Stitch Fix, Inc. (SFIX) Form 8-K — Sep 23, 2026
Stitch Fix reported Q4 FY26 revenue of $324.4 million, up 4.2% year-over-year, with a narrowed net loss of $2.1 million and Adjusted EBITDA of $10.8 million. Full-year FY26 revenue grew 6.4% to $1,348.1 million with Adjusted EBITDA of $53.4 million and free cash flow of $19.8 million, and the company holds $220.9 million in cash and investments with no debt. However, active clients fell 1.4% year-over-year to 2.277 million, and FY27 guidance implies revenue of $1.310B-$1.360B, a decline of up to 2.8% year-over-year, reflecting a tougher consumer environment and a lower client base.
Key figures
- Eps
- -0.09 (FY26 diluted); Q4 -0.02
- Guidance
- FY27 revenue $1.310B-$1.360B ((2.8)% to 0.9% YoY), Adjusted EBITDA $27M-$42M, gross margin 43%-44%, positive FCF; Q1 FY27 revenue $323M-$328M ((5.6)% to (4.1)% YoY), Adjusted EBITDA $3M-$6M
- Revenue Yoy
- 6.4% full-year; Q4 +4.2%
- Total Assets
- 479422000
- Cash Position
- 220900000
- Shares Outstanding
- 134,247,185 weighted-average diluted (FY26)
- Q4 buyback
- 2.7M shares for $11.3M
- Q4 revenue
- $324.4M, +4.2% YoY
- Active clients
- 2.277M, -1.4% YoY
- Q4 gross margin
- 43.6%, flat YoY
- Fy26 gross margin
- 43.7%, -70bps YoY
- Q4 adjusted ebitda
- $10.8M (3.3% margin)
- Fy26 free cash flow
- $19.8M
- Fy26 adjusted ebitda
- $53.4M (4.0% margin)
- Net revenue per active client
- $592, +7.8% YoY
AI analysis
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