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2021-04-28
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Finally, Some Good News for GameStop<blockquote>最后，给游戏驿站带来一些好消息</blockquote>
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Since then, GameStop has made many of the changes I was looking for, though that fact has largely been lost in coverage of the ultra-volatile Reddit short-squeeze campaign.</p><p><blockquote>四个月前，我说过我不会碰<b>游戏驿站</b>（纽约证券交易所股票代码：GME）在该公司对其商业模式进行一些彻底改变之前，拥有一把10英尺长的能源剑。从那时起，游戏驿站做出了许多我一直在寻找的改变，尽管这一事实在Reddit极度不稳定的空头挤压活动的报道中基本上被忽略了。</blockquote></p><p> So let's take a closer look at what's new with GameStop. Are the strategy changes deep enough to make me believe in a serious turnaround?</p><p><blockquote>因此，让我们仔细看看游戏驿站的新功能。战略变化是否足以让我相信会出现重大转变？</blockquote></p><p> The story so far</p><p><blockquote>到目前为止的故事</blockquote></p><p> To recap, GameStop was up to its knees in alligators a year ago. The company was struggling to keep the lights on, looking forward to the then-upcoming launch of next-generation video game consoles to turn the ebbing tide and save its bacon.</p><p><blockquote>回顾一下，一年前游戏驿站的鳄鱼已经到了膝盖。该公司正在努力维持生计，期待着当时即将推出的下一代视频游戏机，以扭转颓势并挽救其培根。</blockquote></p><p> Then, the pandemic struck. GameStop's management argued that video games are essential goods in a time of crisis, playing a desperate gambit to keep store doors open during lockdowns. The company pulled every available lever to protect the existing business plan until the gaming-console cavalry could save the day. The business went from bad to worse, and investors took notice. GameStop's enterprise value dropped all the way to zero at the end of July.</p><p><blockquote>然后，疫情来了。游戏驿站管理层辩称，电子游戏是危机时期的必需品，他们采取了孤注一掷的策略，在封锁期间保持商店开门营业。该公司竭尽全力保护现有的商业计划，直到游戏机骑兵能够扭转局面。生意每况愈下，投资者注意到了。游戏驿站的企业价值在7月底一路跌至零。</blockquote></p><p> Meanwhile, activist investor Ryan Cohen built a significant ownership stake in GameStop and started pulling strings to change the company's operating model. Specifically, he wanted to let go of the stagnant brick-and-mortar network and refocus on e-commerce plus online services. The most valuable part of the GameStop package, in Cohen's view, was the time-honored brand name and the nationwide community of gamers that it had fostered over the years.</p><p><blockquote>与此同时，激进投资者Ryan Cohen持有游戏驿站的大量股权，并开始幕后操纵改变该公司的运营模式。具体来说，他想放弃停滞不前的实体网络，重新专注于电子商务和在线服务。在科恩看来，游戏驿站一揽子计划中最有价值的部分是历史悠久的品牌名称和它多年来培养的全国性游戏玩家社区。</blockquote></p><p> Winds of change</p><p><blockquote>变革之风</blockquote></p><p> A revamped GameStop with a heavy focus on digital sales and services makes sense. It's not a slam-dunk winner of an idea, but it is a large step in the right direction. The success or failure of this GameStop 2.0 business comes down to making the most of the assets at hand while finding workarounds for pain points like the crumbling store network.</p><p><blockquote>改造后的游戏驿站重点关注数字销售和服务是有意义的。这不是一个想法的大赢家，但它是朝着正确方向迈出的一大步。这项游戏驿站2.0业务的成败取决于充分利用手头的资产，同时找到解决诸如摇摇欲坠的商店网络等痛点的方法。</blockquote></p><p> I didn't expect the GameStop leadership team of old to make any of these difficult but necessary moves. Cohen's potentially game-changing ideas would surely be up for a drawn-out battle where every inch of movement toward a more flexible e-commerce business would be won in shareholder votes, boardroom brawls, and press pugilism. Turning the obsolete company inside out would take years, if it was possible in the first place.</p><p><blockquote>我没想到老游戏驿站领导团队会做出这些困难但必要的举动。科恩可能改变游戏规则的想法肯定会是一场旷日持久的战斗，在这场战斗中，向更灵活的电子商务业务迈出的每一步都将在股东投票、董事会争吵和媒体争斗中获胜。如果一开始就有可能的话，把这家过时的公司翻个底朝天需要数年时间。</blockquote></p><p> But GameStop has turned a corner over the last three months. The company started to kick out high-level executives, replacing them with seasoned e-commerce specialists from online winners such as Cohen's pet-toys retailer<b>Chewy</b>(NYSE:CHWY)and sector leader<b>Amazon</b> (NASDAQ:AMZN). Their pedigrees are on point and should prove very useful as GameStop explores the e-commerce market in a whole new way.</p><p><blockquote>但游戏驿站在过去三个月里已经出现了转机。该公司开始解雇高层管理人员，取而代之的是来自科恩宠物玩具零售商等在线赢家的经验丰富的电子商务专家<b>耐嚼</b>（纽约证券交易所代码：CHWY）和行业领导者<b>亚马逊</b>（纳斯达克：AMZN）。他们的血统是正确的，随着游戏驿站以全新的方式探索电子商务市场，他们应该会非常有用。</blockquote></p><p> Ryan Cohen has been tapped to serve as chairman of GameStop's board of directors, giving him a lot of power to push the company in a new direction. Eight of GameStop's 13 board members will not stand for reelection this summer. CFO Jim Bell and CEO George Sherman have been pushed out, and the board is looking for their permanent replacements.</p><p><blockquote>Ryan Cohen已被任命为游戏驿站董事会主席，这赋予了他很大的权力来推动公司朝着新的方向发展。游戏驿站13名董事会成员中有8名不会在今年夏天竞选连任。首席财务官吉姆·贝尔和首席执行官乔治·谢尔曼已被赶下台，董事会正在寻找他们的永久替代者。</blockquote></p><p> Will it be enough?</p><p><blockquote>够了吗？</blockquote></p><p> Long story short, a wind of change is blowing through thevideo game retailer'sboardroom and executive offices. After the annual shareholder meeting on June 9, we'll be looking at a brand-new company. It has prepared for this momentous event by selling 3.5 million new shares at Reddit-boosted prices, then using the proceeds to pay down its long-term debt balances.</p><p><blockquote>长话短说，变革之风正在这家视频游戏零售商的董事会和行政办公室吹过。6月9日的年度股东大会结束后，我们将关注一家全新的公司。该公司为这一重大事件做好了准备，以Reddit推高的价格出售了350万股新股，然后用所得款项偿还了长期债务余额。</blockquote></p><p> All of this makes sense, and I could imagine becoming a GameStop shareholder as the e-commerce plan takes shape.</p><p><blockquote>所有这些都是有道理的，我可以想象随着电子商务计划的形成成为游戏驿站的股东。</blockquote></p><p> But it's still too early. GameStop is trading at 25 times the company's book value and 187 times free cash flows, having gained 1,030% over the last six months. That's too rich for my taste, supported by nothing more than Reddit/WallStreetBets speculation and unproven dreams.</p><p><blockquote>但现在还为时过早。游戏驿站的股价是公司账面价值的25倍，自由现金流的187倍，过去六个月上涨了1,030%。这对我的口味来说太丰富了，支持的无非是Reddit/WallStreetBets的猜测和未经证实的梦想。</blockquote></p><p> Let Cohen take his chairman's seat and whip up a more-concrete transformation plan, while the Reddit mania fades out and the stock cools down. I'll keep an eye on both the price trend and the strategic overhaul, and we might -- just<i>might</i>-- get to a point where it starts to make sense building a position in this hyper-volatile stock.</p><p><blockquote>让科恩坐上董事长的位子，制定一个更具体的转型计划，同时Reddit热潮消退，股价降温。我会密切关注价格趋势和战略改革，我们可能——只是<i>可能</i>--在这只波动性极强的股票中建仓开始变得有意义。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Finally, Some Good News for GameStop<blockquote>最后，给游戏驿站带来一些好消息</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFinally, Some Good News for GameStop<blockquote>最后，给游戏驿站带来一些好消息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-28 20:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Four months ago, I saidthat I wouldn't touch<b>GameStop</b>(NYSE:GME)stock with a 10-foot Energy Sword before the company makes some radical changes to its business model. Since then, GameStop has made many of the changes I was looking for, though that fact has largely been lost in coverage of the ultra-volatile Reddit short-squeeze campaign.</p><p><blockquote>四个月前，我说过我不会碰<b>游戏驿站</b>（纽约证券交易所股票代码：GME）在该公司对其商业模式进行一些彻底改变之前，拥有一把10英尺长的能源剑。从那时起，游戏驿站做出了许多我一直在寻找的改变，尽管这一事实在Reddit极度不稳定的空头挤压活动的报道中基本上被忽略了。</blockquote></p><p> So let's take a closer look at what's new with GameStop. Are the strategy changes deep enough to make me believe in a serious turnaround?</p><p><blockquote>因此，让我们仔细看看游戏驿站的新功能。战略变化是否足以让我相信会出现重大转变？</blockquote></p><p> The story so far</p><p><blockquote>到目前为止的故事</blockquote></p><p> To recap, GameStop was up to its knees in alligators a year ago. The company was struggling to keep the lights on, looking forward to the then-upcoming launch of next-generation video game consoles to turn the ebbing tide and save its bacon.</p><p><blockquote>回顾一下，一年前游戏驿站的鳄鱼已经到了膝盖。该公司正在努力维持生计，期待着当时即将推出的下一代视频游戏机，以扭转颓势并挽救其培根。</blockquote></p><p> Then, the pandemic struck. GameStop's management argued that video games are essential goods in a time of crisis, playing a desperate gambit to keep store doors open during lockdowns. The company pulled every available lever to protect the existing business plan until the gaming-console cavalry could save the day. The business went from bad to worse, and investors took notice. GameStop's enterprise value dropped all the way to zero at the end of July.</p><p><blockquote>然后，疫情来了。游戏驿站管理层辩称，电子游戏是危机时期的必需品，他们采取了孤注一掷的策略，在封锁期间保持商店开门营业。该公司竭尽全力保护现有的商业计划，直到游戏机骑兵能够扭转局面。生意每况愈下，投资者注意到了。游戏驿站的企业价值在7月底一路跌至零。</blockquote></p><p> Meanwhile, activist investor Ryan Cohen built a significant ownership stake in GameStop and started pulling strings to change the company's operating model. Specifically, he wanted to let go of the stagnant brick-and-mortar network and refocus on e-commerce plus online services. The most valuable part of the GameStop package, in Cohen's view, was the time-honored brand name and the nationwide community of gamers that it had fostered over the years.</p><p><blockquote>与此同时，激进投资者Ryan Cohen持有游戏驿站的大量股权，并开始幕后操纵改变该公司的运营模式。具体来说，他想放弃停滞不前的实体网络，重新专注于电子商务和在线服务。在科恩看来，游戏驿站一揽子计划中最有价值的部分是历史悠久的品牌名称和它多年来培养的全国性游戏玩家社区。</blockquote></p><p> Winds of change</p><p><blockquote>变革之风</blockquote></p><p> A revamped GameStop with a heavy focus on digital sales and services makes sense. It's not a slam-dunk winner of an idea, but it is a large step in the right direction. The success or failure of this GameStop 2.0 business comes down to making the most of the assets at hand while finding workarounds for pain points like the crumbling store network.</p><p><blockquote>改造后的游戏驿站重点关注数字销售和服务是有意义的。这不是一个想法的大赢家，但它是朝着正确方向迈出的一大步。这项游戏驿站2.0业务的成败取决于充分利用手头的资产，同时找到解决诸如摇摇欲坠的商店网络等痛点的方法。</blockquote></p><p> I didn't expect the GameStop leadership team of old to make any of these difficult but necessary moves. Cohen's potentially game-changing ideas would surely be up for a drawn-out battle where every inch of movement toward a more flexible e-commerce business would be won in shareholder votes, boardroom brawls, and press pugilism. Turning the obsolete company inside out would take years, if it was possible in the first place.</p><p><blockquote>我没想到老游戏驿站领导团队会做出这些困难但必要的举动。科恩可能改变游戏规则的想法肯定会是一场旷日持久的战斗，在这场战斗中，向更灵活的电子商务业务迈出的每一步都将在股东投票、董事会争吵和媒体争斗中获胜。如果一开始就有可能的话，把这家过时的公司翻个底朝天需要数年时间。</blockquote></p><p> But GameStop has turned a corner over the last three months. The company started to kick out high-level executives, replacing them with seasoned e-commerce specialists from online winners such as Cohen's pet-toys retailer<b>Chewy</b>(NYSE:CHWY)and sector leader<b>Amazon</b> (NASDAQ:AMZN). Their pedigrees are on point and should prove very useful as GameStop explores the e-commerce market in a whole new way.</p><p><blockquote>但游戏驿站在过去三个月里已经出现了转机。该公司开始解雇高层管理人员，取而代之的是来自科恩宠物玩具零售商等在线赢家的经验丰富的电子商务专家<b>耐嚼</b>（纽约证券交易所代码：CHWY）和行业领导者<b>亚马逊</b>（纳斯达克：AMZN）。他们的血统是正确的，随着游戏驿站以全新的方式探索电子商务市场，他们应该会非常有用。</blockquote></p><p> Ryan Cohen has been tapped to serve as chairman of GameStop's board of directors, giving him a lot of power to push the company in a new direction. Eight of GameStop's 13 board members will not stand for reelection this summer. CFO Jim Bell and CEO George Sherman have been pushed out, and the board is looking for their permanent replacements.</p><p><blockquote>Ryan Cohen已被任命为游戏驿站董事会主席，这赋予了他很大的权力来推动公司朝着新的方向发展。游戏驿站13名董事会成员中有8名不会在今年夏天竞选连任。首席财务官吉姆·贝尔和首席执行官乔治·谢尔曼已被赶下台，董事会正在寻找他们的永久替代者。</blockquote></p><p> Will it be enough?</p><p><blockquote>够了吗？</blockquote></p><p> Long story short, a wind of change is blowing through thevideo game retailer'sboardroom and executive offices. After the annual shareholder meeting on June 9, we'll be looking at a brand-new company. It has prepared for this momentous event by selling 3.5 million new shares at Reddit-boosted prices, then using the proceeds to pay down its long-term debt balances.</p><p><blockquote>长话短说，变革之风正在这家视频游戏零售商的董事会和行政办公室吹过。6月9日的年度股东大会结束后，我们将关注一家全新的公司。该公司为这一重大事件做好了准备，以Reddit推高的价格出售了350万股新股，然后用所得款项偿还了长期债务余额。</blockquote></p><p> All of this makes sense, and I could imagine becoming a GameStop shareholder as the e-commerce plan takes shape.</p><p><blockquote>所有这些都是有道理的，我可以想象随着电子商务计划的形成成为游戏驿站的股东。</blockquote></p><p> But it's still too early. GameStop is trading at 25 times the company's book value and 187 times free cash flows, having gained 1,030% over the last six months. That's too rich for my taste, supported by nothing more than Reddit/WallStreetBets speculation and unproven dreams.</p><p><blockquote>但现在还为时过早。游戏驿站的股价是公司账面价值的25倍，自由现金流的187倍，过去六个月上涨了1,030%。这对我的口味来说太丰富了，支持的无非是Reddit/WallStreetBets的猜测和未经证实的梦想。</blockquote></p><p> Let Cohen take his chairman's seat and whip up a more-concrete transformation plan, while the Reddit mania fades out and the stock cools down. I'll keep an eye on both the price trend and the strategic overhaul, and we might -- just<i>might</i>-- get to a point where it starts to make sense building a position in this hyper-volatile stock.</p><p><blockquote>让科恩坐上董事长的位子，制定一个更具体的转型计划，同时Reddit热潮消退，股价降温。我会密切关注价格趋势和战略改革，我们可能——只是<i>可能</i>--在这只波动性极强的股票中建仓开始变得有意义。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/28/finally-some-good-news-for-gamestop/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.fool.com/investing/2021/04/28/finally-some-good-news-for-gamestop/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132771234","content_text":"Four months ago, I saidthat I wouldn't touchGameStop(NYSE:GME)stock with a 10-foot Energy Sword before the company makes some radical changes to its business model. Since then, GameStop has made many of the changes I was looking for, though that fact has largely been lost in coverage of the ultra-volatile Reddit short-squeeze campaign.\nSo let's take a closer look at what's new with GameStop. Are the strategy changes deep enough to make me believe in a serious turnaround?\nThe story so far\nTo recap, GameStop was up to its knees in alligators a year ago. The company was struggling to keep the lights on, looking forward to the then-upcoming launch of next-generation video game consoles to turn the ebbing tide and save its bacon.\nThen, the pandemic struck. GameStop's management argued that video games are essential goods in a time of crisis, playing a desperate gambit to keep store doors open during lockdowns. The company pulled every available lever to protect the existing business plan until the gaming-console cavalry could save the day. The business went from bad to worse, and investors took notice. GameStop's enterprise value dropped all the way to zero at the end of July.\nMeanwhile, activist investor Ryan Cohen built a significant ownership stake in GameStop and started pulling strings to change the company's operating model. Specifically, he wanted to let go of the stagnant brick-and-mortar network and refocus on e-commerce plus online services. The most valuable part of the GameStop package, in Cohen's view, was the time-honored brand name and the nationwide community of gamers that it had fostered over the years.\nWinds of change\nA revamped GameStop with a heavy focus on digital sales and services makes sense. It's not a slam-dunk winner of an idea, but it is a large step in the right direction. The success or failure of this GameStop 2.0 business comes down to making the most of the assets at hand while finding workarounds for pain points like the crumbling store network.\nI didn't expect the GameStop leadership team of old to make any of these difficult but necessary moves. Cohen's potentially game-changing ideas would surely be up for a drawn-out battle where every inch of movement toward a more flexible e-commerce business would be won in shareholder votes, boardroom brawls, and press pugilism. Turning the obsolete company inside out would take years, if it was possible in the first place.\nBut GameStop has turned a corner over the last three months. The company started to kick out high-level executives, replacing them with seasoned e-commerce specialists from online winners such as Cohen's pet-toys retailerChewy(NYSE:CHWY)and sector leaderAmazon (NASDAQ:AMZN). Their pedigrees are on point and should prove very useful as GameStop explores the e-commerce market in a whole new way.\nRyan Cohen has been tapped to serve as chairman of GameStop's board of directors, giving him a lot of power to push the company in a new direction. Eight of GameStop's 13 board members will not stand for reelection this summer. CFO Jim Bell and CEO George Sherman have been pushed out, and the board is looking for their permanent replacements.\nWill it be enough?\nLong story short, a wind of change is blowing through thevideo game retailer'sboardroom and executive offices. After the annual shareholder meeting on June 9, we'll be looking at a brand-new company. It has prepared for this momentous event by selling 3.5 million new shares at Reddit-boosted prices, then using the proceeds to pay down its long-term debt balances.\nAll of this makes sense, and I could imagine becoming a GameStop shareholder as the e-commerce plan takes shape.\nBut it's still too early. GameStop is trading at 25 times the company's book value and 187 times free cash flows, having gained 1,030% over the last six months. That's too rich for my taste, supported by nothing more than Reddit/WallStreetBets speculation and unproven dreams.\nLet Cohen take his chairman's seat and whip up a more-concrete transformation plan, while the Reddit mania fades out and the stock cools down. I'll keep an eye on both the price trend and the strategic overhaul, and we might -- justmight-- get to a point where it starts to make sense building a position in this hyper-volatile stock.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":510,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/100204026"}
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