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Stitch Fix, Inc.

Stitch Fix, Inc.

NASDAQ•SFIX
CEO: Mr. Matt Baer
Sector: Consumer Cyclical
Industry: Apparel - Retail
Listing Date: 2017-11-17
Stitch Fix, Inc., sells a range of apparel, shoes, and accessories for women's, petite, maternity, men's, plus, and kids through its website and mobile application in the United States. It offers denim, dresses, blouses, skirts, shoes, jewelry, and handbags under the Stitch Fix brand. The company was formerly known as rack habit inc. and changed its name to Stitch Fix, Inc. in October 2011. Stitch Fix, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Contact Information
1 Montgomery Street, Suite 1500, San Francisco, CA, 94104, United States
415-882-7765
www.stitchfix.com
Market Cap
$677.96M
P/E (TTM)
-24.0
23.4
Dividend Yield
--
52W High
$5.94
52W Low
$2.60
52W Range
78%
Rank50Top 56.1%
3.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q1 2026 Data

Revenue

$342.13M+7.31%
4-Quarter Trend

EPS

-$0.05-4.02%
4-Quarter Trend

FCF

$5.57M-43.95%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Revenue Rises Modestly Net revenue reached $342.1M USD, marking a 7.3% increase compared to the same period last year.
Client Engagement Improves Net revenue per active client grew 5.3% to $559 USD, driven by higher average order values and items kept.
Positive Operating Cash Flow Cash provided by operating activities from continuing operations totaled $10.9M USD, a positive shift from prior period usage.
Gross Margin Pressure Noted Gross margin decreased 180 basis points to 43.6%, primarily due to higher transportation costs and lower product margins.

Risk Factors

Active Client Base Declining Active clients fell 5.2% to 2,307K, attributed to dormant clients outpacing new client additions during the reporting period.
Increased SG&A Expenses SG&A increased $4.1M USD, heavily influenced by $4.2M in non-ordinary course legal fees related to ongoing proceedings.
Inventory Cost Pressures Expect cost of goods sold to increase in fiscal 2026 driven by investments in assortment and rising transportation costs impacting margins.
Macroeconomic Uncertainty Ahead Continued macroeconomic uncertainty may negatively impact consumer discretionary spending throughout the remainder of fiscal 2026 operations.

Outlook

Revenue Growth Projection Management projects positive trends in average order values will offset negative impact of lower active client counts on net revenue.
SG&A Efficiency Expected Expect SG&A as a percentage of revenue to continue decreasing in fiscal 2026 compared to fiscal 2025 reported results.
Sufficient Liquidity Maintained Existing cash, investments, and credit facility availability are deemed sufficient to meet working capital needs for 12 months.
Securities Settlement Reached Parties signed preliminary terms to settle the Securities Class Action for $32.0M USD, subject to court approval conditions.

Peer Comparison

Revenue (TTM)

Cooper-Standard Holdings Inc.CPS
$2.73B
-0.5%
Bally's CorporationBALY
$2.52B
+1.5%
MarineMax, Inc.HZO
$2.31B
-5.0%

Gross Margin (Latest Quarter)

Oxford Industries, Inc.OXM
60.3%
-2.9pp
Stitch Fix, Inc.SFIX
43.6%
-1.8pp
Golden Entertainment, Inc.GDEN
40.7%
-16.5pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
BALY$842.68M-12.6-17.3%23.7%
UXIN$787.05M-25.191.8%79.1%
GDEN$708.53M46.63.2%42.6%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.1%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Mar 10, 2026
|
EPS:-$0.05
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q1 2026

    Period End: Nov 1, 2025|Filed: Dec 5, 2025|
    Revenue: $342.13M+7.3%
    |
    EPS: $-0.05-4.0%
    Miss

  • Form 10-K - FY 2025

    Period End: Aug 2, 2025|Filed: Sep 25, 2025|
    Revenue: $1.27B-5.3%
    |
    EPS: $-0.22+79.4%
    Miss

  • Form 10-Q - Q3 2025

    Period End: May 3, 2025|Filed: Jun 11, 2025|
    Revenue: $325.02M+0.7%
    |
    EPS: $-0.06-68.4%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Feb 1, 2025|Filed: Mar 12, 2025|
    Revenue: $312.11M-5.5%
    |
    EPS: $-0.05-83.3%
    Beat

  • Form 10-Q - Q1 2025

    Period End: Nov 2, 2024|Filed: Dec 11, 2024|
    Revenue: $318.82M-12.6%
    |
    EPS: $-0.05-83.4%
    Beat

  • Form 10-K - FY 2024

    Period End: Aug 3, 2024|Filed: Sep 25, 2024|
    Revenue: $1.34B-16.0%
    |
    EPS: $-1.07+28.7%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Apr 27, 2024|Filed: Jun 5, 2024|
    Revenue: $322.73M-15.8%
    |
    EPS: $-0.18-5.3%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jan 27, 2024|Filed: Mar 5, 2024|
    Revenue: $330.40M-17.5%
    |
    EPS: $-0.30-48.3%
    Miss