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Stitch Fix, Inc. (SFIX) stock

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NASDAQ: SFIX Nasdaq Apparel Retail Next results ~December 3, 2026

D Fundamentals grade

Stitch Fix, Inc. is a US-listed company in the apparel retail industry. Its financial year ends in July.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$6.3

Revenue-to-maturity cash-flow model

Base case. Range ~$5.3–$7.7 across our lower- and higher-growth cases (1.4000000000000004%–11.4% a year).

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Stitch Fix, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 4 selling0 purchases and 29 sales by directors and officers, last 12 monthsInsider trades
  • Funds106 adding, 71 cuttingOf 33 active managers that changed their stake, 21 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Stitch Fix files

Where Stitch Fix stands after its latest 10-K

Revenue for the twelve months to August 2026 was $1.35bn, up 6.4% on a year earlier, faster than the 4.7% growth a quarter earlier. Free-cash-flow margin held at 1.5%. The diluted share count is up 4.2% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 2 financial-health checks. Our revenue-to-maturity cash-flow model value is $6.83 a share, against a share price of $2.60.

Source: 10-K filed September 24, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~December 3, 2026 (estimated)

Stitch Fix, Inc.'s trailing-twelve-month revenue grew 6.4% year on year, with a free-cash-flow margin of 1.5%. Where it stands out: change in growth rate of +1.7pp ranks 6 of 28 apparel retail companies we cover. Where it lags: stock pay as % of revenue of 3.5% ranks 24 of 26 apparel retail companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 113.8% while net income grew 56.1%: a 58pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Loss-making. Operating margin is -1.6%: costs exceed revenue.
  • Share dilution. Diluted shares rose 4.2% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 68% and a beta of 1.5 against the S&P 500.
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 3.5% ranks 24 of 26 apparel retail companies we cover (median 0.7%).
  • Heavily shorted. 15.4% of the shares available to trade are sold short (4.3 days of average volume to cover).
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 1739.3% over 90 days.

Latest results: FY2026 Q4

Filed September 24, 2026
Earnings per share
-$0.01 against an average estimate of -$0.06: beat by 84.9%
Revenue
$324m, up 4.2% on a year earlier
Share reaction
-26.1% in the first session after the results on September 23, 2026, against -0.8% for the S&P 500
Next report
December 3, 2026; average EPS estimate -$0.06

Stitch Fix's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+3.3%
  • 1 week+6.7%
  • 1 month+6.9%
  • This year-46.9%
  • 1 year-33.4%
  • 5 years-92.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.3B
Operating margin
-1.6%
Net margin
-0.9%
EPS (TTM, diluted)
$-0.09

Growth

Revenue growth
+6.4%
Change in growth rate
+1.7 pts
Share count change
+4.2%

Cash

Free cash flow (TTM)
$19.8M
FCF margin
1.5%
Stock pay % of revenue
3.5%

Earnings

Last results
September 23, 2026
Next results (est.)
December 3, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Leadership
  3. Results
  4. Product
  5. Governance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Stitch Fix, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Stitch Fix, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 10.8%: the 10-year Treasury yield (4.9%) plus a beta of 1.29 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$6.3 ~$5.3–$7.7 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$1.3 ~$2.5–$12 Included, half weight
Combined value Weighted average of the models that apply: the primary model (revenue-to-maturity model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$5.3 ~$1.3–$6.3 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Stitch Fix, Inc. with Apparel Retail in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 201820192020202120222023202420252026
Share price$29.51$24.83$22.15$53.92$5.97$4.91$4.09$4.49$4.02
Market value$2.4bn$2.6bn$2.3bn$5.7bn$649m$563m$492m$578m$540m
+ Net debt (− = net cash)−$298m−$171m−$143m−$130m−$131m−$239m−$163m−$114m−$95m
Enterprise value$2.1bn$2.4bn$2.1bn$5.6bn$518m$324m$329m$464m$444m
Multiples
Price / sales 2.0x1.6x1.3x2.7x0.3x0.4x0.4x0.5x0.4x
Price / earnings 53.4x69.8x———————
Price / free cash flow 43.1x53.9x179.0x—21.5x10.4x34.5x62.3x27.2x
EV / EBITDA 39.3x60.7x——————n/m

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

37 /100

Weak moat

How hard Stitch Fix's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -4.3% of total assets over 10 years.

  • Pricing power 15 / 20

    Gross margin has been a median 44.2%, moving by 0.7 percentage points (standard deviation) across 10 years.

  • Durability 10 / 20

    Operating margin has been a median -3.0%; its worst year was -10.0%.

  • Cash conversion 10 / 20

    Free cash flow was positive in 8 of 9 years, at a median 1.5% of revenue.

  • Discipline 7 / 20

    The diluted share count rose 26.7% over five years; stock-based pay has been a median 4.6% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (42 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: December 3, 2026, after the close. Analysts expect revenue of $326m and EPS of −$0.06 (range −$0.06 to −$0.06) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.11 −99% $1.3bn −1%
Next −$0.05 +55% $1.4bn +3%

Next year's EPS estimate has moved −1739.3% in 90 days, across 1 analysts.

Earnings against estimates

Quarter toEstimateActualSurprise
Jul 2026 −$0.06 −$0.01 +84.9%
Apr 2026 −$0.05 −$0.01 +81.0%
Jan 2026 −$0.04 −$0.02 +46.2%
Oct 2025 −$0.04 −$0.02 +59.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

6 analysts, Oct 2026
Buy117%
Hold583%
Sell00%

Monthly trend

  1. Oct 2026156
  2. Sep 2026156
  3. Aug 20262316

Counts of recommendations published by analysts covering Stitch Fix, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
15.4%
of tradable shares
Days to cover
4.32
at average volume
Short interest, 1 month
+9%
to September 30, 2026
Held by institutions
89%
of shares
Held by insiders
6.3%
of shares
Employees
4,240
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −33.4%

$4.19 on October 31, 2025 to $2.79

ThenNowEffect
Revenue (last 12 months) $1.3bn $1.3bn +6.4%
P/S multiple 0.4x 0.3x −34.8%
Share count 129m 134m −4.1%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −22.7%

$3.61 on November 3, 2023 to $2.79

ThenNowEffect
Revenue (last 12 months) $1.6bn $1.3bn −15.3%
P/S multiple 0.3x 0.3x +6.9%
Share count 115m 134m −14.6%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
SFIX−68%−84%+15%+21%+22%−47%
Industry peers (median)+70%−40%+5%+9%+6%−6%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
SFIX25%25%50%50%67%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
SFIX−83%−86%−50%−55%−50%−62%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 17, 2017: 98% from January 27, 2021 to May 10, 2024. Getting back needed a 4967% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$2.15 – $5.64
From 52-week high
−50.5%
vs 50-day average
+0.3%
vs 200-day average
−20.5%
Volatility (1 year)
68%
Beta vs S&P 500
1.53

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
4 up, 8 down
typical move ±19.5%
After a week
3 up, 9 down
typical move ±19.1%
After a month
3 up, 9 down
typical move ±19.1%
Results releasedNext dayS&P 500 next day5 days21 days
September 23, 2026 −26.1% −0.8% −14.4% −9.0%
June 10, 2026 +16.0% +0.1% +6.1% 0.0%
March 11, 2026 −4.8% −1.6% −9.1% −11.4%
December 4, 2025 +12.3% +0.3% +23.2% +13.6%
September 24, 2025 −13.7% −0.8% −24.2% −16.2%
June 10, 2025 −9.4% +0.3% −18.2% −16.7%
March 11, 2025 −3.4% −0.3% −14.0% −23.7%
December 10, 2024 +45.0% +0.5% −9.6% +9.0%
September 24, 2024 −40.1% +0.1% −29.8% −24.0%
June 4, 2024 +33.9% +1.3% +51.9% +61.6%
March 4, 2024 −19.3% −1.1% −25.9% −23.1%
December 5, 2023 −9.9% −0.4% −2.4% −21.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Stitch Fix, Inc. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Stitch Fix, Inc.
$1.2B $1.3B $1.4B $1.5B $1.6B FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue (TTM), FY24 Q1: $1.5B Revenue (TTM), FY24 Q2: $1.4B Revenue (TTM), FY24 Q3: $1.4B Revenue (TTM), FY24 Q4: $1.3B Revenue (TTM), FY25 Q1: $1.3B Revenue (TTM), FY25 Q2: $1.3B Revenue (TTM), FY25 Q3: $1.3B Revenue (TTM), FY25 Q4: $1.3B Revenue (TTM), FY26 Q1: $1.3B Revenue (TTM), FY26 Q2: $1.3B Revenue (TTM), FY26 Q3: $1.3B Revenue (TTM), FY26 Q4: $1.3B $1.3B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY24 Q1 $1.5B
FY24 Q2 $1.4B
FY24 Q3 $1.4B
FY24 Q4 $1.3B
FY25 Q1 $1.3B
FY25 Q2 $1.3B
FY25 Q3 $1.3B
FY25 Q4 $1.3B
FY26 Q1 $1.3B
FY26 Q2 $1.3B
FY26 Q3 $1.3B
FY26 Q4 $1.3B
Revenue growth, TTM YoY Stitch Fix, Inc.
-20% -10% 0% 10% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Revenue growth, TTM YoY, FY24 Q1: -19.5% Revenue growth, TTM YoY, FY24 Q2: -18.2% Revenue growth, TTM YoY, FY24 Q3: -16.4% Revenue growth, TTM YoY, FY24 Q4: -16.0% Revenue growth, TTM YoY, FY25 Q1: -14.7% Revenue growth, TTM YoY, FY25 Q2: -11.8% Revenue growth, TTM YoY, FY25 Q3: -7.8% Revenue growth, TTM YoY, FY25 Q4: -5.3% Revenue growth, TTM YoY, FY26 Q1: -0.1% Revenue growth, TTM YoY, FY26 Q2: 3.6% Revenue growth, TTM YoY, FY26 Q3: 4.7% Revenue growth, TTM YoY, FY26 Q4: 6.4% 6.4%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q1 -19.5%
FY24 Q2 -18.2%
FY24 Q3 -16.4%
FY24 Q4 -16.0%
FY25 Q1 -14.7%
FY25 Q2 -11.8%
FY25 Q3 -7.8%
FY25 Q4 -5.3%
FY26 Q1 -0.1%
FY26 Q2 3.6%
FY26 Q3 4.7%
FY26 Q4 6.4%
Operating margin (TTM) Stitch Fix, Inc.
-10% -5% 0% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 Operating margin (TTM), FY24 Q1: -8.9% Operating margin (TTM), FY24 Q2: -7.6% Operating margin (TTM), FY24 Q3: -8.3% Operating margin (TTM), FY24 Q4: -10.0% Operating margin (TTM), FY25 Q1: -8.8% Operating margin (TTM), FY25 Q2: -6.7% Operating margin (TTM), FY25 Q3: -5.5% Operating margin (TTM), FY25 Q4: -3.1% Operating margin (TTM), FY26 Q1: -3.0% Operating margin (TTM), FY26 Q2: -2.6% Operating margin (TTM), FY26 Q3: -2.1% Operating margin (TTM), FY26 Q4: -1.6% -1.6%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q1 -8.9%
FY24 Q2 -7.6%
FY24 Q3 -8.3%
FY24 Q4 -10.0%
FY25 Q1 -8.8%
FY25 Q2 -6.7%
FY25 Q3 -5.5%
FY25 Q4 -3.1%
FY26 Q1 -3.0%
FY26 Q2 -2.6%
FY26 Q3 -2.1%
FY26 Q4 -1.6%
FCF margin (TTM) Stitch Fix, Inc.
0% 2% 4% 6% FY24 Q1 FY24 Q4 FY25 Q3 FY26 Q4 FCF margin (TTM), FY24 Q1: 5.8% FCF margin (TTM), FY24 Q2: 3.2% FCF margin (TTM), FY24 Q3: 3.1% FCF margin (TTM), FY24 Q4: 1.1% FCF margin (TTM), FY25 Q1: 0.6% FCF margin (TTM), FY25 Q2: 1.1% FCF margin (TTM), FY25 Q3: 0.9% FCF margin (TTM), FY25 Q4: 0.7% FCF margin (TTM), FY26 Q1: 0.4% FCF margin (TTM), FY26 Q2: 2.1% FCF margin (TTM), FY26 Q3: 1.4% FCF margin (TTM), FY26 Q4: 1.5% 1.5%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q1 5.8%
FY24 Q2 3.2%
FY24 Q3 3.1%
FY24 Q4 1.1%
FY25 Q1 0.6%
FY25 Q2 1.1%
FY25 Q3 0.9%
FY25 Q4 0.7%
FY26 Q1 0.4%
FY26 Q2 2.1%
FY26 Q3 1.4%
FY26 Q4 1.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2016 Jul 2016 2017 Jul 2017 2018 Jul 2018 2019 Aug 2019 2020 Aug 2020 2021 Jul 2021 2022 Jul 2022 2023 Jul 2023 2024 Aug 2024 2025 Aug 2025 2026 Aug 2026
Income
Revenue 730 977 1,227 1,578 1,712 2,101 2,018 1,593 1,337 1,267 1,348
Gross profit 323 434 536 703 754 948 887 676 592 563 588
EBITDA 68 39 54 40 −29 −36 −151 −113 −89 −13 1
Operating income 64 32 43 23 −52 −63 −184 −155 −133 −39 −22
Net income 33 −1 45 37 −67 −9 −207 −172 −129 −29 −13
Diluted EPS $0.34 −$0.02 $0.34 $0.36 −$0.66 −$0.08 −$1.90 −$1.50 −$1.07 −$0.22 −$0.09
Growth (year on year)
Revenue — +33.8% +25.5% +28.6% +8.5% +22.8% −4.0% −21.1% −16.0% −5.3% +6.4%
EBITDA — −42.0% +36.1% −26.0% −173.4% — — — — — —
Operating income — −50.7% +36.0% −45.4% — — — — — — —
Net income — −101.8% — −17.9% −282.0% — — — — — —
Diluted EPS — −105.9% — +5.9% −283.3% — — — — — —
Margins
Gross margin 44.3% 44.5% 43.7% 44.6% 44.1% 45.1% 43.9% 42.4% 44.3% 44.4% 43.7%
EBITDA margin 9.3% 4.0% 4.4% 2.5% −1.7% −1.7% −7.5% −7.1% −6.6% −1.0% 0.1%
Operating margin 8.8% 3.2% 3.5% 1.5% −3.0% −3.0% −9.1% −9.8% −10.0% −3.1% −1.6%
Net margin 4.5% −0.1% 3.7% 2.3% −3.9% −0.4% −10.3% −10.8% −9.6% −2.3% −0.9%
Free-cash-flow margin 4.1% 2.2% 4.5% 3.0% 0.7% −2.4% 1.5% 3.4% 1.1% 0.7% 1.5%
Cash flow
Cash from operations 45 39 72 79 43 −16 75 73 28 26 39
Capital spending 15 17 17 31 30 35 45 19 14 16 19
Free cash flow 30 21 56 48 13 −51 30 54 14 9 20
Stock-based pay 2 4 15 35 68 101 126 102 77 57 46
Free cash flow after stock pay 28 18 40 13 −55 −152 −96 −48 −63 −47 −27
Balance sheet
Cash 101 111 298 171 143 130 131 239 163 114 95
Total debt 0 0 0 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −101 −111 −298 −171 −143 −130 −131 −239 −163 −114 −95
Diluted shares 28m 25m 81m 104m 102m 106m 109m 115m 120m 129m 134m
Returned to shareholders
Buybacks 0 4 0 0 0 0 30 0 0 0 26
Total returned 0 4 0 0 0 0 30 0 0 0 26

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · August 1, 2026
What it owns · $479m
Short-term assets $348mLonger-term assets $131m
What it owes, and who funded it · $479m
Short-term liabilities $236mLonger-term liabilities $48mShareholders' equity $196m
  • Short-term assets cover short-term liabilities $348m of assets due within a year against $236m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $348m short-term assets against $48m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Stitch Fix, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Buybacks, last 3 fiscal years
$26.4M
Diluted share count
+4.2%
year over year
Sales & admin spending
45.3%
of revenue

Competitors: side by side with peers

Closest by revenue in apparel retail
Last 12 months unless stated SFIX BKE LE PLCE SHOE CURV Median
Revenue, last 12 months $1.3bn $1.3bn $1.2bn $1.1bn $1.1bn $949m $1.1bn
Revenue growth, last 12 months 6.4% 6.2% 1.4% −15.9% −4.1% −11.2% 4.2%
Revenue growth, 3-year average −5.4% 0.5% −3.6% −11.7% −2.9% −7.1% 0.9%
Revenue growth, latest quarter 4.2% 4.6% 5.3% −18.9% −7.2% −11.8% 4.4%
Gross margin 43.7% 49.0% 55.7% 29.0% 34.5% 34.7% 40.1%
Operating margin −1.6% 20.8% 0.6% −8.2% 2.8% 1.9% 2.0%
Operating margin, 3-year average −4.9% 20.4% −0.9% −3.8% 5.8% 3.5% 0.2%
Net margin −0.9% 16.6% 30.5% −11.8% 2.2% −0.9% 1.5%
Cash from operations / revenue 2.9% 19.4% −3.2% 4.4% 9.2% −0.1% 4.9%
Free-cash-flow margin 1.5% 14.4% −6.4% 2.0% 6.0% −1.4% 2.9%
Free-cash-flow margin, 3-year average 1.1% 16.1% −0.3% −1.4% 5.4% 1.1% 1.7%
Stock pay / revenue 3.5% — 0.5% −0.0% 0.8% 0.6% 0.7%
Change in share count 4.2% 0.8% −1.2% 28.0% −0.2% −5.6% −0.3%

Median of all 28 companies we cover in apparel retail. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

28 apparel retail companies
Measure Company Peer median Rank
Revenue growth Growth 6.4% 4.7% 11 of 28
Change in growth rate Growth +1.7pp -0.2pp 6 of 28
Gross margin Profitability 43.7% 40.5% 11 of 26
Operating margin Profitability -1.6% 1.9% 18 of 25
Net margin Profitability -0.9% 1.7% 21 of 28
Free-cash-flow margin Cash generation 1.5% 3.0% 19 of 28
Stock pay as % of revenue Cash generation 3.5% 0.7% 24 of 26
Change in share count Balance sheet 4.2% -0.3% 22 of 27

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$427M
Institutions reporting
186
Shares held vs prior quarter
▼ 3.8%
Positions opened / closed
25 / 26

Top buyers and sellers, Q2 2026: 106 institutions bought and 71 sold ; the biggest buyer was AQR Capital Management LLC (+1.3M shares) and the biggest seller Marshall Wace, LLP (−3.0M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Disciplined Growth Investors Inc $77.7M 18.9M 18.2% ▲ 0.9%
Blackrock, Inc. $49.8M 12.1M 11.7% ▲ 9.1%
Working Capital Advisors (UK) Ltd. $33.5M 8.2M 7.8% ▼ 26.2%
Renaissance Technologies LLC $24.7M 6.0M 5.8% ▲ 6.3%
Vanguard Capital Management LLC $20.4M 5.0M 4.8% ▲ 3.5%
AQR Capital Management LLC $19.9M 4.8M 4.7% ▲ 36.4%
State Street Corp $14.4M 3.5M 3.4% ▲ 10.1%
Arrowstreet Capital, Limited Partnership $13.1M 3.2M 3.1% ▲ 9.9%
Geode Capital Management, LLC $12.9M 3.1M 3.0% ▲ 9.0%
Vanguard Portfolio Management LLC $12.5M 3.0M 2.9% ▲ 6.3%
Archon Capital Management LLC $12.4M 3.0M 2.9% ▲ 20.4%
Dimensional Fund Advisors LP $10.3M 2.5M 2.4% ▲ 3.7%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Stitch Fix, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $6.6M 29 trades by 4 insiders · 100% under pre-set plans
Net ▼ $6.6M net selling
Insider Date Trade Shares Price Value
Bacos Anthony Chief Prod/Technology Officer August 3, 2026 Sell pre-set plan 20,000 $4.09 $81,800
Bacos Anthony Chief Prod/Technology Officer August 3, 2026 Sell pre-set plan 50,000 $4.09 $204,500
Bacos Anthony Chief Prod/Technology Officer July 27, 2026 Sell pre-set plan 20,000 $3.74 $74,800
Bacos Anthony Chief Prod/Technology Officer July 27, 2026 Sell pre-set plan 50,000 $3.77 $188,500
Bacos Anthony Chief Prod/Technology Officer July 20, 2026 Sell pre-set plan 20,000 $3.79 $75,800
Bacos Anthony Chief Prod/Technology Officer July 20, 2026 Sell pre-set plan 50,000 $3.79 $189,500
O'Connor Casey Chief Legal Officer July 16, 2026 Sell pre-set plan 50,000 $3.93 $196,500
Bacos Anthony Chief Prod/Technology Officer July 13, 2026 Sell pre-set plan 20,000 $3.62 $72,400
Bacos Anthony Chief Prod/Technology Officer July 13, 2026 Sell pre-set plan 50,000 $3.62 $181,000
Bacos Anthony Chief Prod/Technology Officer July 6, 2026 Sell pre-set plan 20,000 $3.76 $75,200
Bacos Anthony Chief Prod/Technology Officer July 6, 2026 Sell pre-set plan 50,000 $3.80 $190,000
Aufderhaar David Chief Financial Officer July 6, 2026 Sell pre-set plan 67,960 $3.79 $257,568

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around December 3, 2026 estimated from the company's past filing pattern, not announced

  • September 23, 2026
  • June 10, 2026
  • March 11, 2026
  • December 4, 2025
  • September 24, 2025
  • June 10, 2025

Recent SEC filings

Data status

When each part of this page on Stitch Fix, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Stitch Fix, Inc. in brief

What does Stitch Fix, Inc. do?
Stitch Fix, Inc. is a US-listed company in the apparel retail industry. Its financial year ends in July.
What is Stitch Fix, Inc.'s stock ticker?
Stitch Fix, Inc. trades under the ticker SFIX on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Stitch Fix, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Stitch Fix, Inc. reported revenue of $1.3B, 6.4% higher than a year earlier, according to its SEC filings.
What is Stitch Fix, Inc.'s free cash flow?
Stitch Fix, Inc.'s free-cash-flow margin is 1.5% of revenue over the trailing twelve months, ranking 19 of the 28 apparel retail companies we cover.
Who are Stitch Fix, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Disciplined Growth Investors Inc, Blackrock, Inc. and Working Capital Advisors (UK) Ltd. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Stitch Fix, Inc.'s market cap?
On July 31, 2026, Stitch Fix, Inc.'s market capitalisation was about $540M and net debt of -$95.3M. Market figures come from third-party market data and may be delayed.
Who are Stitch Fix, Inc.'s competitors?
In our Apparel Retail peer group, the companies closest to Stitch Fix, Inc. are Buckle Inc, Lands' END, Inc., Childrens Place, Inc., Shoe Station Group Inc and Torrid Holdings Inc. The side-by-side comparison below sets their revenue, margins and growth against Stitch Fix, Inc.'s.
Are insiders buying or selling Stitch Fix, Inc. stock?
Over the last 12 months, Stitch Fix, Inc.'s directors and officers reported 0 open-market purchases and 29 sales on Form 4. The insider trading page charts every trade.
When is Stitch Fix, Inc.'s next earnings date?
Around December 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Stitch Fix, Inc. announces its own schedule.