Invest Like The Best
Episode 187 The Next Wave of E-commerce
Invest Like The Best

Episode 187: The Next Wave of E-commerce

Invest Like The Best

Episode 187

The Next Wave of E-commerce

Katrina is the co-founder and CEO of Stitch Fix. We cover the next wave of e-commerce, how stakeholder focus is a shareholder focus, and the future of Stitch Fix and personalized shopping.

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[00:02:19] – (First question) – Where E-Commerce stands and what the future might hold

[00:04:37] – Why personalization makes Stitch Fix stand out from the others

[00:09:34] – Why data science is foundational to their business

[00:12:15] – What makes for a good augmented human and hiring stylists

[00:14:34] – Stakeholder value and creating a great partnership with suppliers

[00:18:10] – Their emphasis on stakeholder focus and social justice

[00:19:28] – The capital efficiency of their business in the early days

[00:24:46] – Her superpower of recruiting

[00:29:46] – Her strengths in building Stitch Fix

[00:31:56] – Transparency vs. authenticity

[00:32:59] – Big break for the business

[00:37:15] – Exclusive brands to Stitch Fix

[00:39:01] – The next act for Stitch Fix 

[00:41:43] – Lessons learned in pricing services

[00:44:24] – Future trends in retail apparel

[00:48:02] – Hardest thing to copy about Stitch Fix

[00:49:59] – Lessons for putting data science at the center of your business

[00:53:37] – Moments during her journey she’s felt most alive

[00:55:23] – Kindest thing anyone has done for her

The Next Wave of E-commerce

Introduction

Patrick
My guest today is Katrina Lake, the co-founder and CEO of Stitch Fix. Stitch Fix is a multi-billion dollar public company, which has brought an entirely new model to retail apparel by combining data science, technology, and personal stylists, to create a unique shopping experience tailored to the individual consumer. I first met Katrina through past guest, Bill Gurley, and I've been excited to host her since that first meeting. In this conversation, Katrina and I discuss all aspects of Stitch Fix. It's history, business model, innovations and its future. Please enjoy this great and thought provoking conversation with Katrina Lake.

The Next Phase Of E-Commerce

Katrina, I've been really excited to do this with you because the business that you've built occupies a space that everyone understands, which is the world of retail, clothes, eCommerce, something that's become increasingly important, especially during COVID. I thought a neat place to start before we get into the nitty gritty around Stitch Fix, specifically, is with the eCommerce landscape. I love reading in the most recent annual report to shareholders, about this next wave of eCommerce that you've envisioned and helped usher in. Could you outline your take on where we stand in eCommerce and what the future might hold?

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