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SFIX

Stitch Fix, Inc.

SFIX

Stitch Fix, Inc. • NASDAQ
$4.26 ▲ 0.71% (+0.03)
Market Cap $561.43 M
52w High $6.99
52w Low $2.60
Dividend Yield 0%
P/E -19.36
Volume 1.08M
Outstanding Shares 131.79M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q4-2025 $311.227M ▼ $136.86M ▼ $-8.576M ▼ -2.756% ▼ $-0.07 ▼ $-8.577M ▼
Q3-2025 $325.016M ▲ $153.266M ▲ $-7.378M ▼ -2.27% ▼ $-0.057 ▼ $-3.233M ▼
Q2-2025 $312.11M ▼ $147.886M ▼ $-6.529M ▼ -2.092% ▼ $-0.05 ▼ $-2.403M ▼
Q1-2025 $318.818M ▼ $153.771M ▼ $-6.256M ▲ -1.962% ▲ $-0.05 ▲ $-2.107M ▲
Q4-2024 $319.55M $184.365M $-36.498M -11.422% $-0.3 $-33.861M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q4-2025 $234.853M ▲ $480.622M ▼ $277.644M ▼ $202.978M ▲
Q3-2025 $234.22M ▲ $484.748M ▲ $284.357M ▲ $200.391M ▲
Q2-2025 $219.103M ▼ $472.638M ▼ $274.881M ▼ $197.757M ▲
Q1-2025 $253.272M ▲ $507.119M ▲ $316.624M ▲ $190.495M ▲
Q4-2024 $246.968M $486.864M $299.842M $187.022M

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q4-2025 $-8.576M ▼ $7.003M ▼ $-4.228M ▲ $0 ▲ $0 ▲ $2.775M ▼
Q3-2025 $-7.381M ▼ $20.664M ▲ $-20.715M ▼ $-4.239M ▲ $-4.29M ▲ $15.998M ▲
Q2-2025 $-6.623M ▼ $-16.212M ▼ $-3.245M ▲ $-4.408M ▼ $-23.948M ▲ $-19.436M ▼
Q1-2025 $-6.263M ▲ $14.268M ▲ $-35.729M ▲ $-3.785M ▼ $-25.709M ▲ $9.945M ▲
Q4-2024 $-36.498M $8.966M $-39.193M $-3.677M $-33.645M $4.494M

Five-Year Company Overview

Income Statement

Income Statement Revenue has been drifting down from its earlier peak, which suggests the business is still working through demand and engagement challenges. On the positive side, the company has been slowly narrowing its operating losses, showing better cost control and some improvement in efficiency, but it is still not consistently profitable. Gross profitability per dollar of sales remains fairly solid, meaning the basic economics of selling clothes are intact, yet overhead and operating expenses continue to weigh on the bottom line. Overall, the income statement tells a story of a company in turnaround mode: shrinking sales, but also shrinking losses, with a long way to go before stable, meaningful profits are evident.

Balance Sheet

Balance Sheet The balance sheet shows a smaller company than a few years ago, with total assets and shareholder equity trending down as the business has slimmed its footprint. The firm still has a reasonable cushion of equity, which indicates that assets exceed liabilities, but that buffer has narrowed over time. Debt exists but is not excessive relative to the size of the business, and cash levels, while lower than their prior peak, remain meaningful. In simple terms, the balance sheet looks cautious but not distressed: resources are tighter than before, yet the company has not overburdened itself with heavy borrowing.

Cash Flow

Cash Flow Despite accounting losses, the business has generally been able to generate positive cash from its operations in recent years, showing that the core model can still bring in cash when managed carefully. Free cash flow has been modest but positive lately, helped by reduced spending on new facilities and technology. Lower capital investment suggests a shift from aggressive expansion toward preservation of cash and selective improvements. Overall, the cash flow picture is more resilient than the income statement alone might imply, but it depends heavily on ongoing cost discipline and stable client activity.

Competitive Edge

Competitive Edge Stitch Fix occupies a distinct niche at the crossroads of fashion, e‑commerce, and personalization. Its main strengths are a well-known brand in curated styling, a rich pool of client data, and a hybrid model that blends algorithms with human stylists. These elements create a degree of stickiness for existing clients, who invest time in their style profiles and feedback loops. However, the broader apparel market is extremely competitive, and rivals can increasingly deploy similar AI tools, which threatens to narrow Stitch Fix’s edge over time. Pressure from large generalist retailers, direct-to-consumer brands, and other subscription services means the company must continuously prove that its curated experience is meaningfully better, not just different.

Innovation and R&D

Innovation and R&D Innovation is central to Stitch Fix’s identity. The company is leaning heavily into artificial intelligence and data science—using algorithms to read style preferences, interpret freeform feedback, and power tools like Stitch Fix Vision, which aims to show outfits on a client’s own likeness. It is also iterating on its product mix and experience: more flexible box sizes, themed “Fixes,” family accounts, and a tighter integration of its traditional Fix service with its personalized Freestyle shopping. Private label brands add differentiation and potentially better margins. Under its newer leadership, R&D appears focused less on flashy expansion and more on deepening the core styling experience and making the service feel more personal, visual, and convenient.

Summary

Stitch Fix today looks like a company in mid-transformation. Financially, it has pulled back from its earlier scale, working to stabilize revenue while tightening costs enough to reduce, but not eliminate, losses. The balance sheet and cash flows suggest a business that is being run more cautiously, with an emphasis on preserving flexibility rather than chasing rapid growth at any price. Competitively, Stitch Fix still has a clear identity and meaningful data and brand assets, but faces intense pressure as personalization becomes easier for many players. Its path forward depends on converting its technology, styling expertise, and ongoing product experiments into a service that re-accelerates client engagement and spending. The opportunity is real, but so are the execution risks, making this a story to watch for clear signs of durable client growth and consistently healthier economics over the next few years.

NEWS

November 13, 2025 · 4:05 PM UTC

Stitch Fix Announces Date for First Quarter 2026 Financial Results and Conference Call

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October 28, 2025 · 10:00 AM UTC

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Stitch Fix, Inc. - SFIX

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October 24, 2025 · 10:00 AM UTC

Halper Sadeh LLC Encourages Stitch Fix, Inc. Shareholders to Contact the Firm to Discuss Their Rights

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October 23, 2025 · 10:00 AM UTC

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Stitch Fix, Inc. - SFIX

Read more

October 18, 2025 · 10:00 AM UTC

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Stitch Fix, Inc. - SFIX

Read more