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

$447.79M

P/E (TTM)

-17.6

27.2

Dividend Yield

52W High

$5.94

52W Low

$2.95

52W Range

11%

Rank46Top 59.5%

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: 2016-2025

Financial Dashboard

Q2 2026 Data

Revenue

$341.30M+0.00%

4-Quarter Trend

EPS

-$0.02+0.00%

4-Quarter Trend

FCF

$3.35M+0.00%

4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Quarterly Revenue Increased 9.4% Net revenue reached $341.3M for three months, growing 9.4% versus prior year, driven by higher client spend.

Continuing Operations Loss Narrowed Six-month net loss from continuing operations improved 30.0% to $(9.0)M, reflecting better cost control measures.

Active Client Spending Rises Net revenue per active client grew 7.4% to $577, offsetting 3.5% decline in active client count to 2.29M.

Cash Position Improved Cash and cash equivalents increased to $118.8M as of January 31, 2026, compared to $113.2M previously.

Risk Factors

Client Base Declining Active client count fell 3.5% year-over-year to 2.29M due to challenges attracting and retaining engaged customers.

Gross Margin Pressure Six-month gross margin decreased 140 basis points due to higher transportation costs and lower product margins.

Securities Litigation Settlement Accrued $32.0M for Securities Class Action settlement, pending court approval, impacting current liabilities balance.

Macroeconomic Spending Risk Continued macroeconomic uncertainty expected to pressure consumer discretionary spending throughout the remainder of fiscal 2026.

Outlook

Focus on Client Engagement Management projects positive trends in AOV and items kept per Fix will offset lower active client counts in remainder of 2026.

SG&A Efficiency Expected Expect SG&A as percentage of revenue to continue decreasing in fiscal 2026 compared to fiscal 2025 results.

New Executive Severance Plan Adopted Severance Plan for senior executives, providing cash severance and equity treatment upon involuntary termination.

Inventory Cost Increases Expect cost of goods sold to increase in fiscal 2026 driven by inventory assortment investments and rising transportation costs.

Peer Comparison

Revenue (TTM)

BWMX

$3.97B

+425.2%

BLMN

$3.97B

+4.2%

CPS

$2.76B

+1.4%

Gross Margin (Latest Quarter)

YSG

78.4%

+2.3pp

BLMN

70.0%

+56.8pp

BWMX

66.3%

-2.7pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
GDEN	$753.69M	-123.7	-1.4%	57.7%
HZO	$733.32M	-11.5	-6.8%	49.4%
BLMN	$716.59M	32.8	5.9%	39.2%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

1.6%

Moderate Growth

4Q Net Income CAGR

N/M

Profitability Shift

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:Jun 9, 2026

EPS:-$0.06

Revenue:$332.56M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data