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Stitch Fix (DE:SYJ)
FRANKFURT:SYJ
Earnings Data
Report Date
Jun 09, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.05Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational momentum: double-digit outperformance in several categories, sustained margin improvement, higher revenue per client, growing adoption of AI-driven features, and tightened full-year guidance with profitability targets. Offsetting this are cautious notes about back-half deceleration due to tougher comps, modest near-term active-client growth as the base is rebuilt, macro risks (e.g., higher gas prices), an inventory increase, and an inconsistency in reported EBITDA figures in the transcript. Overall, the positives (robust top-line growth, improved unit economics, product and AI-driven engagement, and tightened guidance) outweigh the concerns, though management remains appropriately cautious on the back half.Company Guidance
Revenue Growth Exceeds Outlook
Revenue of $341.3 million, up 9.4% year over year, exceeded company outlook and meaningfully outperformed the broader U.S. apparel, footwear, and accessories market (which contracted 0.5% in the period).
Highest Revenue per Active Client
Revenue per active client (RPAC) reached $577, up 7.4% year over year — the highest RPAC reported as a public company, reflecting increased client engagement and spend.
Fix AOV and Assortment Strength
Fix average order value rose ~9.8% year over year, driven by more items per Fix and higher average unit retail (AUR up 7.7% YoY). Larger and themed Fix formats and improved assortment contributed to higher AOVs.
Sustained Margin Improvement and Profitability Progress
Contribution margin remained above 30% for the eighth consecutive quarter; gross margin was 43.6% (slightly above midpoint of FY range). Management reports contribution margin improvement of more than 500 basis points since the start of the transformation.
Adjusted EBITDA Margin Outperformance
Adjusted EBITDA margin was reported at 4.7% for the quarter and management stated adjusted EBITDA exceeded expectations (CEO cited $15.9 million and margin of 4.7%).
Strong Category and Brand Performance
Notable category growth: outerwear +26% combined (women's & men's), denim +17%, activewear & athleisure +37% combined, special occasion/night-out +46%, footwear +33% (sneakers +46%), accessories +51% year over year. Several private brands (Market & Spruce, Montgomery Post, 41 Hawthorn, WeWander) grew >35% YoY.
Customer Engagement and New Features Driving Spend
AI-driven features showed strong engagement: Stitch Fix Vision users returned at 75% and delivered over a 100% lift in Freestyle spend over 90 days. Early adoption of Family Accounts and Stylist Connect is showing positive signals for retention and wallet share.
Healthy Balance Sheet and Inventory Investment
Ended the quarter with $240.5 million in cash and investments and no debt. Inventory increased to $122.1 million, up 11.4% YoY, reflecting investments to support assortment and demand.
Tightened and Improved Guidance
Full-year FY2026 revenue guidance raised/tightened to $1.33–1.35 billion; full-year adjusted EBITDA expected $42–50 million; company continues to expect to be free cash flow positive for the full year and tightened H2 revenue range reflecting increased confidence.
DE:SYJ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:SYJ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 04, 2025 | €3.95 | €4.37 | +10.66% |
Sep 24, 2025 | €4.79 | €4.03 | -15.78% |
Jun 10, 2025 | €4.15 | €3.74 | -9.89% |
Mar 11, 2025 | €4.56 | €3.61 | -20.87% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Stitch Fix (DE:SYJ) report earnings?
Stitch Fix (DE:SYJ) is schdueled to report earning on Jun 09, 2026, After Close (Confirmed).
What is Stitch Fix (DE:SYJ) earnings time?
Stitch Fix (DE:SYJ) earnings time is at Jun 09, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Stitch Fix stock?
The P/E ratio of Stitch Fix is N/A.
What is DE:SYJ EPS forecast?
DE:SYJ EPS forecast for the fiscal quarter 2026 (Q3) is -0.05.
