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Episode 49: The Stitch Fix IPO

Acquired

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Is the Stitch Fix a One to Two Billion Dollar Market Cap Company in Perpetuity?

Do you think that they'll shift a little bit since they are, they do appear to have saturated their, their core niche a little bit? Do you think they'll start being more aggressive on growth and use the IPO capital to finance growth a little bit and take some losses? Well, I don't know. In a little bit there between a rock and a hard place here because they need to grow but Wall Street is also heavily focused on how much they're investing in marketing and customer acquisition. So they're definitely going to have to strike a delicate balance for a while.

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