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@MattJMcClintock Avatar @MattJMcClintock Matt McClintock

Matt McClintock posts on X about $wsm, $rh, $lulu, strong the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% cryptocurrencies XXXXX% fashion brands XXXXX% finance XXXXX% countries XXXX% technology brands XXXX%

Social topic influence $wsm #3, $rh #5, $lulu #174, strong 6.12%, $nke #1364, $tsco #4, $onon #13, ai 4.08%, if you 4.08%, $gap XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @aresearchguy @k3ithmccullough @retailguru @jeffmacke @hornaimajishun @fmcbill @bozwood @zhouyen96 @pmul1234 @dannydayan5 @paulcerro @restructuring @traceyryniec @hedgewatch1 @retail_guru @basilialukos @kingkang80

Top assets mentioned Wall Street Memes (WSM) RH (RH) Lululemon Athletica Inc (LULU) Nike Inc (NKE) Tractor Supply Co (TSCO) On Holding AG (ONON) Gapcoin (GAP-1) Ralph Lauren Corp (RL) DarkShield Games Studio (DKS) Autozone Inc (AZO) Academy Sports and Outdoors, Inc. (ASO) Amer Sports, Inc. (AS) Levi Strauss & Co. Class A Common Stock (LEVI) GoPlus Security (GPS) Floor & Decor Holdings, Inc. (FND) Gildan Activewear Inc. (GIL) Alphabet Inc Class A (GOOGL) PVH Corp (PVH) TJX Companies, Inc. (TJX) Ross Stores, Inc. (ROST) Acushnet Holdings Corp. (GOLF) Abercrombie & Fitch Co. (ANF) Peloton Interactive, Inc. Class A Common Stock (PTON) Deckers Outdoor, Corp. (DECK) Costco Hot Dog (COST) O'Reilly Automotive Inc (ORLY) BlackRock Inc (BLK)

Top Social Posts

Top posts by engagements in the last XX hours

"$WSM 3Q25 Immediate Call Postmortem That initial market response to this quarter made no sense whatsoever. Its not like the stock was strong heading into the event and by all accounts from the press release the quarter seemed quite strong. Management tone on the call reiterated that point of view. But only for this year as they big time ducked topic of tariffs next year (see below). Laura says our stores serve as brand billboards. This times a million A long time ago a CEO once told me that the most effective form of marketing is the store itself and its not even close. Feels like many brands"
X Link 2025-11-19T16:10Z 7725 followers, 7361 engagements

"(1/2) Circled back $WSM just in time to start thinking $RH results coming up in a few days. Story almost monopolistic in some regards but budding AI story could put over top in culinary sales. Furniture still competitive though. Abridged version next:"
X Link 2025-12-08T23:41Z 7725 followers, 4991 engagements

"$ASO 3Q25 Immediate Call Postmortem And were back to negative comps. Clearly greater $NKE product relative to last year couldnt extend last quarters brief and only respite from the downward trend since 4Q21. They said if you take ammo out they would have a positive comp. Yet we are disappointed that footwear only grew X% with strength called out in Nike but also Brooks Asics and New Balance. Horvers associate nailed this question because the HSD lift from the brand is sequentially getting worse despite continued product expansion versus last year. Really difficult to visualize what was so bad"
X Link 2025-12-09T16:05Z 7723 followers, 1888 engagements

"(1) Athleisure remains hot topic so went back to Fashion Island Mall Newport Beach to determine who is winning between: Alo Athleta ( $GAP) Arc'teryx ( $AS) Beyond Yoga ( $LEVI) Fabletics $LULU $NKE Rhone and Vuori. Here is what we discovered:"
X Link 2024-12-16T00:30Z 7702 followers, 747.2K engagements

"(2/2) $TSCO: Somethings Stalling - Hal For Time Despite solid sequential acceleration in 3Q25 comp store sales (albeit nowhere near the optimistic case) the Tractor Supply story remains at a crossroads where its still difficult to measure the contribution from all the companys long-term initiatives that are necessary to sustain the current annual 3%-5% comp algorithm. This also used to be the companys algorithm many years ago before they had to lower it to 3%+ after half a decade of coming in towards the low end or below so there is precedent for skepticism. Compounding the issue is two"
X Link 2025-11-11T23:16Z 7702 followers, 1458 engagements

"Am known to be highly skeptical of $RH but just want to remind everybody that there is a catalyst this week in $WSM earnings on Wed. Don't really play the lottery but it is an interesting setup for those that do. Better way to say this is don't want to be short into that event"
X Link 2025-11-17T19:57Z 7700 followers, 2268 engagements

"$WSM had wild ride this week while $ARHS just marched along upwards and now both back to pre-earnings levels. We circled back to Arhaus after digging deeper into current business as rate cut odds accelerate. Arhaus Founder John Reed loves to often discuss the strong relationships the company has with its manufacturing vendors which is increasingly important in an uncertain tariff impacted world. We spent some time digging into the top ten manufacturers that the company imports product from to better understand the power dynamic within the relationship We also took a deeper look into"
X Link 2025-11-21T19:46Z 7700 followers, 1860 engagements

"@k3ithmccullough The idea that any brand should be crushing it in North America right now is beyond ridiculous. The only one that seems to be the exception is $ONON. I have my suspicions on that but for the time being there is nothing to do but simply congratulate them"
X Link 2025-11-30T03:32Z 7701 followers, XXX engagements

"$FND: Trading Down - Not Seeing The Value The broader Floor & Dcor story appears to be at a significant inflection point that most current investors seem unprepared for. Its one thing to have a proven store expansion model and just replicate that into perpetuity. Granted everyone understands macro issues are pressuring near-term results but this is called a cyclical company for a reason and thats hardly an excuse to alter the strategy. The 500-store goal in the U.S. is well digested by the markets with minimal if any pushback. International growth beyond that has never been something"
X Link 2025-12-02T23:20Z 7703 followers, 3321 engagements

"@hornaimajishun Thats what you do when you don't have unique product. If this is what they have to do today to compete than the bears are correct and this is the next $GAP"
X Link 2025-12-03T21:01Z 7703 followers, XX engagements

"@aresearchguy They have some good things coming out in highly limited quantities but fact is its difficult to convince anybody an inflection has happened until we stop seeing traditional apparel games like this (i.e. big pony bigger pony biggest pony at $RL)"
X Link 2025-12-03T23:16Z 7702 followers, XXX engagements

"(2/2) $WSM: Plant An Olive & Martini Glass Sales Will Follow The American retail landscape continues to consolidate into single specialty category winners with an overlay of big box winners for more general everyday consumer purchase needs. We are not yet there in the furniture industry but as far as culinary and entertaining its just Williams-Sonoma brand at this point facing an undercapitalized Sur La Table (bankruptcy 2020). We believe the recent launch of AI culinary companion Olive has the potential to finish them ala the video game Mortal Kombat but potential is nothing without proper"
X Link 2025-12-08T23:48Z 7701 followers, 1089 engagements

"@joinyellowbrick The "read" is almost always something management normally says and whether it confirms/contradicts some imaginary preconceived story hedge funds hyped amongst themselves heading into the meeting. But it does matter for price action"
X Link 2025-12-10T17:10Z 7706 followers, XXX engagements

"What's worse. Premium US athletic footwear distribution now only $DKS with maybe JD Sports expanding or mass intimate apparel entirely $GIL. Holler if you remember Foot Locker Finish Line Cabela's Maidenform or Hanesbrands - all public names. Survivorship bias real"
X Link 2025-10-26T01:20Z 7719 followers, 3962 engagements

"Celeste was last of three amigos that ran $LULU prior to Calvin. The other two are running large brands so assume the "outside industry" opportunity will be her running a company as well. She was the culture leader though so hard to see her leaving when the company needs her"
X Link 2025-11-21T13:17Z 7718 followers, 2173 engagements

"Hard to see any slowdown in the DIY business at $AZO going forward. As an aside maybe the trade jobs are not as protected as everyone thinks from AI"
X Link 2025-12-03T15:21Z 7722 followers, 3942 engagements

"@Retail_Guru Don't hate the game brotha. I will always remember how Manny Chirico formerly $PVH would ALWAYS find a reason to talk numbers down and then ALWAYS beat. Stocks like that get a higher multiple with less volatility so honestly its a part of their fiduciary duty"
X Link 2025-12-04T21:56Z 7718 followers, XXX engagements

"@Retail_Guru All relative you remember what all those other apparel wholesale names used to trade at (JNY LIZ etc) I always thought $ROST traded cheaper than $TJX on customer demographics and lack of international but you are much closer to the names than me these days"
X Link 2025-12-04T22:06Z 7718 followers, XXX engagements

"Have Sopranos in background while build models and/or write research of Athletic companies. Highly disappointed in myself that only now realize everybody in this show largely (not always) wears Fila ( $GOLF) throughout all seasons"
X Link 2025-10-15T22:15Z 7725 followers, 3345 engagements

"Wrote this about $TSCO on 8/3/25. Nailed the tighter range in EPS and nailed the the much lower best case scenario comp for this year. Have no idea what they were thinking before. You can find the full deep dive note on our website (link in profile)"
X Link 2025-10-23T13:05Z 7725 followers, 1625 engagements

"Coincidence $TSCO 😂😂😂 Honestly not a bad quarter itself but this is not how 30x multiple companies perform"
X Link 2025-10-23T16:41Z 7723 followers, 1890 engagements

"Big fan of Only Murders In The Building - at least before this last season. But some of this relates to my world: only thing worse than searching for "On" shoes has to be searching for "The". $ONON"
X Link 2025-11-30T02:57Z 7725 followers, 2323 engagements

"Biggest problem $LULU story is this product you now see. Imagine that design meeting: "So lets print name in cursive and put middle of shirt". "Genius" "Amazing" "Why did we never think of this before" Innovation is nothing like this. Spring better have something better"
X Link 2025-12-03T20:55Z 7725 followers, 14.2K engagements

"At what point do brands get back to product instead of partnerships Walk into $ANF today and its American corporate brands everywhere. You know who doesn't do this: $RL. One of these kids is trading at ATH everyone else is not the same"
X Link 2025-12-04T23:01Z 7724 followers, 3055 engagements

"Hate to break it to all you $PTON fans but they closed their store in Fashion Island Mall Newport Beach. Looks like bulls no longer have support from Real Housewives of OC. @JeffMacke"
X Link 2025-12-08T21:02Z 7726 followers, 1992 engagements

"Everyone does first purchase discounts so don't explicitly track. Yet really interesting Vuori's is XX% while $LULU's is 15%. Not sure how bears reconcile that. Alo also 15%. Rhone's is now XX% but last year it was 20%. $DECK (HOKA) 10%. $ONON only seems to give a XX% discount when you refer friend"
X Link 2025-12-09T17:27Z 7726 followers, 2810 engagements

"The $DKS website is the absolute worst. Latency issues like nobody else in retail. Constant site failures. And this was before they just became practically a monopoly for premium athletic footwear distribution in the US"
X Link 2025-12-10T03:47Z 7725 followers, 1733 engagements

"@paulcerro $AZO $COST and $ORLY super boring stocks with not much to add. Key is to remember why they are that way"
X Link 2025-12-10T21:12Z 7725 followers, XXX engagements

"Since $LULU and $RH both reporting after close will focus immediate call postmortem efforts on Lululemon first. Will switch to RH after. Gary going to read shareholder letter anyway and first answer likely to go at least XX mins so will likely pick up anything after"
X Link 2025-12-10T23:39Z 7726 followers, 4835 engagements

"@Restructuring__ Vanguard and Blackrock 😉"
X Link 2025-12-11T01:02Z 7725 followers, XXX engagements

"For $RH tonight this chart has many implications: 1) no they are not running out of cash or have "liquidity" issues or wouldn't cut back promo. 2) GM likely to beat. We did channel check Newport Beach on Sunday. Only XX% store red tagged vs. XX% on August trip. Physical channel check backs the email promo chart - thats encouraging for bulls. Traffic solid. More people in Waterworks than ever seen (strange). Several "RH Trade" were working in office. Several design consultants actively in discussions with customers outside. Street has expenses coming down a ton in 4Q25 but clearly Gary seems"
X Link 2025-12-11T17:39Z 7726 followers, 7186 engagements

"My favorite moment from the $RH earnings call tonight was when Gary said this: We just had China and Russia fly bombers over Japan What was yours"
X Link 2025-12-11T23:59Z 7726 followers, 3368 engagements