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GameStop Ties Ryan Cohen’s Pay to $100 Billion Target in All-or-Nothing Option Plan

Shareholders face a March–April vote on a nine‑tranche option award with strict market‑cap and EBITDA hurdles.

Overview

  • GameStop’s board proposed options on roughly 171.5 million shares at $20.66 for Cohen with no salary, cash bonuses, or time‑vested stock.
  • Vesting spans nine milestones, starting at about a $20 billion market cap and $2 billion in cumulative EBITDA and topping out at $100 billion and $10 billion, respectively.
  • The company said EBITDA performance will be tracked beginning in Q1 2026, and Cohen will recuse himself from the shareholder vote.
  • GameStop shares ticked higher after the filing, and coverage drew comparisons to Elon Musk’s Tesla compensation structure.
  • The plan arrives as the retailer accelerates store closures, with employees reporting some shutdowns were communicated with little notice.