Jul 2026 (Q4 FY26) — Sep 23, 2026
Stitch Fix Q4 FY26 — Revenue Growth and RPAC Records Amidst Challenging Consumer Environment
Read the full callStitch Fix (SFIX) earnings
- Aug 2026
- Jul 2026 (Q4 FY26)
- Aug 2026
Stitch Fix earnings: last reported Wed, 23 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 324 | +4.2% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | -1.4 | +2.3 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | -2.1 | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$2.64 +4.76% · +$0.12
Performance −36.1% 1Y
1Y: $4.13 on 17 Oct 2025 → $2.64. High $5.64 (27 Jan 2026), low $2.15 (25 Sept 2026).
- Previous close
- $2.52
- 52-week range
- $2.15 – $5.64
- One year
- −40.27%
Overview
- Symbol
- SFIX
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
May 2026 (Q3 FY26) — Jun 10, 2026
Stitch Fix, Inc. Q3 FY26 — Sequential Active Client Growth and Strong Margins
Read the full callEvery analysed call
Stitch Fix earnings calls (SFIX)
Financials
What the filings say
Net profit, year on year: +76% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 319 | 312 | 325 | 311 | 342 | 341 | 340 | 324 |
| Operating profit | -9 | -9 | -10 | -11 | -9 | -5 | -4 | -4 |
| Operating margin | −2.8% | −2.9% | −3.0% | −3.6% | −2.5% | −1.4% | −1.2% | −1.4% |
| Profit before tax | -6 | -6 | -7 | -8 | -6 | -3 | -1 | -2 |
| Tax rate | −2.6% | −2.8% | −3.4% | −2.9% | −0.9% | −2.5% | −4.8% | −7.5% |
| Net profit | -6 | -7 | -7 | -9 | -6 | -3 | -2 | -2 |
| EPS ($ per share) | -0.05 | -0.05 | -0.06 | — | -0.05 | -0.02 | -0.01 | — |
| Line item | Aug 2019 | Aug 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Aug 2024 | Aug 2025 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 117 | 50 | 41 | -166 | -338 | -467 | -496 | -509 |
| Total liabilities | 220 | 368 | 358 | 442 | 367 | 300 | 278 | 283 |
| Fixed assets | 55 | 70 | 87 | 103 | 80 | 52 | 43 | 40 |
| Investments | — | — | — | 82 | 18 | 84 | 121 | 77 |
| Total assets | 616 | 769 | 819 | 765 | 614 | 487 | 481 | 479 |
| Line item | Aug 2019 | Aug 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Aug 2024 | Aug 2025 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 79 | 43 | -16 | 75 | 73 | 28 | 26 | 39 |
| Cash from investing | -225 | -70 | 39 | 12 | 64 | -79 | -59 | -15 |
| Cash from financing | 7 | -1 | -39 | -60 | -15 | -15 | — | — |
| Net cash flow | -140 | — | -14 | 1 | 109 | -77 | -49 | -19 |
| Capital expenditure | -31 | -30 | -35 | -45 | -19 | -14 | -16 | -19 |
| Free cash flow | 48 | 13 | -51 | 30 | 54 | 14 | 9 | 20 |
SFIX operating KPIs by quarter
| KPI | May 2026 Q3 FY26 | 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.
Insider filings
87 filings between Oct 20, 2025 and Sep 16, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$6.82M
30 sales by 4 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 10
- Award — granted as compensation
- 29
- Option exercise — converted options into shares
- 15
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 conversions.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bacos Anthony | — | $2.67M | Aug 3, 2026 |
| Lake Katrina | — | $2.13M | Feb 2, 2026 |
| O'Connor Casey | — | $1.44M | Jul 16, 2026 |
| Aufderhaar David | — | $583.8K | Jul 6, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Aufderhaar David Chief Financial Officer | Option exercise | 43,895 | — |
| Sep 16, 2026 | Aufderhaar David Chief Financial Officer | Tax withheld | 62,665 | $184.2K |
| Sep 16, 2026 | O'Connor Casey Chief Legal Officer | Tax withheld | 25,999 | $76.4K |
| Sep 16, 2026 | Baer Matt Chief Executive Officer | Tax withheld | 115,062 | $338.3K |
| Sep 16, 2026 | Baer Matt Chief Executive Officer | Option exercise | 61,452 | — |
| Sep 16, 2026 | O'Connor Casey Chief Legal Officer | Option exercise | 25,284 | — |
| Aug 3, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Aug 3, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,000 | $204.4K |
| Aug 3, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $81.7K |
| Jul 27, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $74.8K |
| Jul 27, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Jul 27, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,000 | $188.7K |
| Jul 20, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,000 | $189.3K |
| Jul 20, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Jul 20, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $75.7K |
| Jul 16, 2026 | O'Connor Casey Chief Legal Officer | Sale 10b5-1 plan | 50,000 | $196.6K |
| Jul 13, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,000 | $180.8K |
| Jul 13, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Jul 13, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $72.3K |
| Jul 6, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,000 | $189.8K |
| Jul 6, 2026 | Aufderhaar David Chief Financial Officer | Sale 10b5-1 plan | 67,960 | $257.4K |
| Jul 6, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $75.3K |
| Jul 6, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Jun 29, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $88.5K |
| Jun 29, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Jun 29, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,011 | $221.2K |
| Jun 29, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 11 | $44 |
| Jun 24, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 100,000 | $399.0K |
| Jun 24, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 100,000 | $450.6K |
| Jun 22, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Jun 22, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $80.9K |
| Jun 22, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,000 | $201.6K |
| Jun 17, 2026 | Baer Matt Chief Executive Officer | Option exercise | 61,454 | — |
| Jun 17, 2026 | O'Connor Casey Chief Legal Officer | Tax withheld | 25,999 | $108.2K |
| Jun 17, 2026 | O'Connor Casey Chief Legal Officer | Option exercise | 25,283 | — |
| Jun 17, 2026 | Aufderhaar David Chief Financial Officer | Tax withheld | 51,603 | $214.7K |
| Jun 17, 2026 | Aufderhaar David Chief Financial Officer | Option exercise | 43,895 | — |
| Jun 17, 2026 | Baer Matt Chief Executive Officer | Tax withheld | 107,594 | $447.6K |
| Jun 17, 2026 | Bacos Anthony Chief Prod/Technology Officer | Tax withheld | 37,010 | $154.0K |
| Jun 17, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise | 43,895 | — |
| Jun 16, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 20,000 | $83.3K |
| Jun 16, 2026 | Bacos Anthony Chief Prod/Technology Officer | Sale 10b5-1 plan | 50,000 | $206.8K |
| Jun 16, 2026 | Bacos Anthony Chief Prod/Technology Officer | Option exercise 10b5-1 plan | 50,000 | $124.0K |
| Apr 10, 2026 | O'Connor Casey Chief Legal Officer | Sale 10b5-1 plan | 60,000 | $185.0K |
| Apr 7, 2026 | Aufderhaar David Chief Financial Officer | Sale 10b5-1 plan | 65,709 | $202.7K |
| Mar 18, 2026 | Baer Matt Chief Executive Officer | Tax withheld | 77,818 | $248.2K |
| Mar 18, 2026 | O'Connor Casey Chief Legal Officer | Tax withheld | 27,021 | $86.2K |
| Mar 18, 2026 | O'Connor Casey Chief Legal Officer | Option exercise | 25,284 | — |
| Mar 18, 2026 | Baer Matt Chief Executive Officer | Option exercise | 61,454 | — |
| Mar 18, 2026 | Bacos Anthony Chief Prod/Technology Officer | Tax withheld | 37,824 | $120.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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