The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Maria Ripps - Canaccord Genuity - Analyst
: Great. Thanks so much for taking my questions and congrats on the strong quarter. Can you maybe talk about sort of key contributors to stronger
than expected spend per client this quarter? I think you mentioned fix -- sorry, Fix flexibility price or sort of architecture. But was there anything
else that that's sort of worth highlighting here? And then so you raised your full year guidance, which is great to see, but maybe more broadly,
how sustainable do you think this sort of dynamics are going forward?
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DECEMBER 10, 2024 / 10:00PM, SFIX.OQ - Q1 2025 Stitch Fix Inc Earnings Call
Question: Maria Ripps - Canaccord Genuity - Analyst
: Oh, great, that's very helpful. Thank you both and I'll get back in the queue.
Question: Jay Sole - UBS - Analyst
: Great. Thank you so much. Matt, can you elaborate a little bit on the impact of private brands have had in the business? You know, you touched
on the prepared marks, but just tell us maybe a little bit about what percentage of sales those brands are right now? How that is driven, greater
AOV? And just if you can elaborate, that would be helpful. Thank you.
Question: Jay Sole - UBS - Analyst
: Got it. If I can sneak one more in before I go back into, just talk a little bit more about the progress you're making with the active client file. You talk
about things maybe that incrementally that have been successful. And maybe things you're looking into going forward to continue to move that
in the right direction.
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DECEMBER 10, 2024 / 10:00PM, SFIX.OQ - Q1 2025 Stitch Fix Inc Earnings Call
Question: Jay Sole - UBS - Analyst
: Got it, okay. That's helpful. Thank you so much.
Question: Dylan Carden - William Blair. - Analyst
: Thanks a lot, nice progress here. So if you're seeing this improved role, I'm curious if there's anything that you're doing on sort of the deep data
sets that you have to leverage engagement? It sounds like right now AI is being used more on the inventory side. But is there anything you're doing
as far as leveraging sort of the view of customer that you have from a retention or engagement standpoint?
Question: Dylan Carden - William Blair. - Analyst
: I'm just curious, I mean, short of it is, are you using AI in any capacity through your data sets to do a better job engaging or reten -- for customer
retention pertaining?
Question: Dylan Carden - William Blair. - Analyst
: Excellent. And then it sounds like you rattled off a handful of brands there in the prepared remarks. It sounds like some of those are incremental
to you. And I'm curious if that's true and if you're finding sort of better relevance or better access to brands and what your pitch is there to kind of
get those in? Thanks.
Question: Dylan Carden - William Blair. - Analyst
: Really appreciate it. Thank you.
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DECEMBER 10, 2024 / 10:00PM, SFIX.OQ - Q1 2025 Stitch Fix Inc Earnings Call
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