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Coach Bags A 32% Upside, But Kate Spade Lags Behind In Tapestry's Playbook
Monday, June 16, 2025 - 12:18pm | 433Luxury accessories giant Tapestry Inc (NYSE:TPR) is getting a clear growth split between its key brands, according to JPMorgan analyst Matthew R. Boss. The spotlight firmly shines on Coach, which is staging a notable comeback with a projected 32% upside for the overall company stock by year-end,...
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Big Lots Holds Liquidation Sales, Analyst Pegs Competitor As Major Beneficiary: 'Market Share Capture Opportunity'
Friday, December 20, 2024 - 1:50pm | 452Furnishing and retailer Big Lots Inc.’s (OTC:BIGGQ) Chapter 11 bankruptcy filing in September and impending store closures could benefit a close competitor, a Wall Street analyst says. What Happened: On Sept. 9, Big Lots filed for Chapter 11 and announced a subsequent sale of its assets...
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Nike Analysts Sour On Retailer's Short-Term Prospects Following Poor Outlook: 'No Quick Rebound'
Friday, June 28, 2024 - 1:30pm | 989Nike Inc (NYSE:NKE) shares plummeted following bleak revenue numbers and lowered guidance in its fourth-quarter report. Some analysts have soured on the Beaverton, Oregon-based company. Here’s what the Street is saying Friday after the print. The Nike Analysts: The following analysts...
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Nike Circumvents Adidas Obstacles By Commandeering Its Strategies, But Is It Enough?
Friday, June 16, 2017 - 1:58pm | 428Nike Inc (NYSE: NKE) has publicly addressed its struggles after announcing a “reset” that will see the sportswear giant layoff 2 percent of its workforce. The Adidas Advantage It appears Nike’s strategy is in direct response to adidas AG (ADR) (NYSE: ADDYY). Not only is Adidas...
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JP Morgan: No 'Silver Bullets' For Nordstrom Sales
Friday, December 16, 2016 - 12:20pm | 331Nordstrom, Inc’s (NYSE: JWN) business in Q4 seems to be a continuation of the flattish year-to-date trends and the profile for FY 2017 appears to be under pressure, JPMorgan’s Matthew R. Boss said in a report. He downgraded the rating on the company from Neutral to Underweight, while...
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JP Morgan On Specialty Retail: Downgrades Boot Barn
Friday, April 8, 2016 - 10:19am | 276Business seems to have been below plan in the retail industry’s apparel segment. JP Morgan’s Matthew R. Boss downgraded the rating for Boot Barn Holdings Inc (NYSE: BOOT) from Overweight to Neutral, while reducing the price target from $11 to $7. Recent field work suggests the...
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JPMorgan's Athleisure Switcheroo: Focused On Nike, Not Lululemon
Monday, March 21, 2016 - 10:59am | 425JPMorgan’s Matthew R. Boss maintained Overweight ratings for Nike Inc and Lululemon Athletica inc. (NASDAQ: LULU). The analyst added Nike to the U.S. Equity Analyst Focus List as a Growth Strategy pick, while removing Lululemon from the list. Nike The price target for the company has...
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J.P. Morgan Goes Overweight Dollar Tree: Here's Why
Friday, November 6, 2015 - 11:07am | 286Shares of Dollar Tree, Inc. (NASDAQ: DLTR) are down 14 percent in the last three months, after trading at a high of $78 on August 6. JP Morgan’s Matthew R. Boss re-initiated coverage of the company with an Overweight rating and a price target of $90. The integration of Family...
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Doing The 'Starboard Math' At Macy's: Is It Worth $125?
Thursday, July 16, 2015 - 3:54pm | 441In a report issued Thursday, JPMorgan analyst Matthew R. Boss and the retail team look into Macy's, Inc. (NYSE: M)’s near-term fundamentals and real estate optionality. They also look into the three pivot points to Starboard Value’s thesis. On Wednesday, Jeff Smith of Starboard...
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UPDATE: J.P. Morgan Reiterates on Big Lots Following 3Q EPS Miss
Friday, December 6, 2013 - 12:25pm | 214In a report published Friday, J.P. Morgan analyst Matthew R. Boss reiterated a Neutral rating on Big Lots (NYSE: BIG), but lowered the price target from $32.00 to $28.00. In the report, J.P. Morgan noted, “BIG reported 3Q adjusted EPS of (-$0.16), below our model (-$0.09 / Street at -$0.08) with...
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J.P. Morgan Says Holiday Update Bodes Well for J.C. Penney
Wednesday, December 4, 2013 - 2:06pm | 219In a report published Wednesday, J.P. Morgan analyst Matthew R. Boss reiterated a Neutral rating on J.C. Penney (NYSE: JCP). In the report, J.P. Morgan noted, “JCP provided a holiday update after the close reporting November same-store-sales of +10.1% - its best comp in 5 years (& sequential 2...
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UPDATE: J.P. Morgan Upgrades Under Armour on Upside Constraints
Tuesday, October 1, 2013 - 10:30am | 172In a report published Tuesday, J.P. Morgan analyst Matthew R. Boss upgraded the rating on Under Armour (NYSE: UA) from Underweight to Neutral, and raised the price target from $56.00 to $77.00. In the report, J.P. Morgan noted, “Given brand relevance, we believe ongoing product innovation (Charged...
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UPDATE: J.P. Morgan Raises PT on Nike on Positive Outlook
Tuesday, October 1, 2013 - 10:30am | 170In a report published Tuesday, J.P. Morgan analyst Matthew R. Boss reiterated an Overweight rating on Nike (NYSE: NKE), and raised the price target from $70.00 to $80.00. In the report, J.P. Morgan noted, “Nike's brand is best in class with significant runway remaining in the long-term story (with...
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UPDATE: J.P. Morgan Upgrades Big Lots on Balanced Risk/Reward
Monday, August 26, 2013 - 11:15am | 170In a report published Monday, J.P. Morgan analyst Matthew R. Boss upgraded the rating on Big Lots (NYSE: BIG) from Underweight to Neutral, and raised the price target from $28.00 to $32.00. In the report, J.P. Morgan noted, “We are upgrading Big Lots to Neutral from Underweight with the risk/...
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J.P. Morgan Reiterates Neutral Rating on J.C. Penney Company Ahead of 2Q EPS Report
Monday, August 19, 2013 - 12:10pm | 214In a report published Monday, J.P. Morgan analyst Matthew R. Boss reiterated a Neutral rating on J.C. Penney Company (NYSE: JCP). In the report, J.P. Morgan noted, “Heading into JCP's 2Q EPS Tuesday (8/20), we hosted a Bull/Bear lunch (25+ clients on 8/16) to discuss key themes and the current...