Stitch Fix, Inc.
- Open
- 4.35
- Day high
- 4.35
- Day low
- 4.08
- Prev close
- 4.38
- Volume
- 1.7M
- Mkt cap
- $550M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 2.7
- P/S
- 0.4
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$1.4M over the last 3 months (0 open-market buys, 7 sales)
- 🏛Institutions accumulating (13F)
Stitch Fix, Inc. (SFIX) is a Consumer Cyclical company listed on NASDAQ. The stock is up 6% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 7 sales (SEC Form 4).
Stitch Fix, Inc. (SFIX) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
SFIX earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 10, 2026 | $-0.06 | $-0.01 | +83.3% | $333M | -0.2% |
| Mar 11, 2026 | $-0.05 | $-0.02 | +63.0% | $341M | +1.9% |
| Dec 4, 2025 | $-0.05 | $-0.05 | +0.0% | $342M | +2.2% |
| Sep 24, 2025 | $-0.13 | $-0.07 | +46.2% | $311M | +13.7% |
| Jun 10, 2025 | $-0.12 | $-0.06 | +50.0% | $325M | +5.8% |
| Mar 11, 2025 | $-0.11 | $-0.05 | +54.5% | $312M | +12.0% |
| Dec 10, 2024 | $-0.15 | $-0.05 | +66.7% | $319M | +3.9% |
| Sep 24, 2024 | $-0.19 | $-0.12 | +36.8% | $320M | +0.3% |
| Jun 4, 2024 | $-0.25 | $-0.15 | +40.0% | $323M | +1.4% |
| Mar 4, 2024 | $-0.21 | $-0.21 | +0.0% | $330M | -0.1% |
| Dec 5, 2023 | $-0.23 | $-0.22 | +4.3% | $365M | +0.7% |
| Sep 18, 2023 | $-0.22 | $-0.19 | +13.6% | $376M | +1.2% |
SFIX insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 26, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Option | 100,000 | $3.99 |
| Jun 26, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Sell | 100,000 | $4.51 |
| Jun 24, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Sell | 50,000 | $4.03 |
| Jun 24, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Option | 50,000 | $2.48 |
| Jun 24, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Sell | 20,000 | $4.04 |
| Jun 22, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Tax | 37,010 | $4.16 |
| Jun 22, 2026 | Baer Mattdirector, officer: Chief Executive Officer | Option | 61,454 | — |
| Jun 22, 2026 | Baer Mattdirector, officer: Chief Executive Officer | Tax | 107,594 | $4.16 |
| Jun 22, 2026 | O'Connor Caseyofficer: Chief Legal Officer | Option | 25,283 | — |
| Jun 22, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Option | 43,895 | — |
| Jun 22, 2026 | Aufderhaar Davidofficer: Chief Financial Officer | Option | 43,895 | — |
| Jun 22, 2026 | Aufderhaar Davidofficer: Chief Financial Officer | Tax | 51,603 | $4.16 |
| Jun 22, 2026 | O'Connor Caseyofficer: Chief Legal Officer | Tax | 25,999 | $4.16 |
| Jun 18, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Sell | 20,000 | $4.17 |
| Jun 18, 2026 | Bacos Anthonyofficer: Chief Prod/Technology Officer | Sell | 50,000 | $4.14 |
Source: SFIX SEC Form 4 filings, latest Jun 26, 2026. For informational purposes only — not investment advice.
See the full SFIX insider & 13F page →Stitch Fix, Inc. company profile
Overview
Stitch Fix, Inc. (NASDAQ:SFIX) is a San Francisco-based personalized styling and e-commerce company founded in 2011. Originally incorporated as rack habit inc., the company changed its name to Stitch Fix in October 2011 and went public in November 2017. The company has undergone significant transformation over the past few years, evolving from a subscription-only styling service to a hybrid model that combines personalized styling with direct e-commerce shopping. Currently, Stitch Fix serves approximately 2.4 million active clients across the United States, offering personalized clothing and accessories for men, women, and children.
Business
Stitch Fix operates in the personalized fashion retail industry, combining artificial intelligence, data science, and human stylists to deliver curated clothing and accessories to customers. The company's core innovation lies in using algorithms and personal styling expertise to solve the common problem of shopping overwhelm that affects approximately 90% of consumers. The company operates two primary business channels. The Fix service represents the original subscription-based model where customers receive personalized shipments (called "Fixes") of 5-8 clothing items and accessories selected by human stylists using AI-powered recommendations. Customers pay a $20 styling fee, keep what they like, and return the rest. The Freestyle platform is a direct e-commerce channel that allows customers to browse and purchase items directly from Stitch Fix's curated inventory without the styling service component. Stitch Fix's product offering spans multiple categories including denim, dresses, blouses, skirts, shoes, jewelry, handbags, and accessories. The company carries both third-party national brands and its own private label brands, including newly launched lines such as The Commons and Montgomery Post. The service targets busy consumers who want personalized fashion guidance but lack the time or confidence to shop independently. While specific revenue breakdowns between Fix and Freestyle aren't disclosed in recent earnings, management has indicated that both channels are experiencing growth, with Freestyle serving as both a customer acquisition tool and a way to re-engage existing clients between Fix shipments.
Revenue model
Stitch Fix generates revenue through multiple complementary streams within its personalized retail ecosystem. The primary revenue driver is product sales from both the Fix subscription service and the Freestyle direct shopping platform. For Fix customers, the company collects a $20 styling fee per shipment plus revenue from items customers choose to keep. The styling fee is credited toward purchases, creating an incentive for customers to buy items from their Fix. The company's customers are primarily individual consumers (B2C), spanning various income levels but united by their desire for personalized shopping assistance and convenience. Revenue per active client has been consistently growing, reaching $537 in the most recent quarter, indicating successful efforts to increase customer spending through improved product mix and pricing optimization. Several factors influence Stitch Fix's profitability margins. Positive margin drivers include the company's growing mix of higher-margin private label brands, improved inventory management through AI-powered buying tools, operational efficiencies from warehouse consolidation, and better transportation logistics. The company has also benefited from pricing architecture optimization and reduced promotional activity. Margin pressures come from the competitive fashion retail environment, potential tariff impacts on imported goods, the cost of maintaining human stylists alongside technology infrastructure, and marketing expenses required to acquire new customers in an increasingly expensive digital advertising landscape. The company's transformation phase has also involved significant restructuring costs, though management expects these investments to drive future profitability improvements.
Competitive moat
Stitch Fix's competitive moat is moderately strong but faces ongoing challenges in the evolving retail landscape. The company's primary advantages stem from its unique combination of human styling expertise and proprietary AI algorithms, which create a personalized shopping experience that's difficult to replicate at scale. The company has accumulated substantial data on customer preferences, fit, and styling choices from millions of transactions, creating valuable insights that improve recommendation accuracy over time. The data network effect represents Stitch Fix's strongest moat element - as more customers use the service, the AI becomes better at predicting preferences, which should theoretically improve the experience for all users. Additionally, the company's hybrid model of combining subscription styling with direct e-commerce creates multiple touchpoints with customers, potentially increasing switching costs and customer lifetime value. However, this moat faces significant competitive pressures. Large retailers like Amazon, Target, and department stores are investing heavily in personalization technology and styling services. The barriers to entry for basic personalized shopping are relatively low, as demonstrated by numerous competitors entering the space. The company's dependence on third-party brands also limits its differentiation, though its growing private label portfolio helps address this vulnerability. The most significant threat comes from the broader shift toward social commerce and influencer-driven shopping, which offers personalization through different mechanisms. Additionally, improved search and recommendation algorithms from major e-commerce platforms may reduce the unique value proposition of Stitch Fix's styling service.
Risks & safety
Stitch Fix presents a moderate margin of safety with mixed financial health indicators that require careful monitoring. • Liquidity position: Strong with $113.2 million in cash and short-term investments, current ratio of 1.85, and quick ratio of 1.27, providing adequate short-term financial flexibility • Debt and solvency: Manageable debt-to-equity ratio of 0.53, though the company has been burning cash operationally with negative $16.2 million operating cash flow in Q2 2025 • Profitability trends: Recent quarters show improving contribution margins (33%+ for four consecutive quarters) and raised EBITDA guidance, suggesting operational improvements are taking hold • Valuation metrics: Trading at 3.0x book value with negative EBITDA making traditional valuation metrics challenging; however, the enterprise value reflects the distressed nature of recent performance • Other considerations: The company maintains free cash flow positive guidance for the full year and has demonstrated ability to reduce costs significantly (over $100 million in SG&A savings in FY 2024), though active client base continues declining
Recent development
Over the past few years, Stitch Fix has undergone a comprehensive business transformation designed to address declining client growth and return to profitability. The company implemented a three-phase strategy: rationalization, build, and growth phases, with current operations focused on the build phase. Key strategic initiatives include reimagining the client experience through several product enhancements. The company launched StyleFile, a personalized style snapshot feature, and introduced stylist profiles with photos to strengthen client-stylist relationships. The Fix experience was expanded to allow up to 8 items per shipment, providing greater flexibility and selection. Additionally, Stitch Fix launched two new private label brands - The Commons and Montgomery Post - to improve margins and differentiation. The company has made significant operational improvements, consolidating its warehouse network from five to three locations and exiting the UK market to focus resources on the core US business. Management implemented over $100 million in SG&A cost reductions while investing in AI and data science capabilities, with AI-powered inventory buying tools now informing nearly half of inventory purchases. Technology and marketing evolution has been another focus area, with the company developing improved CRM capabilities and more targeted promotional strategies. The Freestyle direct e-commerce platform has been positioned as both a customer acquisition tool and a way to re-engage existing clients between Fix shipments. Recent quarters have shown positive momentum, with men's and Freestyle channels returning to year-over-year revenue growth and the company raising both revenue and EBITDA guidance for fiscal 2025.
SFIX company profile · for informational purposes only — not investment advice.
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