O'Reilly Auto Parts Did the $ORLY social media team have a few drinks at lunch today? x.com/oreillyauto/st…

What are brands/retailers that mattered in 2005 but are irrelevant today, Alex? Amazing this headline from a Retail Dive email right now. OMG Volcom too! Authentic Brands loves dying distribution partners... I covered JC Penney and honestly was unaware it still had 649 stores!

JD Sports US "That's ten years, I told Pooh in '95, I'll kill you if you try me for my Air Max 95s" - Hate It Or Love It. Iconic shoe that nobody else even compares to. The $NKE and $ADIDAS product catalogs matter people...

I am bullish $LULU but have to admit the Wells Fargo note today is pretty good. Don't think the topic is Lululemon specific and it could be entirely wrong...but you have to tip your hat to a sell-side analyst that does actual work (Ike).

He has way more followers than me but I often wonder if people realize how much experience Consensus Media has in Homebuilders/Housing. x.com/ConsensusGurus…

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

People often say am harsh on $RH. Never big fan of BK bear thesis but stupid promo levels were concerning for sure. Alas hard to see Gary buying things if that was ever a risk (same thing as recently renegotiated revolver, although it took another bank): businessofhome.com/articles/rh-qu…

$TGT 2Q25 Immediate Call Postmortem I get that many investors wanted someone external but have hosted events with Fiddelke and found him to be exceptionally impressive. Target used to be a highly insular company but that meaningfully changed under the leadership of Brian

Guess (hehe) it will be Authentic Brands that buys $GES. In other news, JC Penney announces it will start carrying Guess...j/k x.com/MattJMcClintoc…

The only thing thats going to make AF1 cool again is if $NKE pulls it entirely out of market for a few years. They never committed to that but even though they say they are pulling back from the crutch of AF1 and Dunk, all I ever see is more AF1 and Dunk product being pushed.

PSA: I don't use Bloomberg but apparently they imported my X feed so now you can follow me that way as well. Thanks Joe for putting in the request.

What a great data point that the private Authentic Brands gives up. Guess is the second largest in retail-equivalent sales for their entire portfolio. I take it Reebok is first? Yet clearly Reebok hasn't hit $10 billion they used to talk about yet... x.com/MattJMcClintoc…

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.com/MattJMcClintoc…

Sympathetic to $RH from this US push for furniture mfg, which is unfair. Major problem for core biz model of very expensive stores supported by margin structure of offshored mfg. Global "platform" of designers problematic. Already had price elasticity issues going back several

I suppose this means that in order to have a domestic lumber industry for national security reasons, we need to have a downstream domestic furniture industry to support it? x.com/financialjuice…