Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #54

We’re proud to release this week’s special episode, an interview with our wonderful guest, Matt McClintock. Matt is an expert in the consumer and retail sectors across the Americas. He spent over 15 years in equity research across firms such as Lehman Brothers, Barclays, and Raymond James, covering over 80 different companies and categories, including Retail Hardlines and Apparel Wholesale. He now runs M Squared Capital, an independent research firm focused on both retail and consumer insights.

Our conversation with Matt centered around the thesis for Under Armour and the special situations bonanza taking place at the business (insider purchases and C-Suite transitions) as it navigates difficult sales and a possible turnaround. We also discussed a number of other retail businesses, drawing comparisons between Lululemon, Nike, Deckers, VFC, and more, developing a full picture of the athletic brands space. This was by far the most comprehensive deep dive into an industry we’ve ever done on this podcast, and as such, we learned so much from this discussion. We hope our listeners enjoy this as much as we loved recording it!

Please note that there were a few audio issues with the recording and hopefully they don't detract too much from the conversation.

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

You can find Matt at the following locations:

X: https://x.com/MattJMcClintock

LinkedIn: https://www.linkedin.com/in/mattjmcclintock/

M Squared Capital: https://www.msquaredcapital.com/about