Matt Truman
Matt Truman is executive chair and co-founder of True.
Opinion‘Only as good as next day’s trade? That mindset risks putting short-term tactics above long-term strategy’
While many believe the retail and consumer sector is challenged, True’s Matt Truman believes that, with patience, significant investor gains can be made
Opinion‘Return on capital employed is the one KPI every board needs’
Too many ignore a metric that crucially reveals whether a management team is building a better business for its owners, not just a bigger one, argues True’s Matt Truman
Opinion‘I can see AI becoming as fundamental to business as electricity’
Rising costs following short-sighted regulation will propel retailers towards an automated future, believes True Global’s Matt Truman
Opinion‘Confidence has recovered but scar tissue remains in the collective consumer psyche’
Improving fundamentals, evolving consumer behaviour and rapidly developing technologies present scope for investment value creation, believes Matt Truman
Opinion‘Quantum leaps in tech are enabling IT to become a genuine business differentiator’
Amid an abundance of technology solutions, the challenge for retailers is not one of opportunity but navigation, maintains Matt Truman
Opinion‘Recent retail volatility has created M&A bargains’
The stock market’s lacklustre interest in retail is beginning to reflect in bid activity from investors attracted by some extremely low valuations, observes Matt Truman
Opinion‘UK retail has all the ingredients to maximise the opportunities of AI’
From supplier negotiations to store operations, AI offers retailers the chance to reap big benefits, believes Matt Truman
Opinion‘Deflation is coming – retailers must be alive to the risks’
Inflation has been making headlines for more than a year but retailers now need to be alert to the risks of deflation, warns True’s Matt Truman
Opinion‘As the storm abates, mothballed growth strategies are being rekindled’
Retail is not rapidly transitioning from bust to boom, but the headwinds that have blasted the industry are abating, believes True’s Matt Truman
Opinion‘UK’s economic underperformance matters for all in retail’
Long-term strategic thinking is required to drive progress for the country and retail, argues Matt Truman
Opinion‘Dangerous false economies risk limiting retail’s recovery from challenging period’
You can’t manage a retail business quarter by quarter. Short-termism threatens to inhibit innovation and limit retail’s potential when tough times recede, warns True’s Matt Truman
Opinion‘Act against consensus and find managers who think like owners’
At a time of massive economic upheaval, history brings a sense of perspective, believes True founder and executive chair Matt Truman
Opinion‘Only with economically unsustainable competition removed can the economy reset’
The fiscal stimulus in response to Covid lowered the cost of capital, flooding business models that didn’t deserve funding with valuations that were, at times, eye-watering. The upshot of excess stimulus is the inflation every business is now faced with, says True co-founder Matt Truman.
Opinion‘Times of economic dislocation spawn disproportionate opportunities’
It may sound counterintuitive in an unpredictable trading environment but companies need to invest and innovate, argues True executive chair and founder Matt Truman.
Opinion‘The mismatch between valuations and anticipated performance has never looked so wide’
As we sit at the beginning of December, there are many conflicting industry drivers for retail, which when combined lead to significant ambiguity moving into 2022.