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M Squared Capital
ABOUT
RESEARCH - CLIENTS
RESEARCH - PUBLIC
CONTACT
ABOUT
RESEARCH - CLIENTS
RESEARCH - PUBLIC
CONTACT
Deep Dive Matthew McClintock 7/9/26 Deep Dive Matthew McClintock 7/9/26

Dick’s Media Network: Pump Up The Volume

Dick's Media Network is starting to lift gross margin for the first time, which could push margins past their usual ceiling.

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Deep Dive Matthew McClintock 2/12/26 Deep Dive Matthew McClintock 2/12/26

Larger Mergers Not So Easy To Swallow

Why the Foot Locker deal may be harder than Dick's makes it sound, from inventory cleanup to basketball merchandising.

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Deep Dive Matthew McClintock 12/16/25 Deep Dive Matthew McClintock 12/16/25

Fashion Island: A "Tight Fit" For Athleisure

Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.

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Deep Dive Matthew McClintock 11/3/25 Deep Dive Matthew McClintock 11/3/25

Better/Worse Nike Stuck With A Bigger Dick’s

A store-by-store look at Dick's House of Sports and Fieldhouse concepts, and how the Foot Locker deal changes its Nike relationship.

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Deep Dive Matthew McClintock 11/12/24 Deep Dive Matthew McClintock 11/12/24

Ground Zero in the Athletic Footwear Debate

Why Foot Locker is where the athletic footwear share shift shows up first.

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