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

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

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

- X Week XXXXXX +0.47%
- X Month XXXXXXX +4%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +25%

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

- X Week XX +3%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXX +109%

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

- X Week XXXXX +0.08%
- X Month XXXXX +1.70%
- X Months XXXXX +21%
- X Year XXXXX +72%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1589754284568182785/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [fashion brands](/list/fashion-brands)  #4165 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [countries](/list/countries)  XXXX% [musicians](/list/musicians)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$lulu](/topic/$lulu) #88, [$nke](/topic/$nke) #1173, [$uaa](/topic/$uaa) #4, [$rh](/topic/$rh) #1, [$ua](/topic/$ua) #2, [brands](/topic/brands) #1051, [$as](/topic/$as) #11, [all the](/topic/all-the) 1.63%, [$vfc](/topic/$vfc) #22, [$aso](/topic/$aso) #7

**Top accounts mentioned or mentioned by**
[@consensusgurus](/creator/undefined) [@aarong115243](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jsdbarrett](/creator/undefined) [@zacktanzx](/creator/undefined) [@sks01119](/creator/undefined) [@graystokev2](/creator/undefined) [@jacobjaber](/creator/undefined) [@traceyryniec](/creator/undefined) [@dmckdani](/creator/undefined) [@paulcerro](/creator/undefined) [@suraci](/creator/undefined) [@retailguru](/creator/undefined) [@bullsbayretail](/creator/undefined) [@neelytamminga](/creator/undefined) [@jasonmiller15](/creator/undefined) [@kairospraxis](/creator/undefined) [@davevial](/creator/undefined) [@moatlesscapital](/creator/undefined) [@globalmacrozen](/creator/undefined)

**Top assets mentioned**
[Lululemon Athletica Inc (LULU)](/topic/$lulu) [Nike Inc (NKE)](/topic/$nke) [Under Armour Inc Class A (UAA)](/topic/$uaa) [RH (RH)](/topic/$rh) [Under Armour Inc Class C (UA)](/topic/$ua) [Amer Sports, Inc. (AS)](/topic/$as) [VF Corp (VFC)](/topic/$vfc) [Academy Sports and Outdoors, Inc. (ASO)](/topic/$aso) [Wall Street Memes (WSM)](/topic/$wsm) [Tractor Supply Co (TSCO)](/topic/$tsco) [Wood Wide Web (WWW)](/topic/$www) [Raymond James Financial, Inc. (RJF)](/topic/$rjf) [Costco Hot Dog (COST)](/topic/$cost) [Ralph Lauren Corp (RL)](/topic/$rl) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Acushnet Holdings Corp. (GOLF)](/topic/$golf) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [GoPlus Security (GPS)](/topic/$gps) [Gapcoin (GAP-1)](/topic/$gap) [PVH Corp (PVH)](/topic/$pvh) [Kohl's Corporation (KSS)](/topic/$kss) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Walmart, Inc. (WMT)](/topic/$wmt) [Tapestry, Inc. (TPR)](/topic/$tpr) [Foot Locker, Inc. (FL)](/topic/$fl) [DarkShield Games Studio (DKS)](/topic/$dks) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Shakita Inu (SHAK)](/topic/$shak) [McDonald's Corp (MCD)](/topic/$mcd) [Lowes Companies Inc (LOW)](/topic/$low) [Home Depot, Inc. (HD)](/topic/$hd) [QXO, Inc. Common Stock (QXO)](/topic/$qxo)
### Top Social Posts [#](/creator/twitter::1589754284568182785/posts)
---
Top posts by engagements in the last XX hours

"Yue Yuen makes shoes for $NKE Adidas $WWW $AS etc. Nice to see acceleration and strong growth in 2H shoe volume. Pou Sheng (retail arm sells all the brands) comps down XXXX% for year - $AS wasn't joking when they said there are clear winners and losers in the China market"  
[X Link](https://x.com/MattJMcClintock/status/1899446590424613268) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-03-11T13:05Z 7470 followers, 1753 engagements


"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) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-17T21:30Z 7471 followers, 11K engagements


"$ASO 2Q25 Immediate Call Postmortem Is this really the second quarter in a row where they miss earnings but increase the guidance range Even that is kind of a mess as they lowered adjusted net income on the high end while raising adjusted EPS (likely due to share repurchases but still a lot of noise here). Must be happy with their first quarterly positive comp since 2021 even if it was still a rounding error to flat and likely due to price increases. Slow start to May improved later with positive comps last several weeks of quarter. Major families of business (footwear apparel sports/rec and"  
[X Link](https://x.com/MattJMcClintock/status/1962895221068284151) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-02T15:07Z 7471 followers, 4743 engagements


"Everyone flipping out on Trump trying to end quarterly reporting. You people have no idea about the old MONTHLY same store sales day for retailers. Don't miss it at all. Only $COST (which is like the most stable business ever) continues this tradition today"  
[X Link](https://x.com/MattJMcClintock/status/1967750367430709742) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-16T00:40Z 7472 followers, 10.8K engagements


"Biggest winner of this theme will be $TSCO. They will no longer have to spend XX minutes of every call explaining why their business should only be viewed in halves not quarters"  
[X Link](https://x.com/MattJMcClintock/status/1967758553042784624) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-16T01:12Z 7471 followers, 4040 engagements


"For all the hype about Alo and Vuori - they are likely only around $X billion in revenue right now. Meanwhile Arc'teryx at $AS has quietly had a similar level of success over a similar time frame. I bet they hit $X billion first"  
[X Link](https://x.com/MattJMcClintock/status/1968715455809405011) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-18T16:35Z 7469 followers, 6055 engagements


"Whats most interesting about this article about how practically every brand (athletic and traditional) is focused on tennis is who is not mentioned: Wilson from $AS. We recently wrote about this very topic but I guess now can add Vuori to the mix"  
[X Link](https://x.com/MattJMcClintock/status/1971989642233913602) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-27T17:25Z 7471 followers, 4771 engagements


"(1/2) Circled back $ASO to dig into LT expansion and better understand merchandising improvements like $NKE etc. Abridged version next post. Back to positive comps so bulls finally have a leg to stand on but should we care Abridged version next post"  
[X Link](https://x.com/MattJMcClintock/status/1978109702954271231) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-14T14:44Z 7471 followers, 2487 engagements


"Have Sopranos in background while build models and/or write research of Athletic companies. Highly disappointed in myself that only now realize everybody in this show largely (not always) wears Fila ( $GOLF) throughout all seasons"  
[X Link](https://x.com/MattJMcClintock/status/1978585469802656039) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-15T22:15Z 7471 followers, 2709 engagements


"@k3ithmccullough The entire athletic industry grew through the GFC. Think it was only product category that did that. Just spent an entire day looking at retail stores and anyone that thinks UGG is peak probably should re-evaluate their position"  
[X Link](https://x.com/MattJMcClintock/status/1978996183403003927) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-17T01:27Z 7470 followers, XXX engagements


"@JeffMacke Can already visualize their next marketing campaign"  
[X Link](https://x.com/MattJMcClintock/status/1978997206477615315) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-17T01:31Z 7472 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](https://x.com/MattJMcClintock/status/1868453491448127586) [@MattJMcClintock](/creator/x/MattJMcClintock) 2024-12-16T00:30Z 7471 followers, 746.8K engagements


"(1/2) If $TSCO only beat 2Q25 comps because of brand new final mile initiative would that be bullish or bearish Dug into step function change for comps in 2H25 including implications of final mile math and weather comparisons"  
[X Link](https://x.com/MattJMcClintock/status/1952331628031918273) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-04T11:31Z 7470 followers, 8824 engagements


"If anyone wondering why $UAA is up X% today might have something to do with the CEO of Soros buying stock outright and less to do with "charts". Will have a much deeper look into the company soon but this can tide you over for now:"  
[X Link](https://x.com/MattJMcClintock/status/1956434621593235643) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-15T19:15Z 7470 followers, 15.8K engagements


"Survivorship bias real. When I joined Wall Street to focus on Retail industry (2005) Liz Claiborne and Jones Apparel Group were biggest apparel companies. $RL was restructuring story and $PVH was small cap. $KSS was best growth story and $M was god"  
[X Link](https://x.com/MattJMcClintock/status/1957203481934385421) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-17T22:10Z 7469 followers, 21.3K engagements


"At one point in my life EVERYBODY in finance followed Mohamed El-Erian at PIMCO. Today he is Chairman of $UAA $UA and bought 100k shares outright. Last week Dawn Fitzpatrick who is BOD and the CEO/CIO of Soros outright bought 100k shares. Thats likely enough but if Kevin Plank buys 100k shares next week then look out. Its not a ton of money to these people but it sends a proper message"  
[X Link](https://x.com/MattJMcClintock/status/1957917725180698637) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-19T21:28Z 7471 followers, 5675 engagements


"Ahhh shit. Now President Sycamore outright buys 100k shares $UAA $UA. Also on BOD. Never seen this in my world since Advent bought back into $LULU 2014. Funny how market didn't care about that either. You know the KP announcement coming"  
[X Link](https://x.com/MattJMcClintock/status/1958676547411324933) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-21T23:44Z 7470 followers, 15.7K engagements


"Jay Sole at UBS living up to my #1 II/Extel recommendation. Don't see Kevin Plank at $UAA doing much access and the Brooks get extra impressive. $DECK and $WWW product people strong too. Maybe Rhone should send somebody other than a marketing person"  
[X Link](https://x.com/MattJMcClintock/status/1960447855174222330) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-26T21:02Z 7470 followers, 5592 engagements


"$WSM 2Q25 Immediate Call Postmortem Comp was above expectations with an accelerating trend and all brands positive (for second consecutive quarter). Positive comps in both furniture and non-furniture. Higher guide represents continued strength/momentum in the business and assumes no change in the macro - hard to argue with these results. They reiterated EBIT margin guidance but thats with their incremental tariff rate doubling since 1Q results. Continue to call out further supply chain opportunities going forward. Got a XX bps benefit from these efficiencies during the quarter. Laura hinted"  
[X Link](https://x.com/MattJMcClintock/status/1960721488488673501) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-27T15:10Z 7470 followers, 5992 engagements


"$GAP's problems with Athleta funny in one specific way. Alo and Vuori both sub $X billion rev so they not reason why entire athletic apparel industry challenged. Store growth not same as comp growth. And both private co's already need int'l for growth"  
[X Link](https://x.com/MattJMcClintock/status/1961196269273063760) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-08-28T22:36Z 7471 followers, 6252 engagements


"(1/2) Must admit insider purchase activity at $UAA or $UA is extra interesting these days. Circled back to below quick take and dug into key topics like marketing product/distribution and if they "kitchen sinked" this thing"  
[X Link](https://x.com/MattJMcClintock/status/1964869993327472865) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-08T01:54Z 7470 followers, 33.3K engagements


"(2/2) $UAA / $UA - Why Is BOD Only Now Protecting This House This is an abridged version of this note. You can find the complete deep dive note at our website here: Not only did all BOD members take RSU grants without selling anything for tax purposes but also outright buying in addition to that from three key BOD members (Robert Sweeney President Sycamore Dawn Fitzpatrick CEO/CIO Soros and Mohamed El-Erian). It was the first time that Mohamed ever outright bought stock on his own despite taking over the Chairman position from Kevin Plank. There is a real brand here that resonates within"  
[X Link](https://x.com/MattJMcClintock/status/1964871747880038673) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-08T02:01Z 7470 followers, 3135 engagements


"$UAA has been all over Gunna for the past few days. Entirely different vibe coming from their marketing right now - clearly Liedtke making an impact. Good thing we just did a deep dive on that topic"  
[X Link](https://x.com/MattJMcClintock/status/1965054646264975764) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-08T14:08Z 7470 followers, 3638 engagements


"Just realized $WMT attended both GS retail conference last week and GS tech conference this week. Feel bad for all major banks that don't even get a single event all year long. Corporate access is killing research and nobody takes GS research seriously"  
[X Link](https://x.com/MattJMcClintock/status/1965507643029815475) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-09T20:08Z 7471 followers, 8479 engagements


"$UAA $UA: Kevin Plank Interview Provides Rare Insight Its not often that Kevin Plank of Under Armour gives an interview these days much less one that lasts for two hours. But what is more amazing is nobody seems to have paid any attention to it. As of the time of this publication there were only 4.8k views of the full interview. And thats despite this event occurring six days ago and the interviewer having 935k subscribers. If that doesnt tell you that the current investment community has lost all hope in this name then not sure what else will. Listened to the entire interview and decided to"  
[X Link](https://x.com/MattJMcClintock/status/1968320066598117658) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-17T14:24Z 7471 followers, 4981 engagements


"I want $VFC to work as much as the next person but bulls are not going to like what I say about Sun Choe in my upcoming $LULU note (probably Wednesday)"  
[X Link](https://x.com/MattJMcClintock/status/1970306376498024930) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-23T01:57Z 7469 followers, 5382 engagements


"Once upon a time there was a Retail Softline concept that had 1000+ stores called Merry-Go-Round. You got IOU sweatshirts (private label) and Z Cavaricci - both hottest brands you could imagine at the time. Keep this in mind the next time you pitch me a contemporary brand"  
[X Link](https://x.com/MattJMcClintock/status/1970669692093173932) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-24T02:00Z 7469 followers, 2493 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) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-27T23:44Z 7470 followers, 3156 engagements


"Comical. @zerohedge now nothing more than the mainstream media. Guys - conference was last week. And all you do is repeat what other people say these days. Jay Sole at UBS great analyst though and we both see similar things with $UAA / $UA"  
[X Link](https://x.com/MattJMcClintock/status/1972820573643477461) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-30T00:27Z 7471 followers, 7162 engagements


"If I can't get research notes finished on either $RH or $WSM because of the constant headlines towards furniture tariffs can only imagine how a corporate CFO is thinking about 5+ year capex plans in that industry"  
[X Link](https://x.com/MattJMcClintock/status/1972828502912344505) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-09-30T00:59Z 7469 followers, 3740 engagements


"WTF is $NKE spending on for HSD increase 2Q26 SG&A Thats with a LSD increase in Overhead. I can't get there at anything less than XX% growth in demand creation. There are no big sporting events to drop $ on. Talk about running it lean in 1Q26"  
[X Link](https://x.com/MattJMcClintock/status/1973204941830496321) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-01T01:54Z 7469 followers, 5339 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](https://x.com/MattJMcClintock/status/1974206713403244696) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-03T20:15Z 7469 followers, 3614 engagements


"$NKE five days ago: "the Chuck Taylor is in the early stages of a global market reset." $FL / $DKS today:"  
[X Link](https://x.com/MattJMcClintock/status/1974954301111046162) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-05T21:46Z 7471 followers, 6821 engagements


"(1/2) Did more $WSM Rejuvenation work than anybody ever in note published yesterday for subs. Also dug into future supply chain savings to offset tariffs AI Culinary Companion West Elm inconsistencies and analyze Street #. Abridged version next post"  
[X Link](https://x.com/MattJMcClintock/status/1975684765459030436) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-07T22:08Z 7469 followers, 3905 engagements


"Disagree with many things Chip Wilson said in his full page ad about $LULU in WSJ today. Starting with using a print ad in today's world. But his criticism towards the merchant culture at the company is spot on - we spend ample time discussing the Sun issue in our recent note that you can find on the website linked in our profile. Chip is a genius and due the highest level of respect for what he created. But couple of other things: 1) Highly unlikely the company can be innovative and technical with a X month product cycle. Why can't $AS do this after years of his involvement and advice 2) If"  
[X Link](https://x.com/MattJMcClintock/status/1975749156514767155) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-08T02:24Z 7471 followers, 12.5K engagements


"Great video on $NKE Jordan and current sneaker resale world. Favorite line: "resalers have been forced to move over to Labubu's". Thank you South Park for keeping me current on trends. "Prices of Jordans gone up to uncomfortable levels quality dropping""  
[X Link](https://x.com/MattJMcClintock/status/1976258205048070275) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-09T12:07Z 7471 followers, 3538 engagements


"Nice to see people realize Chip said something about $LULU. Maybe if he used modern communication methods everybody would have read his ad two days ago. Alas took filing with the SEC to get people to notice. Uber bullish Lulu marketing if he comes back"  
[X Link](https://x.com/MattJMcClintock/status/1976283414774091901) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-09T13:47Z 7471 followers, 4362 engagements


"(1/5) $RH: A EuroTrip That "Gary Doesn't Know" We circled back to $RH Paris now it's been open for over a month to better understand local reception after fanfare died down. Reviews of the restaurants provide ample consumer feedback and last-minute reservation availability is wide open even during what should be high traffic weekend days. Gary Friedman CEO used performance during the first six days of this store to justify new long-term guidance that the total company can double within the next five to seven years which we also dig deeper into what that implies. Lastly we investigated the"  
[X Link](https://x.com/MattJMcClintock/status/1976430375367999890) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-09T23:31Z 7471 followers, 8086 engagements


"(2/5) $RH Paris It seems many sell-side analysts with buy ratings on this stock made it a point to be in Paris for the opening party of the store. The company mentioned that traffic and the design pipeline were amazing for the first six days post opening better than the first five European galleries combined. Yet neither Gary nor those sell-side analysts mention that Maison & Objet one of the worlds premier home dcor and design trade fairs was in Paris from September 4th to 8th and featured over 2500 exhibitors and 70000 visitors. This event also ran concurrent with Paris Design Week from"  
[X Link](https://x.com/MattJMcClintock/status/1976431906569773202) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-09T23:37Z 7471 followers, 4492 engagements


"(3/5) The Double - $RH New LT Guidance This brings us to one of the more outlandish things Gary has mentioned on a conference call (2Q25) and that includes his original forecast that RH England could hit as high as $XXX million in revenue during its first year alone (that he conveniently forgets and now says the store was originally for conversation not so much for commerce). Based on just the first six days of RH Paris (which we extensively discussed why inflated above) Gary now thinks RH Europe and Middle East should enable them to double the size of total RH over the next five to seven"  
[X Link](https://x.com/MattJMcClintock/status/1976433183295144146) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-09T23:42Z 7470 followers, XXX engagements


"(4/5) $RH Promos + Proprietary Email Data From Random Walk We recently visited the flagship RH store in the Meatpacking District NYC. Theyve changed how they display prices and rather than having a price tag on individual items they now simply have a list of some of the items in a room posted in the entrance. Makes it much easier to see what it on sale although not all the items in any given room are on the list for that room. We noticed this same method during our visit of the Newport Beach store towards the beginning of summer where practically the entire store was on sale. That wasnt the"  
[X Link](https://x.com/MattJMcClintock/status/1976434500901966028) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-09T23:48Z 7471 followers, 1714 engagements


"(5/5) $RH Consensus Estimate Analysis As we look at the most recent cut in guidance one major question comes to mind: How many years in a row is this company going to shift its FY1 earnings forecast to FY2 Maybe the more important question is how many years will sell-side analysts continue to cut their beginning year EPS forecast by half and yet remain highly bullish on the story Street gross margin expectations for the rest of this year appear too optimistic. The Street expects only XX basis points of pressure in 3Q25 and a flat result in 4Q25. Gary could not have been clearer on the call"  
[X Link](https://x.com/MattJMcClintock/status/1976436438812991757) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-09T23:55Z 7471 followers, 1535 engagements


"Chip says time for action at $LULU looking at options. He thought many activists may not know he would be interesting in siding with them. Come on dude everyone has always known you hate management and the board. Trying v hard to stay in news cycle"  
[X Link](https://x.com/MattJMcClintock/status/1976687092500754759) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-10T16:31Z 7471 followers, 3381 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](https://x.com/MattJMcClintock/status/1977080516915737023) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-11T18:35Z 7471 followers, 1698 engagements


"(2/2) $ASO: This Academy Teaches Lots Of Theory We see the reason why bulls like the Academy Sports story because the back of the envelope math is exceptionally attractive should management be able to execute. However they really havent to date outside of the post COVID miracle period that was entirely comp store sales driven We took a deep look into new store economics and how they might be impacted by inflationary construction costs. While topline trends have improved the reality is they likely still need substantial acceleration in the performance of new stores to reach anywhere near the"  
[X Link](https://x.com/MattJMcClintock/status/1978110946804375964) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-14T14:49Z 7469 followers, 1105 engagements


"What an excellent first hand account of building material sourcing at $LOW. The industry landscape is changing dramatically so very important to understand the thought process behind customer decision making. Relates to $HD $QXO etc"  
[X Link](https://x.com/MattJMcClintock/status/1978133110026887551) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-14T16:17Z 7469 followers, 3683 engagements


"PSA: Beautiful day in Paris tomorrow. If you need last minute restaurant ideas nothing beats the view from Le Petit $RH on the rooftop. Eiffel Tower views and everything. Walk ins welcome as you will likely be only person there"  
[X Link](https://x.com/MattJMcClintock/status/1978897504054722717) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-16T18:55Z 7470 followers, 5205 engagements


"How does anybody take sell-side serious these days. If downgrade stock to Neutral then shouldn't have XX% upside in PT. Shocking news to that person - XX% is great. $LULU is super interesting to both bulls and bears here but this person (who I don't know) didn't help anybody"  
[X Link](https://x.com/MattJMcClintock/status/1978917198102999131) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-16T20:13Z 7469 followers, 4211 engagements


"$NKE taking concept of Athletic Apparel to next level. Jean shorts otherwise known as Jorts wasnt enough so their innovation added a drawstring to make it even more comfortable. Highlighted right now in JD Sports Times Square flagship. $LULU beware"  
[X Link](https://x.com/MattJMcClintock/status/1978993746097131887) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-17T01:17Z 7469 followers, 5989 engagements


"Doing some Sunday shopping in Chelsea. Didnt realize $RH Waterworks doesnt feel need to be open today. No worries. Whole point this trip is $WSM Rejuvenation nearby (is open) who also dabbles in bathroom. Will have RH stuff for you all soon but WSM is new coverage at M2 so"  
[X Link](https://x.com/MattJMcClintock/status/1974933002951287022) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-05T20:21Z 7469 followers, 2667 engagements


"$TSCO reports October 23rd and seems clear implied hockey stick comp guidance on high end isnt happening. Random Walk shows promos 3QTD worse than any comparable time this decade. Not sure what Hal was thinking here to keep a 7%+ 2H comp in guidance"  
[X Link](https://x.com/MattJMcClintock/status/1977556539029487985) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-13T02:06Z 7469 followers, 3460 engagements


"Friendly pushback from a lowly retail analyst: Seems there is ton of irrational stuff that happens in the present. For example why was $LULU $XXX when product in stores was just as bad if not worse a year ago as it is today (neg comps in Americas too) I know the sellside wasnt saying that but when did they ever proactively call out problems in a darling stock Why did $RH almost get to $XXX when the story back then not too different than it is right now People loved to use 3-5 year BOTE math a year ago on RH because it was so easy apparently but those same people won't touch that same math"  
[X Link](https://x.com/MattJMcClintock/status/1980084670097211726) [@MattJMcClintock](/creator/x/MattJMcClintock) 2025-10-20T01:32Z 7470 followers, 2347 engagements