SFIX Stitch Fix (SFIX) Q4 FY26 earnings call
Fiscal 2026 was a pivotal year for Stitch Fix, marked by significant improvements in client experience, assortment, and profitability, culminating in six consecutive quarters of revenue growth and record revenue per active client. While the company faces near-term headwinds from a challenging consumer environment and higher client acquisition costs, its strategy remains focused on leveraging its personalized service, proprietary data, and AI investments to drive sustainable, profitable long-term growth.
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SFIX operating KPIs by quarter
| KPI | May 2026 Q3 FY26 | This call Jul 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| Active clients | 2.3MActive clients were 2.3 million and increased 21,000 sequentially, a significant milestone in our transformation journey.Source: earnings call transcript | 2.277MWe ended the quarter with 2.277 million active clients.Source: earnings call transcript | -1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.