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Investors who want exposure to retail stocks in an anticipation of an economic reopening should take a dual-track approach, according to JPMorgan analyst Matthew Boss.
In an interview Friday on CNBC's "The Exchange," Boss laid out a pair of stock groupings he sees as primed to capitalize on two major retail trends.
The first dynamic is a return to the office and more social activities, like a night out to eat or a vacation, he said. The second centers on Boss's view that the pandemic has caused a long-lasting shift toward increased wardrobe casualization, favoring stocks like Lululemon.
The backdrop for both trends, Boss said, is potentially "explosive" demand from shoppers once Covid vaccinations reach a certain level of availability. Additional stimulus checks, should another pandemic relief package be approved by Congress, would add to that, Boss said.
