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    Alexander Vasti • William Blair

    Alexander A. Vasti is a Research Analyst at William Blair & Company, specializing in equity research within the technology and communications sectors. He covers publicly traded companies such as Ooma Inc., with a professional record of in-depth earnings analyses and sector insights, though no public quantitative performance metrics or third-party rankings are available. Vasti began his career in equity research and has been with William Blair in a research capacity, but specific prior experience and joining date are not publicly disclosed. His credentials include recognized industry registration standards required for equity research analysts, though exact FINRA license details are not specified in available sources.

    Alexander Vasti's questions to Stitch Fix Inc (SFIX) leadership

    Alexander Vasti's questions to Stitch Fix Inc (SFIX) leadership • Q4 2024

    Question

    Alexander Vasti, on for Dylan Carden, asked about the advertising spend outlook for fiscal 2025 and how it would be allocated. He also sought clarification on whether the $100 million in fiscal 2024 SG&A savings is a good run rate for fiscal 2025.

    Answer

    CEO Matt Baer highlighted that improved marketing capabilities led to lower customer acquisition costs in Q4 and stressed the model's efficiency, where future transactions are largely organic. CFO David Aufderhaar reiterated the 8-9% advertising-to-revenue guidance but noted they will remain opportunistic. He did not provide a specific SG&A dollar figure for FY25 but confirmed savings would continue due to annualization and leverage.

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