@MattJMcClintock Avatar @MattJMcClintock Matt McClintock

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

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Social Influence

Social category influence stocks 57.02% fashion brands #2552 finance 17.54% cryptocurrencies 14.91% technology brands 3.51% travel destinations 3.51% exchanges 1.75% countries 0.88% automotive brands 0.88% gaming 0.88%

Social topic influence $nke #1734, $lulu #92, $rh #2, in the 9.65%, $dks #1, business 5.26%, $onon 5.26%, ai 5.26%, $aso 4.39%, ceo 4.39%

Top accounts mentioned or mentioned by @randolphduke7 @jdonovan42 @consensusgurus @catnyanpital @spergtastic1 @bullsbayretail @zacktanzx @shortsightedcap @serimbexy @mopgcw @jacksonwharf @retail_guy_ @asifsuria @gansic966 @profpaulnary @retailguy @ghostcapitalboo @wagiecapital @obsidiancap1 @bozwood

Top assets mentioned Nike Inc (NKE) Lululemon Athletica Inc (LULU) RH (RH) DarkShield Games Studio (DKS) On Holding AG (ONON) Academy Sports & Outdoors, Inc. (ASO) Amer Sports, Inc. (AS) Wall Street Memes (WSM) Deckers Outdoor, Corp. (DECK) VF Corp (VFC) Levi Strauss & Co. Class A Common Stock (LEVI) Gap Inc (GAP) GoPlus Security (GPS) Abercrombie & Fitch Co. (ANF) Tractor Supply Co (TSCO) Nordstrom, Inc. (JWN) Urban Outfitters Inc (URBN) Target Corporation (TGT) Under Armour Inc Class A (UAA) Under Armour Inc Class C (UA) Walmart, Inc. (WMT) Ralph Lauren Corp (RL) Birkenstock Holding plc (BIRK) Arhaus, Inc. (ARHS) Floor & Decor Holdings, Inc. (FND) Frontline Ltd. (FRO)

Top Social Posts

Top posts by engagements in the last [--] hours

"Kate McShane (Goldman) does World Cup note but appears to exclude 3rd largest specialty athletic retailer in the US: $JD Sports. Surprisingly strong US growth too in today's earnings. Will get increasingly harder to only cover $ASO and $DKS this way. https://x.com/MattJMcClintock/status/2013647485592350778s=20 (1/2) Launched on $JD Sports and now have most comprehensive coverage of US athletic distribution on Street. Funny how no sell-sider follows this plus $ASO $DKS. Even funnier US largest biz but only Europeans follow. Trading update tomorrow. Abridged thoughts next post:"
X Link 2026-01-21T15:10Z [----] followers, [----] engagements

"Well that didn't take long. Calvin McDonald found a job as the CEO and Board member of The Wella Company just [--] days after leaving $LULU. Funny how Glenn Murphy was appointed Executive Chair last year. Does anybody think Marti Morfitt could find a job that quickly"
X Link 2026-02-11T19:59Z [----] followers, [----] 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: https://x.com/MattJMcClintock/status/1795566864082628900 (1) Fashion Island Mall Newport Beach is fantastic place to assess the current Athleisure debate. $LULU Rhone Vuori Alo Athleta ( $GPS) and Fabletics all close to each other. It's also littered with the ghosts of formerly hyped but now dead brands such as Kit & Ace. Here"
X Link 2024-12-16T00:30Z [----] followers, 747.6K engagements

"Missed Vuori denim launch mid Sep (ty @0xNightGuy). Nothing in this photo says performance/technical including $BIRK shoes. Fun fact Birks used to be required footwear for $ANF employees early 90's. Going to be hard to keep up with trends if they keep pushing this direction"
X Link 2025-09-23T15:00Z [----] followers, 12.9K 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 4% 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 2.7% was very impressive (best since 3Q21). Didnt take Hal long to blame weather:"
X Link 2025-10-23T15:10Z [----] followers, [----] 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 [----] followers, [----] 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 [----] followers, [----] engagements

"(1/10) Athleisure war frontline Fashion Island Mall Newport Beach so back for 4th semi-annual trip (prior trips linked). Where else do you get: Alo Athleta - $GAP Arcteryx - $AS Beyond Yoga - $LEVI $DKS Fabletics $LULU $NKE $ONON Rhone Vuori https://x.com/MattJMcClintock/status/1954657213781348581s=20 (1/9) Everyone loves talking Athleisure so took third trip to Fashion Island Mall Newport Beach. Mecca for brands Alo Athleta - $GAP Arc'teryx - $AS Fabletics $JWN $LULU Rhone and Vuori. Bonus as visited East Coast Short Hills Mall too. Takeaways: https://t.co/Y3AZX4lp4S"
X Link 2025-12-14T23:29Z [----] followers, 18.5K engagements

"(9/10) Nordstrom: Beyond Yoga - $LEVI FP Movement - $URBN $NKE $ONON Vuori As you would expect there was practically no traffic within the womens athleisure department of Nordstrom. Vuori now enjoys the highest profile display positioning in the Nordstrom womens athletic apparel department with $NKE coming in at #2. The only other brands that we saw outside of the sale rack were FP Movement from $URBN and Nordstroms private label Zella. We note that the Free People store in this mall does not carry FP Movement and the employee in that store mentioned we should look at Nordstrom for it. This"
X Link 2025-12-15T00:17Z [----] followers, [----] engagements

"Holiday prints how novel. We recently talked about how that was the secret sauce of Fabletics this holiday season. There goes that idea. https://x.com/MattJMcClintock/status/2000355195960856827s=20 (6/10) Fabletics: Private More people in the store than we have ever seen: 3-4 people working and 4-5 people shopping. This year they are running a 60% off promotional campaign whereas last year it was 50%-70%. Store was heavily focused on Christmas like product almost looked https://t.co/G0IOfYks7X https://x.com/MattJMcClintock/status/2000355195960856827s=20 (6/10) Fabletics: Private More people"
X Link 2025-12-16T17:31Z [----] followers, [----] engagements

"$ADIDAS: Three Is A Magic Number All those $NKE BTFD FinX Furus gonna hate this one. Of the four sports that Adidas is primarily focused on we can see near term success in three of them: its just basketball thats going to take some time. Isnt that fitting for a brand known for its three stripes Football (soccer) is the key and there is no unnecessary roughness required to achieve a strategic win here as the Adidas brand is about to be reintroduced to an American consumer in a way it hasnt in decades at the [----] World Cup. Nike is almost certain to win the revenue battle from that event but"
X Link 2025-12-23T23:04Z [----] followers, [----] engagements

"@bullsbayretail As mentioned to me Prem is a big deal up in Canada. I really don't know much about him but would appear he is their Warren Buffet"
X Link 2025-12-30T16:07Z [----] followers, [----] engagements

"FinX didn't care about $NKE until Tim Cook and CEO bought stock. $UAA's board bought stock but FinX din't care until Prem Watsa joined in. FinX didn't care about $LULU until Michael Burry bought stock. Maybe the problem here is FinX What is it you say you do here"
X Link 2026-01-11T22:31Z [----] followers, [----] engagements

"(1/2) Launched on $JD Sports and now have most comprehensive coverage of US athletic distribution on Street. Funny how no sell-sider follows this plus $ASO $DKS. Even funnier US largest biz but only Europeans follow. Trading update tomorrow. Abridged thoughts next post:"
X Link 2026-01-20T16:19Z [----] followers, [----] engagements

"Calling the top in both $BOOT and country western lifestyle clothing right now. Fortune favors the brave. https://x.com/wwd/status/2016250484508565707s=20 Tecovas Set to Release First Super Bowl Commercial Inks NASCAR Partnership as It Pushes Further Into Sports Marketing https://t.co/86qxaR2fHR https://x.com/wwd/status/2016250484508565707s=20 Tecovas Set to Release First Super Bowl Commercial Inks NASCAR Partnership as It Pushes Further Into Sports Marketing https://t.co/86qxaR2fHR"
X Link 2026-01-27T20:46Z [----] followers, [----] engagements

"$VFC 3Q26 Immediate Call Postmortem Main story management selling seems to be they are back to growth again (first time since FY23). Lot of green shoots in every direction. 75% of the business grew this quarter up from 65%-70% last quarter and 60% in 1Q26. Investors are going to find it hard to keep ignoring this trend. There are few athletic companies getting better in the Americas right now so its impressive that VFC continues to make progress and returned to growth in the region. Positive growth in DTC which is the channel closest to ultimate consumer demand. One of strongest performances"
X Link 2026-01-28T13:51Z [----] followers, [----] engagements

"$TSCO: 4Q25 Immediate Call Postmortem Been asking myself this all morning: How did Hal make shareholders Howl Just six months ago he was telling people a 7%+ comp in 4Q was possible and ultimately we ended up with less than 1% (despite all those comp driving initiatives past few years). Hal is almost entirely trying to blame the HSD decline in emergency response categories for this maybe stop trying to predict emergencies instead The tone on this call was super weird so much stumbling over words by practically everyone that I dont remember before. Its funny because last quarter people were"
X Link 2026-01-29T16:09Z [----] followers, [----] engagements

"At this point only difference between Marti Morfitt (new Executive Chair of $LULU) and Chip Wilson is that at least Chip made his comments over a decade ago and actually has some "experience" operationally running an athletic apparel company. Jesus. https://x.com/TheStalwart/status/2016943754809159884s=20 Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://t.co/gzAncPOuYI https://t.co/6FJtwhnry4 https://x.com/TheStalwart/status/2016943754809159884s=20 Lululemon's view of their see-through leggings disaster"
X Link 2026-01-29T18:46Z [----] followers, [----] engagements

"$DECK: 3Q26 Immediate Call Postmortem Global Hoka and Ugg performance exceeded expectations and was exceptional with balanced growth across DTC and wholesale. Americas accelerated. Stefano made point to say this was with high levels of full price selling and resilient pricing elasticity. Racking my brain to think of anything negative here other than conservative guidance that Laurent tried to bring up in Q&A (LOL for this company). Anyone that thinks Ugg is peak likely going to have a hard time defending against the robust response to newness that underscores demand across categories."
X Link 2026-01-29T22:37Z [----] followers, [----] engagements

"Heady Creek had a good write up on $DECK back in December that they just made public on X. For me this is the biggest point: "We dont believe analysts are considering how the pullback in lifestyle by $NKE could create a headwind for performance running." https://x.com/Heady_Creek/status/2016991255218041121s=20 https://x.com/Heady_Creek/status/2016991255218041121s=20 Our $DECK write-up presented to clients 12/1 and 12/30 (also mention $NKE): DECK Write-Up We are recommending a long position in DECK makers of Hoka and Ugg shoes. Hoka: channel inventory is tight and discounts are minimal"
X Link 2026-01-30T15:45Z [----] followers, [----] engagements

"@ConsensusGurus If there is one company that I needed to long against a short position in all the other bullshit in furniture its almost certainly $WSM"
X Link 2026-01-30T16:07Z [----] followers, [---] engagements

"We talk a lot about $NKE ACG in our last two reports (free at website in profile). That world is getting super crowded these day but happy Nike getting rid of confusing trail branding. Your 24/7 [---] thrill ride. Located north south east or west of anywhere on Earth. Welcome to All Conditions Gear. https://t.co/R1MidpLixU Your 24/7 [---] thrill ride. Located north south east or west of anywhere on Earth. Welcome to All Conditions Gear. https://t.co/R1MidpLixU"
X Link 2026-02-02T15:37Z [----] followers, [----] engagements

"@Retail_Guru Stores missed. Its almost like they dont know how to run physical storescant wait for the next $AMZN is going to buy $TGT thesis"
X Link 2026-02-05T23:15Z [----] followers, [---] engagements

"Really interesting how if true never seemed to impact who the $NKE CEO was. Funny how they even pushed out Trevor Edwards (clear CEO successor) for the toxic culture before this that then CEO Mark Parker avoided all responsibility for. https://x.com/zerohedge/status/2019565482030891480s=20 Federal Agency Seeks To Investigate Nike For Alleged Bias Against White Employees https://t.co/ZjnOvYjoY5 https://x.com/zerohedge/status/2019565482030891480s=20 Federal Agency Seeks To Investigate Nike For Alleged Bias Against White Employees https://t.co/ZjnOvYjoY5"
X Link 2026-02-06T00:28Z [----] followers, [----] engagements

"Here is an interesting factoid for $DECK. There is only one Foot Locker in Washington DC city limits and it doesn't carry Hoka. All the other major brands are there though (33 SKUs of $ONON). Maybe management is not lying about highly controlled distribution"
X Link 2026-02-06T16:57Z [----] followers, [----] engagements

"@k3ithmccullough The guy on the right for $LULU looks like he is wearing winter gear for "B-Rad" the rapper in Malibu's Most Wanted. The tagline for this movie is strangely appropriate"
X Link 2026-02-07T18:56Z [----] followers, [---] engagements

"@CatNyanpital @leveragedbets @taobanker You have to wonder about similar issues with $AS"
X Link 2026-02-08T17:49Z [----] followers, [--] engagements

"(1/3) Often feel am only person on X that takes a holistic view of athletic industry where distribution just as important as brands themselves. $ASO is only high sq. ft. expansion retailer in space. Cheap stock but thing's not as rosy as mgmt implies (shocking). Abridged next"
X Link 2026-02-08T19:23Z [----] followers, [----] engagements

"(2/3) $ASO: Remember (40 Miles Outside) The Alamo The entire Academy Sports narrative was recently summarized best by CFO Earl Ford as 1) new stores comping high single digits 2) double-digit e-commerce growth 3) Jordan/Nike comping high single digits and 4) share gains from upper income cohorts. Our work in this note discovered several areas where the bullish narrative from management appears a bit too rosy and often not entirely cohesive. An emerging theme over the past year is that the company is increasingly derisked towards lower income demographics given higher levels of traffic from"
X Link 2026-02-08T19:30Z [----] followers, [----] engagements

"(3/3) $ASO / Academy Sports - subscribers can find the full note (and financial model) at our website linked below. https://www.msquaredcapital.com/ https://www.msquaredcapital.com/"
X Link 2026-02-08T19:32Z [----] followers, [---] engagements

"@JeffMacke Will Shat of Raisin Bran won the marketing war followed by Coinbase"
X Link 2026-02-09T02:58Z [----] followers, [---] engagements

"@bullsbayretail As I am sure you are aware corporate access is mostly a joke unless you get a real 1+ hour 1x1 meeting. Don't even get me started on the group hedge fund meetings where its hard to even get even a single question in (and there is a always a "guy" that tries to monopolize it)"
X Link 2026-02-09T18:59Z [----] followers, [---] engagements

"@jdsportsus @NikeLA Pro tip for the $JD Sports social media team: put some music to this video - silence does not inspire the hype you are trying to build"
X Link 2026-02-10T16:51Z [----] followers, [---] engagements

"@zacktanzx Converse is going through management changes. Put in a new CEO over a quarter ago"
X Link 2026-02-10T17:38Z [----] followers, [--] engagements

"@AsifSuria If you are going to do Skechers or Tapestry than you have to include Adidas/Reebok 😉 Honestly it still helps. Occasionally it points to something I forgot about. But everyone on this platform using it like a definitive answer are wayyyyyy off"
X Link 2026-02-11T00:45Z [----] followers, [---] engagements

"@GanSic966 I know we have chatted this topic and am trying very hard to figure out how to make it work. But lot of down time on that with still unclear payoff. Not against it at all and to be clear it does spawn idea creation sometimes. That excuse is really bad though if you ask me"
X Link 2026-02-11T01:33Z [----] followers, [---] engagements

"@ProfPaulNary Chip Wilson of $LULU tried to buy his factories but thankfully the BOD didn't let him. Operation risk would have been massive - think Trump tariffs. $NKE doesn't own its factories rather has more of a captive relationship where each factory only makes Nike product (footwear)"
X Link 2026-02-11T13:07Z [----] followers, [----] engagements

"In light of news from $WSM about testing ads in Chat GPT we recently did a full analysis of their AI culinary companion "Olive". Capabilities fell well short of general AI providers and almost awkwardly pushed recommendations so they likely need help. https://x.com/MattJMcClintock/status/2001645898372370560s=20 @ShortSightedCap $WSM's AI culinary companion ("Olive") has the potential to change the DIY cook for yourself world. Its not there yet though. https://t.co/dlC15A7g2s https://x.com/MattJMcClintock/status/2001645898372370560s=20 @ShortSightedCap $WSM's AI culinary companion ("Olive")"
X Link 2026-02-11T14:17Z [----] followers, [---] engagements

"@retail_guy_ Agree not worth waiting for. Going to have to disagree about life cycle for running footwear at [--] months. These days Nike cant even get [--] months without going heavy promo. Of course [--] months is what it should be though"
X Link 2026-02-12T14:16Z [----] followers, [--] engagements

"@retail_guy_ We must have. I look at $DECK's Arahi [--] Bondi [--] Clifton [--] and see what a [--] month product cycle is. Same thing with $ONON. I look at $NKE products launched after each of those where 25-50% of colorways are on sale as not just seasonal issues"
X Link 2026-02-12T14:49Z [----] followers, [---] engagements

"Claude made me this chart today that seems to show a perfectly negative correlation between $NKE and Converse. Of course Converse sales have been quite horrific for a brand that Claude claims is "seeing a resurgence". At least its a pretty chart. LOL https://x.com/MattJMcClintock/status/2021261720753164568s=20 It would be poetic if $NKE sold off Converse right as the silhouette diversification benefits began to materialize. But unlike Laurent (who I like a lot) don't think they trying to sell it. Have some interesting things to say in our upcoming $VFC note. https://t.co/w0WfSvzAse"
X Link 2026-02-13T13:46Z [----] followers, [--] engagements

"@GhostCapitalBoo Yeah I have heard that argument now for three years and nothing changes in the most basic functional use case. It was same result with original Chat GPT"
X Link 2026-02-13T14:59Z [----] followers, [---] engagements

"No although I guess I do pay for Grok. Its not a lot of money per month so strongly thought about paying for Claude given the stupid levels of hype on this platform about it. But its clear that what I need from it doesn't really work and I have the full version of several FinTech specific AI's at my disposal. https://twitter.com/i/web/status/2022334698651865586 https://twitter.com/i/web/status/2022334698651865586"
X Link 2026-02-13T15:38Z [----] followers, [---] engagements

"@jdonovan42 No I didnt run this search through those two. Just Claude. Increasingly just not going to use Claude"
X Link 2026-02-13T15:46Z [----] followers, [--] engagements

"@serimbexy I assume the paid version. Much better but FY08 was explicitly given by Nike in the 10K of FY09. It did not need to be estimated"
X Link 2026-02-13T15:49Z [----] followers, [---] engagements

"@WagieCapital Feel like the spectrum of opinions on AI really just comes down to topic of accuracy. If I am a day trader and just need some random bullish narrative to justify a momentum trade then AI can do that because who cares if its right or wrong long term"
X Link 2026-02-13T15:56Z [----] followers, [---] engagements

"@obsidiancap1 I specifically pointed it to Nike's financial statements. But ultimately it wanted me to point it directly to where I got the number from which I did. And then it still couldnt find the next year"
X Link 2026-02-13T15:58Z [----] followers, [---] engagements

"@mopgcw @jdonovan42 It looks better but [----] is available form the [----] 10-K. Also I am not sure if most on FinX are aware how terrible both Euromonitor and Statista data sets are"
X Link 2026-02-13T16:18Z [----] followers, [--] engagements

"@bozwood Those people must just not appreciate Le Royale Avec Fromage (no joke there is a Five Guys burger just two blocks down). Gary still has a lot of work ahead of him telling the rest of us what we are supposed to like. Doing gods work he is"
X Link 2026-02-13T19:05Z [----] followers, [--] engagements

"@RandolphDuke7 I have had mixed results doing similar level of analysis with Claude so far. Its the verifying data step that always sets me back a huge amount of time and occasionally has made me have to throw out entire work before"
X Link 2026-02-14T14:34Z [----] followers, [--] engagements

"(1/2) Circled back $AS ahead of Winter Olympics and Arc'teryx competitor $VFC (The North Face) earnings Wed. NT story as good as it gets but we dig into LT because soon the Olympics will be over and compares difficult. Surely not a challenge for a 32x P/E right Abridged next"
X Link 2026-01-26T23:05Z [----] followers, [----] engagements

"(2/2) $AS: Coming Down The Mountain If Amer Sports had a theme song then it would almost certainly be Mountain Song by Janes Addiction as the company likely needs to cash in now while everybody held their own opinion. Outstanding growth tends to have that impact on analysts and while we agree there seem no issues whatsoever in the near-term regarding our long-term view: holding it back it hurts so bad. In this note we spend a lot of time analyzing the long-term path of Arcteryx that was recently laid out by management. There really is no historical precedence for the growth that the company"
X Link 2026-01-26T23:13Z [----] followers, [----] engagements

"(1/3) Circled back $NKE after recent round of leadership changes and a fresh visit to NYC Flagship. As always we provide all our thoughts on Nike for free including our detailed financial model. #2 post summary and takeaways but link to full report in profile or post #3"
X Link 2026-01-29T13:36Z [----] followers, [----] engagements

"@JacksonWharf Because I lived through the GFC and had first hand experience seeing a major investment bank go down"
X Link 2026-01-30T17:42Z [----] followers, [--] engagements

"Such a different time. The banking industry had no equity and no ability to raise it. Chinese banks dominated the world. What people take for granted today with the Fed didn't exist back then. And I worked at the only bank they let fail. BRKB would have been a better choice probably but I was young and had already been burned investing in any stocks outside my specific industry (retail) so had no appetite. Wanted something with less correlation to my employment (insurance not necessarily that) and as a safeguard to all the printing that started happening."
X Link 2026-01-30T18:23Z [----] followers, [--] engagements

"$UAA / $UA: 3Q26 Immediate Call Postmortem Kevin talked about the one-off items as frustrating. Shareholders are way past that word when talking about this company. Can only hope that this kitchen sink (unadjusted) sets Under Armour up to have no issues as the business gets better unlike all the other kitchen sinks we have seen all the way down. The most destructive phase of this reset is behind us Dave as one of his last comments as CFO. Will admit that Kevins voice sounded serious when he mentioned North America is beginning to turn the corner and this quarter market the bottom of the"
X Link 2026-02-06T14:41Z [----] followers, [----] engagements

"I think we can safely say pent up demand for furniture has run its course. Yet another ugly Census Retail Sales result of down 3.7% y/y (unadjusted). No wonder $RH promos ticked back up to last years levels in Dec. Hate to be a $BOBS bagholder. @ConsensusGurus"
X Link 2026-02-10T14:00Z [----] followers, [----] engagements

"Lejuez might want to read this statement from $UAA / $UA in 2Q26 before making his core argument in downgrade today "UAA will need to prove their brand is resonating with the consumer". Don't know what he needs to make it "meaningfully" but nobody was looking for hockey stick"
X Link 2026-02-10T14:50Z [----] followers, [----] engagements

"It would be poetic if $NKE sold off Converse right as the silhouette diversification benefits began to materialize. But unlike Laurent (who I like a lot) don't think they trying to sell it. Have some interesting things to say in our upcoming $VFC note. https://x.com/wwd/status/2021257254964494611s=20 Amid Sale Speculation Converse Layoffs Restructuring Appears Imminent https://t.co/nEjY8znrmN https://x.com/wwd/status/2021257254964494611s=20 Amid Sale Speculation Converse Layoffs Restructuring Appears Imminent https://t.co/nEjY8znrmN"
X Link 2026-02-10T16:35Z [----] followers, [----] engagements

"Authentic Brands business model in nutshell: 1) Buy shitty brands 2) Convince some loser they can run the brand better while also paying a licensing fee on top of normal economics that previously didn't work 3) Bankruptcy only for loser. 4) Repeat. https://x.com/wwd/status/2021322170450755889s=20 The $220M Eddie Bauer Would Owe Authentic Brands Was Key to Bankruptcy https://t.co/X2WCJm5kHF https://x.com/wwd/status/2021322170450755889s=20 The $220M Eddie Bauer Would Owe Authentic Brands Was Key to Bankruptcy https://t.co/X2WCJm5kHF"
X Link 2026-02-10T21:02Z [----] followers, [----] engagements

"$RH has run perpetual 60% off sale campaign since Sep [----] so kinda big deal it only got worse today for the first time. They've never advertised 70% off before. Doesn't inspire much confidence after that terrible US Retail Census sales figure this week. https://x.com/MattJMcClintock/status/2021222628946555377s=20 I think we can safely say pent up demand for furniture has run its course. Yet another ugly Census Retail Sales result of down 3.7% y/y (unadjusted). No wonder $RH promos ticked back up to last years levels in Dec. Hate to be a $BOBS bagholder. @ConsensusGurus"
X Link 2026-02-12T14:42Z [----] followers, [----] engagements

"@RandolphDuke7 Thats a good question as havent had to think about that in years. Will be interesting to see the answer. I have said before it feels like a lot of the hype comes from the Gell-Mann amnesia effect"
X Link 2026-02-14T14:13Z [----] followers, [---] engagements

"@RandolphDuke7 Ah ha but you need to throw in JC Penney's catalog as well. Most amazing factoid about retail is that $WMT $KSS $TGT KMRT and Meijer were all founded same year"
X Link 2026-02-14T15:33Z [----] followers, [---] engagements

"Hit new milestone on X - now focused on writing research full time so moving to hybrid-subscription model (website link in profile). Most stuff remains free but here bigger story: Original goal for this platform was to democratize information that has historically resided behind institutional barriers and that remains the same today. Immediate call postmortem product will always remain free. Probably most popular thing we write. Enjoy being first to publish on the quarterly conversation not the press release (AI already kills in that regard). Fun fact institutional investors dont really care"
X Link 2025-09-28T23:03Z [----] followers, 16K engagements

"@ShortSightedCap $WSM's AI culinary companion ("Olive") has the potential to change the DIY cook for yourself world. Its not there yet though. https://x.com/MattJMcClintock/status/1998176148283629938s=20 (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: https://t.co/r4bdcyy4dX https://x.com/MattJMcClintock/status/1998176148283629938s=20 (1/2) Circled back $WSM just in time to start thinking $RH"
X Link 2025-12-18T13:29Z [----] followers, [----] engagements

"Most people dont know Feb is normally a super full price month for athletic footwear. Just left $JD Sports Flagship store in Times Square NYC. Looks like they about to get super promotional. If you like that you gonna love the $DKS note we about to publish"
X Link 2026-02-10T01:11Z [----] followers, [----] engagements

"In light of news from $WSM about testing ads in Chat GPT we recently did a full analysis of their AI culinary companion "Olive". Capabilities fell well short of general AI providers and almost awkwardly pushed recommendations so they likely need help. https://x.com/MattJMcClintock/status/1998176148283629938s=20 @ShortSightedCap $WSM's AI culinary companion ("Olive") has the potential to change the DIY cook for yourself world. Its not there yet though. https://t.co/dlC15A7g2s https://x.com/MattJMcClintock/status/1998176148283629938s=20 @ShortSightedCap $WSM's AI culinary companion ("Olive")"
X Link 2026-02-11T14:20Z [----] followers, [----] engagements

"Nonstop $NKE ACG marketing during Winter Olympics. Have talked Nike's big push here and true to word massive display now in NYC flagship during visit this week. Sadly a bit of cart before horse as still using the old Nike Trail branded footwear. https://x.com/MattJMcClintock/status/2016868172117258508s=20 (1/3) Circled back $NKE after recent round of leadership changes and a fresh visit to NYC Flagship. As always we provide all our thoughts on Nike for free including our detailed financial model. #2 post summary and takeaways but link to full report in profile or post #3"
X Link 2026-02-11T23:02Z [----] followers, [----] engagements

"AI continues to make me want to shoot myself in the head. Claude is no different as it cannot accomplish even most basic task of pulling information from publicly available financial statements (10K of all things). Just one big circle jerk. https://x.com/MattJMcClintock/status/2021376744750452781s=20 AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed"
X Link 2026-02-13T14:48Z [----] followers, 12.6K engagements

"Another day another 70% off $RH promo email. Good news - we will provide an extensive in-person channel check of RH Paris coming later this month. Personal note to Gary - maybe stop using English first in this location.the website still does even when set to "Franais""
X Link 2026-02-13T18:49Z [----] followers, 11.6K engagements

"People often ask me what makes $LULU different then other brands. This is good insight from their former head of innovation. It's sad that they have got away from this mindset"
X Link 2026-02-14T19:20Z [----] followers, [----] engagements

"(2/3) $DKS: Larger Mergers Not So Easy To Swallow By thenarrative Dicks Sporting Goods Chairman Ed Stack spins the Foot Lockeracquisition sounds closer to an immediate slam dunk than anythingelse theycould ever do with shareholder capital. Theyapparently get rid of all bad inventory by the end ofFY25 and proceed to the new order book managed by better professionals duringthe back-to-school season this year. Mind you these are the same professionalsthatcouldnt make Chelsea Collective work which is the closest Dicks hasever been to the Foot Locker business model. At the same time we are also"
X Link 2026-02-15T18:57Z [----] followers, [----] engagements

"(3/3) $DKS / Dick's Sporting Goods - subscribers can find the full note (and financial model) at our website linked below. https://www.msquaredcapital.com/ https://www.msquaredcapital.com/"
X Link 2026-02-15T18:58Z [----] followers, [---] engagements

"How dare Heady Creek say something bad about $AEO on the day Sydney Sweeney rings opening bell of NYSE Two captains of apparel industry going head to head on trends: Jay Schottenstein on wide leg continuing and Dick Hayne of $URBN on a reversal. https://x.com/Heady_Creek/status/2020973540732752310s=20 Earlier this year we recommended clients take a cautious approach to speciality apparel companies with significant exposure to baggy or relaxed denim. The trends are shifting - [----] is borrowing from [----] trends specifically skinny jeans. $ANF $GAP and $AEO have abandoned"
X Link 2026-02-09T21:48Z [----] followers, [----] engagements

"AI is most frustratingly annoying cultural phenomenon ever. I ask Claude to tell me the top five M&A deals for Retail industry this century (2000) ask for the next five three times and not once was May/Federated mentioned (which is top five even before inflation). Also missed other big ones in the top [--] I eventually got to including Kmart/Sears and Saks/Hudson Bay. But I guess if you don't know anything you simply wouldn't know how bad that answer was. https://twitter.com/i/web/status/2021376744750452781 https://twitter.com/i/web/status/2021376744750452781"
X Link 2026-02-11T00:12Z [----] followers, 21.1K engagements

"Challenge facing $NKE bulls is all the other brands continue to do really well. $ASICS just guided to 16.7% cc total global growth in [----]. Hoka Salomon On Altra Saucony Brooks New Balance Adidas and even Puma are not just going to walk away like Nike did few years back"
X Link 2026-02-13T12:52Z [----] followers, [----] engagements

"(1/3) $DKS is now by far world's largest athletic retailer. All the merger/event tourists have moved on as we increasingly get to the hard part of the story. Or will it be as easy as Ed Stack seems to imply We dig into that topic in our recent note. Abridged version next"
X Link 2026-02-15T18:51Z [----] followers, [----] engagements

"I just can't stop being annoyed by this most recent $LULU visit. This is how $ONON thinks about the category: "when we think about our apparel business we think much more about how can we elevate that performance." Who is in charge of Lululemon https://x.com/MattJMcClintock/status/2023172404336320919s=20 One of these brands has long heritage in technical athletic product and the other is a lower quality copycat. So why is $LULU hell bent on becoming just another random apparel brand BTW - $RL launched an entirely separate brand for Rugby shirts [--] years ago that didn't work."
X Link 2026-02-15T23:27Z [----] followers, [----] engagements

"@ConsensusGurus I am old enough to remember when FinX was super excited about shorting $COST simply because it had a 50x P/E"
X Link 2026-02-14T13:49Z [----] followers, [----] engagements

"One of these brands has long heritage in technical athletic product and the other is a lower quality copycat. So why is $LULU hell bent on becoming just another random apparel brand BTW - $RL launched an entirely separate brand for Rugby shirts [--] years ago that didn't work"
X Link 2026-02-15T23:07Z [----] followers, 13.8K engagements

"First company I ever took public was the small Brazilian footwear brand Arezzo. They also own the more upscale Schutz brand (launched by founders son). Its been [--] years since that IPO but always enjoy seeing the product on channel checks like my visit to Nordstrom NYC today"
X Link 2026-02-16T19:55Z [----] followers, [----] engagements

"Occasionally talk terminal value in retailers. Sears one of best examples: [----] looked unstoppable (world's largest) but gone three decades later. Even Billy Joel mentioned them in songs back then. RIP Foot Locker [----] last remnants of Woolworths US. https://x.com/bgurley/status/2023493806872801281s=20 Some shocked that Walmart and Costco have higher multiples than software companies. When so much value is in terminal value the haunting question is will this company be around in [--] years Easy question for Walmart. For more see @mjmauboussin on CAP."
X Link 2026-02-17T00:44Z [----] followers, [----] engagements

"We said this in our immediate call postmortem for $DECK in 2Q26: "Have always thought $7.00 was the number this year and still feel thats in the range of reasonable outcomes despite eating all these new pressures." Stay tuned for 3Q26 call postmortem"
X Link 2026-01-29T21:19Z [----] followers, [----] engagements

"@jsdbarrett Shows you how little the sell-side understands about anything fundamental and rather are just entirely momo fomo junkies instead"
X Link 2026-01-29T22:59Z [----] followers, [---] engagements

"Nothing like a CFO leaving after [---] years and right in the middle of a major capital refresh project for your stores. Will never cover $GCO but have to pay attention to it since $NKE decided they were an important retailer again. https://x.com/wwd/status/2017004513333301594s=20 Genesco CFO Sandra Harris Will Exit in March https://t.co/m1NEKHwM6p https://x.com/wwd/status/2017004513333301594s=20 Genesco CFO Sandra Harris Will Exit in March https://t.co/m1NEKHwM6p"
X Link 2026-01-29T23:04Z [----] followers, [----] engagements

"@ErickQuay Its not about Get Low. Its about leadership. In a funny way though it seems increasingly likely that change in a positive direction is more likely to happen than not given all this noise"
X Link 2026-01-30T00:29Z [----] followers, [--] engagements

"@Crussian17 The faster we get GTA [--] over with the faster we get them to release Red Dead Redemption 3"
X Link 2026-01-30T16:12Z [----] followers, [----] engagements

"@JacksonWharf Gold sits because people dont want to sell. Wonder how transaction volume of gold relative to total size compares to transaction volume of bitcoin relative to total size - bet gold trades more. Its never been difficult for me to sell physical to APMEX and always around spot"
X Link 2026-01-30T17:17Z [----] followers, [--] engagements

"@sw090909 @Crussian17 Are you serious Definitely the stock is a massive short if they cant get it out sooner beause by then I will just be vibe coding my own personalized sequels to Ultima Wolfenstein and Master of Magic"
X Link 2026-01-30T18:40Z [----] followers, [--] engagements

"@MacroAlf I don't think people fully understand that we had a perfect storm of deflationary forces for [--] years in 1) offshoring 2) discount retail (WMT COST TJX etc) and 3) the internet (AMZN etc.). That has been over with for awhile now"
X Link 2022-12-16T20:04Z [----] followers, 19.9K engagements

"@biancoresearch The ECB raised by [--] and that is despite this whole CS mess. Given that backdrop very very hard to see a cut or even pause. If they do either they are directly telling the markets that the domestic banking crisis is much worse than we think"
X Link 2023-03-18T21:17Z [----] followers, [----] engagements

"@caitoz I drank Busch Light once. Completely understand what that man is going through. In all seriousness though I only wish we cared as much about actually important things like perpetual wars"
X Link 2023-04-18T23:47Z [----] followers, [----] engagements

"I wanted to start this new series off with the note I was most scared to write back in 2019.luckily never did as I would have been super wrong on the stock itself. But amazing how evidence http://x.com/i/article/1778970872902025218 http://x.com/i/article/1778970872902025218"
X Link 2024-04-15T01:25Z [----] followers, 15.8K engagements

"@CliffordAsness @cypherpunkt I think Margaret Thatcher said it best with: "the problem of short squeezes is that eventually you run out of people to cover""
X Link 2024-05-22T22:12Z [----] followers, [----] engagements

"(1) Fashion Island Mall Newport Beach is fantastic place to assess the current Athleisure debate. $LULU Rhone Vuori Alo Athleta ( $GPS) and Fabletics all close to each other. It's also littered with the ghosts of formerly hyped but now dead brands such as Kit & Ace. Here are some of the takeaways and follow up analysis from my channel check trip this past holiday weekend: https://twitter.com/i/web/status/1795566864082628900 https://twitter.com/i/web/status/1795566864082628900"
X Link 2024-05-28T21:24Z [----] followers, 1.2M engagements

"(7) Last on the trip was Alo. My first thought visiting the Newport store was when did Alo become Zara If there was ever a question towards Alo being either technical Athleisure or simply stylish traditional apparel than all you need to do is look at this photo of a womens blazer. Thats about as traditional of a blazer cut you will ever find. $LULU also offers a blazer but it doesnt look like it's straight out of a Brooks Brothers catalog. Regardless traffic was strong here and ranked second most on the spectrum. I didnt notice any promotional activity. However I did notice that their tags"
X Link 2024-05-28T22:05Z [----] followers, 68K engagements

"$RH Immediate Call Postmortem - My Initial Thoughts: 1) Gary super bullish on the Outdoor Sourcebook. Yet there is a ton of Outdoor clearance on their website even today in the middle of summer. Now that I think about it - going to pick up an Outdoor Sourcebook from Meatpacking tomorrow and see if any of that is on clearance already. Maybe somebody on the sellside will do the same with all the other new Sourcebooks. 2) Why are they still forecasting the same demand growth for this year when demand growth fell short in 1Q There likely is less conservatism in guidance today. 3) For consumer"
X Link 2024-06-13T23:05Z [----] followers, 13.2K engagements

"Heart goes out to PwC employees affected. Laid me off before start date in [--]. Was signed entire Senior year. Yet [--] class canceled after graduation. They then refused to pay signing bonuses. Our class sued and won. These are recession level events. https://x.com/MacroEdgeRes/status/1833910888052474267 PricewaterhouseCooperss (PwC) U.S. unit is laying off about [----] workers its first formal layoff since the GFC to address declining demand #MacroEdge https://x.com/MacroEdgeRes/status/1833910888052474267 PricewaterhouseCooperss (PwC) U.S. unit is laying off about [----] workers its first formal"
X Link 2024-09-11T18:05Z [----] followers, 32.5K engagements

"$RH Immediate Call Postmortem: Zaccone had the best question. How much of the product is new. And Gary dodged it like Neo from The Matrix. Then Simeon brings it back. And Gary dodged it once again. I find it amazing that Gary continues to talk up European expansion at the same time he once again talked down the first stores he opened. We never heard the whole we had to open those stores excuse before he opened them last year. We are learning - yes that is clear.History is filled with that excuse towards international expansion. Gary continues to talk about how much they are taking share from"
X Link 2024-09-12T23:30Z [----] followers, 147.9K engagements

"(1) As promised here are my updated thoughts on $RH after taking some time to think through all the new information that came out of 2Q24 earnings last week. This will be a somewhat long thread: https://x.com/MattJMcClintock/status/1834374082512511094 $RH Immediate Call Postmortem: Zaccone had the best question. How much of the product is new. And Gary dodged it like Neo from The Matrix. Then Simeon brings it back. And Gary dodged it once again. I find it amazing that Gary continues to talk up European expansion at the https://x.com/MattJMcClintock/status/1834374082512511094 $RH Immediate"
X Link 2024-09-15T22:59Z [----] followers, 119.2K engagements

"(6) I wonder if we are finally starting to get the real story on $RH international beyond the optimistic Gary hype we have heard for years. I missed this new sentence in the letter: Milan in [----]. It is then we will begin to have the scale to support the advertising investments necessary to build our business across Europe. Combine that with the brand awareness discussion on the call and it would seem a more realistic tone is starting to set in. I have no idea if Europe is ultimately going to work. Maybe. Maybe not. But I do think the capital markets would have been much more skeptical"
X Link 2024-09-15T23:22Z [----] followers, 67.4K engagements

"U.S. Retail/Consumer - NKE FL ONON DECK UAA VFC ASCCY ADS-DE PUM-DE Nike recently admitted that the multi-brand environment is very competitive today and it will take time to expand market http://x.com/i/article/1856415200544534528 http://x.com/i/article/1856415200544534528"
X Link 2024-11-12T21:15Z [----] followers, 68.8K engagements

"Unlike the sell-side we visit stores. Spent day at Short Hills Mall NJ (best mall in state). Tons of takeaways to come but thought this photo sums up current state of Athletic Footwear. New Balance $ONON and Hoka ( $DECK) front and center at $JWN. Where are you $NKE"
X Link 2025-01-21T21:12Z [----] followers, 77.1K engagements

"$RH 4Q24 Immediate Call Postmortem Let's just call him "Gary the Gambler". Where do we even begin this quarter Inventory worse than ever. Guidance sucks. The demand metric has lost all credibility. They are already pulling back on growth initiatives like sourcebook mailings. And Gary is talking about liquidating assets Thats all new to go with every other bear thesis ignored before (leverage international etc). We all know what is happening here. Gary took the most cyclical industry added a ton of financial leverage (for share repurchases) and aggressively engaged in international expansion"
X Link 2025-04-02T22:22Z [----] followers, 15.7K engagements

"Can't even begin to tell you how important this is to the US apparel and footwear industry. Now if only we can avoid recession. https://x.com/MarioNawfal/status/1908180259771703488 TRUMP: VIETNAM WANTS TO CUT THEIR TARIFFS TO ZERO Just had a very productive call with To Lam General Secretary of the Communist Party of Vietnam who told me that Vietnam wants to cut their tariffs down to ZERO if they are able to make an agreement with the U.S. I https://t.co/iWFTLuKp8L https://x.com/MarioNawfal/status/1908180259771703488 TRUMP: VIETNAM WANTS TO CUT THEIR TARIFFS TO ZERO Just had a very productive"
X Link 2025-04-04T15:37Z [----] followers, 26.1K engagements

"$RH (Gary) Fri CNBC (Cramer) Interview Thoughts Must see TV with two of worlds best spin artists. A masterclass. Spin Technique #1: Moving The Goalposts Gary now trying to blame inventory build on proactive efforts to derirk the tariff situation. Nevermind he specifically called out an inventory problem in [----] that grew to obscene levels way back in 2Q24 and only has gotten worse from there. It gets better: Some of the debt is because we have $200-300 mm more inventory in anticipation of tariffs. Um the term debt was taken out [--] years ago and the ABL debt is because you are cash flow"
X Link 2025-04-05T17:47Z [----] followers, 18.4K engagements

"(1/5) Related party disclosures at $RH exploded in the proxy filed last evening. Many fun things to discuss. Victory lap for those that do real work such as myself @ConsensusGurus @hntrbrkmedia and very few others. Biggest loser is @PwC. This thread not for FOMO/MOMO types:"
X Link 2025-05-31T22:23Z [----] followers, 58.8K engagements

"Sometimes it takes leaving an industry to more acutely comprehend the broader criticisms towards it. For sell-side research I firmly believe the largest need for improvement comes from the quality of http://x.com/i/article/1947084334088716288 http://x.com/i/article/1947084334088716288"
X Link 2025-07-21T00:05Z [----] followers, 38.6K 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. https://x.com/MattJMcClintock/status/1947085504551219443 https://t.co/uMdgeUM52G https://x.com/MattJMcClintock/status/1947085504551219443 https://t.co/uMdgeUM52G"
X Link 2025-09-09T20:08Z [----] followers, [----] engagements

"I run the biggest LUXURY home brand in the world Gary Friedman of $RH who has run a perpetual 60% off sale since September [----] that only has gotten worse. And then he called out the current US administration for not talking to him"
X Link 2025-09-11T21:44Z [----] followers, [----] 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. https://x.com/MattJMcClintock/status/1974476377543078386 Rewatching Sopranos and this scene came up. S1 E10 made on March [--] [----]. Amazing timing. Tell me there isn't a more fitting description of the world we live in right now. https://t.co/77myjpMIjq https://x.com/MattJMcClintock/status/1974476377543078386 Rewatching Sopranos and this scene came up. S1 E10 made"
X Link 2025-10-15T22:15Z [----] followers, [----] engagements

"For those still pitching Alo competition thesis to $LULU (ahem Randy Konik at $JEF) seems they started doing a 30% off sitewide a bit earlier this year (using proprietary Random Walk data). Lululemon doesn't do sitewide sales but special NYC Marathon deal at a few stores close"
X Link 2025-10-29T16:31Z [----] followers, 126.7K engagements

"@aresearchguy McMillon is probably best CEO we have seen in broader retail industry in decades. Sucks that he is leaving"
X Link 2025-11-24T22:56Z [----] followers, [---] engagements

"Cooking squid tonight so just left Whole Foods - my location is right next to both $LULU and Alo (Columbus Circle). Absolutely no clearance racks whatsoever at Lululemon. Consistent with recent Newport Beach trip and not the sign of challenged retailer. https://x.com/MattJMcClintock/status/2000357017991422024s=20 (7/10) Lululemon: $LULU Recently renovated as main location was closed for the work during our last visit in August (temporary store for that trip). Updated store has open floorplan with greater selling space as seems dressing rooms were moved to what was either backroom or"
X Link 2025-12-17T20:41Z [----] followers, 13.8K engagements

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