Nike's focus on 'offense' in earnings sets up the next leg in its story, says JPMorgan's Matt Boss

Let's bring in the top ranked retail analyst on Wall Street, Matthew Boss of JP Morgan. He just raised his price target in fact on that name. It's good to see you. >> Good to see you, too.>> You were a believer before many, right. Cuz the last time you were here, you had just upgraded the stock to a buy. >> That's right.>> Maybe 10% lower than where the stock is now. What gave you the conviction to do it then. And do you feel like you're getting the payoff now.>> Yeah. So look the the conviction in the call ...