earnings
confidence high
sentiment negative
materiality 0.70
Stitch Fix Q4 revenue +4.2% to $324M; FY27 revenue guided down 2.8%-0.9%
Stitch Fix, Inc.
- Q4 FY26: revenue $324.4M (+4.2% YoY); net loss $2.1M, diluted EPS -$0.02; adjusted EBITDA $10.8M.
- FY26: revenue $1,348.1M (+6.4% YoY); net loss $12.6M; adjusted EBITDA $53.4M; cash $220.9M, no debt.
- Active clients 2.277M (-1.4% YoY); net revenue per active client $592, up 7.8% YoY.
- FY27 guidance: revenue $1.310-1.360B (-2.8% to +0.9% YoY); adjusted EBITDA $27-42M; gross margin 43-44%.
- August post-checkout offer-flow change limited Fix reorder eligibility, now corrected; Fix shipment timing shift also pressured Q1 FY27.