SFIX
Stitch Fix, Inc.5.34
-0.07-1.29%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q1 '26
Key Stats
Market Cap
716.62MP/E (TTM)
-Basic EPS (TTM)
-0.22Dividend Yield
0%Recent Filings
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.
8-K
Q1 revenue up 7.3%
Stitch Fix reported Q1 fiscal 2026 net revenue of $342.1 million, up 7.3% year-over-year, with Adjusted EBITDA of $13.4 million at 3.9% margin. Active clients dipped 5.2% to 2.307 million, yet net revenue per active client rose 5.3% to $559. Revenue accelerated. Q2 outlook targets $335-340 million; full-year $1.32-1.35 billion.
10-K
8-K
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