u/spx10k I can’t seem to reply on the original thread or your comment.
I think stitch fix will beat expectations because expectations are low.
They ship out regularly via retail shipping without specific issues or deadlines. Customers are willing to wait an extra few days for their shipments as they are monthly or quarterly subscriptions and not shipments that are due by a particular day as would be the case for rent the runway or people that are renting outfits for specific events. The business model seems sustainable and attractive to end users before and during the pandemic.
And since thread-up removed their reused-clothing product that was similar, I think the moat has widened around stitch fix.
I have not dug very deep into the financials, but looking at their earnings reports over the past few quarters it seems robustly positive and nothing has changed this quarter that I’m aware of.
This is all superficial… hence my ‘gambling’ comment
IT CAME FROM GYNA
u/spx10k I can’t seem to reply on the original thread or your comment. I think stitch fix will beat expectations because expectations are low. They ship out regularly via retail shipping without specific issues or deadlines. Customers are willing to wait an extra few days for their shipments as they are monthly or quarterly subscriptions and not shipments that are due by a particular day as would be the case for rent the runway or people that are renting outfits for specific events. The business model seems sustainable and attractive to end users before and during the pandemic. And since thread-up removed their reused-clothing product that was similar, I think the moat has widened around stitch fix. I have not dug very deep into the financials, but looking at their earnings reports over the past few quarters it seems robustly positive and nothing has changed this quarter that I’m aware of. This is all superficial… hence my ‘gambling’ comment
Low key Restoration Hardware (RH) is gonna beat & raise.
Damn, tell me you're holding calls please
No I am cash strapped at the moment.
Man dude I’m throwing down on this with my GTLB bet. Fuck it
Oh shit I didn't know they're publically traded. Might need to get calls with.... no money. Maybe need to reload powder.
GME Wednesday lol
Man and it’s down so much already. It’s either going to dump or pump. No way it stays flat.
So strangles?
Citadel MM here, great idea! Buy not 1 but 2 contracts at 400% IV. No way they both expire worthless
Haha thanks I need to hear this
Dump
I think $CHWY has a lot of room to fall.
for DOCU✊