analyzeportfolio
Nasdaq · Consumer Discretionary

Stitch Fix, Inc. (SFIX)

As-reported financials and SEC filings for Stitch Fix, Inc. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Stitch Fix, Inc.

Stitch Fix, Inc. is an online personal styling service that uses a combination of expert stylists and artificial intelligence to provide personalized clothing, shoes, and accessories to clients. The company serves primarily individual consumers in the United States by delivering curated shipments called "Fixes" or offering direct purchases through its website and mobile app. Stitch Fix offers apparel for women, men, kids, and various specialty categories, sourcing products from brand partners and its own private labels.

Snapshot

Revenue
$1.35B
Revenue growth (YoY)
6.4%
Net income
$-12.6M
Diluted EPS
$-0.09
Gross margin
43.7%
Operating margin
-1.6%
Net margin
-0.9%
FCF margin
1.5%
ROE
-6.4%
net income / fiscal-year-end equity
P/E
n/m
not meaningful: a reported loss in the fiscal year or the trailing twelve months
Market cap
$327.3M
Long-term debt / equity
—
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended August 1, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Stitch Fix

  • Revenue grew 6.4% to $1.3B in FY2026, after a 5.3% decline the year before.
  • Operating margin is -1.6% in FY2026, +7.5 pp against -9.1% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $324M, up 4.2% from Q4 FY2025.
  • Free cash flow was $20M in FY2026, 1.5% of revenue.
  • Net loss narrowed to $13M in FY2026, from $29M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Stitch Fix’s fundamentals sit among the 410 Consumer Discretionary companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin43.7%
67th percentile of 277
Operating margin-1.6%
26th percentile of 348
Net margin-0.9%
29th percentile of 384
FCF margin1.5%
32nd percentile of 358
Revenue growth (YoY)+6.4%
66th percentile of 401
ROE-6.4%
28th percentile of 349
Short interest2.85d
32nd percentile of 408

No reported insider purchases (code P) in the last 90 days; 6 insider sales totaling $814,640. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+6 quant / multi-strat
Initiated / added
5
0 new, 5 added
Reduced / exited
1
1 trimmed, 0 exited
Combined position
$53.8M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$24.7M6.0MAdded
AQR Capital ManagementquantQ2 2026$19.9M4.8MAdded
D. E. ShawquantQ2 2026$3.8M913.6KAdded
Coatue ManagementQ2 2026$3.0M735.4KHeld
Millennium ManagementquantQ2 2026$1.1M276.0KReduced
Two Sigma InvestmentsquantQ2 2026$642,541156.3KAdded
Citadel AdvisorsquantQ2 2026$639,722155.7KAdded

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
6
$815K
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-03
filed 2026-08-05
Anthony BacosChief Prod/Technology OfficerSell50.0K$4.09$204K
2026-08-03
filed 2026-08-05
Anthony BacosChief Prod/Technology OfficerSell20.0K$4.09$82K
2026-07-27
filed 2026-07-29
Anthony BacosChief Prod/Technology OfficerSell50.0K$3.77$189K
2026-07-27
filed 2026-07-29
Anthony BacosChief Prod/Technology OfficerSell20.0K$3.74$75K
2026-07-20
filed 2026-07-21
Anthony BacosChief Prod/Technology OfficerSell50.0K$3.79$189K
2026-07-20
filed 2026-07-21
Anthony BacosChief Prod/Technology OfficerSell20.0K$3.79$76K
2026-07-16
filed 2026-07-20
Casey O'ConnorChief Legal OfficerSell50.0K$3.93$197K
2026-07-13
filed 2026-07-14
Anthony BacosChief Prod/Technology OfficerSell50.0K$3.62$181K
2026-07-13
filed 2026-07-14
Anthony BacosChief Prod/Technology OfficerSell20.0K$3.62$72K
2026-07-06
filed 2026-07-08
David AufderhaarChief Financial OfficerSell68.0K$3.79$257K
2026-07-06
filed 2026-07-08
Anthony BacosChief Prod/Technology OfficerSell50.0K$3.80$190K
2026-07-06
filed 2026-07-08
Anthony BacosChief Prod/Technology OfficerSell20.0K$3.76$75K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
14.6M
settled 2026-09-30
Change vs prior
+0.2%
vs previous settlement
Days to cover
2.85
at avg daily volume
Avg daily volume
5.1M
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-3014.6M+0.2%2.85
2026-09-1514.6M+9.2%9.96
2026-08-3113.4M+8.2%9.38
2026-08-1412.3M-1.4%7.80
2026-07-3112.5M-2.3%9.49
2026-07-1512.8M+0.7%9.38
2026-06-3012.7M-10.9%4.35
2026-06-1514.3M-13.7%5.67

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.35B$1.27B$1.34B$1.59B$2.02B
Gross profit
Operating income$-21.7M$-38.9M$-133.4M$-155.3M$-184.5M
Net income$-12.6M$-28.7M$-128.8M$-172.0M$-207.1M
Diluted EPS$-0.09$-0.22$-1.07$-1.50$-1.90

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$95.3M$114.0M$162.9M$239.4M$130.9M
Current assets$348.3M$373.9M$366.7M$425.5M$477.3M
Total assets$479.4M$480.6M$486.9M$614.5M$764.5M
Current liabilities$235.7M$206.2M$203.6M$238.1M$295.6M
Long-term debt—————
Total liabilities$283.3M$277.6M$299.8M$367.2M$441.9M
Total equity$196.1M$203.0M$187.0M$247.3M$322.7M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$39.1M$25.6M$28.2M$73.2M$75.2M
Capital expenditure$19.2M$16.3M$14.0M$18.9M$45.0M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY20264.2%
Q3 FY2026$340.3M4.7%$-1.5M$-0.01
Q2 FY2026$341.3M9.4%$-2.7M$-0.02
Q1 FY2026$342.1M7.3%$-6.4M$-0.05
Q4 FY2025-2.6%
Q3 FY2025$325.0M0.7%$-7.4M$-0.06
Q2 FY2025$312.1M-5.5%$-6.5M$-0.05
Q1 FY2025$318.8M-12.6%$-6.3M$-0.05

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNasdaq
SectorConsumer Discretionary
SIC industryRetail-Catalog & Mail-Order Houses
Latest annual periodFY2026 (ended August 1, 2026)
Latest reported quarterQ4 FY2026 (ended August 1, 2026)
Oldest indexed filing2017
SEC CIK1576942

Selected SEC filings

10-K2026-09-24
View on EDGAR →
10-Q2026-06-11
View on EDGAR →
10-Q2026-03-12
View on EDGAR →
8-K2026-09-25
View on EDGAR →
8-K2026-09-23
View on EDGAR →
8-K2026-07-28
View on EDGAR →
8-K2026-06-10
View on EDGAR →

Largest Consumer Discretionary peers

All Consumer Discretionary companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.