The earnings call reflected a positive sentiment due to the company's return to revenue growth and improved client metrics, despite challenges such as a decline in active clients and macroeconomic pressures. The company's strategic initiatives and strong performance in key segments outweighed the lowlights.

Company Guidance

In the Stitch Fix Q3 FY '25 earnings call, the company reported a return to year-over-year revenue growth, with Q3 revenue reaching $325 million and adjusted EBITDA at $11 million. The Women's business and Fix channel saw a return to revenue growth, while both the Men's business and Freestyle channel experienced growth for the second consecutive quarter. Average Order Value (AOV) increased by 10%, supported by higher items per Fix, keep rate, and Average Unit Retail (AUR) for the second straight quarter. Net active clients totaled 2.4 million, with revenue per active client at $542, translating to a 3.2% increase year-over-year. Gross margin for the quarter was at 44.2%, and advertising accounted for 10.2% of revenue. For the fiscal year, Stitch Fix has updated its guidance, projecting full-year revenue between $1.254 billion and $1.259 billion and adjusted EBITDA in the range of $43 million to $47 million. Looking ahead, the company anticipates Q4 revenue between $298 million and $303 million, with adjusted EBITDA expected to be between $3 million and $7 million.

Return to Revenue Growth

Q3 revenue was $325 million, marking a return to year-over-year revenue growth. Adjusted EBITDA was $11 million.

Strong Performance in Women's and Men's Segments

Both the Women's business and overall Fix channel returned to revenue growth. Men's business and Freestyle channel revenue also grew for the second consecutive quarter.

Increase in Average Order Value (AOV)

AOV grew 10% year-over-year, marking the seventh consecutive quarter of AOV growth. This was driven by larger fixes and improved client engagement.

Growth in New Clients and Retention

New clients grew for the second consecutive quarter, with 90-day lifetime value (LTV) at its highest in three years. Active clients on recurring shipments have grown for three straight quarters.

Successful Transformation Strategy

The company has successfully rationalized and built a firm foundation, incorporating retail best practices and improving client experience with new features.

Stitch Fix (SFIX) Earnings, Revenues Date & History

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SFIX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 23, 2025	2025 (Q4)	-0.10 / -	-0.3	―	―	―
Jun 10, 2025	2025 (Q3)	-0.12 / -0.06	-0.18	66.67% (+0.12)	―
Mar 11, 2025	2025 (Q2)	-0.11 / -0.05	-0.3	83.33% (+0.25)	―
Dec 10, 2024	2025 (Q1)	-0.14 / -0.05	-0.22	77.27% (+0.17)	―
Sep 24, 2024	2024 (Q4)	-0.21 / -0.30	-0.24	-25.00% (-0.06)	―
Jun 04, 2024	2024 (Q3)	-0.24 / -0.18	-0.19	5.26% (+0.01)	―
Mar 04, 2024	2024 (Q2)	-0.22 / -0.30	-0.58	48.28% (+0.28)
Dec 05, 2023	2024 (Q1)	-0.25 / -0.22	-0.5	56.00% (+0.28)	―
Sep 18, 2023	2023 (Q4)	-0.21 / -0.24	-0.89	73.03% (+0.65)	―
Jun 06, 2023	2023 (Q3)	-0.31 / -0.19	-0.72	73.61% (+0.53)	―

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

SFIX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 10, 2025	$4.79	$4.28	-10.65%
Mar 11, 2025	$4.23	$4.00	-5.44%
Dec 10, 2024	$4.60	$6.64	+44.35%
Sep 24, 2024	$3.75	$2.27	-39.47%

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.