Says results reflect the strength of Stitch Fix’s (SFIX) value proposition. Says tariff structure could have bigger impact on FY26. Says does not expect material impact from tariffs in Q4. Says closely monitoring broader market trends and impacts from tariffs in the quarters ahead. Says big part of average order value increase is larger Fixes. Says does not need to increase ad spend to increase active clients. Comments taken from Q3 earnings conference call.
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