Hedgeye Retail Analyst
BRIAN MCGOUGH
© 2026 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
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RETAIL ANALYST BRIAN MCGOUGH
Brian McGough is a 30-year Wall Street veteran. Prior to co-founding Hedgeye in 2008, Brian began his career at Salomon Brothers in 1994, covering Transportation and Logistics, before joining Morgan Stanley in 1998, where he led the firm's Softline Retail coverage. His work attracted significant Buy Side interest, and in 2002 he joined Copper Arch Capital to lead the Consumer team.
After two years, Brian joined Nike, fulfilling a long-held career goal. He initially served as Director of Investor Relations and later held multiple roles across the finance organization, including responsibility for evaluating potential acquisitions.
After two years at Nike, making the toughest call of his life, Brian put his family first and moved back to the East Coast. Brian rejoined Morgan Stanley and was tasked with starting a 'coverage model.' This was a new concept, in which a Sell Side analyst covers an unusually broad number of companies.
In 2008, he co-founded Hedgeye with CEO Keith McCullough. Having been at Hedgeye since day one, Brian played an integral role in developing the firm's research process. Today, he covers more than 300 retail companies globally and views himself as a Consumer and Retail Strategist, unafraid to challenge consensus views.
With sustained energy and passion, Brian continues to help drive Hedgeye's success alongside analysts Luke Eissler and Ian Lukasik.
ABOUT
BRIAN MCGOUGH
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas.
SECTOR HEAD SPOTLIGHT
FEATURING BRIAN MCGOUGH
Retail Analyst
BRIAN MCGOUGH
Brian McGough is a 30-year Wall Street veteran. Prior to co-founding Hedgeye in 2008, Brian began his career at Salomon Brothers in 1994, covering Transportation and Logistics, before joining Morgan Stanley in 1998, where he led the firm's Softline Retail coverage. His work attracted significant Buy Side interest, and in 2002 he joined Copper Arch Capital to lead the Consumer team.
After two years, Brian joined Nike, fulfilling a long-held career goal. He initially served as Director of Investor Relations and later held multiple roles across the finance organization, including responsibility for evaluating potential acquisitions.
After two years at Nike, making the toughest call of his life, Brian put his family first and moved back to the East Coast. Brian rejoined Morgan Stanley and was tasked with starting a 'coverage model.' This was a new concept, in which a Sell Side analyst covers an unusually broad number of companies.
In 2008, he co-founded Hedgeye with CEO Keith McCullough. Having been at Hedgeye since day one, Brian played an integral role in developing the firm's research process. Today, he covers more than 300 retail companies globally and views himself as a Consumer and Retail Strategist, unafraid to challenge consensus views.
With sustained energy and passion, Brian continues to help drive Hedgeye's success alongside analysts Luke Eissler and Ian Lukasik.
ABOUT
BRIAN MCGOUGH
SECTOR HEAD SPOTLIGHT
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases. Plus a growing library of HedgeyeTV research calls.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas, providing the key conclusions from our deep-dive Retail presentations
© 2026 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas
NEW WEBCAST | THE RETAIL SHOW: "NOT ENOUGH MACRO AWARE EPS CUTS" (GME/HIBB/ASO/OLLI/M/JWN/WSM/UPDB)
RETAIL | INSTITUTIONAL
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | PRO
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | SHOW
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
