Filing Flows

Filing Flows › Consumer Discretionary › Stitch Fix (SFIX)

Stitch Fix (SFIX) earnings and revenue breakdown

Latest: Q4 FY26 · 10-K filed Sep 24, 2026 · Stitch Fix (SFIX) Q4 FY26 earnings results →

Q4 FY26 Revenue up 4% year over year to $324M · 1¢ of every $1 of revenue lost · operating margin -1.3%

Stitch Fix made $324M in Q4 FY26 (+4% Y/Y). Operating margin -1.3%, net loss $2.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-K filed Sep 24, 2026.

Revenue$324M
Year over year+4%
Operating margin-1.3%
Net earnings−$2.1M
Operating cash flow$9.1M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $324.4M in Q4 FY26, up 4% year over year and down 5% from the previous quarter.

Gross margin was 43.6%, unchanged from Q4 FY25. Operating costs exceeded revenue by $4.4M, an operating margin of -1.3%. Operating expenses fell 1% while revenue rose 4%. The quarter ended with a net loss of $2.1M, wider than the previous quarter's $1.5M loss. Non-operating items added $2.4M, -127% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $9.1M (up 29% year over year). Non-cash charges added back $4.7M of depreciation and amortization and $9.4M of share-based compensation. Working capital and other items used $3.0M. Capital expenditures of $4.7M left free cash flow of $4.4M.

Quarterly history

Stitch Fix revenue by quarterStitch Fix revenue by quarter$312MQ2 FY25$325MQ3 FY25$311MQ4 FY25$342MQ1 FY26$341MQ2 FY26$340MQ3 FY26$324MQ4 FY26
Stitch Fix net earnings by quarterStitch Fix net earnings by quarter−$6.5MQ2 FY25−$7.4MQ3 FY25−$8.6MQ4 FY25−$6.4MQ1 FY26−$2.7MQ2 FY26−$1.5MQ3 FY26−$2.1MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY2610-KSep 24, 2026$324M+4%-1.3%−$2.1M$9.1M
Q3 FY2610-QJun 11, 2026$340M+5%-1.2%−$1.5M$11.8M
Q2 FY2610-QMar 12, 2026$341M+9%-1.4%−$2.7M$7.3M
Q1 FY2610-QDec 5, 2025$342M+7%-2.5%−$6.4M$10.9M
Q4 FY2510-KSep 25, 2025$311M-3%-3.6%−$8.6M$7.0M
Q3 FY2510-QJun 11, 2025$325M+0.7%-3.0%−$7.4M$20.5M
Q2 FY2510-QMar 12, 2025$312M-6%-2.9%−$6.5M−$16.2M

Charts

Stitch Fix: revenue growth, year over year and quarter over quarterStitch Fix: revenue growth, year over year and quarter over quarterY/YQ/Q-6%Q2 FY25+1%+4%Q3 FY25-3%-4%Q4 FY25+7%+10%Q1 FY26+9%0%Q2 FY26+5%0%Q3 FY26+4%-5%Q4 FY26
Latest (Q4 FY26): Y/Y +4%, Q/Q -5%.
Stitch Fix: where the cash came from (+) and went (−), FY26Stitch Fix: where the cash came from (+) and went (−), FY26Operating cash flow$39.1MBuybacks−$26.4MCapital spending−$19.2MCash drawn (+) / kept (−)$18.7MTaxes on employees’ shares−$17.6MOther investing$3.8MShares issued$1.9MOther financing−$215KAsset & business sales$17K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Stitch Fix: profit against cash, quarter by quarterStitch Fix: profit against cash, quarter by quarterNet incomeOperating cash flow−$6.3M$14.3MQ1 FY25−$6.5M−$16.2MQ2 FY25−$7.4M$20.5MQ3 FY25−$8.6M$7.0MQ4 FY25−$6.4M$10.9MQ1 FY26−$2.7M$7.3MQ2 FY26−$1.5M$11.8MQ3 FY26−$2.1M$9.1MQ4 FY26
Latest (Q4 FY26): Net income −$2.1M, Operating cash flow $9.1M.
Stitch Fix: diluted shares by fiscal yearStitch Fix: diluted shares by fiscal year106MFY21109MFY22115MFY23120MFY24129MFY25134MFY26
+26.7% since FY21: more shares outstanding (issuance, stock pay).
Stitch Fix in its industry: growth against margin (23 companies, SIC 5961)Stitch Fix in its industry: growth against margin (23 companies, SIC 5961)revenue growth, year over year →↑ operating marginmedian +8%median 1%AMZNCPNGCDWWCHWYNSITOld QVC Group, Inc.QVCGPTRNNXHGCTRVLVAKATDUPHNSTLVLUGROVHOURDIBSGIFTAMZECAHOSFIX (+4%, -1%)
Retail-Catalog & Mail-Order Houses; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

About Stitch Fix

Stitch Fix (NASDAQ: SFIX) is the leading online personal styling service that helps people discover the styles they will love that fit perfectly so they always look - and feel - their best. Few things are more personal than getting dressed, but finding clothing that fits and looks great can be a challenge. Stitch Fix solves that problem. By pairing expert stylists with best-in-class AI and recommendation algorithms, the company leverages its assortment of exclusive and national brands to meet each client's individual tastes and needs, making it convenient for clients to express their personal style without having to spend hours in stores or sifting through endless choices online. Stitch Fix, which was founded in 2011, is headquartered in San Francisco. For more information, please visit https://www.stitchfix.com .

In its own words, from its 8-K, filed Sep 23, 2026.

Stitch Fix against its Retail-Catalog & Mail-Order Houses peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +4% against the peers' median +8%. Operating margin: -1.3% against the peers' median 2.8%.

CompanyQuarterRevenueY/YOp. margin
SFIX Stitch FixQ4 FY26$324M+4%-1.3%
AMZN Amazon.comQ3 2026$201.9B+12%13.9%
CPNG CoupangQ3 2026$10.0B+8%-4.5%
CDW CDWQ3 2026$6.8B+18%7.2%
W WayfairQ3 2026$3.4B+10%3.1%
CHWY ChewyQ2 FY27$3.3B+7%2.8%
NSIT Insight EnterprisesQ3 2026$2.4B+22%2.8%
Old QVC GroupQ2 2026$2.0B-11%2.6%
QVCG QVC GroupQ2 2026$1.8B-11%3.5%

Source: Stitch Fix 10-K on SEC EDGAR · CIK 1576942 · Retail-Catalog & Mail-Order Houses

Guidance and outlook

Stitch Fix Revenue: guidance against what was reportedStitch Fix Revenue: guidance against what was reportedguided rangereported (above / within / below)Q3 FY26$340MFY26$1.3BQ4 FY26$324MQ1 FY27FY27
Met or beat 3 of 3 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns SFIX and who is buying

Largest holders of SFIX (13F)Largest holders of SFIX (13F)Disciplined Growth Investors$77.7MBlackRock$49.8MVanguard Group$41.8MRenaissance Technologies LLC$24.7MVanguard Capital Management LLC$20.4MAQR Capital Management LLC$19.9MWorking Capital Advisors (UK)$17.4MState Street$14.4MArrowstreet Capital, Limited Part…$13.1MGeode Capital Management, LLC$12.9M
Funds' net buying of SFIX by quarter (13F)Funds' net buying of SFIX by quarter (13F)−$18K2024-09−$11.8M2024-12$16.6M2025-03$16.6M2025-06$22.4M2025-09$2.3M2025-12$163K2026-03−$13.5M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on SFIX

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

Compare SFIX with

中文版：Stitch Fix（SFIX）财报

Español · Français