Business
We kick off a special November series where we stop breaking down other people's ideas and try to dissect our own. Daniel shares his long idea on Stitch Fix, a fast-growing e-commerce clothing company that also will have to face a lot of competitors and skeptics as it tries to scale to profitability. Mike plays devil's advocate to interrogate the thesis. Topics Covered 3:30 minute mark - SFIX thesis 6:00 - What do you like about SFIX? 11:00 - Actual experience with Stitch Fix 20:00 - Business model 25:00 - Growth prospects of retail clothing market SFIX is operation in 31:00 - Where does SFIX fit in the market of fragmenting consumer preferences? 34:30 - How does SFIX handle inventory management? 37:00 - Is SFIX's customized really a big advantage over other retailers? 46:00 - How much choice do consumers really have? 52:00 - Valuation discussion Learn more about your ad choices. Visit megaphone.fm/adchoices