Matt Boss
JPMorgan retail analyst. Provides insights on retail stocks, turnarounds, and consumer behavior.
Best podcasts with Matt Boss
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May 30, 2025 • 43min
Tariffs Latest, PCE Takeaways, & JPMorgan’s Retail Playbook 5/30/25
In this discussion, Matt Boss, a retail analyst from JPMorgan known for his expertise in consumer behavior, dives into the current retail landscape. He highlights the significant impact of tariffs on major players like Gap, causing a sharp decline in stocks. Boss also shares insights on which retail stocks are worth buying and which to avoid in these turbulent times. The conversation also touches on the broader economic indicators, such as the PCE inflation measure, and addresses the market's response to trade tensions.
Aug 23, 2024 • 12min
What’s in store for back-to-school spending?
Join Amanda Douglas and Matt Boss from J.P. Morgan’s Department Stores and Specialty Softlines team as they unravel the intricacies of the back-to-school shopping season. They discuss how economic pressures shape consumer spending, especially for lower-income households. Forecasts suggest modest growth for apparel and footwear sales, while denim emerges as a pivotal trend. They also explore retailers' strategies, emphasizing the shift towards quality and innovation to meet evolving shopper demands.
