Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Core Strategy and Vision - The company aims to reinvigorate its business and return to growth by the end of FY 2026, focusing on client engagement, inventory freshness, and AI optimization [1] - The CEO emphasized the vision to become the most client-centric, personalized shopping experience, with a focus on reimagining the client experience and improving acquisition economics [2] Client Experience and Engagement - The company has increased the "newness" of its product offerings by 40% in Q1, aligning merchandise with current trends and customer preferences to drive repeat business [3] - Clients can now receive up to eight items per shipment, offering greater flexibility and a broader selection tailored to individual preferences, supported by an AI-powered inventory tool [5] - The company has adopted more targeted, personalized marketing strategies, including tailored promotions and rotating holiday offers, to better serve clients during high-traffic periods [6][7] AI and Data Analytics - AI is a core part of the company's strategy, integrated into every facet of the business to drive engagement and improve retention through personalized styling recommendations and inventory assortment [9] - The company has seen a 17% year-over-year increase in client reactivations, attributed to improvements in the user experience and personalized marketing approach [10] Financial Performance and Growth Outlook - Despite a 12.6% year-over-year revenue decrease to $318.8 million and a 3% decline in active clients (2,434,000) in Q1, the CEO remains optimistic about the company's growth strategy [11] - The company is on track to successfully transform its business and return to growth by the end of FY 2026 [2][12]

Start Time: 17:00 January 1, 0000 5:35 PM ET Stitch Fix, Inc. (NASDAQ:SFIX) Q1 2025 Earnings Conference Call December 10, 2024, 17:00 PM ET Company Participants Matt Baer - CEO David Aufderhaar - CFO Lilly Bindley - IR Conference Call Participants Maria Ripps - Canaccord Jay Sole - UBS Dylan Carden - William Blair Operator Good afternoon, and thank you for standing by. Welcome to the First Quarter Fiscal Year 2025 Stitch Fix Earnings Call. At this time, all participants will be in a listen-only mode. [Opera ...

SFIX: NASDAQ / December 10, 2024 1 Safe harbor statement This presentation is provided for informational purposes only and should not be construed as an oer, commitment, promise or obligation on behalf of Stitch Fix, Inc. ("Stitch Fix" or the "Company") to sell securities or deliver any products, services, functionalities or other features. This presentation contains forward-looking statements within the meaning of the federal securities laws. All statements other than statements of historical fact could be ...

Exhibit 99.1 (1) STĪTCH FĪX Stitch Fix Announces First Quarter of Fiscal Year 2025 Financial Results SAN FRANCISCO, December 10, 2024 (GLOBE NEWSWIRE) -- Stitch Fix, Inc. (NASDAQ: SFIX), the leading online personal styling service, today announced its financial results for the first quarter of fiscal year 2025, ended November 2, 2024. "Our fiscal year is off to a strong start. We exceeded our expectations in the first quarter on the top and bottom lines," said Matt Baer, Chief Executive Officer, Stitch Fix. ...

SAN FRANCISCO, Nov. 19, 2024 (GLOBE NEWSWIRE) -- Stitch Fix, Inc. (NASDAQ:SFIX), the leading online personal styling service, today announced that it will release financial results for its first quarter fiscal year 2025 ended November 2, 2024 after market close on Tuesday, December 10, 2024. Following this, Stitch Fix will hold a conference call at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results and outlook. The call will be hosted by Matt Baer, CEO, and David Aufderhaar, CFO. A live webcast of ...

A month has gone by since the last earnings report for Stitch Fix (SFIX) . Shares have added about 26.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Stitch Fix due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. SFIX’s Q4 Loss Beats Estimates, Client-Centric Innovat ...

Stitch Fix shares are down 97% from all-time highs. During the peak days of the COVID-19 pandemic, people around the world increasingly adopted a work-fromhome environment and began finding new ways to entertain themselves when duty wasn't calling. One such area was the stock market. Stocks across all industry sectors ebbed and flowed for reasons completely detached from reality. In many ways, the stock market became a digital casino, and many unsuspecting investors learned a hard lesson: Stocks don't go up ...

A couple of weeks ago, Stitch Fix, Inc. (SFIX) released its fourth-quarter fiscal 2024 results, igniting discussions among investors regarding the stock's future trajectory. With its latest earnings now available, investors are weighing the decision to either boost their investments or maintain their current holdings. Analyzing Stitch Fix's Mixed Performance SFIX shares have declined 21.1% in the past month against the industry's 9.1% growth. Stitch Fix faces a significant challenge with its declining activ ...

It gave a fresh round of disappointing results. Shares of online clothier Stitch Fix (SFIX -0.74%) lost 25% of whatever value they had left in September, according to data provided by S&P Global Market Intelligence, continuing a trend of a declining stock price -- and business. It reported another disappointing round of quarterly financial results, and investors don't see much hope. A business that didn't take off Investors were excited when Stitch Fix first came onto the scene. It offers a new take on the ...