GAP
Apparel Retail · Consumer Cyclical
Analyst
JPMorgan
Equibles does not estimate personal net worth.
Matthew Boss is recorded as Analyst at JPMorgan. Matthew Boss has spoken on 104 earnings calls and 1 other investor event across 35 companies, most recently for Royal Caribbean Cruises Ltd on October 27, 2026. Those appearances were for Gap Inc (GAP), NIKE, Inc. (NKE), Boot Barn Holdings, Inc. (BOOT), Macy's, Inc. (M), Birkenstock Holding plc (BIRK) and 30 other companies. The companies whose calls Matthew Boss spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“So Jason, as you approach the end of your perfecta plan, underlying earnings growth as you cited is pacing to exceed the 20% earnings growth CAGR if you exclude the impact from the additional fuel.”
“So, Michelle, maybe if we took a step back, can you speak to the health of the denim category? Has anything changed other than this intra-category trend change that you cited?”
“So, Elliot, could you elaborate on the level of potential pain before gain? It seems like that's a key theme here that you're laying out today. What segments of the business may further moderate tied to the strategic actions that you noted would impact the business for the balance of this year and into early fiscal 28?”
“So, Tony, could you elaborate on the strategies that are gaining traction and the comments that you made earlier? So, specifically at the Macy's banner. You lapped the inflection to positive low single-digit comps a year ago.”
“So, Hallie, on your comment, we're just getting started. Could you elaborate on the 23% growth in customer count this quarter? What drove the outperformance just looking across your customer cohorts? and help us to think about the new customer maturity curve and what it means for revenue spend per customer over time?”
JPMorgan
Analyst
Source not stated
GAP
Apparel Retail · Consumer Cyclical
NKE
Footwear & Accessories · Consumer Cyclical
Department Stores · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
TPR
Luxury Goods · Consumer Cyclical
CPRI
Luxury Goods · Consumer Cyclical
LEVI
Apparel Manufacturing · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Travel Services · Consumer Cyclical
Discount Stores · Consumer Defensive
Discount Stores · Consumer Defensive
URBN
Apparel Retail · Consumer Cyclical
CALY
Leisure · Consumer Cyclical
Travel Services · Consumer Cyclical
ROST
Apparel Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Travel Services · Consumer Cyclical
CUK
Travel Services · Consumer Cyclical
Travel Services · Consumer Cyclical
REF
Apparel Retail · Consumer Cyclical
DLTR
Discount Stores · Consumer Defensive
Recreational Vehicles · Consumer Cyclical
FIVE
Specialty Retail · Consumer Cyclical
MTN
Resorts & Casinos · Consumer Cyclical
LUXE
Luxury Goods · Consumer Cyclical