Stitch Fix, Inc.

SFIX Consumer Cyclical Apparel Retail

Stitch Fix, Inc.’s revenue for fiscal 2026 (year ended July 2026) was $1.3 billion, up 6.39% from fiscal 2025.

Revenue
+4.24%
EPS
+76.5%
Free cash flow
+58.6%

Quarter to July 2026, against a year earlier

2.75 0.19 −6.46%
Market cap
$346.5M
P/E
0.0×
Fwd P/E
−18.3×
Dividend yield
—
F-score
5/9
Altman Z
2.60
Beneish M
n/a
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 6.60
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 1 4 1 — 2 — 4 6 1 — — —
Insider Ownership 17.97%

Capital & Financial Ratios $m

Size
Market Cap 346.49
Revenue ttm 1,348.12
Net income ttm (12.61)
Free cash flow ttm 19.86
Net debt Q (172.54)
Valuation
P/E 0.00
Forward P/E (18.30) (negative: loss-making)
Price / sales 0.27
Forward P/S Powerpack
Price / FCF 18.59
Price / book 1.88
Financial health
Current ratio Q 1.48
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (12.75)
Growth
Revenue growth Q +4.24% (above 0%: growing)
Operating income growth Q +61.05% (above 0%: growing)
EPS, this year −64.31% (below 0%: weak)
EPS, next year A +41.05% (at or above 15%: strong)
Revenue, next year A −0.75% (below 0%: weak)
EPS, past 5 yrs —
EPS, next 5 yrs A +63.01% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 15.48%
10-year low 10-year high
P/B against its own 10 years 18.19%
10-year low 10-year high
EV/Sales against its own 10 years 18.86%
10-year low 10-year high
EV/FCF against its own 10 years 22.01%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 2026
Cash 258 247 235 173
Receivables — — — —
Inventory 131 98 118 123
Other — — — —
425 367 374 348
2023 2024 2025 2026
Payables 97 87 89 89
ST’ Debt — — — —
Other 19 12 9 9
238 204 206 236

Compound Annual Growth %

10y 5y 3y
Sales 6.32% (8.49%) (5.40%)
Cash Flow (1.43%) 0.00% (18.89%)
Earnings 0.00% 0.00% 0.00%
Book Value 14.66% (15.71%) (7.44%)

Earnings Trends EPS, adjusted, against the consensus

EPS $

Oct Jan Apr Jul Year
’26 — — — — —
’26 (0.05) (0.02) (0.01) (0.02) (0.09)
’25 (0.05) (0.05) (0.06) (0.07) (0.22)
’24 (0.30) (0.30) (0.18) (0.30) (1.07)
’23 (0.50) (0.58) (0.19) (0.24) (1.50)
’22 (0.02) (0.28) (0.72) (0.89) (1.90)
’21 0.09 (0.20) (0.18) 0.19 (0.08)
Fiscal quarters ending in the months shown.

Revenue $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 342 341 340 324 1,348
’25 319 312 325 311 1,267
’24 365 330 323 320 1,337
’23 444 401 383 365 1,593
’22 581 517 493 427 2,018
’21 490 504 536 571 2,101
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 11 7 12 9 39
’25 14 (16) 21 7 26
’24 21 (22) 22 8 28
’23 (2) 22 30 23 73
’22 142 (17) (30) (19) 75
’21 57 (52) (41) 19 (16)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Oct Jan Apr Jul Year
’26 — — — — —
’26 6 3 7 4 20
’25 10 (19) 16 3 9
’24 17 (26) 19 5 15
’23 (7) 17 27 19 55
’22 125 (31) (38) (26) 30
’21 51 (60) (51) 8 (51)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.7
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to July

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 977 1,227 1,578 1,712 2,101 2,018 1,593 1,337 1,267 1,348 +3.6% 1,338 1,384 1,472 +3.0%
Gross margin, % 44.46 43.70 44.57 44.06 45.10 43.94 42.42 44.27 44.42 43.65 (0.8) pt
EBT 13 55 31 (48) (61) (184) (149) (121) (28) (12) n/m
EBT margin, % 1.31 4.46 1.95 (2.79) (2.91) (9.12) (9.39) (9.01) (2.21) (0.91) (2.2) pt
Net income (1) 45 37 (67) (9) (182) (150) (119) (29) (13) +40.4%
Per share, $
Per share, $ Revenue 39.13 16.15 15.77 16.72 19.83 18.55 13.89 11.13 9.84 10.04 (14.0%)
Earnings (0.02) 0.47 0.37 (0.66) (0.08) (1.90) (1.50) (1.07) (0.22) (0.09) +15.9%
Cash flow 1.55 0.95 0.79 0.42 (0.15) 0.69 0.64 0.23 0.20 0.29 (16.9%)
Capex (0.69) (0.22) (0.31) (0.29) (0.33) (0.41) (0.16) (0.11) (0.13) (0.14) (16.0%)
Free cash flow 0.86 0.73 0.48 0.12 (0.48) 0.28 0.48 0.12 0.07 0.15 (17.8%)
Book value 4.17 4.15 3.96 3.92 4.35 2.97 2.16 1.56 1.58 1.46 (11.0%)
Shares, m 25 76 100 102 106 109 115 120 129 134 +20.5%
Valuation, ×
Valuation, × P/E 198.75 34.03 70.49 0.00 0.00 0.00 0.00 0.00 0.00 0.00 30.3
P/S 0.41 1.77 1.65 1.32 2.78 0.32 0.37 0.42 0.48 0.40 1.0
P/B 6.42 6.91 6.59 5.65 12.69 1.98 2.37 3.03 3.00 2.75 5.1
EV/Sales 0.29 1.53 1.45 1.16 2.67 0.21 0.21 0.24 0.30 0.27 0.8
EV/FCF 13.32 33.79 48.03 156.38 (110.25) 14.02 5.95 21.88 40.33 18.48 24.2
Cash, $m
Cash, $m Operating cash flow 39 72 79 43 (16) 75 73 28 26 39 +0.1%
Capex (17) (17) (31) (30) (35) (45) (18) (14) (16) (19) +1.3%
Free cash flow 21 56 48 13 (51) 30 55 15 9 20 (0.9%)
Balance, $m
Balance, $m Working capital 64 275 300 254 293 182 187 163 168 113 +6.5%
Net debt (111) (298) (314) (286) (231) (213) (258) (247) (235) (173) +5.0%
Shareholders’ equity 104 315 396 401 461 323 247 187 203 196 +7.3%
Returns, %
Returns, % ROA (0.26) 9.62 6.72 (9.69) (1.12) (26.16) (24.94) (23.40) (5.94) (2.63) (2.4) pt
ROIC 0.00 155.38 17.95 (28.19) (17.25) (105.13) 0.00 0.00 0.00 (57.56) (57.6) pt
ROE (1.06) 18.86 10.37 (16.84) (2.06) (52.87) (60.35) (59.33) (14.74) (6.32) (5.3) pt
People
People Employees 5,800 6,600 8,000 8,000 11,260 7,920 5,860 4,570 4,165 4,240 (3.4%)
Revenue/emp, $m 0.17 0.19 0.20 0.21 0.19 0.25 0.27 0.29 0.30 0.32 +7.3%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jul 2026 · latest quarter Jul 2026 · fundamentals updated 2 Oct 2026

Stitch Fix, Inc. vs peers in Apparel Retail (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CAL Caleres, Inc. $463.8M 8.9× 6.4× +5.61% (above 0%: growing) +760.00% (above 0%: growing) +118.94% (above 0%: growing) 54.78% 11.16% Compare
CTRN Citi Trends, Inc. $437.7M 59.1× 28.2× +10.95% (above 0%: growing) n/m −353.58% (below 0%: shrinking) 40.58% (0.81%) Compare
SHOE Shoe Station Group Inc. $412.7M 17.0× 17.2× −7.21% (below 0%: shrinking) −67.14% (below 0%: shrinking) +197.41% (above 0%: growing) 31.87% 2.68% Compare
GCO Genesco Inc. $400.0M 9.1× 6.5× −2.95% (below 0%: shrinking) n/m −16.21% (below 0%: shrinking) 51.36% 0.68% Compare
SFIX Stitch Fix, Inc. $346.5M — (loss-making) — (loss-making) +4.24% (above 0%: growing) n/m +58.59% (above 0%: growing) 43.58% (1.35%)
JILL J.Jill, Inc. $342.4M 12.6× 9.9× +0.55% (above 0%: growing) +62.32% (above 0%: growing) +165.10% (above 0%: growing) 76.85% 15.68% Compare
LE Lands' End, Inc. $279.5M 0.8× 0.8× +2.71% (above 0%: growing) n/m −285.49% (below 0%: shrinking) 51.99% 4.12% Compare
CURV Torrid Holdings Inc. $239.3M — (loss-making) 25.2× −11.83% (below 0%: shrinking) +226.80% (above 0%: growing) −120.82% (below 0%: shrinking) 38.73% 6.27% Compare
ZUMZ Zumiez Inc. $223.1M 18.2× 33.0× −2.48% (below 0%: shrinking) n/m −124.82% (below 0%: shrinking) 35.34% (0.63%) Compare
Median of peers $371.2M 12.6× 13.5× −0.96% +144.56% −68.51% 45.97% 3.40%

All 33 Apparel Retail stocks →

Pay and ownership Proxy statement filed 31 October 2025

Ownership

Directors and executive officers, together 45.96% of the votes
Katrina Lake 29.22% of the votes
Steve Anderson and affiliated entities 14.53% of the votes
J. William Gurley (includes Benchmark) 14.27% of the votes
Entities affiliated with Benchmark Capital Partners 13.45% of the votes
Disciplined Growth Investors, Inc. 6.77% of the votes
Entities affiliated with Working Capital 3.87% of the votes
Fund 3.63% of the votes
BlackRock, Inc. 2.99% of the votes
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Stitch Fix, Inc. (SFIX) Latest News

26 Oct

Impact 3 · · Business Wire

21 Sep

stockrow.com/SFIX · Data as of Oct 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com