Online apparel retailer Stitch Fix Q4 revenue edges past estimates

Stitch Fix

24/09/2025 21:18

Overview

Stitch Fix fiscal Q4 rev falls 2.6% YoY, beats analyst expectations, per LSEG data

Net revenue per active client rises 3% YoY to $549

Adjusted EBITDA of $8.7 mln beats analyst estimates, per LSEG data

Outlook

Company expects Q1 2026 net revenue of $333 mln to $338 mln

Stitch Fix sees FY 2026 net revenue between $1.28 bln and $1.33 bln

Company forecasts FY 2026 gross margin of 43% to 44%

Stitch Fix anticipates FY 2026 advertising expense at 9% to 10% of revenue

Result Drivers

TRANSFORMATION STRATEGY - CEO attributes positive momentum to successful execution of transformation strategy, including improvements to client experience and assortment

ADJUSTED REVENUE GROWTH - Adjusted net revenue increased 4.4% YoY, reflecting impact of extra week in fiscal 2024

CLIENT SPENDING - Net revenue per active client grew 3.0% YoY to $549, indicating increased spending per client

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$311.20 mln
$309.30 mln (4 Analysts)
Q4 EPS
Beat
-$0.07
-$0.1 (4 Analysts)
Q4 Net Income
Beat
-$8.60 mln
-$13.70 mln (4 Analysts)
Q4 Adjusted EBITDA
Beat
$8.70 mln
$6.46 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Stitch Fix Inc is $5.25, about 4% below its September 23 closing price of $5.46

Press Release: ID:nGNX2DjjH8

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)