[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MattJMcClintock Avatar @MattJMcClintock Matt McClintock

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

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% cryptocurrencies XXXXX% fashion brands #3015 finance XXXXX% technology brands XXXX% countries XXXX%

Social topic influence $rh #8, $lulu #88, if you 9.62%, $wsm 9.62%, $tsco #2, at least 5.77%, wsm 5.77%, strong 5.77%, $nke #386, $rl #13

Top accounts mentioned or mentioned by @joinyellowbrick @aresearchguy @k3ithmccullough @retailguru @jeffmacke @hornaimajishun @fmcbill @zhouyen96 @pmul1234 @dannydayan5 @paulcerro @restructuring @wagiecapital @bozwood @p14capital @analystegg @hedgewatch1 @basilialukos @kingkang80 @traceyryniec

Top assets mentioned RH (RH) Lululemon Athletica Inc (LULU) Wall Street Memes (WSM) Tractor Supply Co (TSCO) Nike Inc (NKE) Ralph Lauren Corp (RL) Academy Sports and Outdoors, Inc. (ASO) DarkShield Games Studio (DKS) On Holding AG (ONON) Autozone Inc (AZO) Costco Hot Dog (COST) Shake Shack Inc. (SHAK) McDonald's Corp (MCD) Gildan Activewear Inc. (GIL) Acushnet Holdings Corp. (GOLF) Deckers Outdoor, Corp. (DECK) VF Corp (VFC) Tapestry, Inc. (TPR) Alphabet Inc Class A (GOOGL) PVH Corp (PVH) TJX Companies, Inc. (TJX) Ross Stores, Inc. (ROST) Abercrombie & Fitch Co. (ANF) Peloton Interactive, Inc. Class A Common Stock (PTON) O'Reilly Automotive Inc (ORLY) BlackRock Inc (BLK) Floor & Decor Holdings, Inc. (FND) Jefferies Financial Group Inc. (JEF) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last XX hours

"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 7754 followers, 7976 engagements

"Gary at $RH so annoying. Obviously waiting for $LULU to start before putting out press release"
X Link 2025-12-11T21:30Z 7754 followers, 14.6K engagements

"$RH 3Q25 Immediate Call Postmortem Am I the only person that read the shareholder letter and felt like Gary was angrily typing various sentences in all caps because he thinks everyone else is stupid Was certainly a very different format than anything we have ever seen before from this company. The fact he proactively put in a comp table relative to other furniture companies as if nobody follows this stuff was extra interesting. Really like that he points out how the restaurants largely cover the rent of newer galleries. Of course the restaurant business can be quite fickle. For example we"
X Link 2025-12-11T23:36Z 7754 followers, 16.6K 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 2025-10-11T18:35Z 7729 followers, 2087 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

"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 7729 followers, 2284 engagements

"$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 7729 followers, 7361 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

"$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 7729 followers, 1865 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

"(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 7729 followers, 4991 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 7729 followers, 1121 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 7753 followers, 3347 engagements

"Not sure $NKE quick turnaround involves Chief Commercial Officer leaving over year after Hill became CEO. Nothing says LT turnaround like elevating head supply chain to COO - structural problems anyone Not to mention Chief Tech Officer also leaving"
X Link 2025-12-02T23:00Z 7753 followers, 6711 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 7754 followers, 2854 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 7754 followers, 4520 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 2025-10-03T20:15Z 7735 followers, 3691 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 7735 followers, 1628 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 7736 followers, 3944 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 7735 followers, XXX 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 7735 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 7735 followers, XXX 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 7735 followers, 3063 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 7735 followers, 1895 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 7736 followers, 1743 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 7735 followers, XXX engagements

"$TSCO: 3Q25 Immediate Call Postmortem Going to call this quarter a lesson in reality. Even if management really thought it was possible to do a X% comp this year they never should have had that scenario in guidance given the aggressive acceleration required in 2H25 (7%+). Now everyone is left to wonder why a 7%+ comp scenario in 4Q25 is no longer in the new guidance particularly when this is a business of halves. Takes away from what really was an outstanding result this quarter the transaction growth of XXX% was very impressive (best since 3Q21). Didnt take Hal long to blame weather:"
X Link 2025-10-23T15:10Z 7735 followers, 6649 engagements

"Coincidence $TSCO 😂😂😂 Honestly not a bad quarter itself but this is not how 30x multiple companies perform"
X Link 2025-10-23T16:41Z 7735 followers, 1891 engagements

"(1/2) Circled back $TSCO as valuation 25x+ despite upside getting capped big time last quarter. Hal has let us down many times in recent years so big question towards 3%-5% comp algo these days. Not first time we have been here. Abridged version next"
X Link 2025-11-11T23:09Z 7735 followers, 3742 engagements

"Why does nobody on X talk about what $COST says on their monthly sales call It's almost like you are all bots that just repeat the written press release. Since I had to do it myself. Traffic up X% US. Pretty solid if you ask me. Fresh foods up MSD-HSD led by meat - shows you the problem we all have with buying a steak in a restaurant these days. Non foods up MSD led by jewelry - guess those gold sales still crushing life"
X Link 2025-12-03T22:20Z 7735 followers, 6348 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 7736 followers, 2001 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 7736 followers, XXX engagements

"@Restructuring__ Vanguard and Blackrock 😉"
X Link 2025-12-11T01:02Z 7736 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 7737 followers, 3347 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 7737 followers, 4913 engagements

"@WagieCapital Not sure if tens of millions is going to help you much on this one bud 🤷♂"
X Link 2025-12-03T16:26Z 7737 followers, XXX 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 7737 followers, 14.4K engagements

"If you want to read yesterday's news today only $LULU note that matters is uber bear Randy Konik capitulated. Guess $JEF has given up on all hope that Alo and Vuori are coming to market anytime soon. If you want to see what timely research looks like:"
X Link 2025-12-12T15:12Z 7754 followers, 7710 engagements