# ![@MattJMcClintock Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1589754284568182785.png) @MattJMcClintock Matt McClintock

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

### Engagements: [------] [#](/creator/twitter::1589754284568182785/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589754284568182785/c:line/m:interactions.svg)

- [--] Week [-------] +569%
- [--] Month [-------] -3.50%
- [--] Months [---------] +2.60%
- [--] Year [---------] -33%

### Mentions: [--] [#](/creator/twitter::1589754284568182785/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589754284568182785/c:line/m:posts_active.svg)

- [--] Month [--] -41%
- [--] Months [---] +2.50%
- [--] Year [---] +27%

### Followers: [-----] [#](/creator/twitter::1589754284568182785/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589754284568182785/c:line/m:followers.svg)

- [--] Week [-----] +0.58%
- [--] Month [-----] +2.20%
- [--] Months [-----] +14%
- [--] Year [-----] +38%

### CreatorRank: [-------] [#](/creator/twitter::1589754284568182785/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1589754284568182785/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71.57% [fashion brands](/list/fashion-brands)  41.18% [finance](/list/finance)  13.73% [cryptocurrencies](/list/cryptocurrencies)  12.75% [countries](/list/countries)  3.92% [technology brands](/list/technology-brands)  3.92% [travel destinations](/list/travel-destinations)  3.92% [exchanges](/list/exchanges)  1.96% [automotive brands](/list/automotive-brands)  0.98%

**Social topic influence**
[$nke](/topic/$nke) #929, [$lulu](/topic/$lulu) #384, [business](/topic/business) 6.86%, [ai](/topic/ai) 6.86%, [adidas](/topic/adidas) 6.86%, [$aso](/topic/$aso) #11, [if you](/topic/if-you) 5.88%, [$onon](/topic/$onon) #14, [$adidas](/topic/$adidas) 5.88%, [$vfc](/topic/$vfc) #1

**Top accounts mentioned or mentioned by**
[@randolphduke7](/creator/undefined) [@jdonovan42](/creator/undefined) [@catnyanpital](/creator/undefined) [@bullsbayretail](/creator/undefined) [@consensusgurus](/creator/undefined) [@spergtastic1](/creator/undefined) [@zacktanzx](/creator/undefined) [@shortsightedcap](/creator/undefined) [@serimbexy](/creator/undefined) [@mopgcw](/creator/undefined) [@retail_guy_](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@jeffmacke](/creator/undefined) [@asifsuria](/creator/undefined) [@gansic966](/creator/undefined) [@profpaulnary](/creator/undefined) [@retailguy](/creator/undefined) [@ghostcapitalboo](/creator/undefined) [@wagiecapital](/creator/undefined) [@obsidiancap1](/creator/undefined)

**Top assets mentioned**
[Nike Inc (NKE)](/topic/$nke) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Academy Sports & Outdoors, Inc. (ASO)](/topic/$aso) [On Holding AG (ONON)](/topic/$onon) [VF Corp (VFC)](/topic/$vfc) [DarkShield Games Studio (DKS)](/topic/$dks) [Amer Sports, Inc. (AS)](/topic/$as) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Wall Street Memes (WSM)](/topic/$wsm) [RH (RH)](/topic/$rh) [Under Armour Inc Class A (UAA)](/topic/$uaa) [Tractor Supply Co (TSCO)](/topic/$tsco) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Gap Inc (GAP)](/topic/$gap) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Target Corporation (TGT)](/topic/$tgt) [Arhaus, Inc.  (ARHS)](/topic/$arhs) [Nordstrom, Inc. (JWN)](/topic/$jwn) [Under Armour Inc Class C (UA)](/topic/$ua) [Walmart, Inc. (WMT)](/topic/$wmt) [Raymond James Financial, Inc. (RJF)](/topic/$rjf) [Bostrom (BOOT)](/topic/$boot) [Coinbase Global Inc. (COIN)](/topic/coinbase) [GoPlus Security (GPS)](/topic/$gps) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Frontline Ltd. (FRO)](/topic/$fro)
### Top Social Posts
Top posts by engagements in the last [--] 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](https://x.com/MattJMcClintock/status/1957193273769935189)  2025-08-17T21:30Z [----] followers, 11.1K 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](https://x.com/MattJMcClintock/status/1981377737915822155)  2025-10-23T15:10Z [----] 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](https://x.com/MattJMcClintock/status/2000982109763059894)  2025-12-16T17:31Z [----] 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](https://x.com/MattJMcClintock/status/2006034400874578192)  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](https://x.com/MattJMcClintock/status/2010479715212005663)  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](https://x.com/MattJMcClintock/status/2013647485592350778)  2026-01-20T16:19Z [----] followers, [----] engagements


"(2/2) $JD Sports: This JD Might Have Easier Time In Greenland For a moment in time JD Sports Fashion PLC was quietly building a formidable business in the US that transcended historical silos to athletic distribution found at other major retailers ( $ASO $DKS Foot Locker etc). Yet the competitive athletic landscape was entirely redrawn by the sheer size and footprint of the combined Dicks and Foot Locker. As a former sell-side analyst feel this is when most go into shock and continue to repeat the old thesis despite something majorly changing in their worldview. To that point the sell-side"  
[X Link](https://x.com/MattJMcClintock/status/2013649072431800614)  2026-01-20T16:25Z [----] followers, [----] engagements


"Don't know how many times have to repost this but would be nice if one of the [--] sell-side analysts covering $LULU would finally talk about the problem with the BOD specifically "Executive Chair" Marti Morfitt. https://x.com/MattJMcClintock/status/2009698843881820636s=20 (1/7) Gave away thoughts on $LULU governance and universe paid it back with related parties giving us info in return. Did anybody else talk to former CEO Christine Day this week Bet thats slightly more important than anything Yipit says 😉 (abridged) https://t.co/vQwwO1y1LR"  
[X Link](https://x.com/MattJMcClintock/status/2014520353293214026)  2026-01-23T02:07Z [----] followers, 20.5K 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](https://x.com/MattJMcClintock/status/2016251490529153033)  2026-01-27T20:46Z [----] followers, [----] engagements


"(2/3) $NKE: Is It Still "Winning" If You Buy Your Success What is driving Nikes results in North America right now Is it underlying improvement in the business or did they just flood the marketplace with product and then massively spend on marketing to push it through as best as possible This is the most critical question facing investors today as they attempt to assess if the return to double digit EBIT margin for the total company is possible within the investible horizon (3 years). We already know the timeline in China took a step back APLA is a problem and now questions towards EMEA are"  
[X Link](https://x.com/MattJMcClintock/status/2016869588953190601)  2026-01-29T13:42Z [----] followers, [----] engagements


"(3/3) $NKE - full note (and financial model) can be found entirely free at our website linked below. https://www.msquaredcapital.com/nike https://www.msquaredcapital.com/nike"  
[X Link](https://x.com/MattJMcClintock/status/2016870190944854447)  2026-01-29T13:44Z [----] 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](https://x.com/MattJMcClintock/status/2016946038670516505)  2026-01-29T18:46Z [----] 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](https://x.com/MattJMcClintock/status/2016984614682702322)  2026-01-29T21:19Z [----] 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](https://x.com/MattJMcClintock/status/2017263012210483242)  2026-01-30T15:45Z [----] 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](https://x.com/MattJMcClintock/status/2020210064414449801)  2026-02-07T18:56Z [----] followers, [---] engagements


"@CatNyanpital @leveragedbets @taobanker You have to wonder about similar issues with $AS"  
[X Link](https://x.com/MattJMcClintock/status/2020555500278984997)  2026-02-08T17:49Z [----] followers, [--] engagements


"@JeffMacke Will Shat of Raisin Bran won the marketing war followed by Coinbase"  
[X Link](https://x.com/MattJMcClintock/status/2020693687899140136)  2026-02-09T02:58Z [----] followers, [---] engagements


"@zacktanzx Converse is going through management changes. Put in a new CEO over a quarter ago"  
[X Link](https://x.com/MattJMcClintock/status/2021277594767737235)  2026-02-10T17:38Z [----] 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](https://x.com/MattJMcClintock/status/1868453491448127586)  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](https://x.com/MattJMcClintock/status/1970503624553046398)  2025-09-23T15:00Z [----] followers, 12.9K 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](https://x.com/MattJMcClintock/status/1991956422394052747)  2025-11-21T19:46Z [----] 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](https://x.com/MattJMcClintock/status/2000347534003200044)  2025-12-14T23:29Z [----] followers, 18.5K engagements


"(3/10) Athleta: $GAP Signage at front entrance for 30% off cardmembers and an additional 20% off the first purchase with a Gap Inc. credit card. Last year was 30% off select styles with no cardmember requirement that we noticed. There were further scattered promotions throughout the store such as 40% off Forever Fleece Salutation Jacket and Salutation Jogger. The linen section from the summer has now been converted into an Athleta Kids section. The store only had a couple of customers in it but we did see a few transactions at the register while we were in it (we bought something ourselves)."  
[X Link](https://x.com/MattJMcClintock/status/2000350640212484115)  2025-12-14T23:42Z [----] followers, [----] 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](https://x.com/MattJMcClintock/status/2000359432157290618)  2025-12-15T00:17Z [----] 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](https://x.com/MattJMcClintock/status/2001392434983391594)  2025-12-17T20:41Z [----] followers, 13.8K 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](https://x.com/MattJMcClintock/status/2015924137437409381)  2026-01-26T23:05Z [----] 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](https://x.com/MattJMcClintock/status/2016906657624666178)  2026-01-29T16:09Z [----] 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](https://x.com/MattJMcClintock/status/2017004255547138392)  2026-01-29T22:37Z [----] 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](https://x.com/MattJMcClintock/status/2017268510880067673)  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](https://x.com/MattJMcClintock/status/2018347979464114447)  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](https://x.com/MattJMcClintock/status/2019550374688907611)  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](https://x.com/MattJMcClintock/status/2019568965413212165)  2026-02-06T00:28Z [----] 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](https://x.com/MattJMcClintock/status/2021265788104008050)  2026-02-10T16:51Z [----] 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](https://x.com/MattJMcClintock/status/2021385164442509496)  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](https://x.com/MattJMcClintock/status/2021397250531000368)  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](https://x.com/MattJMcClintock/status/2021571780163305544)  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](https://x.com/MattJMcClintock/status/2021589508924293372)  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](https://x.com/MattJMcClintock/status/2021951586734665835)  2026-02-12T14:16Z [----] 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](https://x.com/MattJMcClintock/status/2022306277884330088)  2026-02-13T13:46Z [----] 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](https://x.com/anyuser/status/2016868172117258508)  2026-01-29T13:36Z [----] 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](https://x.com/MattJMcClintock/status/2019817850677219563)  2026-02-06T16:57Z [----] 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](https://x.com/MattJMcClintock/status/2021222628946555377)  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](https://x.com/MattJMcClintock/status/2021235252346097791)  2026-02-10T14:50Z [----] 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](https://x.com/MattJMcClintock/status/2021329016297296060)  2026-02-10T21:02Z [----] 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](https://x.com/MattJMcClintock/status/2022321949926429027)  2026-02-13T14:48Z [----] followers, 12K 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](https://x.com/MattJMcClintock/status/2022324832193438003)  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](https://x.com/MattJMcClintock/status/2022334698651865586)  2026-02-13T15:38Z [----] 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](https://x.com/MattJMcClintock/status/2022337366233633070)  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](https://x.com/MattJMcClintock/status/2022339041224704465)  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](https://x.com/MattJMcClintock/status/2022339493622341656)  2026-02-13T15:58Z [----] 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](https://x.com/MattJMcClintock/status/2022675546870813034)  2026-02-14T14:13Z [----] 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](https://x.com/MattJMcClintock/status/2022680742174630110)  2026-02-14T14:34Z [----] 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](https://x.com/MattJMcClintock/status/1995996455706804364)  2025-12-02T23:20Z [----] followers, [----] engagements


"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](https://x.com/MattJMcClintock/status/2013992489498099840)  2026-01-21T15:10Z [----] 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](https://x.com/MattJMcClintock/status/2015926183863713903)  2026-01-26T23:13Z [----] 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](https://x.com/MattJMcClintock/status/2016509423938650370)  2026-01-28T13:51Z [----] 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](https://x.com/MattJMcClintock/status/2019783410173067385)  2026-02-06T14:41Z [----] 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](https://x.com/MattJMcClintock/status/2021959775848992956)  2026-02-12T14:49Z [----] followers, [---] engagements


"@jdonovan42 No I didnt run this search through those two. Just Claude. Increasingly just not going to use Claude"  
[X Link](https://x.com/MattJMcClintock/status/2022336490051911887)  2026-02-13T15:46Z [----] 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](https://x.com/MattJMcClintock/status/2022344572219826464)  2026-02-13T16:18Z [----] 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](https://x.com/anyuser/status/2020579291407200532)  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](https://x.com/MattJMcClintock/status/2020581057993846912)  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](https://x.com/MattJMcClintock/status/2020581581606596646)  2026-02-08T19:32Z [----] 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](https://x.com/MattJMcClintock/status/2020935612698669372)  2026-02-09T18:59Z [----] 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](https://x.com/MattJMcClintock/status/2020978089451544583)  2026-02-09T21:48Z [----] 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](https://x.com/MattJMcClintock/status/2021029225193668846)  2026-02-10T01:11Z [----] 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](https://x.com/MattJMcClintock/status/2021261720753164568)  2026-02-10T16:35Z [----] 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](https://x.com/MattJMcClintock/status/2021590099184496877)  2026-02-11T14:20Z [----] 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](https://x.com/MattJMcClintock/status/2021675493331021977)  2026-02-11T19:59Z [----] 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](https://x.com/MattJMcClintock/status/2021721515188686924)  2026-02-11T23:02Z [----] 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](https://x.com/MattJMcClintock/status/2021958029969605023)  2026-02-12T14:42Z [----] followers, [----] 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](https://x.com/MattJMcClintock/status/2022292816890646629)  2026-02-13T12:52Z [----] followers, [----] 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](https://x.com/MattJMcClintock/status/2022382740264653034)  2026-02-13T18:49Z [----] 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](https://x.com/MattJMcClintock/status/2022386601045975204)  2026-02-13T19:05Z [----] 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](https://x.com/MattJMcClintock/status/2021376744750452781)  2026-02-11T00:12Z [----] followers, 19.8K 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](https://x.com/MattJMcClintock/status/2022669549532061804)  2026-02-14T13:49Z [----] 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](https://x.com/MattJMcClintock/status/2022695727533600986)  2026-02-14T15:33Z [----] followers, [--] engagements


"We all know $PUMA has problems but hard to ignore they the only athletic brand plastering Sale on the front window of their Fifth Ave NYC Flagship store"  
[X Link](https://x.com/MattJMcClintock/status/2013383272747635079)  2026-01-19T22:49Z [----] followers, [----] engagements


"@RyeNotBerben Looks just like Melbourne Beach FL"  
[X Link](https://x.com/MattJMcClintock/status/2014030295884767638)  2026-01-21T17:40Z [----] followers, [---] engagements


"@AnalystEgg The line to any Lego store in the world is always stupid long. Just walked down fifth ave and you can easily get into $NKE Ferragamo $LULU. But Lego:"  
[X Link](https://x.com/MattJMcClintock/status/2014873818750202154)  2026-01-24T01:32Z [----] followers, [---] engagements


"Average was like every other month. Somehow got on CNBCs list for $NKE and $TGT so always for their quarters. Anytime people see your name is good thing for a sellsider. But had to balance that with it was a total time sink. Some analysts make it their priority but nobody that buyside thinks is good does at least in my industry. https://twitter.com/i/web/status/2015991860087431577 https://twitter.com/i/web/status/2015991860087431577"  
[X Link](https://x.com/MattJMcClintock/status/2015991860087431577)  2026-01-27T03:34Z [----] followers, [---] engagements


"@CatNyanpital It is pretty amazing the optimism for LT growth - you should see the other historical case studies in the note. Anta owns China though but maybe they will get stretched thin with their new toy $PUMA"  
[X Link](https://x.com/MattJMcClintock/status/2016142810479497527)  2026-01-27T13:34Z [----] followers, [---] engagements


"Strange now is moment $LEVI sells Dockers. Even Amazon is back on the 9-5 physical office workday. "Focus" was reason. Also wrote down Beyond Yoga yet remain committed to it. Abundant well funded competition in that space. Late mover questionable momentum (write down) so why"  
[X Link](https://x.com/MattJMcClintock/status/1841600703594426662)  2024-10-02T22:06Z [----] followers, [----] engagements


"Just checked out $JWN (Nordstrom) NYC. Lot of sale in Athleisure. Not surprised by $URBN (FP Movement) as they recently occupied dedicated popup that now transitioned to New Balance. $NKE and $LEVI (Beyond Yoga) have issues. $WWW (Saucony) now favored brand by visual merchants"  
[X Link](https://x.com/MattJMcClintock/status/1919142163046130056)  2025-05-04T21:28Z [----] followers, [----] engagements


"For those that care $LULU is now down 62% from its peak in early [----]. As a recent case study $ANF dropped 65% from its peak in mid [----] before finding a trough and recovering up 42%"  
[X Link](https://x.com/MattJMcClintock/status/1951309240221704233)  2025-08-01T15:49Z [----] followers, 17.6K 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](https://x.com/MattJMcClintock/status/1965507643029815475)  2025-09-09T20:08Z [----] followers, [----] engagements


"Kinda sucks $ARHS just launched bath collection that includes vanities but not a big deal as limited. In other news $RH seems properly fucked. Really don''t like dancing on Gary here as the whole thing sucks but maybe he stops talking about debt like it's a currency swap now"  
[X Link](https://x.com/MattJMcClintock/status/1971366029248131217)  2025-09-26T00:07Z [----] 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](https://x.com/MattJMcClintock/status/1978585469802656039)  2025-10-15T22:15Z [----] followers, [----] engagements


"Coincidence $TSCO 😂😂😂 Honestly not a bad quarter itself but this is not how 30x multiple companies perform"  
[X Link](https://x.com/MattJMcClintock/status/1981400487217025395)  2025-10-23T16:41Z [----] followers, [----] 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. https://x.com/MattJMcClintock/status/1981377737915822155s=20 https://x.com/MattJMcClintock/status/1981377737915822155s=20"  
[X Link](https://x.com/MattJMcClintock/status/1988383571414061352)  2025-11-11T23:09Z [----] followers, [----] engagements


"(2/10) Vuori: Private Not as much traffic as we would expect for a Sunday afternoon during the holiday season but overall flow was solid. Would still rank it towards the busier side of everyone that we visited particularly as the store size is probably that of Alo and 1/3 that of $LULU. We went back the subsequent Friday afternoon and the relative traffic was lower. Feels like company blowing out SKU count as many different types of products relative to the cleaner and increasingly technical nature of what weve seen in past. On last trip we thought this just result of newly renovated store"  
[X Link](https://x.com/MattJMcClintock/status/2000348953234072055)  2025-12-14T23:35Z [----] followers, [----] engagements


"(8/10) Alo: Private Alo had a similar level of traffic as Vuori even though store 2x the size. Mens department surprisingly had more traffic than any of the others although dedicated space is fairly small. Similar number of people at the cash registers as both Vuori and $LULU. No promotions or sale product which is reassuring after the [---] months of a 30% sitewide sale ending earlier this month. Product what we are accustomed to with Alo: not a lot of technical but style seems much more on point than other athletic apparel brands. They aggressively pushing cherry red color palate not only in"  
[X Link](https://x.com/MattJMcClintock/status/2000358150051107183)  2025-12-15T00:12Z [----] followers, [----] engagements


"If you ever asked the question whats the difference between $NKE and $ADIDAS this example quickly answers it. Nike barely did anything here - Converse just retweeted the original post to make it go viral. Adidas had massive failure at major event. https://x.com/MattJMcClintock/status/1913382090093081032 I dunno about you but this appears like a major failure on the part of Adidas. https://t.co/EbqbrkRID5 https://x.com/MattJMcClintock/status/1913382090093081032 I dunno about you but this appears like a major failure on the part of Adidas. https://t.co/EbqbrkRID5"  
[X Link](https://x.com/MattJMcClintock/status/1914121075857695101)  2025-04-21T00:56Z [----] followers, [----] 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](https://x.com/MattJMcClintock/status/1972085008648093934)  2025-09-27T23:44Z [----] followers, [----] engagements


"What a photo Congrats to Obiri Lokedi and Chepkirui. $ONON #1 $UAA #2 and $ADIDAS #3. Obiri broke the record by 20+ seconds"  
[X Link](https://x.com/MattJMcClintock/status/1985041087694799159)  2025-11-02T17:47Z [----] followers, 12.8K engagements


"Not sure if $ONON $UAA or $ADIDAS did much marketing on NYC Marathon. Meanwhile New Balance all over official sponsorship and $NKE went crazy buying ads throughout the city. Product Marketing. Of course signing right athletes beats it all https://x.com/MattJMcClintock/status/1985041087694799159 What a photo Congrats to Obiri Lokedi and Chepkirui. $ONON #1 $UAA #2 and $ADIDAS #3. Obiri broke the record by 20+ seconds https://t.co/wwejx4B9Ut https://x.com/MattJMcClintock/status/1985041087694799159 What a photo Congrats to Obiri Lokedi and Chepkirui. $ONON #1 $UAA #2 and $ADIDAS #3. Obiri broke"  
[X Link](https://x.com/MattJMcClintock/status/1985137521819357430)  2025-11-03T00:10Z [----] followers, 12.2K 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: https://x.com/MattJMcClintock/status/1991177285546680586s=20 $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"  
[X Link](https://x.com/MattJMcClintock/status/1998176148283629938)  2025-12-08T23:41Z [----] 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](https://x.com/MattJMcClintock/status/2003602756444082578)  2025-12-23T23:04Z [----] followers, [----] engagements


"@k3ithmccullough I think its really interesting that both $NKE and $ADIDAS decided to go full force DTC and both are coming back to speciality distribution but seems Adidas just has better product in that quest"  
[X Link](https://x.com/MattJMcClintock/status/2003622201879396860)  2025-12-24T00:22Z [----] 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](https://x.com/MattJMcClintock/status/1972437011114926427)  2025-09-28T23:03Z [----] followers, 15.8K 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](https://x.com/MattJMcClintock/status/1983572298725495138)  2025-10-29T16:31Z [----] followers, 126.7K 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 https://x.com/MattJMcClintock/status/1998176148283629938s=20"  
[X Link](https://x.com/anyuser/status/2001645898372370560)  2025-12-18T13:29Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing