Out Fox The $treet

  Stitch Fix, Inc. reported mixed FQ3 numbers, though the company did beat expectations. The online personalized shopping service was cash flow positive despite the revenue dip. Stitch Fix stock is cheap, trading at only 0.1x EV/S targets, a big discount to department stores. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Stitch Fix, Inc.  ( NASDAQ: SFIX ) continues to struggle to turn around the business following covid pull-forwards while facing macro headwinds. The company already uses data science and AI to help personalized stylist selections for  customers, providing a quick path to implement any new AI technologies. My  investment thesis  remains ultra Bullish on the stock, which is trading as if the company is headed towards a disaster while Stitch Fix has solid financials. Read the full article on Seeking Alpha.  Disclosure: Long SFIX. Please review the disclaimer...

  Stitch Fix slashed FY23 sales targets, but the company did boost the midpoint adjusted EBITDA target by $12.5 million. The online personalized shopping service is still struggling to overcome the normalized online shopping and promotional apparel environment. The stock is cheap with an EV of just $200 million and sales targets at $1.65 billion, but management has to execute on slashed advertising plans. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Between internal mistakes and online shopping normalization,  Stitch Fix  ( NASDAQ: SFIX ) has struggled over the last year. The promotional retail environment hasn't helped an apparel business focused on full price items and premium  services. My  investment thesis  remains ultra-Bullish on the stock trading with a limited $400 million market cap, as the company works on improving efficiency and turning cash flow positive des...

  Stitch Fix has slumped to all-time lows on weak guidance for the rest of FY22. The online personalized shopping company is still struggling to effectively market their promising new Freestyle product. The stock is cheap trading at a department store type forward EV/S multiple. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » Stitch Fix  ( SFIX ) has fallen to all-time lows after  cutting guidance  for FY22, yet the market is extrapolating current results too far into the future. The online personalized shopping and style service still has promising new products set to expand the total addressable market and profits. My  investment thesis  is ultra Bullish on the stock here below $10. Read the full article on Seeking Alpha.  Disclosure: Long SFIX. Please read the disclaimer page for more details. 

Wayfair (W)  is down about $70 from the all-time highs back in March to $105. The recent repeated negative calls by Citron Research on the online furniture stock actually could signal the bottom. The noted short seller isn't highly bearish on the stock where others he has claimed the stocks were virtually worthless. Citron just picks the stock to dip further to $70.  Citron Research @CitronResearch $ W It Doesn't Matter Until it Matters https:// citronresearch.com/it-doesnt-matt er-until-it-matters/  … It Doesn't Matter Until It Matters - Citron Research With new market realities, Wayfair should quickly trade down to $70. Anyone who follows Citron knows that we have been bearish on Wayfair for YEARS as we never thought selling furniture online with... citronresearch.com 46 1:07 PM - Oct 1, 2019 Twitter Ads info and privacy 22 people are talking about this Wayfair still appears ...

Stitch Fix (SFIX) is now up 20% in after-hours trading following a monster beat in FQ2. The market was fearful about active clients growth in the typically weak holiday quarter. Investors need to focus more on the 18% YoY growth with the big growth period outside of the busy holidays were people are focused on gifts for other people. The company boosted FY19 guidance to $1.545 billion for growth in excess of 25%. With 103 million shares outstanding, the stock trades at only about 2x sales estimates based on 103 million shares outstanding and a $32 stock price. Stitch Fix traded all the way up to $50 and these numbers support a return to the previous highs. More commentary - WhoTrades Disclosure: No position. Please review the disclaimer page for more details

Despite reporting another large loss, Wayfair (W) surged back to all-time highs around $150. The stock that offered a appealing entry point in the $80s isn't nearly as appealing up at $150.

eBay tanked following PayPal reporting weak TPV numbers for the online merchant. The online retailer has only started the process of managed payments that removes PayPal from the process. The stock is incredibly cheap with no actual confirmation that GMV will be weak due to the payments transition. eBay   ( EBAY ) plunged 9% on Friday as the market reacted to GMV numbers provided by   PayPal   ( PYPL ). Considering eBay is in the process of implementing managed payments that removes PayPal from the process, investors need to be careful with data from a potentially unhappy partner. My   investment thesis   remains bullish. Read the full article on Seeking Alpha.  Disclosure: Long EBAY. Please review the disclaimer page for more details. 

Amazon released strong metrics for the holiday season. The online retail giant again highlighted reasons that strong sales are likely to hit the bottom line. The stock likely continues rallying with sales growth, but the company is in a precarious financial position. To start the trading week,  Amazon  ( AMZN ) released  robust holiday shopping numbers . From strong device sales to impressive membership trials, the e-commerce giant saw a not so surprising big boost in sales. Read the full article on Seeking Alpha.  Disclosure: No position. Please read the disclaimer page for more details. 

Summary Amazon reported Q4 '14 earnings that smashed reduced analyst estimates. The online retail giant surged 13% based on those numbers, but the gains will only encourage further competition for a low-margin business. Investors should sell shares into the rally. After beating analyst estimates for Q4 and surging nearly $43 the next trading day, Amazon.com (NASDAQ: AMZN ) is probably further away from a lasting profit profile. A previous article - Why Amazon Is Likely To Never Make A Profit - highlighted how competition was joining the fray, yet Amazon doesn't produce meaningful profits. The prime reason being the astonishing market valuation of Amazon in general, and the huge $20.6 billion gain due to a small profit sure help embolden the competition into the sector. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.