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 11/12/26 Matthew McClintock 11/12/26

Wolverine Worldwide: 3Q26 Immediate Call Postmortem

Immediate Call Postmortem on Wolverine Worldwide's 3Q26 earnings call.

Matthew McClintock 8/13/26 Matthew McClintock 8/13/26

Wolverine Worldwide 2Q26 Immediate Call Postmortem

After than On debacle earlier this week, is Wolverine Worldwide the only footwear company left that’s seemingly not facing problems in the US? The main word being used by management is “confidence”.