Stitch Fix
Sells curated apparel through stylist-led Fix shipments and Freestyle recommendations.
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Profile
Offers U.S. clients apparel, shoes, and accessories through two paths: curated Fix shipments chosen by stylists with algorithmic support, and Freestyle direct purchases from personalized website and app recommendations. Merchandise sales sit in one reportable segment after the U.K. exit.
Sells apparel, shoes, and accessories online through two shopping modes. Fix shipments are curated by stylists with algorithmic inputs, while Freestyle lets clients buy directly from individualized outfit and item recommendations on the website or mobile app.
Operates only in the United States after exiting the U.K. business, with merchandise sold through a single reportable segment. The model depends on matching style, fit, size, and brand assortment closely enough that clients keep items and return for future purchases.
Runs under CEO Matt Baer after a restructuring period that reduced workforce and fulfillment capacity, changed parts of the stylist organization, and pushed the company toward tighter operating discipline. Client conversion, retention, assortment quality, and execution with a smaller organization shape the business.
Company facts
Categories
Key statistics
Year to date −38.7% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | UBS | Reiterate | Neutral | $4 | $4.50 | |
| May 28, 2026 | Northland Securities | Target | $5 | |||
| Mar 3, 2026 | UBS | Reiterate | Neutral | $6 | $4 | |
| Sep 25, 2025 | Bernstein | Target | $5 | $6 | ||
| Sep 17, 2025 | UBS | Reiterate | Neutral | $3.80 | $6 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 10, 2026Q3 FY26 | −$0.06 | −$0.01 | +83.3% | $333.5M | $340.3M | +2.0% | +16.67% |
| Mar 11, 2026Q2 FY26 | −$0.05 | −$0.02 | +60.0% | $332.8M | $341.3M | +2.6% | −2.37% |
| Dec 4, 2025Q1 FY26 | −$0.05 | −$0.05 | 0.0% | $334.7M | $342.1M | +2.2% | +9.17% |
| Sep 24, 2025Q4 FY25 | −$0.13 | −$0.07 | +46.2% | $273.7M | $311.2M | +13.7% | −16.49% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $312.1M | $325.0M | $311.2M | $342.1M | $341.3M | $340.3M | |
| Gross profit | $138.9M | $143.6M | $135.7M | $149.3M | $148.9M | $148.8M | |
| Operating income | −$9.0M | −$9.7M | −$1.1M | −$8.6M | −$4.7M | −$4.0M | |
| Net income | −$6.5M | −$7.4M | −$8.6M | −$6.4M | −$2.7M | −$1.5M | |
| Diluted EPS | −$0.05 | −$0.06 | −$0.07 | −$0.05 | −$0.02 | −$0.01 | |
| Gross margin | 44.5% | 44.2% | 43.6% | 43.6% | 43.6% | 43.7% | |
| Operating margin | -2.9% | -3.0% | -0.4% | -2.5% | -1.4% | -1.2% |
Fiscal years (4-quarter sums)FY21 $2.10B · FY22 $2.07B · FY23 $1.60B · FY24 $1.34B · FY25 $1.27B
Revenue by product · Q3 FY26
Balance sheet, May 2, 2026Cash & short-term investments $186.8M · Total debt $74.5M · Total assets $506.0M · Shareholders' equity $201.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 133.43M · Float 100.29M · 75.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Disciplined Growth Investors Inc /MN | 18.91M | 14.17% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 12.12M | 9.08% | 13F | Aug 7, 2026 |
| Working Capital Advisors (UK) Ltd. | 8.16M | 6.11% | 13F | Aug 6, 2026 |
| Katrina Lake · director | 7.20M | 5.39% | Form 4 | Feb 4, 2026 |
| Renaissance Technologies LLC | 6.00M | 5.08% | 13G | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $4.09 |
| Jul 27, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $3.76 |
| Jul 20, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $3.79 |
| Jul 16, 2026 | Casey O'Connor | officer: Chief Legal Officer | −50,000 | $3.93 |
| Jul 13, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $3.62 |
Peers
- Amazon
Large ecommerce apparel marketplace with fast fulfillment
- Gap
Specialty apparel house with family brands and ecommerce
- Macy's
Omnichannel department-store rival in apparel and accessories
- Urban Outfitters
Lifestyle apparel retailer with Nuuly rental subscription
- Kohl's
Omnichannel department store with family apparel and footwear
- Revolve
Online fashion retailer focused on curated apparel discovery
- TJX Companies
Off-price apparel chain competing on value and assortment
- Rent the Runway
Public fashion-rental and resale substitute for styled outfits
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stitch Fix | $3.19 | +1.59% | $419.6M | — | — | 0.3 | +4.7% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Gap | $23.48 | −0.04% | $8.45B | 7.1 | 9.8 | 0.6 | −2.0% |
| Macy's | $22.07 | +0.27% | $5.79B | 9.1 | 9.7 | 0.3 | −2.3% |
| Urban Outfitters | $81.09 | −0.04% | $6.94B | 12.7 | 12.5 | 1.1 | +10.4% |
| Kohl's | $17.49 | −0.02% | $1.98B | 7.5 | 12.4 | 0.1 | −6.4% |
| Revolve | $23.11 | +0.83% | $1.63B | 22.7 | 24.0 | 1.2 | +12.4% |
| TJX Companies | $135.46 | +0.24% | $149.29B | 25.0 | 25.0 | 2.4 | +5.4% |
| Rent the Runway | $3.57 | −0.28% | $120.6M | 0.6 | — | 0.3 | +29.2% |
| Median | 10.9 | 12.5 | 0.8 | +7.9% |