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Stitch Fix, Inc. Chief Executive Officer Matt Baer reported routine equity compensation activity involving performance-based stock units and Class A common stock. He exercised Performance Stock Units to acquire 61,454 shares of Class A Common Stock at a $0.00 exercise price, reflecting the conversion of vested PSUs into shares. In a related transaction, 77,818 shares of Class A Common Stock were withheld at $3.19 per share to satisfy tax withholding obligations tied to restricted stock unit vesting, rather than being sold in the open market. Following these transactions, Baer directly holds 2,055,880 shares of Class A Common Stock. The PSU award’s performance condition has been achieved, and the units will continue to vest based on stated time-based service conditions.
Stitch Fix, Inc. Chief Product and Technology Officer Anthony Bacos exercised performance stock units that converted into 43,895 shares of Class A common stock on March 18, 2026. Each performance stock unit represents a right to receive one share after conditions are met.
In connection with the vesting, 37,824 shares of Class A common stock were withheld by the company at $3.19 per share to cover tax obligations. After these transactions, Bacos directly holds 1,105,109 shares of Stitch Fix Class A common stock.
Stitch Fix, Inc. reported that its Chief Product and Technology Officer, Anthony Bacos, has informed the company of his intention to retire. His retirement will be effective August 1, 2026. This leadership change affects the executive overseeing product and technology but does not include any financial results or transaction details.
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.
Stitch Fix reported second-quarter fiscal 2026 results with solid top-line growth but a small loss. Net revenue was $341.3 million, up 9.4% year over year. Active clients were 2.288 million, down 3.5% year over year, while net revenue per active client rose 7.4% to $577, indicating higher spending per client.
Gross margin was 43.6%, down 90 basis points from a year ago. The company posted a net loss of $2.7 million, or $0.02 per share, but generated Adjusted EBITDA of $15.9 million (4.7% margin) and free cash flow of $3.4 million. Stitch Fix ended the quarter with $240.5 million in cash, cash equivalents, and investments and no debt. For Q3 2026, it guides net revenue to $330–$335 million and Adjusted EBITDA to $7–$10 million, and for fiscal 2026 it expects $1.33–$1.35 billion in revenue, $42–$50 million in Adjusted EBITDA, gross margin of 43–44%, advertising at 9–10% of revenue, and positive free cash flow for the full year.
Disciplined Growth Investors, Inc. reported beneficial ownership of 19,477,691 shares of Stitch Fix, Inc. Class A common stock, representing 16.4% of the class as of 12/31/2025. It holds sole voting power over 18,039,070 shares and sole dispositive power over all 19,477,691 shares.
The firm certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Stitch Fix, other than activities allowed in connection with certain director nominations.
Stitch Fix, Inc. director Katrina Lake’s revocable trust converted and sold shares of the company’s stock. On February 2, 2026, the Katrina M. Lake Revocable Trust converted 8,835 shares of Class B Common Stock into 8,835 shares of Class A Common Stock, then sold those 8,835 Class A shares at a weighted average price of $5.0065 per share under a pre‑arranged Rule 10b5-1 trading plan entered on January 7, 2025. Following these transactions, the trust continued to indirectly hold 7,196,553 derivative securities representing Class B shares convertible into Class A on a one‑for‑one basis with no expiration date.
Stitch Fix, Inc. shareholder Katrina Lake TTEE filed a notice to sell up to 202,295 shares of Stitch Fix common stock through broker Charles Schwab & Co., Inc. on or around February 2, 2026 on the NASDAQ market, with an indicated aggregate market value of $1,012,790.00.
The filing notes these shares were originally acquired on May 23, 2016 as founder shares via a founder contribution. It also lists prior sales over the past three months totaling 404,600 Stitch Fix shares, generating gross proceeds of $1,574,169.00 and $513,824.00 on separate sales dated December 5, 2025 and January 2, 2026.
Stitch Fix, Inc. Chief Legal Officer Casey O'Connor reported an automatic stock option exercise and share sale under a pre-set Rule 10b5-1 trading plan. On January 27, 2026, O'Connor exercised 19,347 non-qualified stock options at $3.80 per share, receiving the same number of Class A common shares.
That same day, O'Connor sold 19,347 Class A shares at $5.68 per share under the same Rule 10b5-1 plan. Following these transactions, O'Connor directly owned 542,071 Class A shares and held 380,653 options. The option grant was fully vested according to its original vesting schedule.
Stitch Fix, Inc. insider plans sale of 51,248 shares under Rule 144. The filer intends to sell 51,248 shares of Class A common stock through Charles Schwab & Co., Inc., with an aggregate market value of $291,089.00, on or about 01/27/2026 on NASDAQ.
The shares were acquired on 01/27/2026 via an employee stock option exercise using a broker-assisted cashless exercise. Rule 144 disclosure also lists Stitch Fix Class A common stock outstanding of 118,645,941 shares, a baseline figure for the company’s equity.
In the prior three months, the same seller reported additional Stitch Fix share sales on 01/20/2026, 01/21/2026, and 01/22/2026, each with specified gross proceeds. The filer represents they are not aware of undisclosed material adverse information about the company when making this notice.