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@MattJMcClintock Avatar @MattJMcClintock Matt McClintock

Matt McClintock posts on X about $lulu, $uaa, $nke, $rh the most. They currently have XXXXX followers and 1217 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks fashion brands #3092 cryptocurrencies finance travel destinations countries technology brands musicians

Social topic influence $lulu #145, $uaa #2, $nke #402, $rh #3, $ua #2, $as #6, $wsm #3, $vfc #12, all the, topics #2290

Top assets mentioned Lululemon Athletica Inc (LULU) Under Armour Inc Class A (UAA) Nike Inc (NKE) RH (RH) Under Armour Inc Class C (UA) Amer Sports, Inc. (AS) Wall Street Memes (WSM) VF Corp (VFC) Tractor Supply Co (TSCO) Raymond James Financial, Inc. (RJF) Costco Hot Dog (COST) Ralph Lauren Corp (RL) Academy Sports and Outdoors, Inc. (ASO) Wood Wide Web (WWW) Deckers Outdoor, Corp. (DECK) Urban Outfitters Inc (URBN) PVH Corp (PVH) Kohl's Corporation (KSS) On Holding AG (ONON) Lowes Companies Inc (LOW) Home Depot, Inc. (HD) QXO, Inc. Common Stock (QXO) Levi Strauss & Co. Class A Common Stock (LEVI) GoPlus Security (GPS) Gapcoin (GAP-1) Upstart Holdings, Inc. Common stock (UPST) Foot Locker, Inc. (FL) DarkShield Games Studio (DKS) another stupid shitcoin (ASS) Shakita Inu (SHAK) McDonald's Corp (MCD) Uber Technologies, Inc. (UBER) Tapestry, Inc. (TPR) Walmart, Inc. (WMT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Close to putting out views on $VFC. But company is a massive time suck. Not news as remember that from $RJF days. They lucky to have me look at them. Financial model is just as painful as prior apparel leaders Liz Claiborne/Jones Apparel Group who nobody remembers"
X Link @MattJMcClintock 2025-08-17T21:30Z 7470 followers, 11K engagements

"(3/5) The Double - $RH New LT Guidance This brings us to one of the more outlandish things Gary has mentioned on a conference call (2Q25) and that includes his original forecast that RH England could hit as high as $XXX million in revenue during its first year alone (that he conveniently forgets and now says the store was originally for conversation not so much for commerce). Based on just the first six days of RH Paris (which we extensively discussed why inflated above) Gary now thinks RH Europe and Middle East should enable them to double the size of total RH over the next five to seven"
X Link @MattJMcClintock 2025-10-09T23:42Z 7468 followers, XXX engagements

"(4/5) $RH Promos + Proprietary Email Data From Random Walk We recently visited the flagship RH store in the Meatpacking District NYC. Theyve changed how they display prices and rather than having a price tag on individual items they now simply have a list of some of the items in a room posted in the entrance. Makes it much easier to see what it on sale although not all the items in any given room are on the list for that room. We noticed this same method during our visit of the Newport Beach store towards the beginning of summer where practically the entire store was on sale. That wasnt the"
X Link @MattJMcClintock 2025-10-09T23:48Z 7468 followers, 1581 engagements

"(1/2) Must admit insider purchase activity at $UAA or $UA is extra interesting these days. Circled back to below quick take and dug into key topics like marketing product/distribution and if they "kitchen sinked" this thing"
X Link @MattJMcClintock 2025-09-08T01:54Z 7469 followers, 33.1K engagements

"Disagree with many things Chip Wilson said in his full page ad about $LULU in WSJ today. Starting with using a print ad in today's world. But his criticism towards the merchant culture at the company is spot on - we spend ample time discussing the Sun issue in our recent note that you can find on the website linked in our profile. Chip is a genius and due the highest level of respect for what he created. But couple of other things: 1) Highly unlikely the company can be innovative and technical with a X month product cycle. Why can't $AS do this after years of his involvement and advice 2) If"
X Link @MattJMcClintock 2025-10-08T02:24Z 7468 followers, 12.3K engagements

"Biggest winner of this theme will be $TSCO. They will no longer have to spend XX minutes of every call explaining why their business should only be viewed in halves not quarters"
X Link @MattJMcClintock 2025-09-16T01:12Z 7470 followers, 4032 engagements

"Jay Sole at UBS living up to my #1 II/Extel recommendation. Don't see Kevin Plank at $UAA doing much access and the Brooks get extra impressive. $DECK and $WWW product people strong too. Maybe Rhone should send somebody other than a marketing person"
X Link @MattJMcClintock 2025-08-26T21:02Z 7469 followers, 5453 engagements

"You're a Boomer if you get your news from the WSJ. Discuss baggy denim trend in recent $LULU deep dive. At least WSJ figured out its more a wide legged bottom trend but even Dick Hayne of $URBN says going on since COVID and sees opportunities elsewhere"
X Link @MattJMcClintock 2025-09-27T17:05Z 7468 followers, 6912 engagements

"Comical. @zerohedge now nothing more than the mainstream media. Guys - conference was last week. And all you do is repeat what other people say these days. Jay Sole at UBS great analyst though and we both see similar things with $UAA / $UA"
X Link @MattJMcClintock 2025-09-30T00:27Z 7470 followers, 7087 engagements

"If I can't get research notes finished on either $RH or $WSM because of the constant headlines towards furniture tariffs can only imagine how a corporate CFO is thinking about 5+ year capex plans in that industry"
X Link @MattJMcClintock 2025-09-30T00:59Z 7469 followers, 3709 engagements

"Survivorship bias real. When I joined Wall Street to focus on Retail industry (2005) Liz Claiborne and Jones Apparel Group were biggest apparel companies. $RL was restructuring story and $PVH was small cap. $KSS was best growth story and $M was god"
X Link @MattJMcClintock 2025-08-17T22:10Z 7469 followers, 21.3K engagements

"@ConsensusGurus They almost look like the Kmart private label version of Timberland boots"
X Link @MattJMcClintock 2025-10-05T21:53Z 7469 followers, XXX engagements

"Once upon a time there was a Retail Softline concept that had 1000+ stores called Merry-Go-Round. You got IOU sweatshirts (private label) and Z Cavaricci - both hottest brands you could imagine at the time. Keep this in mind the next time you pitch me a contemporary brand"
X Link @MattJMcClintock 2025-09-24T02:00Z 7468 followers, 2489 engagements

"Hard to reconcile super bullish Alo at same time pump denim thesis. Oh wait now dont think Alo reason why $LULU weak its denim (Vuori doesn't exist anymore). But then love $ONON shoes which have nothing to do with baggy jeans. Etc. Etc. All said with extreme confidence"
X Link @MattJMcClintock 2025-09-23T02:23Z 7468 followers, 5172 engagements

"I want $VFC to work as much as the next person but bulls are not going to like what I say about Sun Choe in my upcoming $LULU note (probably Wednesday)"
X Link @MattJMcClintock 2025-09-23T01:57Z 7469 followers, 5372 engagements

"(2/2) $WSM: Theres A Light At The End Of This Tunnel We took a deep look into Rejuvenation which management has asserted for years will be their next $1+ billion brand but only recently dialed up the conversation to maximum levels. We also did a review of potential supply chain efficiencies going forward that could offset tariff pressures. This topic is of extra importance given the new level of uncertainly towards imported furniture recently introduced by the current U.S. administration. Lastly we provide some quick thoughts on the upcoming AI Culinary Companion launch as well as some"
X Link @MattJMcClintock 2025-10-07T22:17Z 7469 followers, 1399 engagements

"What an excellent first hand account of building material sourcing at $LOW. The industry landscape is changing dramatically so very important to understand the thought process behind customer decision making. Relates to $HD $QXO etc"
X Link @MattJMcClintock 2025-10-14T16:17Z 7468 followers, 2607 engagements

"Interesting $AS leads Athletic industry up XXX% after our note yesterday that demonstrated Arc'teryx in sweet spot of its high growth stage and compared the story to early days of $LULU. Didn't hear anything else meaningful. Investor day Thursday"
X Link @MattJMcClintock 2025-09-15T20:16Z 7468 followers, 3514 engagements

"Great video on $NKE Jordan and current sneaker resale world. Favorite line: "resalers have been forced to move over to Labubu's". Thank you South Park for keeping me current on trends. "Prices of Jordans gone up to uncomfortable levels quality dropping""
X Link @MattJMcClintock 2025-10-09T12:07Z 7469 followers, 3489 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 @MattJMcClintock 2024-12-16T00:30Z 7468 followers, 746.8K engagements

"Chip says time for action at $LULU looking at options. He thought many activists may not know he would be interesting in siding with them. Come on dude everyone has always known you hate management and the board. Trying v hard to stay in news cycle"
X Link @MattJMcClintock 2025-10-10T16:31Z 7468 followers, 3322 engagements

"At one point in my life EVERYBODY in finance followed Mohamed El-Erian at PIMCO. Today he is Chairman of $UAA $UA and bought 100k shares outright. Last week Dawn Fitzpatrick who is BOD and the CEO/CIO of Soros outright bought 100k shares. Thats likely enough but if Kevin Plank buys 100k shares next week then look out. Its not a ton of money to these people but it sends a proper message"
X Link @MattJMcClintock 2025-08-19T21:28Z 7469 followers, 5655 engagements

"(1/5) $RH: A EuroTrip That "Gary Doesn't Know" We circled back to $RH Paris now it's been open for over a month to better understand local reception after fanfare died down. Reviews of the restaurants provide ample consumer feedback and last-minute reservation availability is wide open even during what should be high traffic weekend days. Gary Friedman CEO used performance during the first six days of this store to justify new long-term guidance that the total company can double within the next five to seven years which we also dig deeper into what that implies. Lastly we investigated the"
X Link @MattJMcClintock 2025-10-09T23:31Z 7468 followers, 3506 engagements

"Whats most interesting about this article about how practically every brand (athletic and traditional) is focused on tennis is who is not mentioned: Wilson from $AS. We recently wrote about this very topic but I guess now can add Vuori to the mix"
X Link @MattJMcClintock 2025-09-27T17:25Z 7468 followers, 4731 engagements

"WTF is $NKE spending on for HSD increase 2Q26 SG&A Thats with a LSD increase in Overhead. I can't get there at anything less than XX% growth in demand creation. There are no big sporting events to drop $ on. Talk about running it lean in 1Q26"
X Link @MattJMcClintock 2025-10-01T01:54Z 7468 followers, 5317 engagements

"$TSCO reports October 23rd and seems clear implied hockey stick comp guidance on high end isnt happening. Random Walk shows promos 3QTD worse than any comparable time this decade. Not sure what Hal was thinking here to keep a 7%+ 2H comp in guidance"
X Link @MattJMcClintock 2025-10-13T02:06Z 7469 followers, 3320 engagements

"$WSM 2Q25 Immediate Call Postmortem Comp was above expectations with an accelerating trend and all brands positive (for second consecutive quarter). Positive comps in both furniture and non-furniture. Higher guide represents continued strength/momentum in the business and assumes no change in the macro - hard to argue with these results. They reiterated EBIT margin guidance but thats with their incremental tariff rate doubling since 1Q results. Continue to call out further supply chain opportunities going forward. Got a XX bps benefit from these efficiencies during the quarter. Laura hinted"
X Link @MattJMcClintock 2025-08-27T15:10Z 7469 followers, 5954 engagements

"$UAA $UA: Kevin Plank Interview Provides Rare Insight Its not often that Kevin Plank of Under Armour gives an interview these days much less one that lasts for two hours. But what is more amazing is nobody seems to have paid any attention to it. As of the time of this publication there were only 4.8k views of the full interview. And thats despite this event occurring six days ago and the interviewer having 935k subscribers. If that doesnt tell you that the current investment community has lost all hope in this name then not sure what else will. Listened to the entire interview and decided to"
X Link @MattJMcClintock 2025-09-17T14:24Z 7468 followers, 4951 engagements

"$NKE five days ago: "the Chuck Taylor is in the early stages of a global market reset." $FL / $DKS today:"
X Link @MattJMcClintock 2025-10-05T21:46Z 7468 followers, 6784 engagements

"The whole Veilance strategy at $AS's Arc'teryx is confusing. Either main brand has permission to enter this category or it doesn't. I know they want to keep the main brand clean and focused entirely on "the mountain" but we have seen this approach fail so many times over years"
X Link @MattJMcClintock 2025-09-18T18:38Z 7469 followers, 2157 engagements

"If anyone wondering why $UAA is up X% today might have something to do with the CEO of Soros buying stock outright and less to do with "charts". Will have a much deeper look into the company soon but this can tide you over for now:"
X Link @MattJMcClintock 2025-08-15T19:15Z 7469 followers, 15.7K engagements

"$ASO found holy grail of collaborations for athletic industry (at least offensive linemen). If you don't know Whataburger I feel sorry for you. Fond memories of 2AM in Tallahassee FL. Academy Sports knows their customer - no $SHAK or $MCD here"
X Link @MattJMcClintock 2025-10-11T18:35Z 7469 followers, 1605 engagements

"Nice to see people realize Chip said something about $LULU. Maybe if he used modern communication methods everybody would have read his ad two days ago. Alas took filing with the SEC to get people to notice. Uber bullish Lulu marketing if he comes back"
X Link @MattJMcClintock 2025-10-09T13:47Z 7468 followers, 4314 engagements

"(5/5) $RH Consensus Estimate Analysis As we look at the most recent cut in guidance one major question comes to mind: How many years in a row is this company going to shift its FY1 earnings forecast to FY2 Maybe the more important question is how many years will sell-side analysts continue to cut their beginning year EPS forecast by half and yet remain highly bullish on the story Street gross margin expectations for the rest of this year appear too optimistic. The Street expects only XX basis points of pressure in 3Q25 and a flat result in 4Q25. Gary could not have been clearer on the call"
X Link @MattJMcClintock 2025-10-09T23:55Z 7469 followers, 1369 engagements

"Some people I would like to listen to at this event but am not paying $5.5k just to sit in a ballroom when it's less expensive to get dedicated time from an expert network for non corporate speak. For US retailers you get $M (Bloomies) $VFC (TNF) $RL and $TPR"
X Link @MattJMcClintock 2025-10-03T20:15Z 7470 followers, 3594 engagements

"Arc'teryx of $AS so careful with its "mountain" image they even created a sub brand Veilance for non mountain product. Then they go and do something like this At least everyone knows who should be fired since he presented at last weeks investor day"
X Link @MattJMcClintock 2025-09-21T14:56Z 7468 followers, 4642 engagements

"Lot to unpack here my friend. $NKE and $ADIDAS built an apparel business when there was nobody focused on athletic apparel. Was an add on category and thats how they always treated it. Today thats not the case. Both $UAA and $LULU historical apparel brands try to go into footwear and aren't very good so the game has changed. But can't see $NKE giving up its position in apparel - not like that will automatically just flow through to $LULU if they buy them. Plus history of M&A in this world is an absolute disaster outside of niche brands that $VFC operates"
X Link @MattJMcClintock 2025-09-27T23:44Z 7470 followers, 3147 engagements

"For all the hype about Alo and Vuori - they are likely only around $X billion in revenue right now. Meanwhile Arc'teryx at $AS has quietly had a similar level of success over a similar time frame. I bet they hit $X billion first"
X Link @MattJMcClintock 2025-09-18T16:35Z 7469 followers, 6018 engagements

"@BMacNYG High praise and very much appreciate it Brian 😀 No chance Hydrojug is a needle mover - more about just being competitive with everyone else that has it. We only looked into it due to the prominence in management's commentary. Nike/Jordan/Converse is the real merch story here"
X Link @MattJMcClintock 2025-10-14T23:00Z 7469 followers, XX engagements

"(1/2) We circled back on $AS (Arcteryx Salomon Wilson) to see if missing anything ahead of this Thursday's (9/18) investor day. Well telegraphed to be a positive event. Even dug into similarities of Arc'teryx to early stage $LULU. Lots to share"
X Link @MattJMcClintock 2025-09-14T21:40Z 7468 followers, 8312 engagements

"$GAP's problems with Athleta funny in one specific way. Alo and Vuori both sub $X billion rev so they not reason why entire athletic apparel industry challenged. Store growth not same as comp growth. And both private co's already need int'l for growth"
X Link @MattJMcClintock 2025-08-28T22:36Z 7468 followers, 6247 engagements

"Just realized $WMT attended both GS retail conference last week and GS tech conference this week. Feel bad for all major banks that don't even get a single event all year long. Corporate access is killing research and nobody takes GS research seriously"
X Link @MattJMcClintock 2025-09-09T20:08Z 7468 followers, 8464 engagements

"$UAA has been all over Gunna for the past few days. Entirely different vibe coming from their marketing right now - clearly Liedtke making an impact. Good thing we just did a deep dive on that topic"
X Link @MattJMcClintock 2025-09-08T14:08Z 7469 followers, 3605 engagements

"(1/2) Circled back $ASO to dig into LT expansion and better understand merchandising improvements like $NKE etc. Abridged version next post. Back to positive comps so bulls finally have a leg to stand on but should we care Abridged version next post"
X Link @MattJMcClintock 2025-10-14T14:44Z 7468 followers, 2235 engagements

"(1/2) Did more $WSM Rejuvenation work than anybody ever in note published yesterday for subs. Also dug into future supply chain savings to offset tariffs AI Culinary Companion West Elm inconsistencies and analyze Street #. Abridged version next post"
X Link @MattJMcClintock 2025-10-07T22:08Z 7469 followers, 3867 engagements

"(2/5) $RH Paris It seems many sell-side analysts with buy ratings on this stock made it a point to be in Paris for the opening party of the store. The company mentioned that traffic and the design pipeline were amazing for the first six days post opening better than the first five European galleries combined. Yet neither Gary nor those sell-side analysts mention that Maison & Objet one of the worlds premier home dcor and design trade fairs was in Paris from September 4th to 8th and featured over 2500 exhibitors and 70000 visitors. This event also ran concurrent with Paris Design Week from"
X Link @MattJMcClintock 2025-10-09T23:37Z 7468 followers, 4342 engagements

"Everyone flipping out on Trump trying to end quarterly reporting. You people have no idea about the old MONTHLY same store sales day for retailers. Don't miss it at all. Only $COST (which is like the most stable business ever) continues this tradition today"
X Link @MattJMcClintock 2025-09-16T00:40Z 7468 followers, 10.8K engagements

"Ahhh shit. Now President Sycamore outright buys 100k shares $UAA $UA. Also on BOD. Never seen this in my world since Advent bought back into $LULU 2014. Funny how market didn't care about that either. You know the KP announcement coming"
X Link @MattJMcClintock 2025-08-21T23:44Z 7468 followers, 15.6K engagements

"(1/2) If $TSCO only beat 2Q25 comps because of brand new final mile initiative would that be bullish or bearish Dug into step function change for comps in 2H25 including implications of final mile math and weather comparisons"
X Link @MattJMcClintock 2025-08-04T11:31Z 7468 followers, 8685 engagements

"Doing some Sunday shopping in Chelsea. Didnt realize $RH Waterworks doesnt feel need to be open today. No worries. Whole point this trip is $WSM Rejuvenation nearby (is open) who also dabbles in bathroom. Will have RH stuff for you all soon but WSM is new coverage at M2 so"
X Link @MattJMcClintock 2025-10-05T20:21Z 7469 followers, 2560 engagements