy focused on collectibles and fashion. Michael Burry, the real-life inspiration behind the film “The Big Short” and an investor in GameStop, has also publicly urged the company to use its cash reserves for transformative acquisitions. Since joining the board in 2021 and becoming chairman, Cohen has amassed a large base of passionate followers through his pledge to turn the company around, and he is expected to once again leverage his massive online fanbase to promote this deal.