@MattJMcClintock MattJMcClintock
Named athletic-apparel specialist writing deep bottom-up theses on LULU, Nike, Adidas
Publishes long-form fundamental research and post-earnings t
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 40% hit rate, -0.71% mean alpha, trader score -1.69. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 31 mentions with price data).
MattJMcClintock is mainly focused on consumer brands and retail execution, with the strongest view that Nike is losing edge in football, running, social, and World Cup engagement. His distinctive read favors Costco’s EDLP discipline over Walmart’s margin-management approach, while flagging broader consumer pressure from post-COVID price increases. There are no explicit trades, position disclosures, or news breaks in the window.
The author’s clearest concentration is bearish Nike execution, spanning football, running, social media, and USMNT engagement. Retail commentary is mixed, favoring Costco’s EDLP discipline while criticizing Walmart’s margin approach and noting broader consumer pressure. No explicit adds, trims, exits, or position disclosures appeared in the input.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | ORLY | @MattJMcClintock | +0.20 | Says ORLY will not overpay for M&A. | — | tweet ↗ |
| 2026-07-02 | COST | @MattJMcClintock | -0.10 | Complains CART canceled a COST order after severe delivery failure. | — | tweet ↗ |
| 2026-07-02 | CART | @MattJMcClintock | -0.50 | Complains CART canceled a COST order after severe delivery failure. | — | tweet ↗ |
| 2026-07-02 | COST | @MattJMcClintock | -0.20 | Criticizes CART app outage and says Costco needs a more reliable partner. | — | tweet ↗ |
| 2026-07-02 | CART | @MattJMcClintock | -0.60 | Criticizes CART app outage and says Costco needs a more reliable partner. | — | tweet ↗ |
| 2026-07-02 | NKE | @MattJMcClintock | -0.40 | Criticizes Nike for not posting about USMNT win while celebrating England. | — | tweet ↗ |
| 2026-07-01 | NKE | @MattJMcClintock | -0.35 | Criticizes Nike's World Cup marketing and calls it embarrassing. | +2.4% | tweet ↗ |
| 2026-07-01 | COST | @MattJMcClintock | +0.20 | Long-form bullish thesis on WSM's conglomerate model and Greenrow versus peers. | +2.9% | tweet ↗ |
| 2026-07-01 | ARHS | @MattJMcClintock | +0.20 | Long-form bullish thesis on WSM's conglomerate model and Greenrow versus peers. | · | tweet ↗ |
| 2026-07-01 | RH | @MattJMcClintock | -0.25 | Long-form bullish thesis on WSM's conglomerate model and Greenrow versus peers. | +3.1% | tweet ↗ |
| 2026-07-01 | NKE | @MattJMcClintock | +0.00 | Long-form bullish thesis on WSM's conglomerate model and Greenrow versus peers. | +2.4% | tweet ↗ |
| 2026-07-01 | WSM | @MattJMcClintock | +0.60 | Long-form bullish thesis on WSM's conglomerate model and Greenrow versus peers. | · | tweet ↗ |
| 2026-07-01 | WMT | @MattJMcClintock | +0.20 | Long-form bullish thesis on WSM's conglomerate model and Greenrow versus peers. | +2.8% | tweet ↗ |
| 2026-07-01 | AZO | @MattJMcClintock | +0.20 | Long-form bullish thesis on WSM's conglomerate model and Greenrow versus peers. | -1.8% | tweet ↗ |
| 2026-07-01 | WSM | @MattJMcClintock | +0.65 | Calls WSM a likely forever compounder with potential multiple expansion. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.