JPMorgan's Matthew Boss reacts to December retail sales, breaks down stocks to watch

Matthew Boss, JPMorgan equity research analyst for department stores and specialty softlines, joins CNBC's 'Squawk on the Street' to react to December's retail sales data, which fell short of estimates. Boss explains why 2022 will be a "tale of two halves" in retail and breaks down how investors can position their retail portfolios amid growing inflation.