Alex Straton

Jenna Giannelli, Head of Retail and Consumer Credit, and Alex Straton, U.S. Soft Lines Retail Equity Analyst, discuss the impact of tighter monetary policy on U.S. consumer consumption and the outlook for the soft lines industry in 2023. They delve into the 'tale of two halves' for the year, analyzing high yield retail opportunities, inventory levels, and company-specific factors using the Five C's Framework for evaluation.

Guests Ravi Shanker and Alex Straton from Morgan Stanley talk about surprising parallels between fashion retail and airlines, discussing common challenges like brand attrition and consumer spending. They explore successful turnaround strategies in fashion retail and how they can be applied to the airline industry, emphasizing customer targeting, product evolution, and digital transformation.