05-31-2014, 04:57 PM
Interesting thread. As an avid gamer, I've had GameStop on my watch list for a long time. But I've never pulled the trigger. I'm having enough trouble with getting comfortable with mainstream bricks and mortar retail. I don't think I could stomach specialty names like FL, PETM, or GME.I'm not a pet owner, so I have no personal experience with how online might be disrupting that space. For shoes, I prefer the in-store experience, but mainly buy online just because of time constraints. And games I only buy online. I know GME is working on other revenue streams, but if I'm worried about TGT, I don't see how I can add these names to a long-term, sleep-well-at-night DG portfolio.