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Earnings transcript
Read the complete earnings call transcript.
SFIX
Stitch Fix, Inc.
$3.4
0.01
(0.29%)
[ms_data_label text=’Delayed data’]
| Exchange: | NASDAQ |
| Market Cap: | 464.177M |
| Shares Outstanding: | 85.551M |
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Apparel – Retail | |||||
| CEO: | Matthew H. Baer | |||||
| Full Time Employees: | 4570 | |||||
| Address: |
| |||||
| Website: | https://www.stitchfix.com |
Stitch Fix, Inc. sells a range of apparel, shoes, and accessories through its Website and mobile application in the United States. It offers denim, dresses, blouses, skirts, shoes, jewelry, and handbags for men, women, and kids under the Stitch Fix brand. The company was formerly known as rack habit inc. and changed its name to Stitch Fix, Inc. in October 2011. Stitch Fix, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,592,521 | 1,337,468 | 1,267,171 |
| Gross Profit | 675,613 | 592,038 | 562,939 |
| EBITDA | -113,159 | -88,938 | -1,899 |
| Operating Income | -155,281 | -133,427 | -44,721 |
| Net Income | -171,973 | -128,840 | -28,739 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 614,478 | 486,864 | 480,622 |
| Total Liabilities | 367,168 | 299,842 | 277,644 |
| Total Stockholders Equity | 247,310 | 187,022 | 202,978 |
| Total Debt | 154,761 | 117,502 | 93,511 |
| Cash and Cash Equivalents | 239,437 | 162,862 | 113,952 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 57,830 | 28,207 | 25,178 |
| Capital Expenditure | -19,012 | -13,965 | -16,293 |
| Free Cash Flow | 38,818 | 14,242 | 9,282 |
| Net Income | -171,973 | -118,885 | -28,844 |
| Net Change in Cash | 108,502 | -76,575 | -48,910 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,229,599.486 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,301,943.799 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 1,261,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | -63,576.215 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | -60,043.514 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | -61,576.857 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | -15,035.165 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | -13,959.249 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | -14,425.680 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 626,343.926 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 663,195.292 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 642,338.989 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | -0.120 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | -0.120 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | -0.130 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Revenue Stability and Growth: Stitch Fix reported Q2 FY2025 revenue of $312.1 million, reflecting a 5.5% year-over-year increase as per the latest earnings call transcript. This growth indicates resilience in a competitive retail environment and aligns with strategic focus on client retention and acquisition.
- Client Experience Focus: The company emphasized enhancements in client experience during the Q2 FY2025 earnings call, which could strengthen brand loyalty and drive repeat business, a critical factor in the personalized styling industry.
- Operational Efficiency: Positive trends in operating cash flow and free cash flow (as inferred from historical cash flow statements) suggest effective cost management, providing a solid foundation for reinvestment into growth initiatives.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates SFIX intrinsic value between $1.65 – $1.74 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about SFIX valuation
Is Stitch Fix, Inc. (SFIX) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Stitch Fix, Inc. (SFIX) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is SFIX a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether SFIX trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is SFIX’s P/E ratio?
You can see SFIX’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for SFIX?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is SFIX a good long-term investment?
Whether SFIX fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
SFIX
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
[ms_data_label text="Daily snapshot"]
0.29
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 2.6 | Year High: | 5.94 | |
| Price Avg 50: | 3.76 | Price Avg 200: | 4.49 | |
| Volume: | 2.037M | Average Volume: | 2.08M |
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Login — it's freeSFIX full analysis
Welcome to MARKETSNAP’s SWOT analysis for Stitch Fix, the personalized styling service that’s been making waves in the retail space. If you’re a long-term investor looking to dig into what makes this company tick, you’re in the right place. Today, we’re breaking down Stitch Fix—known for its data-driven approach to fashion—and giving you the full picture through a detailed SWOT analysis. Let’s unpack their strengths, weaknesses, opportunities, and threats, while weaving in the latest updates and financial insights to keep…
