Investors / stance tracking
What Matthew Boss is saying
FollowFollowingUnfollowRetail analyst, JPMorgan
3 dated public stances tracked since 2026-10-26, most recently 2026-10-26. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Matthew Boss's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Matthew Boss is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
2
themes
0
side flips
2026-10-26
last heard
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-26
long DG / long DLTR
basket
CNBC (uncut) · uncut_tv
Low-income employment is stable and makes up 80% of spending intentions, and AI is not displacing core service-sector workers, making dollar-store operators resilient into the holiday season
“does our consumer have a job and are they fearful of losing the job? And I don't think AI is really impacting the policeman, the firemen, the bartender”
CNBC uncut 2026-10-26 15:28 ET (5 min)
Amer Sports has a very low percentage of lifestyle/sportswear exposure versus performance-led innovation, making it the authentic choice in key categories like trail running (Salomon), tennis/golf (Wilson), and outdoor (Arc'teryx) where consumers increasingly…
“if you look at that percentage over to Amer sports, that's an extremely low percentage”
CNBC uncut 2026-10-26 15:33 ET (5 min)
50% of Nike's business is in lifestyle/sportswear that is down double digits, the company is not the number-one consumer choice in hiking, trail running, or tennis/golf, still needs to clear excess inventory in China and the US through fiscal 2028, and…
“It's a great company, but it's not a great stock and it's actually not a great valuation for what I just laid out”
CNBC uncut 2026-10-26 15:33 ET (5 min)
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