Stitch Fix (SFIX)
NASDAQ:SFIX
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Earnings Data
Report Date
Sep 29, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed meaningful operational and financial progress: revenue and RPAC set new highs, margins and adjusted EBITDA beat expectations, client metrics (new client growth, LTV, retention) improved, AI initiatives demonstrated strong engagement lifts, and the company strengthened its balance sheet and raised FY26 ranges. The primary near-term risks are seasonal Q4 softness in active clients, a Q4 revenue guide below Q3 levels, elevated inventory due to assortment investments, and industry-wide marketing cost pressure. On balance, positives are numerous and substantive while the challenges appear manageable and largely seasonal or investment-related.Company Guidance
Revenue Growth and Scale
Revenue grew 4.7% year over year to $340.3 million in Q3, marking the fifth consecutive quarter of year-over-year revenue growth and exceeding company outlook.
Active Client Momentum
Active clients reached 2.3 million, increasing by 21 thousand sequentially (nearly +1% sequential) with the company noting the 8th consecutive quarter of year-over-year improvement in the active-client growth rate.
Record Net Revenue per Active Client (RPAC)
RPAC reached a record $578 in Q3, up 6.6% year over year (ninth consecutive quarter of YoY RPAC growth), signaling higher engagement and spend per client.
Strong Margins and Profitability Progress
Gross margin was 43.7% (above midpoint of FY26 guidance range), contribution margin remained above 30% for the ninth consecutive quarter, adjusted EBITDA was $13.2 million (3.9% margin) and better than expected, and the company generated $6.5 million of free cash flow in the quarter.
AOV and Assortment Improvements Driving Outperformance
Fix average order value grew 6.4% year over year (eleventh consecutive quarter of AOV gains), driven by more items per fix and higher average unit retail (AUR) from assortment and private-brand enhancements.
Client Acquisition and LTV Trends
New clients grew >10% year over year (third consecutive quarter) and new-client LTVs increased year over year for the 11th consecutive quarter, nearly doubling versus three years ago; family/household accounts adoption is creating organic acquisition and incremental wallet share.
Positive Balance Sheet and Capital Allocation
Ended Q3 with $229.4 million in cash and investments, no debt, completed $15.1 million in share repurchases (4.5 million shares) with $104.9 million remaining authorization, and reiterated free cash flow positive expectation for FY26.
Product & Technology Wins (AI Adoption)
Stitch Fix Vision (AI-powered style visualization) drove a >100% lift in freestyle spend over a 90-day period for users; company is deploying AI across inventory management, pricing, creative, and private-brand product development (design cycle reduced to ~1 week).
Raised Full-Year Financial Ranges
Company tightened and raised FY26 midpoints: revenue expected $1.346B–$1.351B and adjusted EBITDA expected $49M–$52M, reflecting confidence in durable client engagement and market-share gains.
SFIX 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
SFIX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 10, 2026 | $3.60 | $4.20 | +16.67% |
Mar 11, 2026 | $3.38 | $3.30 | -2.37% |
Dec 04, 2025 | $4.69 | $5.12 | +9.17% |
Sep 24, 2025 | $5.64 | $4.71 | -16.49% |
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 (SFIX) report earnings?
Stitch Fix (SFIX) is schdueled to report earning on Sep 29, 2026, After Close (Confirmed).
What is Stitch Fix (SFIX) earnings time?
Stitch Fix (SFIX) earnings time is at Sep 29, 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 SFIX EPS forecast?
SFIX EPS forecast for the fiscal quarter 2026 (Q4) is -0.07.
