SFIX
Stitch Fix, Inc.5.34
-0.07-1.29%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Macro details, GLP-1 upside surface
Q&A largely reaffirmed prepared remarks' upbeat tone but unpacked H2 revenue deceleration to tougher AOV comps (4-6% assumed), holiday pull-forward, and macro pressures like gas prices squeezing discretionary spend—yet management stressed their budget-flexible model thrives in pinched wallets. A fresh nugget: GLP-1 weight-loss clients surged, with Fix notes tripling over two years and up 75% YoY, boosting engagement via targeted marketing. New styles sales rose 50% YoY; Q3 active clients eye <1% sequential growth en route to FY27 YoY gains. No walk-backs. Analysts flagged growth moderation; answers stayed methodical. Q&A adds tactical color. Watch client trajectory amid macro.
Key Stats
Market Cap
716.62MP/E (TTM)
-Basic EPS (TTM)
-0.22Dividend Yield
0%Recent Filings
10-Q
Q2 FY2026 results
Stitch Fix posted Q2 FY2026 revenue of $341.3M, up 9.4% y/y from $312.1M yet flat q/q (derived), with gross margin slipping to 43.6% from 44.5% y/y on higher transportation costs and inventory management. Operating loss narrowed to $4.7M from $9.0M y/y as SG&A rose modestly 3.9% while gross profit climbed 7.3%; diluted EPS improved to -$0.02 from -$0.05, consistent with 135M shares. Cash swelled to $118.8M and operating cash flow hit $18.2M YTD, yielding $8.9M free cash flow (derived); revolver shows $50M availability, $33.1M excess. Recorded $32M settlement accrual for securities class action, covered by insurance. Active clients dipped 3.5% y/y. Client retention challenges persist.
8-K
Q2 revenue surges 9.4%
Stitch Fix posted Q2 fiscal 2026 net revenue of $341.3 million, up 9.4% year-over-year, driven by client experience upgrades and AI features boosting engagement. Active clients dipped 3.5% to 2.288 million, yet net revenue per active client rose 7.4% to $577. Revenue grew. Adjusted EBITDA hit $15.9 million at 4.7% margin; Q3 outlook eyes $330-335 million.
8-K
Credit maturity extended to 2028
Stitch Fix extended its first-lien credit agreement maturity from December 4, 2026, to December 11, 2028, via amendment with Citibank on December 11, 2025, paying a $100,000 fee. Other terms unchanged. Stockholders also elected directors Kofi Amoo-Gottfried and Timothy Baxter, approved exec pay, and ratified Deloitte as auditors. Debt relief secured.
10-Q
Q1 FY2026 results
Stitch Fix posted Q1 FY2026 revenue of $342.1M, up 7.3% y/y from $318.8M yet flat q/q, with gross profit climbing 3.1% to $149.3M on a 43.6% margin (down 1.8 points from 45.4% due to product margins and shipping costs). Operating loss narrowed to $8.6M from $9.0M y/y, while net loss held steady at $6.4M ($0.05 diluted EPS on 133.3M shares, antidilutive). Operating cash flow delivered $10.9M (down from $14.3M y/y), yielding $5.6M free cash flow (derived). Cash sits at $114.5M with $129.7M short-term investments and $31.3M excess revolver availability; $32M securities class action settlement accrued, covered by insurance. Active clients dipped 5.2% y/y to 2.3M. Client retention challenges persist.
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