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Brian McGough, head of retail at Hedgeye, joins the podcast to discuss the state of the retail sector, hit a wide variety of names, and explain why he's so bearish on the sector currently.

You can find Brian on twitter here: https://twitter.com/HedgeyeRetail

This podcast is sponsored by Hedgeye. Hedgeye is an investment research firm that delivers high-conviction investment ideas through fundamental, quantitative, and Macro analysis. If you\u2019d like access to Hedgeye\u2019s favorite long and short stock ideas, check out The Call @ Hedgeye, their daily stock investing webcast featuring Brian and the entire stock analyst team. Go to Hedgeye.com/Value and you\u2019ll get a special introductory price of just $6 for the first 6 months.\n\nChapters\n0:00 Intro\n2:15 What is Brian seeing in the retail sector now?\n7:15 What retail companies look undervalued?\n13:40 Discussing ASO's growth story\n20:50 Is Hibbett cheap enough to consider?\n25:20 Being bullish RH and buying their stock when they're not buying back\n29:15 Comping WSM to RH\n32:00 Brian's bearishness on Pelton\n37:00 Can Nike really generate alpha from current prices?\n42:10 CPRI's valuation and possible SOTP\n45:00 Helen of Troy could be in for tough sledding\n47:50 What's Brian's crystal ball telling him about the next six months?