earnings
confidence high
sentiment positive
materiality 0.75
Stitch Fix Q3 FY2026 revenue $340.3M (+4.7% YoY), adjusted EBITDA $13.2M above guidance
Stitch Fix, Inc.
- Net loss $1.5M, diluted EPS -$0.01; gross margin 43.7% down 50bps YoY.
- Active clients 2.309M (+0.9% QoQ, -1.9% YoY); net revenue per active client $578 (+6.6% YoY).
- Q4 FY2026 guidance: revenue $322-327M, adjusted EBITDA $7-10M.
- Full-year FY2026 guidance raised: revenue $1.346-1.351B, adjusted EBITDA $49-52M.
- Repurchased 4.5M shares for $15.1M; cash and investments $229.4M, no debt.