Brian McGough
@HedgeyeRetail
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Following
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Co-founder of Hedgeye with 30 years of experience covering retail. Was Executive Director at Morgan Stanley, ran the consumer franchise at Copper Arch Capital.
Stamford, CT
Joined May 2010
Monster print by $REAL. Best Idea Long. We went long at $1 with a call for a $20 stock. Admittedly, this quarter was concerning me. If I was running a book I'd have peeled some off heading into this one. That would have been the wrong move. Lo and behold, it annihilated numbers
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Join us in wishing a very happy birthday to the one and only Bob Rich!! For over a decade, our talented cartoonist has been bringing smiles and laughter to people at Hedgeye and around the world. We couldn’t be more grateful for him! 🎉
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This $FND print is a VERY weak quality beat. Revs missed, with an increasingly negative exit rate for the quarter, which carried into 4Q. Pre-opening expenses lower, opex barely grew at an inflationary rate, and a lower tax rate accounted for all the upside.
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$BOOT just took up its unit growth goal from 900 stores to 1,200. This is a joke. The company needs to cap units at 500. It's building a fleet of long-lived assets for a transitory fashion trend. Management at $BOOT is delusional... CEO left for good reason.
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These $CVNA numbers suggest profitability is unraveling. Units looked good, in line w alt data...revenue accel, but massive EBITDA deceleration. Something ain't right here...
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Game. On. 🔥 Hedgeye's 15th "INVESTING SUMMIT" October 14–16 | 11am-2pm ET 3 days. 9 webcasts. 0 excuses. 🔊 Reserve your free virtual seat: https://t.co/TMXfDEWnW2
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Monster print out of $NKE -- spot on with our estimate and nearly double the Street. Revenue and Gross Profit both ahead. The company is clearly filling the channel by returning to wholesale. Now it needs to EARN that space back with better product. Punchline is that people are
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New podcast with @KeithMcCullough of @Hedgeye! - Keith's macro framework (quads!) - Outlook for the US dollar - Current market trends & asset allocation - Launching @HedgeyeAM Links below 👇
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$BBWI at $26 might just offer the best upside/downside skew in all of retail across durations. The only one buying the stock today is the company, which is telling you something...
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🚨 Our "Silent Auction" is NOW LIVE! 🚨 Join us in helping support children and families in need with a special focus on scholarships, youth sports, and community programs with the Chelsea Piers Foundation. Bid on incredible items, experiences, and even a portfolio coaching
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Wall Street Can’t Quit Rate Cuts 🔊 Rate cuts may feel good in the moment, but they’re an economic sugar high that devalues your hard-earned currency, fuels stagflation, and acts as a hidden tax on the people. "You can’t take the rate cut out of Wall Street,” jokes Macro
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Our retail team has been short $LULU since it was $470. Now it’s trading near $180. See the full story here: https://t.co/wkXBNec16G
@HedgeyeRetail
@HedgeyeRetailAP
app.hedgeye.com
Lululemon (LULU) was a Wall Street darling at $470. Hedgeye’s Retail analyst Brian McGough disagreed and named it a Best Idea Short.
BREAKING: Lululemon stock, $LULU, crashes over -13% after reporting weaker than expected earnings. Is consumer spending finally starting to give?
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Excited to share that Hedgeye Cares is hosting our annual Charity Golf Challenge on Sept 23 at GlenArbor Golf Club ⛳ A special day of golf, community, and giving back. A small handful of spots remain—join us!
app.hedgeye.com
Hedgeye Cares, the charitable arm of Hedgeye Risk Management, is proud to announce its annual “Charity Golf Challenge” at the prestigious GlenArbor Golf Club in Bedford Hills, NY on September 23,...
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@HedgeyeFins crushed it this morning on The Macro Show. The moment you realize more than 50% of investable capital is based on rules, not fundamentals, it completely changes the way you look at markets.
Got Flows? → How Hedgeye Harnesses Tier1 Alpha’s Options Data 🔊 In this clip from "The Macro Show," Hedgeye Macro & Financials analyst Matt Cooper (@HedgeyeFins) breaks down the basics of options data and why it matters for broader markets. FYI.. we get exclusive proprietary
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Hedgeye Asset Management CIO John McNamara sits down with Hedgeye Quality Growth ETF (NYSE: HGRO) Portfolio Manager Sam Rahman (@SamofAmerica) for a wide-ranging conversation on Sam’s investment journey—from his time at the Fidelity Family Office and lessons learned from
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🚨 SPECIAL EVENT: The Pitch | 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. You're invited to join us for another special edition of HedgeyeTV’s fan-favorite investing webcast — The Pitch. A fast-paced, alpha-generating webcast hosted by Hedgeye CEO @KeithMcCullough, where six
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Got Gold? Good news for investors who want to own the real thing—not paper gold like $GLD. We have partnered with our trusted friends at McAlvany Precious Metals to offer exclusive discounts on physical gold and other precious metals. 🟡 Learn more and access the deal:
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McCullough: "Inflation Should Be Your #1 Bet" 🔊 If you're new to investing, here’s something you won’t hear on CNBC: The smartest thing you can do right now is get long inflation. At Hedgeye, rising inflation is a key feature of Quad 3—an environment where inflation
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$HELE doing what it does best...Massive miss and even bigger guide down. Of course they're stripping out this huge goodwill impairment from 'adjusted EPS', which we won't do. Stock getting clocked, as it should. We've been short since over $100. CH11 is not off the table here...
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