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@MattJMcClintock Avatar @MattJMcClintock Matt McClintock

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

Engagements: XXXXX #

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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 XXXX% technology brands XXXX% countries XXXX%

Social topic influence $wsm #3, $lulu #282, strong 5.66%, $rl #5, $nke #1328, if you 5.66%, at least 5.66%, $onon #17, business 3.77%, $azo #13

Top accounts mentioned or mentioned by @k3ithmccullough @aresearchguy @joinyellowbrick @retailguru @jeffmacke @hornaimajishun @fmcbill @zhouyen96 @pmul1234 @dannydayan5 @hedgefundgirl @paulcerro @restructuring @retail_guru @hedgewatch1 @basilialukos @bozwood @ggquests @houseofpop6621

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

Top Social Posts

Top posts by engagements in the last XX hours

"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 7702 followers, 3343 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 7702 followers, 7123 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 7702 followers, 3924 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 7694 followers, 3689 engagements

"@zhouyen96 Chip hired Celeste and she was really the only person left that carried the culture he created. Highly doubt she was replaced or let go. The bull thesis is that she felt the company was stable enough to leave"
X Link 2025-11-21T15:24Z 7696 followers, XXX engagements

"@k3ithmccullough Now you know why skechers sold themselves"
X Link 2025-12-05T02:45Z 7695 followers, XXX 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 7698 followers, 747.2K 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 7699 followers, 2085 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 7698 followers, 2155 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 7699 followers, 1855 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 7701 followers, 2318 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 7698 followers, 3306 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 7698 followers, XX 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 7698 followers, 6325 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 7699 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 7701 followers, XXX 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 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 7702 followers, 1082 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 7702 followers, 1645 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 7702 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 7702 followers, 2676 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

"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 7702 followers, 13.7K 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 7702 followers, XX 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 7702 followers, 3028 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 7702 followers, 1949 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 7702 followers, 4759 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 7702 followers, 1842 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 7702 followers, 2693 engagements

"@Restructuring__ Vanguard and Blackrock 😉"
X Link 2025-12-11T01:02Z 7702 followers, XXX engagements