{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-016819","form_type":"8-K","ticker":"SFIX","cik":"0001576942","company_name":"Stitch Fix, Inc.","filed_at":"2026-03-11T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.511989+00:00","generated_at":"2026-05-15T14:47:55.076320+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Stitch Fix Q2 revenue $341.3M (+9.4% YoY); net loss $2.7M","bullets":["Net revenue $341.3M (+9.4% YoY); net loss $2.7M ($0.02 diluted EPS).","Active clients 2.288M (-3.5% YoY); revenue per active client $577 (+7.4% YoY).","Adjusted EBITDA $15.9M (4.7% margin); free cash flow $3.4M; cash $240.5M.","Q3 FY2026 revenue guidance $330-335M; full-year FY2026 revenue $1.33-1.35B.","Gross margin 43.6% (-90 bps YoY); full-year gross margin expected 43-44%."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-016819","json":"https://secwatch.observer/filing/0001628280-26-016819.json","markdown":"https://secwatch.observer/filing/0001628280-26-016819.md","text":"https://secwatch.observer/filing/0001628280-26-016819.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1576942/000162828026016819/0001628280-26-016819-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1576942/000162828026016819/sfix-20260311.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T14:47:55.076320+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1764e60580ef217a1837365e838c08f1ba1d0dd9","claim":"Stitch Fix, Inc. reported fiscal year 2026 results: revenue $1.330 billion - $1.350 billion.","evidence_excerpt":"Stitch Fix’s updated financial outlook for fiscal year 2026 is as follows: Fiscal Year 2026 Net Revenue $1.330 billion - $1.350 billion 5.0% - 6.5% YoY Adjusted EBITDA $42 million - $50 million 3.2% - 3.7% margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1576942/000162828026016819/0001628280-26-016819-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"Revenue","value":"$1.330 billion - $1.350 billion"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"39d5d33da54f320d8d7f5d4a3eb0f209f4545e55","claim":"Stitch Fix, Inc. reported second quarter of fiscal 2026 ended January 31, 2026 results: revenue Net revenue of $341.3 million, net income Net loss of $2.7 million, EPS diluted loss per share of $0.02.","evidence_excerpt":"Second Quarter Fiscal 2026 Key Metrics and Financial Highlights • Net revenue of $341.3 million, an increase of 9.4% year-over-year. • Active clients of 2.288 million, a decrease of 0.8% quarter-over-quarter and a decrease of 3.5% year-over-year. • Net revenue per active client of $577, an increase of 7.4% year-over-year. • Gross margin of 43.6%, a decrease of 90 basis points year-over-year. • Net loss of $2.7 million and net loss margin of 0.8%; diluted loss per share of $0.02.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1576942/000162828026016819/0001628280-26-016819-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of fiscal 2026 ended January 31, 2026"},{"label":"Revenue","value":"Net revenue of $341.3 million"},{"label":"Net income","value":"Net loss of $2.7 million"},{"label":"EPS","value":"diluted loss per share of $0.02"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e5dbeab6985e36f0662252f68ea8da31e10f782c","claim":"Stitch Fix, Inc. reported third quarter of fiscal 2026, ending May 2, 2026 results: revenue $330 million - $335 million.","evidence_excerpt":"Stitch Fix’s financial outlook for the third quarter of fiscal 2026, ending May 2, 2026, is as follows: Q3 2026 Net Revenue $330 million - $335 million 1.5% - 3.1% YoY Adjusted EBITDA $7 million - $10 million 2.1% - 3.0% margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1576942/000162828026016819/0001628280-26-016819-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of fiscal 2026, ending May 2, 2026"},{"label":"Revenue","value":"$330 million - $335 million"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}