Highest-materiality recent filing
Stitch Fix Q3 FY2026 revenue $340.3M (+4.7% YoY), adjusted EBITDA $13.2M above guidance
Net loss $1.5M, diluted EPS -$0.01; gross margin 43.7% down 50bps YoY.
Stitch Fix resumes share repurchase program; buys $15M worth of stock
Resumed repurchases under existing $150M program authorized by Board in January 2022.
Stitch Fix CPTO Anthony Bacos to retire effective August 1, 2026
Anthony Bacos, CPTO, notified company of retirement on March 12, 2026.
Stitch Fix Q2 revenue $341.3M (+9.4% YoY); net loss $2.7M
Net revenue $341.3M (+9.4% YoY); net loss $2.7M ($0.02 diluted EPS).
Stitch Fix extends credit maturity to Dec 2028; annual meeting votes pass
Extended first lien credit agreement maturity from Dec 4, 2026 to Dec 11, 2028 via First Amendment with Citibank.
Stitch Fix Q1 FY26 revenue $342.1M (+7.3% YoY); guides FY26 rev $1.32-1.35B
Net revenue $342.1M, +7.3% YoY; net loss $6.4M ($0.05 diluted EPS loss); adjusted EBITDA $13.4M (3.9% margin).
Stitch Fix Q4 revenue up 4.4% adjusted, net loss $8.6M; guides FY2026 growth 1-5%
Q4 net revenue $311.2M, adjusted growth +4.4% YoY; RPAC $549, +3.0% YoY.
Stitch Fix Q3 FY2025 revenue $325M (+0.7% YoY); active clients down 10.6% YoY; guides Q4 $298-303M
Net revenue $325.0M (+0.7% YoY); net loss $7.4M ($0.06 diluted loss per share).
Stitch Fix Q2 FY2025 net revenue $312.1M (-5.5% YoY); active clients down 15.5% YoY
Net loss of $6.6M ($0.05 diluted EPS); adjusted EBITDA of $15.9M (5.1% margin).
Elected Katrina Lake, Sharon McCollam, and Elizabeth Williams as Class I directors; each received >257M votes for vs ~16M withheld.
Stitch Fix Q1 revenue $318.8M (-12.6% YoY), EPS -$0.05; Q2 guide $290-300M
Net revenue $318.8M, down 12.6% YoY; net loss $6.3M, diluted EPS -$0.05.
Stitch Fix Q4 revenue $319.6M (-12.4% YoY); net loss $35.7M; active clients down 19.6% YoY
Net revenue $319.6M in Q4, down 12.4% YoY (18.3% adjusted for extra week).
Stitch Fix appoints two new directors; Steve Anderson resigns from board
Timothy Baxter (former CEO of Express, Inc.) appointed Class II director and Compensation Committee member, effective Oct 14, 2024.
Stitch Fix CAO Sarah Barkema resigns effective Sept 13; CFO Aufderhaar to assume role
Chief Accounting Officer Sarah Barkema resigned, effective September 13, 2024.
Stitch Fix Q3 revenue $322.7M beats guidance; net loss narrows, adj EBITDA positive
Net revenue $322.7M, down 16% YoY but exceeded expectations; gross margin improved 280 bps to 45.5%.
Stitch Fix Q2 revenue falls 18% to $330.4M; active clients down 17% YoY
Net revenue $330.4M (-18% YoY); GAAP net loss $35.0M ($0.29 loss per share).
StitchFix director Neal Mohan resigns; board election & say-on-pay approved
Neal Mohan resigned from the Board effective Dec 15, 2023; no disagreement cited.
Stitch Fix Q1 net revenue $364.8M (-18% YoY); adjusted EBITDA $8.6M beats guidance
Net loss from continuing operations $26.2M, diluted EPS -$0.22; revenue down 18% YoY to $364.8M.
Q4 revenue $375.8M (-22% YoY); net loss $28.7M ($0.24 diluted EPS); adjusted EBITDA $10.4M.
Stitch Fix announces departure of CTO Sachin Dhawan effective July 14, 2023
Sachin Dhawan left position as Chief Technology Officer effective July 14, 2023.
Stitch Fix amends bylaws for universal proxy rules and Delaware law changes
Board approved amendments to advance notice provisions for shareholder director nominations, addressing Rule 14a-19.
Stitch Fix hires Matt Baer as CEO, effective June 26, 2023
Matt Baer appointed CEO, effective June 26, 2023; also joins board as Class III director.
Net revenue $394.9M, down 20% YoY; active clients fell 11% to 3.48M.
Stitch Fix approves $550K base salary, RSUs, and options for new CFO
Annual base salary of $550,000 and target bonus of 50% of base salary.
Director Mikkel Svane resigns from Stitch Fix board effective March 20, 2023
Mikkel Svane resigned from the Board of Directors effective immediately on March 20, 2023.
Stitch Fix: $40M SVB credit commitment unavailable due to receivership; liquidity unaffected
SVB's $40M portion of $100M revolving credit facility is no longer available after FDIC receivership.
Stitch Fix Q2 revenue down 20% to $412.1M; CFO Dan Jedda resigns, replaced by David Aufderhaar
Net revenue $412.1M, down 20% YoY; active clients fell 11% to 3.574M.
appointed Fiona Tan to the Board as a Class III director and as a member of the Audit Committee of the Board, effective October 14, 2024.
appointed Timothy Baxter to the Board as a Class II director and as a member of the Compensation Committee of the Board, effective October 14, 2024.
Steve Anderson notified the Company of his decision to resign from the Company's Board, effective September 6, 2024.
On August 19, 2024, Sarah Barkema, the Company’s Chief Accounting Officer, notified Stitch Fix, Inc. (the “Company”) of her decision to resign from the Company, effective September 13, 2024.
On December 13, 2023, Neal Mohan notified Stitch Fix, Inc. (the “Company”) of his decision to resign from the Company’s Board of Directors, effective December 15, 2023.
Effective July 14, 2023, Sachin Dhawan left the position of Chief Technology Officer of Stitch Fix, Inc.
and appointed Mr. Baer to serve as a Class III member of the Board, each effective upon Mr. Baer’s appointment as Chief Executive Officer.
On June 14, 2023, Stitch Fix, Inc. (the “Company”) announced the hiring of Matt Baer as Chief Executive Officer of the Company, effective June 26, 2023.
In connection with the previously disclosed appointment of David Aufderhaar as the Chief Financial Officer of Stitch Fix, Inc. (the “Company”), which became effective April 3, 2023
On March 20, 2023, Mikkel Svane notified Stitch Fix, Inc. (the “Company”) of his resignation from the Company’s Board of Directors, effective immediately.
On March 1, 2023, Dan Jedda, Chief Financial Officer of Stitch Fix, Inc. (the “Company”), gave notice of his resignation, effective April 3, 2023.
On March 3, 2023, the Board of Directors of the Company appointed David Aufderhaar, SVP, Finance, as the Company’s Chief Financial Officer, effective April 3, 2023.
Max materiality 0.80 · Median 0.70 · Most common event earnings