Hawkshaw Special Situations Research by Kian Ghazi @hawkshawlp does deep dives on select equities often times on so called 'battleground' names. This past week it put out a very interesting piece on $SFIX.
I won't go into the details but the report had some very interesting work around key touch points including CACs, churn, LTVs and how direct buy + previews may improve returns on ad spend.
The company has offered some clues over the years but this report does a great job of tying everything together.
The long and short of it is that there may be ample room for $SFIX to accelerate marketing spend to drive customer acquisition and revenue growth.
Kian has kept a low profile on twitter but perhaps if we boost his follower count a bit he'll start sharing some of his insights on $SFIX and other names that his firm has covered.
cc’ing the Turners @TurnerNovak @ElliotTurn
cc’ing the Turners @TurnerNovak @ElliotTurn
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