Matt Truman
Matt Truman is executive chair and co-founder of True.
OpinionâOur hard-earned taxes are being misallocated on an epic scaleâ
Tech platform and ticket seller Trainlineâs share price performance raises questions about the impact of the government on business, argues Matt Truman
OpinionâThe uncomfortable truth is AI will cause significant job destructionâ
Communication and truth-telling, both to colleagues and the wider population, will become a central task of boards and governments in the coming years, believes Trueâs Matt Truman
OpinionâOnly as good as next dayâs trade? That mindset risks putting short-term tactics above long-term strategyâ
While many believe the retail and consumer sector is challenged, Trueâs Matt Truman believes that, with patience, significant investor gains can be made
OpinionâReturn on capital employed is the one KPI every board needsâ
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 Trueâs Matt Truman
OpinionâI can see AI becoming as fundamental to business as electricityâ
Rising costs following short-sighted regulation will propel retailers towards an automated future, believes True Globalâs Matt Truman
OpinionâConfidence has recovered but scar tissue remains in the collective consumer psycheâ
Improving fundamentals, evolving consumer behaviour and rapidly developing technologies present scope for investment value creation, believes Matt Truman
OpinionâQuantum leaps in tech are enabling IT to become a genuine business differentiatorâ
Amid an abundance of technology solutions, the challenge for retailers is not one of opportunity but navigation, maintains Matt Truman
OpinionâRecent retail volatility has created M&A bargainsâ
The stock marketâs lacklustre interest in retail is beginning to reflect in bid activity from investors attracted by some extremely low valuations, observes Matt Truman
OpinionâUK retail has all the ingredients to maximise the opportunities of AIâ
From supplier negotiations to store operations, AI offers retailers the chance to reap big benefits, believes Matt Truman
OpinionâDeflation is coming â retailers must be alive to the risksâ
Inflation has been making headlines for more than a year but retailers now need to be alert to the risks of deflation, warns Trueâs Matt Truman
OpinionâAs the storm abates, mothballed growth strategies are being rekindledâ
Retail is not rapidly transitioning from bust to boom, but the headwinds that have blasted the industry are abating, believes Trueâs Matt Truman
OpinionâUKâs economic underperformance matters for all in retailâ
Long-term strategic thinking is required to drive progress for the country and retail, argues Matt Truman
OpinionâDangerous false economies risk limiting retailâs recovery from challenging periodâ
You canât manage a retail business quarter by quarter. Short-termism threatens to inhibit innovation and limit retailâs potential when tough times recede, warns Trueâs Matt Truman
OpinionâAct against consensus and find managers who think like ownersâ
At a time of massive economic upheaval, history brings a sense of perspective, believes True founder and executive chair Matt Truman
OpinionâOnly with economically unsustainable competition removed can the economy resetâ
The fiscal stimulus in response to Covid lowered the cost of capital, flooding business models that didnât 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.
OpinionâTimes of economic dislocation spawn disproportionate opportunitiesâ
It may sound counterintuitive in an unpredictable trading environment but companies need to invest and innovate, argues True executive chair and founder Matt Truman.
OpinionâThe mismatch between valuations and anticipated performance has never looked so wideâ
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.