CG: Stitch Fix Soars 1 Month After IPO
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 12 December 2017
⏱️ 27 minutes
🧾️ Download transcript
Summary
Subscription-box services have grown incredibly popular in the past few years, and Stitch Fix is the latest company based on this business model to go public. With almost $1 billion of revenue in 2017, we dive into this fast-growing company and what investors need to know about its data-centric approach to selling apparel.
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Transcript
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| 0:00.0 | Thanks to Harries for supporting the Motley Fool and Industry Focus. |
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| 0:13.6 | dot com slash fool right now. |
| 0:17.0 | Welcome to industry focus to podcast it dives into a different sector of the stock market |
| 0:21.3 | every day. |
| 0:22.3 | It's Tuesday, December 12th, and I'm your host Vincent Shen. |
| 0:25.1 | My esteemed guest today is none other than Senior Fool.com |
| 0:28.4 | contributor, Adam Levine Weinberg, who's connecting with the studio via Skype, I wanted to say from Sacramento but you |
| 0:34.6 | mentioned you're your parents so where so you're in town no? No it's in the |
| 0:38.8 | New York City area. Okay sorry about that so in the New York City area |
| 0:41.6 | connecting with us. |
| 0:42.6 | Thanks for joining us Adam. I'm extra excited for the show today since we don't get the chance |
| 0:48.5 | to talk about IPOs too often in this sector and lucky for us there was an interesting deal that |
| 0:54.4 | price last month and the stock has traded up 60% since then. The company is |
| 1:00.0 | called Stitch Fix, ticker SF good founder-led company and that is what we have here. |
| 1:07.0 | CEO Katrina Lake founded Stitch Fix about six years ago and started the business in her apartment actually and if you've ever |
| 1:14.8 | heard of Trunk Club or Birch Box then you'll be familiar with Stitch Fix's overall |
| 1:20.2 | business model but in essence this is a subscription service for apparel shoes |
| 1:24.6 | and accessories. |
| 1:25.6 | Adam can you explain how these kinds of services work and some of the specifics behind what |
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