Maybe if Gamestop pivots to e-commerce they can eventually come up with some way that you could buy a game online and have it delivered fully digitally, without even having to wait for shipping. Especially if they had vendor lock-in, where the games you've purchased digitally are available to you on any device -- but only through your GameStop account. Every time you log into your GameStop account to play the games you've purchased you would see the front page of their store with all the new games they've listed and the sales they're promoting.

That business model could really be worth $20B. It would be huge. Like what Netflix did to BlockBuster, but for video games.