Brian McGough

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Sector E-Commerce & Retail

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Average Rating 8.0

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Twitter Update

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Brian McGough

Bullish for $OSTK, which we're long. But that amount can hardly cover Tritton's pay package, that he's suing $BBBY for. What a short this was!

Jeremy McLean

$OSTK buying $BBBY assets. Core piece is the customer email list. $BBBY crushed the registry business for a long time. @HedgeyeRetail

June 13, 2023, 4:09 p.m.

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Brian McGough

Retweeted post by @Jeremy McLean

Jeremy McLean

$GME buy by Ryan Cohen... showing some support after firing the CEO.... increases his stake by ~1%. We're still bearish on this one in this consumer and macro environment.... and we even think a turnaround is doable. @HedgeyeRetail

June 13, 2023, 2:13 p.m.

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Brian McGough

Another deceleration in Redbook Retail Sales Index to a paltry +0.4%. What happened to easing June comps? The consumer isn't showing up...#ShortRetail.

June 13, 2023, 1:16 p.m.

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Brian McGough

Retweeted post by @Brian FinTwit account

Brian FinTwit account

@Hedgeye @HedgeyeRetail Best wishes to Dr Alpha. His ideas have made me more profits than anyone I've ever followed in the markets.

June 12, 2023, 4:38 p.m.

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Brian McGough

Retweeted post by @Hedgeye

Hedgeye

@HedgeyeTech @HoweGeneration @HedgeyeRetail @HedgeyeFIG @HedgeyeIndstrls @Hedgeye_Staples @HedgeyeEEvans @HedgeyeSnakeye Interested in listening in? ***Institutional investors email sales@hedgeye.com for access.

June 12, 2023, 1:29 p.m.

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Brian McGough

Retweeted post by @Hedgeye

Hedgeye

@HedgeyeTech @HoweGeneration @HedgeyeRetail @HedgeyeFIG @HedgeyeIndstrls @Hedgeye_Staples @HedgeyeEEvans @HedgeyeSnakeye Are you an Individual Investor? Check out this comprehensive list of upcoming events for professional investors. ⬇️⬇️⬇️

June 12, 2023, 1:28 p.m.

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Brian McGough

Retweeted post by @HedgeyeTV

HedgeyeTV

$NKE's return to wholesale will hurt already-struggling $SKX and $ADDYY "Nike cuts off retailers, then watches them comp down for 1-2 years until they come crawling on their hands and knees and say please sell to us again." @HedgeyeRetail Join The Call:

June 12, 2023, 12:28 p.m.

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Brian McGough

$VVV -- Best Idea Long -- caught a downgrade the am from Old Wall. The analyst covering it is a Chemicals analyst. That's kind of our point. It no longer owns its oil/chemicals assets. Now its 100% Valvoline Instant Oil Change -- which has some of the best growth and unit…

June 12, 2023, 12:06 p.m.

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Brian McGough

Retweeted post by @Hedgeye

Hedgeye

This Week's Events @Hedgeye 6/12: @HedgeyeTech Long $NOW Black Book 6/13: @HoweGeneration Global Demography Review + Q&A 6/13: @HedgeyeRetail Beauty Industry Deep Dive $ULTA $LVMH $SBH $COTY $ELF $IPAR $EL $OLPX $OR-PAR $WALD 6/13: @HedgeyeFIG Payment Themes $V $MA

June 12, 2023, 11:31 a.m.

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Brian McGough

Retweeted post by @Hedgeye

Hedgeye

"Retail executives are sounding the alarm on in-store shoplifting as theft burns a multibillion dollar hole in their balance sheets." "The nearly 200 mentions [of shrink] mark a quarter-on-quarter doubling."

June 12, 2023, 11:27 a.m.

No Paywall

Brian McGough

Retweeted post by @Hedgeye

Hedgeye

@HedgeyeTech @HoweGeneration @HedgeyeRetail @HedgeyeFIG This Week's Events @Hedgeye (cont) 6/14: @HedgeyeIndstrls EV Update $TSLA $VOW.GY $LCID $RIVN $FSR 6/14 @Hedgeye_Staples $FLO $IFF $KDP $UNFI 6/14: @HedgeyeEEvans $CI The Right Strategy (For Now) 6/15: @HedgeyeFIG New Short $OMF 6/16: @HedgeyeSnakeye Cruisers $CCL $RCL $NCLH

June 12, 2023, 11:25 a.m.

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Brian McGough

Retweeted post by @Keith McCullough

Keith McCullough

The notebook is loaded. Tomorrow the Full Investing Cycle #process rolls on Looking forward to publishing my Early Look, running The Call, and seeing you on The Macro Show

June 12, 2023, 7:58 a.m.

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Brian McGough

Good way to start the day. Listening to "My Back Pages" by Bob Dylan (Eric Johnson cover). Best lyrics ever...constant reminder to me that I'm never too old to be teachable. Crimson flames tied through my ears Rollin' high and mighty traps Pounced with fire on flaming roads…

June 12, 2023, 7:47 a.m.

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Brian McGough

RetailPro subs...9 changes/comments on our Position Monitor tonight. $SKX $ADDYY $TGT $SFIX $JWN $HZO $PANDY $GOLF $VSCO Check inboxes. 11am Mon we'll hit on in detail on The Retail Show. Subscribe

June 12, 2023, 1:35 a.m.

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Brian McGough

Retweeted post by @HedgeyeTV

HedgeyeTV

Best Idea Short $TGT is down -20% the past 2 wks "You could argue $BUD fired its customer. Did Target fire its customer or just piss it off for a couple weeks? They'll change out the pride merch & customers will come back." @HedgeyeRetail Join The Call:

June 9, 2023, 12:57 p.m.

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Brian McGough

#TheMacroShow live in 5 min starring Rooster, Tex, and Drago. This one's gonna be a winner...

June 9, 2023, 12:57 p.m.

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Brian McGough

Retweeted post by @Ami Joseph

Ami Joseph

anyone else find today's @hedgeye #earlylook by Drago @HedgeyeFIG @HedgeyeFIG2 particularly excellent? i found it direct, hard hitting, and eloquent. The #EL phrased the problems in both short term and l-t ways. thank you Drago. Small excerpt below.

June 8, 2023, 10:12 p.m.

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Brian McGough

Retweeted post by @Jeremy McLean

Jeremy McLean

$LOVE LoveSac Baaaby! @HedgeyeRetail

June 8, 2023, 7:24 p.m.

No Paywall

Brian McGough

$SIG is a joke. Take a look at Pandora $PANDY -- been losing share while the category overconsumed. What happens when we see mean reversion in jewelry spend? #boom

Michael Taylor

$SIG: the mall-jeweler roll-up. Has been spouting how great things are: How their prediction is an explosion of engagements (rings) for many years. 8 weeks later: closing 150 stores and cutting staff.

June 8, 2023, 2:03 p.m.

No Paywall

Brian McGough

Retweeted post by @HedgeyeTV

HedgeyeTV

"These are the Retail names you want to be playing Whac-A-Mole on as we see earnings come down more in the back half of the summer." @HedgeyeRetail will run through his top 12 short ideas today on The Macro Show. Tune in now:

June 8, 2023, 1:46 p.m.

No Paywall

Brian McGough

@hedgeyeretail needs to start weighing in on $CVNA. Stay tuned...

June 8, 2023, 1:41 p.m.

No Paywall

Brian McGough

Retweeted post by @Brian Polley

Brian Polley

@HedgeyeRetail @hedgeye Wow. Excellent macro show today!

June 8, 2023, 1:39 p.m.

No Paywall

Brian McGough

Talk to @HowardWPenney...he's the ax on the name.

Rod Alzmann

Anyone currently short $CMG? Contemplating joining the team.

June 8, 2023, 12:44 p.m.

No Paywall

Brian McGough

Retweeted post by @Michael Taylor

Michael Taylor

Read that twice on “China Easing”

June 8, 2023, 12:43 p.m.

No Paywall

Brian McGough

$DBI misses and guides down. That's what happens when $NKE fires you as a customer.

June 8, 2023, 12:34 p.m.

No Paywall

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