Stitch Fix: Margins Under Pressure From Gross Margin Cycle, Valuation Unrealistic
Stitch Fix, Inc. shows operational improvements and first revenue growth in years, but active clients continue to decline and gross margins are reversing. Customer acquisition costs remain stubbornly high, offsetting gains in average order value and revenue per active client. Profitability remains elusive as margin recovery is threatened by tariffs and increased marketing spend, with EBITDA expected to decline further next quarter.
SFIX Q3 Loss Narrower Than Expected, FY25 Outlook Raised, Stock Up 8%
Stitch Fix narrows the Q3 loss view and raises the FY25 outlook as transformation efforts boost revenues and client engagement.
Stitch Fix: AI-Powered Personalization Will Overcome Any Macro Challenges
Personalization is a tool that will help Stitch Fix retain and even gain market share amid any potential external headwinds like tariffs or a slowdown in consumers' discretionary spending, executives said Tuesday (June 10) during the online personal styling service's quarterly earning call.
Stitch Fix, Inc. (SFIX) Q3 2025 Earnings Call Transcript
Stitch Fix, Inc. (NASDAQ:SFIX ) Q3 2025 Earnings Conference Call June 10, 2025 5:00 PM ET Company Participants Cherryl Valenzuela - Corporate Participant David Aufderhaar - Chief Financial Officer Matthew Baer - CEO & Director Conference Call Participants Aneesha Sherman - Sanford C. Bernstein & Co., LLC.
Stitch Fix (SFIX) Reports Q3 Loss, Tops Revenue Estimates
Stitch Fix (SFIX) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to loss of $0.15 per share a year ago.
Stitch Fix's Q3 Earnings on the Horizon: Key Insights for Investors
SFIX's Q3 FY25 results are likely pressured by macro headwinds and struggles in customer growth and retention.
SFIX Stock Trading Above 50 & 200-Day SMA: Key Insights for Investors
Stitch Fix gains on personalization and brand strategy. However, a declining client base and soft revenue outlook challenge its growth trajectory.
Stitch Fix Rises 38% in a Year: Is the Stock Still a Buy?
SFIX is poised for growth with improved client engagement, operational efficiency and momentum in key market segments.
Why Stitch Fix Could be an Undervalued Gem: Key Factors to Consider
SFIX offers investors a unique mix of value and growth, with strong operational improvements and strategic momentum.
Down -34.82% in 4 Weeks, Here's Why You Should You Buy the Dip in Stitch Fix (SFIX)
Stitch Fix (SFIX) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Stitch Fix Moves In The Right Direction But The Stock Remains A Hold
Stitch Fix shows operational improvements with higher revenue per active client and lower SG&A, but remains unprofitable and shrinking, warranting a Hold rating. Gross margin improved to 44.5% and SG&A expenses decreased significantly, indicating better operational discipline and potential for future profitability. New management's strategic changes, including increased item count per Fix and better inventory management, are positive, but growth inflection is needed for profitability.
Stitch Fix (SFIX) Upgraded to Buy: Here's Why
Stitch Fix (SFIX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
