43:I[58016,["/_next/static/chunks/b5ea50e123aa84a6.js","/_next/static/chunks/050761d0d0bdc5d8.js","/_next/static/chunks/de880ec5a0241b38.js","/_next/static/chunks/48003610e91209eb.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/81ce7bf5f20dbd5a.js","/_next/static/chunks/86498082dde169e6.js","/_next/static/chunks/903c358828afe0bc.js","/_next/static/chunks/f63fb02bc4156bfb.js","/_next/static/chunks/88bed98e5cd5e639.js"],"ProcessEpisodeButton"] 45:I[185,["/_next/static/chunks/b5ea50e123aa84a6.js","/_next/static/chunks/050761d0d0bdc5d8.js","/_next/static/chunks/de880ec5a0241b38.js","/_next/static/chunks/48003610e91209eb.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/81ce7bf5f20dbd5a.js","/_next/static/chunks/86498082dde169e6.js","/_next/static/chunks/903c358828afe0bc.js","/_next/static/chunks/f63fb02bc4156bfb.js","/_next/static/chunks/88bed98e5cd5e639.js"],"SendEmailButton"] 46:I[45269,["/_next/static/chunks/b5ea50e123aa84a6.js","/_next/static/chunks/050761d0d0bdc5d8.js","/_next/static/chunks/de880ec5a0241b38.js","/_next/static/chunks/48003610e91209eb.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/81ce7bf5f20dbd5a.js","/_next/static/chunks/86498082dde169e6.js","/_next/static/chunks/903c358828afe0bc.js","/_next/static/chunks/f63fb02bc4156bfb.js","/_next/static/chunks/88bed98e5cd5e639.js"],"SignupCTA"] 48:I[56939,["/_next/static/chunks/b5ea50e123aa84a6.js","/_next/static/chunks/050761d0d0bdc5d8.js","/_next/static/chunks/de880ec5a0241b38.js","/_next/static/chunks/48003610e91209eb.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/81ce7bf5f20dbd5a.js","/_next/static/chunks/86498082dde169e6.js","/_next/static/chunks/903c358828afe0bc.js","/_next/static/chunks/f63fb02bc4156bfb.js","/_next/static/chunks/88bed98e5cd5e639.js"],"EpisodeTranscript"] 3c:["$","span",null,{"className":"inline-flex items-center gap-2 bg-secondary/50 px-3 py-1 rounded-full","children":[["$","svg",null,{"className":"w-4 h-4","fill":"none","stroke":"currentColor","viewBox":"0 0 24 24","children":["$","path",null,{"strokeLinecap":"round","strokeLinejoin":"round","strokeWidth":2,"d":"M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"}]}],["$","time",null,{"dateTime":"2019-11-05T09:00:00.000Z","children":"Tue Nov 05 2019"}]]}] 3d:["$","p",null,{"className":"text-base text-foreground/80 leading-relaxed","children":"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..."}] 44:T41d,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

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Behind The Idea #97: Stitch Fix As A Growth Fit