← Russell 3000 cross-section

SFIX Stitch Fix, Inc.

Trailing twelve months to 2026-05-02 · as filed 2026-06-11, not restated
Consumer Disc

Scale

Market cap
$423m
Revenue TTM
$1.3bn
Net income TTM
$-19m
Free cash flow
$18m
Composite score
48.2
Sector rank
#2486

Valuation

P / E
EV / EBITDA
EV / sales
0.2
FCF yield
4.31%
Earnings yield vs 10-yr
-9.25pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-1.4%
EBITDA margin
-0.3%
ROE
-9.5%
ROIC
-194.8%
Revenue growth
4.7%

Insider activity, last 90 days

Net open-market
$-3.12m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We also recognize revenue resulting from estimated breakage income on gift cards. We also expect fluctuations in our cost of goods sold as a percentage of revenue primarily due to how we manage our inventory and merchandise mix. The increase in revenue was primarily attributable to an improvement in net revenue per active client of 6.6% year over year, which was primarily driven by higher average order values with the number of items kept by our clients per Fix increasing, and higher average unit retail prices. The decrease for the three month period was primarily driven by higher transportation costs, partially offset by improved costs related to inventory health management. …Stitch Fix, Inc., 10-Q, period ended 2026-05-02, filed 2026-06-11

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