Stitch Fix: Deterioration Trend Decelerates Because Of Advertising, But Its Model Remains Questionable
Stitch Fix(SFIX) Seeking Alpha·2024-12-12 12:30
Stitch Fix (NASDAQ: SFIX ) reported its 1Q25 figures, with some stabilization in the revenue and client deterioration trend (still down 19% YoY on clients), plus some adjusted EBITDA margin improvements despite the revenue fall.Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the c ...