Stitch Fix, Inc.: Mixed — EPS -$0.02, Revenue $324.42M
Earnings Report· 2026-09-23
SFIX
Q4 · 2026After-MarketStitch Fix, Inc.
@trystockwhiz
EARNING PER SHARE
Actual ($)
-0.02
71.40% YoY
Expected
-0.06
Beat
+66.67%
REVENUE
Actual ($)
324.42M
4.20% YoY
Expected
324.65M
Miss
-0.07%
Earning Report
| Metric | Q4 2026 | Q4 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $324.42M | $311.23M | +4.2 |
| Net Loss | ($2.06M) | ($8.58M) | - |
| GAAP Basic EPS | -$0.02 | -$0.07 | - |
| GAAP Diluted EPS | -$0.02 | -$0.07 | - |
Financial Outlook / Guidance
| Metric | Q1 2027 Outlook | FY 2027 Outlook |
|---|---|---|
| Net Revenue | $323 million - $328 million ((5.6)% - (4.1)% YoY) | $1.310 billion - $1.360 billion ((2.8)% - 0.9% YoY) |
| Adjusted EBITDA | $3 million - $6 million (0.9% - 1.8% margin) | $27 million - $42 million (2.1% - 3.1% margin) |
| Gross Margin | — | 43% - 44% |
| Free Cash Flow | — | positive |
Business Highlights
- ➤Gained share in the U.S. apparel, footwear and accessories market.
- ➤Reimagined the client experience and strengthened the assortment.
- ➤Repurchased 2.7 million Class A shares during the fourth quarter.
- ➤Adjusted Fix-shipment timing shifted volume into the fourth quarter.
- ➤Corrected the August post-checkout offer-flow change.
- ➤Plans strategic investments in advertising, technology and artificial intelligence.
- ➤Pairs expert stylists with AI and recommendation algorithms.
- ➤Offers an assortment of exclusive and national brands.
Management Commentary
Matt Baer, CEO, Stitch Fix
“Fiscal 2026 was a transformative year for Stitch Fix. We closed the year as a significantly healthier business, with a strengthened operating foundation, along with a reimagined client experience and more compelling assortment. Full-year revenue grew 6.4% year-over-year and we continued to gain share in the U.S. apparel, footwear and accessories market. We remain confident in our transformation strategy and ability to advance our efforts to deliver the most personalized and client-centric shopping experience as we navigate a challenging consumer environment.”