secwatch.observer — SEC 8-K summary
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Issuer:     Stitch Fix, Inc. (SFIX)
CIK:        0001576942
Form:       8-K
Filed at:   2026-09-23T20:01:20+00:00
Accession:  0001628280-26-063208
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Stitch Fix Q4 revenue +4.2% to $324M; FY27 revenue guided down 2.8%-0.9%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1576942/000162828026063208/0001628280-26-063208-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1576942/000162828026063208/sfix-20260923.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-063208

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer