Earnings summaries and quarterly performance for Stitch Fix.
Executive leadership at Stitch Fix.
Board of directors at Stitch Fix.
Research analysts who have asked questions during Stitch Fix earnings calls.
Dana Telsey
Telsey Advisory Group
6 questions for SFIX
Also covers: , AEO, AKA +44 more
Aneesha Sherman
AllianceBernstein
4 questions for SFIX
Also covers: , CPRI, LULU +5 more
Dylan Carden
William Blair & Company
3 questions for SFIX
Also covers: ANF, BIRD, BOOT +12 more
JS
Jay Sole
UBS
3 questions for SFIX
Also covers: , AEO, AS +27 more
David Bellinger
Mizuho Securities USA LLC
2 questions for SFIX
Also covers: AZO, CHWY, COST +11 more
MR
Maria Ripps
Morgan Stanley
2 questions for SFIX
Also covers: BARK, DSP, DV +13 more
AV
Alexander Vasti
William Blair
1 question for SFIX
CC
Cory Carpenter
JPMorgan Chase & Co.
1 question for SFIX
Also covers: ANGI, APP, BMBL +16 more
MB
Marcus Belanger
William Blair
1 question for SFIX
Also covers: JILL
MS
Mauricio Serna Vega
UBS
1 question for SFIX
Also covers: ANF, BKE, COLM +8 more
Simeon Siegel
BMO Capital Markets
1 question for SFIX
Also covers: AEO, BBWI, BIRK +16 more
Youssef Squali
Truist Securities
1 question for SFIX
Also covers: BABA, DASH, DV +12 more
Recent press releases and 8-K filings for SFIX.
Stitch Fix CEO Discusses Business Transformation and Growth Momentum
SFIX
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Matt Baer, CEO of Stitch Fix, who joined approximately two and a half years ago, led a formal transformation of the business, which included rationalization efforts that resulted in a 24% reduction in fixed costs, a 200 basis points improvement in gross margins, and over 500 basis points improvement in contribution margins.
- The company has achieved three consecutive quarters of revenue growth, with the last quarter growing over 7%, significantly outpacing the 1% market growth for apparel, accessories, and footwear. Stitch Fix also reported nine consecutive quarters of average order value growth, up nearly 10% in the last quarter, and six consecutive quarters of improving active client trends, with new clients up 4% and re-engaged clients up 8% in the last quarter.
- Stitch Fix has expanded its offerings to include various Fix sizes, cadences, themed Fixes, and family accounts, and is growing into new categories like accessories and footwear, identifying a $1 billion fair share opportunity in activewear, accessories, and footwear. The company expects to return to active client growth on a quarter-over-quarter basis in the third quarter and aims for continued top-line growth, market share capture, and improved profitability.
Jan 12, 2026, 6:30 PM
Stitch Fix Reports Business Transformation Success and Growth Momentum
SFIX
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Stitch Fix has completed a business transformation, resulting in a 24% reduction in fixed costs, a 200 basis point improvement in gross margins, and over 500 basis points improvement in contribution margins.
- The company has achieved three consecutive quarters of revenue growth, with over 7% growth in the last quarter, and nine consecutive quarters of average order value growth, up nearly 10% in the last quarter.
- Active client trends have improved for six consecutive quarters, with new clients up 4% and re-engaged clients up 8% in the last quarter, and the company expects to return to active client growth on a quarter-over-quarter basis in Q3.
- Strategic initiatives include expanding into new apparel and accessory categories, representing a $1 billion opportunity, and leveraging data science and Generative AI to enhance the client experience and deepen client-stylist relationships.
Jan 12, 2026, 6:30 PM
Stitch Fix CEO Discusses Business Transformation and Growth Momentum
SFIX
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Stitch Fix has undergone a significant transformation, leading to a 24% reduction in fixed costs, a 200 basis point improvement in gross margins, and over 500 basis points improvement in contribution margins.
- The company has achieved three consecutive quarters of revenue growth, with over 7% growth in the last quarter, significantly outpacing the 1% growth in the broader apparel, accessories, and footwear market.
- Stitch Fix has reported nine consecutive quarters of average order value growth, up nearly 10% in the last quarter, and seven consecutive quarters of increasing revenue per active client.
- Active client trends have shown six consecutive quarters of improvement, with new clients up 4% and re-engaged clients up 8% in the last quarter, and the company anticipates returning to overall active client growth on a quarter-over-quarter basis in the third quarter.
- Strategic initiatives include expanding into new categories, with women's accessories business up over 40% and women's sneakers business up over 60% in the last quarter, and leveraging private label brands which offer approximately 500 basis points higher margin.
Jan 12, 2026, 6:30 PM
Stitch Fix Raises Full-Year Guidance and Highlights Strategic Growth Drivers
SFIX
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Stitch Fix raised its full-year revenue and EBITDA guidance and expects to be free cash flow positive, driven by accelerating revenue growth in Q1 and Q2, with confidence in a Q3 active client growth inflection.
- The company reported nine consecutive quarters of average order value (AOV) increase and seven consecutive quarters of contribution profit above 30%, demonstrating strong client engagement and structural leverage.
- Strategic initiatives, including a successful men's business recovery with consecutive double-digit revenue comps, AI innovations like Stitch Fix Vision, and assortment expansion into non-apparel categories, are contributing to growth and aim to capture a $1 billion wallet share opportunity.
Dec 12, 2025, 8:10 PM
Stitch Fix Reports Strong Q1, Raises Full-Year Guidance, and Highlights Strategic Growth Drivers
SFIX
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Stitch Fix reported a strong Q1, leading to a raised full-year revenue and EBITDA guide, and expects to be free cash flow positive.
- The company achieved its third consecutive quarter of revenue growth and guided to further acceleration, driven by nine consecutive quarters of increased average order value (AOV) and seven consecutive quarters of contribution profit above 30%.
- Stitch Fix is focused on acquiring high-quality clients, evidenced by nine consecutive quarters of new client LTV increasing, and anticipates a return to enterprise active client growth in Q3.
- Strategic initiatives include AI innovations (Stitch Fix Vision, AI style assistant), an overhauled assortment with 50 new brands and expansion into non-apparel categories (e.g., women's accessories up over 40%, footwear up over 30%), and the launch of family accounts.
Dec 12, 2025, 8:10 PM
Stitch Fix Reports Q1 Revenue Growth and Raises Full-Year Guidance
SFIX
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Stitch Fix reported its third consecutive quarter of revenue growth in Q1, leading to a raised full-year revenue and EBITDA guide and an expectation to be free cash flow positive.
- The company's transformation efforts have resulted in nine consecutive quarters of increasing new client LTV and seven consecutive quarters of contribution profit above 30%, with Q1 average order value (AOV) up nearly 10%.
- Stitch Fix anticipates a return to enterprise active client growth in Q3 and has seen its men's business achieve active client growth with consecutive quarters of double-digit revenue comps.
- Strategic initiatives, including expansion into non-apparel categories (e.g., women's accessories growth over 40%, footwear over 30%) and the integration of generative AI tools like Stitch Fix Vision, are contributing to market share gains, with Q1 revenue growing 7.3% compared to the overall market's 1%.
Dec 12, 2025, 8:10 PM
Stitch Fix Reports Q1 2026 Results and Provides FY 2026 Outlook
SFIX
Earnings
Guidance Update
New Projects/Investments
- Stitch Fix reported net revenue of $342.1 million and an Adjusted EBITDA margin of 3.9% for Q1 2026.
- The company ended Q1 2026 with 2.3 million active clients and a revenue per active client (RPAC) of $559.
- Stitch Fix generated $5.574 million in free cash flow and held $244.2 million in cash, cash equivalents, and investments as of Q1 2026.
- For Q2 2026, the company anticipates net revenue between $335 million and $340 million and Adjusted EBITDA between $10 million and $13 million.
- The company is focusing on a transformation journey, leveraging Generative AI technology and human Stylists to enhance the client experience and drive sustainable, profitable growth.
Dec 4, 2025, 10:00 PM
Stitch Fix Reports Strong Q1 2026 Results, Exceeding Outlook and Raising Full-Year Guidance
SFIX
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Stitch Fix reported Q1 2026 revenue of $342.1 million, an increase of 7.3% year-over-year, and Adjusted EBITDA of $13.4 million, or 3.9% of revenue, both exceeding their outlook.
- The company ended Q1 with 2.3 million active clients, with revenue per active client up 5.3% year-over-year to $559 and average order value increasing nearly 10% year-over-year.
- Stitch Fix is leveraging generative AI technology for client engagement features like Vision and an AI style assistant, and for internal processes such as private-brand product development and inventory management.
- The company raised its full-year FY2026 guidance, now expecting total revenue between $1.32 billion and $1.35 billion and Adjusted EBITDA between $38 million and $48 million, and anticipates being free cash flow positive for the full year. For Q2 FY2026, revenue is projected to be between $335 million and $340 million and Adjusted EBITDA between $10 million and $13 million.
Dec 4, 2025, 10:00 PM
Stitch Fix Announces Strong Q1 2026 Results and Raises Full-Year Guidance
SFIX
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SFIX reported Q1 2026 revenue of $342.1 million, an increase of 7.3% year-over-year, exceeding its outlook.
- Adjusted EBITDA for Q1 2026 was $13.4 million, representing a 3.9% margin.
- The company ended Q1 2026 with 2.3 million active clients and saw its Average Order Value (AOV) increase by 9.6% year-over-year, marking the ninth consecutive quarter of AOV growth.
- SFIX provided FY26 revenue guidance of $1.32 to $1.35 billion and Adjusted EBITDA guidance of $38 to $48 million, with expectations to be free cash flow positive for the full year.
- The company is leveraging generative AI technology across its business, including client-facing features like Vision and AI style assistant, and for internal operations like product development and inventory management, to drive engagement and efficiency.
Dec 4, 2025, 10:00 PM
Stitch Fix Announces First Quarter Fiscal 2026 Financial Results
SFIX
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Stitch Fix reported Q1 Fiscal 2026 net revenue of $342.1 million, marking a 7.3% year-over-year increase, alongside a diluted loss per share of $0.05 and Adjusted EBITDA of $13.4 million for the quarter ended November 1, 2025.
- Despite the revenue growth, active clients decreased by 5.2% year-over-year to 2.307 million, though net revenue per active client rose 5.3% to $559.
- The company provided Q2 Fiscal 2026 net revenue guidance of $335 million to $340 million and Adjusted EBITDA of $10 million to $13 million, and expects to be free cash flow positive for the full fiscal year 2026.
Dec 4, 2025, 9:11 PM
Quarterly earnings call transcripts for Stitch Fix.
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