MOI Global: Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
Felix Narhi joined MOI Global at their Wide-Moat Investing Summit 2020 to present his in-depth investment thesis on Stitch Fix (US: SFIX).
“Stitch Fix is an innovative online apparel retailer with attractive unit economics supported by durable competitive advantages, led by a mission-driven founder and available at a sensible price. The company combines data science and proprietary data with human judgment to deliver hyper personalization at scale, transcending traditional brick-and-mortar and most undifferentiated e-commerce retail experiences.”