Stitch Fix, Inc. filings document the regulatory disclosures of a Delaware online personal styling company with Class A common stock listed on Nasdaq. Its Form 8-K reports cover results of operations and financial condition, press-release exhibits, share repurchase activity, leadership and compensation-related events, and material agreements tied to its financing arrangements.
Proxy materials and annual meeting filings describe board elections, stockholder voting matters, executive compensation, equity awards and governance practices. Other disclosures address the company’s capital structure, first lien credit agreement amendments, financial metrics for the styling business and the risk and governance context surrounding its apparel, footwear and accessories retail model.
Stitch Fix, Inc. has resumed repurchases under its existing share repurchase program authorizing up to $150 million of Class A common stock. Between March 17 and April 1, 2026, the company repurchased about 4.5 million shares for $15 million. Following these transactions, approximately $105 million remains available under the program, which has no expiration date and can be modified, suspended, or terminated at any time. Future repurchases will depend on factors such as stock price, trading volume, market conditions, and general business conditions.
Stitch Fix Inc: The Vanguard Group filed an amendment to a Schedule 13G/A reporting 0 shares beneficially owned of Stitch Fix common stock, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries to report ownership separately.
Stitch Fix, Inc. Chief Legal Officer Casey O'Connor exercised Performance Stock Units on March 18, 2026, converting 25,284 PSUs into an equal number of Class A Common shares. Each PSU represents a contingent right to one share, and the performance condition for this award has been achieved.
On the same date, 27,021 Class A shares were withheld by the company at $3.19 per share to satisfy tax obligations related to restricted stock unit vesting, a non-market, tax-withholding disposition rather than an open-market sale. Following these routine compensation-related events, O'Connor directly held 540,334 Class A shares. The PSU award is scheduled so that 5/12 vested on December 17, 2025, with the remaining 7/12 vesting in equal quarterly installments over the next seven quarterly vesting dates.
Stitch Fix, Inc. Chief Financial Officer David Aufderhaar exercised performance stock units and settled related taxes using shares. He exercised 43,895 Performance Stock Units into an equal number of Class A Common Stock shares at a conversion price of $0.00 per share. To cover tax withholding obligations tied to restricted stock unit vesting, 52,011 Class A shares were withheld at $3.19 per share rather than sold on the open market. After these compensation-related transactions, he directly owned 1,243,746 shares of Class A Common Stock, indicating this was a routine equity award vesting and tax settlement rather than discretionary market buying or selling.
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.