Opening The Box On Stitch Fix's Bull Case Amidst A Rocky Year

The Razor’s Edge

Contenu fourni par Shortman Studios. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Shortman Studios ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

3+ y ago 55:23

MP3•Maison d'episode

On this week’s The Razor’s Edge, we’re talking Stitch Fix. The e-commerce apparel retailer has had quite a six months – a strong earnings report in December sent shares higher, propelled perhaps by high short interest in the name. That high short interest took on rocket fuel in January amidst the Gamestop frenzy. The air came out of the shares, and then the company reported a weaker earnings in March. And then co-founder and CEO Katrina Lake announced she would step down as CEO in August. So a lot going on.

The stock has passionate bulls and bears, and we try to sort out the bull case and whether it's a keeper.

Topics Covered

2:45 minute mark – Daniel’s SFIX elevator pitch
6:00 – How to peg a valuation for a unique approach
12:00 – The value proposition and the edge
20:00 – Using (or misusing) the Netflix parallel
26:00 – Advantages from the back end side
34:00 – Is this changing the game in apparel
43:00 – The competitive threats that might come into play
49:30 – What to make of Lake stepping down and final notes

100 episodes

#Trading #Business #Shortman Studios