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Stitch Fix, Inc. 10-Q Filings

SFIX NASDAQ

Every 10-Q that Stitch Fix, Inc. (SFIX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow SFIX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SFIX filings page.

Rhea-AI Summary

Stitch Fix reported Q3 2026 results showing modest growth and a smaller loss. Net revenue was $340.3 million, up 4.7% year over year, while net loss from continuing operations narrowed to $1.5 million from $7.4 million.

Active clients declined 1.9% to about 2.309 million, but net revenue per active client rose to $578, a 6.6% increase, reflecting higher average order values and more items kept per Fix. Adjusted EBITDA improved to $13.2 million for the quarter and $42.6 million for the first nine months.

For the nine months ended May 2, 2026, free cash flow from continuing operations was $15.4 million, and cash provided by operating activities reached $30.0 million. The company ended the quarter with $87.3 million in cash and cash equivalents and $142.1 million in investments, plus an undrawn $50.0 million credit facility. Stitch Fix repurchased 4.5 million Class A shares for $15.1 million and recorded a $32.0 million settlement accrual related to a securities class action, with the amount within its insurance limits and subject to final court approval.

Rhea-AI Summary

Stitch Fix reported modestly improved results for Q2 2026. Revenue, net grew to $341.3 million for the quarter and $683.4 million for the first half, up 9.4% and 8.3% year over year, while gross margin dipped slightly to 43.6%.

The company narrowed its net loss from continuing operations to $2.7 million for the quarter and $9.0 million year-to-date, with Adjusted EBITDA essentially flat at $15.9 million for the quarter. Free cash flow from continuing operations for the first six months was $8.9 million, versus negative in the prior year.

Active clients declined 3.5% to about 2.29 million, but net revenue per active client rose 7.4% to $577, reflecting higher average order values and more items kept per Fix. Stitch Fix ended the quarter with $118.8 million in cash and cash equivalents, $121.7 million in investments, no borrowings under its $50 million credit facility, and total stockholders’ equity of $209.3 million.

Rhea-AI Summary

Stitch Fix reported Q1 fiscal 2026 results showing modest growth but continued losses. Revenue, net reached $342.1 million for the three months ended November 1, 2025, up 7.3% from a year earlier, driven by higher average order values and more items kept per Fix.

Active clients declined 5.2% year over year to about 2.307 million, but net revenue per active client rose 5.3% to $559, reflecting stronger spending by remaining clients. Gross margin slipped to 43.6% as lower product margins and higher transportation costs more than offset improved inventory health.

Net loss from continuing operations was $6.4 million, essentially flat versus the prior-year loss of $6.3 million, while Adjusted EBITDA was $13.4 million, indicating positive cash earnings after non-cash and one-time items. Cash and cash equivalents were $114.5 million and investments $129.7 million, with $10.9 million of operating cash flow and $5.6 million of free cash flow from continuing operations.

The company recorded a $32.0 million settlement accrual related to a securities class action, fully within its insurance limits, and remains in compliance with covenants on its undrawn $50.0 million revolving credit facility.