nasdaqsfix
The Stitch Fix Growth Story Comes Apart At The SeamsStitch Fix (NASDAQ:SFIX) has been an interesting growth story but one that is coming apart at the seams. The pandemic, the stimulus, and the channel shift to eCommerce that ensued helped to extend the company’s track record but ultimately set it up for an even bigger fall. Today, after a very disappointing FQ3 report, the analyst price target reductions are rolling in and we don’t think this is the end of the trend. Only the beginning. Inflation is through the roof and interest rates are on the rise which tells us discretionary spending will ...
ValueWalk
When everyone is looking for gold, it’s a good time to be in the pick and shovel business.” – Mark Twain. Q1 2021 hedge fund letters, conferences and more We’re in the midst of another gold rush. It doesn’t look or feel like the first one. No, today’s gold rush lives inside every consumer e-commerce purchase. The 1847 gold rush taught us something. Actual wealth creation didn’t come from mining gold. It came from providing the picks and the shovels to those that wanted to mine. Today’s e-commerce businesses will generate substantial wealth if they follow the same principle. Instead of focusing...
ValueWalk
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