IMMEDIATE CALL POSTMORTEMS

The first take, while it still matters.

After earnings, most sell-side research takes a day or more to publish, and much of it repeats the press release. An Immediate Call Postmortem is our unfiltered first read: posted on X within minutes of the call ending, then archived here and on Substack. It’s free, it’s short, and it focuses on what actually changed. We only write one when a call gives us something worth saying, and a much more thoughtful Upon Further Review report tends to follow within 3–5 business days.

Why speed matters: read Confessions of a Sell-Side Analyst →

Matthew McClintock 10/29/26 Matthew McClintock 10/29/26

Floor & Decor: 3Q26 Immediate Call Postmortem

Immediate Call Postmortem on Floor & Decor's 3Q26 earnings call.

Matthew McClintock 2/19/26 Matthew McClintock 2/19/26

Floor & Decor 4Q25 Immediate Call Postmortem

At least Tom Taylor did the beginning commentary for the call. Sadly, it sounds like he won’t do it anymore though.