Stitch Fix, Inc.

SFIX

$3.09

+2.66%

2026-09-02 16:00:00 EDT+$0.08

Consumer Cyclical

Apparel - Retail

NASDAQ

Active Trading

Stitch Fix, Inc. functions as an online retailer, providing a diverse selection of clothing, footwear, and accessories throughout the United States. Its ...

Price Action of SFIX

$3.09

+2.66%+$0.08

High—

Low—

52W High-48.0%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

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Stitch Fix, Inc. is a leading online personal styling service headquartered in San Francisco, California. Founded in 2011 by Katrina Lake, the company operates as an apparel retailer offering a wide range of clothing, footwear, and accessories for men, women, and children. The company's unique business model blends the expertise ...Stitch Fix, Inc. is a leading online personal styling service headquartered in San Francisco, California. Founded in 2011 by Katrina Lake, the company operates as an apparel retailer offering a wide range of clothing, footwear, and accessories for men, women, and children. The company's unique business model blends the expertise of human stylists with advanced AI and data science to curate personalized shipments, known as 'Fixes', tailored to each customer's style, size, and preferences. These Fixes are sent directly to customers' doors with free shipping and returns, and customers can purchase the items they like and return the rest. The service is accessible via its website and mobile app, and it has expanded to include plus sizes and a kids' line. Stitch Fix went public in November 2017 with a valuation of $1.6 billion. As of 2025, the company has approximately 4,165 employees and serves over 2.31 million active clients. Financially, the company has seen a market cap of around $560 million, with a revenue per share of about $9.91, but has been operating at a net loss. Key financial metrics show a gross profit margin of 43.7%, a net profit margin of -1.4%, and a price-to-sales ratio of 0.42. The company has been focusing on innovation, such as introducing 'Stitch Fix Vision', a generative AI-powered styling tool that lets customers visualize clothes on themselves. Leadership includes CEO Matthew H. Baer, who has been in the role since June 2023, and founder Katrina Lake, who serves as chairperson. The company aims to evolve with customers' tastes and lifestyles, emphasizing a data-driven approach to personal styling.ExpandCollapse

Founded

2011

Employees

4165

CEO

Matthew H. Baer

Full Name

Stitch Fix, Inc.

Sector

Consumer Cyclical

Industry

Apparel - Retail

ROE

-9.35%

Market Cap

$0.41B

Current Ratio

1.50

WACC

13.19%

ROIC

-7.55%

Contact Information

https://www.stitchfix.com

415 882 7765

1 Montgomery Street, San Francisco, CA 94104

Key Metrics of SFIX

Snapshot

Latest / TTM · 5 periods

Market Cap

$412.29M

ROCE

-7.2%

EV / EBITDA

42.99x

+9.1% YoY

FCF Yield

4.4%

+2.9% YoY

Cash Conversion Cycle

10.0d

Current Ratio

1.50

Quick take

TTM —

Positive CCC

Financial Highlights of SFIX

Profitability trend

Latest / TTM · 5 periods

Gross Margin

43.7%

Net Margin

-1.4%

P/E Ratio

-21.33x

n/a

Debt / Equity

0.37

n/a

Current Ratio

1.50

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Calendar of SFIX

Upcoming

Nov 2, 2026In 59 days
Q1 FY2027 · Estimated results
Est. EPS $-0.02 · Revenue $340.32M · 2 analysts
Feb 2, 2027
Q2 FY2027 · Estimated results
Est. EPS $-0.01 · Revenue $368.61M · 1 analysts
May 2, 2027
Q3 FY2027 · Estimated results
Est. EPS $-0.01 · Revenue $349.10M · 1 analysts
Aug 2, 2027
FY2027 · Estimated annual results
Est. EPS $-0.03 · Revenue $1.40B · 3 analysts

Recent history

Jun 11, 2026
Q3 FY2026 · Results reported
EPS $-0.01 · Revenue $340.28M
View filing
Mar 12, 2026
Q2 FY2026 · Results reported
EPS $-0.02 · Revenue $341.30M
View filing
Dec 5, 2025
Q1 FY2026 · Results reported
EPS $-0.05 · Revenue $342.13M
View filing
Sep 25, 2025
FY2025 · Annual results
EPS $-0.22 · Revenue $1.27B
View filing
Jun 11, 2025
Q3 FY2025 · Results reported
EPS $-0.06 · Revenue $325.02M
View filing
Mar 12, 2025
Q2 FY2025 · Results reported
EPS $-0.05 · Revenue $312.11M
View filing

Financial Statements of SFIX

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$1.3B	-5.3%	-0.3%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-28.7M	+77.7%	+42.5%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+44.4%	+0.4%	+0.2%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-3.5%	+64.6%	+15.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-2.3%	+76.5%	+42.4%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$8.9M	-37.6%	+94.6%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+0.7%	-34.2%	+95.2%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	46.1%	-26.7%	-3.9%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.81x	+0.6%	-11.4%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$480.6M	-1.3%	-0.3%

Actual vs Estimate

A Aug 2Q May 2

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-0.22 vs -0.24	+8.7%	-0.01 vs -0.06	+81.2%
Revenue Surprise	$1.3B vs $1.3B	+0.5%	$340.3M vs $333.5M	+2.0%

Insider Transactions of SFIX

Acquisitions (A)

Since Jul 20, 2026

Disposals (D)

Since Jul 20, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 3, 2026	Bacos Anthony	officer: Chief Prod/Technology Officer	Class A Common Stock	A	50,000	$2.48
Aug 3, 2026	Bacos Anthony	officer: Chief Prod/Technology Officer	Class A Common Stock	D	50,000	$4.09
Aug 3, 2026	Bacos Anthony	officer: Chief Prod/Technology Officer	Class A Common Stock	D	20,000	$4.09
Aug 3, 2026	Bacos Anthony	officer: Chief Prod/Technology Officer	Employee Stock Option (Right to Buy)	D	50,000	$2.48
Jul 27, 2026	Bacos Anthony	officer: Chief Prod/Technology Officer	Class A Common Stock	A	50,000	$2.48

Earnings Call Transcript of SFIX

1 transcript segments

Q3 2026

Unknown Speaker

Operator: Hello, everyone. Thank you for joining us, and welcome to Stitch Fix third quarter 26 earnings results conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press *1 to raise your hand. To withdraw your question, press *1 again. I will now hand the conference over to Cherryl Valenzuela, Head of Investor Relations. Please go ahead. Cherryl Valenzuela: Good afternoon, and thank you for joining us today for the Stitch Fix third quarter fiscal 26 earnings call. With me on the call are Matthew Baer, chief executive officer, and David Aufderhaar, chief financial officer. We have posted complete third quarter 26 financial results and a press release on the quarterly results section of our website investors.stitchfix.com. We would like to remind everyone that we will be making forward looking statements on this call that involve risks and uncertainties. Actual results could differ materially from those contemplated by our forward looking statements. Reported results should not be considered as an indication of future performance. Please review our filings with the SEC for a discussion of the factors that could cause the results to differ. In particular, our press release issued and filed today as well as our quarterly report on Form 10-Q for the second quarter of fiscal 26 and subsequent periodic reports filed with the SEC. Also, note that the forward looking statements on this call are based on information available to us as of today's date. We disclaim any obligation to update any forward looking statements except as required by law. Please also note that fiscal 24 was a 53 week year due to an extra week in the fourth quarter. As such, references to consecutive quarters of year over year revenue growth rates on this call are based on an adjusted 52-week basis. Removing the impact of the extra week to provide a comparison that we believe more accurately reflects our performance. During this call, we will discuss certain non GAAP financial measures. Reconciliations to the most directly comparable GAAP financial measures are provided in the press release on our Investor Relations website. These non GAAP measures are not intended to be a substitute for our GAAP results. Finally, this call in its entirety is being webcast on our Investor Relations website, and a replay of this call will be available on the website shortly. And now let me turn the call over to Matthew. Matthew Baer: Thanks, Cherryl, and good afternoon, everyone. Revenue in the quarter grew 4.7% to $340.3 million marking our fifth consecutive quarter of year over year revenue growth. Active clients were 2.3 million, and increased 21 thousand sequentially. A significant milestone in our transformation journey revenue per active client, or RPAC, Reached $578 in Q3. Now the highest level we have reported. Slightly exceeding the record we set just last quarter. These results demonstrate how we are …

Leadership Team of SFIX

10 executives

Name	Title	Compensation	Gender	Year Born	Status
Matthew Baer	Chief Executive Officer & Director	USD 2,307,369	Male	1983	Active
Sree Sreedhararaj	Chief Product and Technology Officer	USD 1,122,347	Male	—	Active
Tony Bacos	Advisor	USD 1,122,347	Male	—	Active
David Aufderhaar	Chief Financial Officer	USD 1,084,697	Male	1969	Active
Casey O'Connor	Chief Legal Officer & Corporate Secretary	USD 938,320	Male	1980	Active
Katrina Lake	Founder & Executive Chairperson	USD 80,000	Female	1982	Active
Danit Marquardt	Vice President of Communications	—	Female	—	Active
Debbie Rose Woloshin	Chief Marketing Officer	—	Female	—	Active
Lillian Reaume	Chief People Officer	—	Female	—	Active
Cherryl Valenzuela	Head of Investor Relations	—	Female	—	Active

Recent News of SFIX

Zacks Investment Research8/21/2026Neutral

Stitch Fix Boosts Growth With Category Expansion & AI Personalization

SFIX expands categories and leverages AI to boost personalization, client engagement and wallet share as growth accelerates.

Business Wire8/19/2026Neutral

Stitch Fix Introduces the 41 Hawthorn Capsule Collection for Teachers

SAN FRANCISCO--(BUSINESS WIRE)---- $SFIX--Stitch Fix announced the launch of an exclusive capsule collection for teachers from 41 Hawthorn, one of Stitch Fix's private label brands for women.

Business Wire8/11/2026Neutral

Stitch Fix Launches Exclusive Collaboration with Favorite Daughter

SAN FRANCISCO--(BUSINESS WIRE)---- $SFIX--Stitch Fix today announced an exclusive limited-edition collection with Favorite Daughter, the fashion brand co-founded by Sara and Erin Foster.

Business Wire7/30/2026Neutral

Stitch Fix Announces New Employee Inducement Grant

SAN FRANCISCO--(BUSINESS WIRE)--Stitch Fix, Inc. (NASDAQ:SFIX), the leading online personal styling service, today announced that effective July 21, 2026, the compensation committee of the company's board of directors granted Sree Sreedhararaj, Chief Product and Technology Officer, restricted stock units (RSUs) to acquire 382,653 shares of the company's Class A common stock. One fourth (25%) of the RSUs will vest on December 16, 2026. The remaining shares subject to the RSU shall vest as follow.

Zacks Investment Research7/20/2026Neutral

Stitch Fix's Debt Free Balance Sheet Reinforces Financial Strength

SFIX's debt-free balance sheet, strong cash reserves and positive free cash flow support growth investments and shareholder return.

Historical Employee Count of SFIX

Current

4,165

Change

-8.86%

Minimum

4,165

Maximum

7,920

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Aug 2, 2025	4,165	10-K	Sep 25, 2025	View
Aug 3, 2024	4,570	10-K	Sep 25, 2024	View
Jul 29, 2023	5,860	10-K	Sep 20, 2023	View
Jul 30, 2022	7,920	10-K	Sep 21, 2022	View

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Stitch Fix, Inc.