Stitch Fix, Inc. (SFIX) Stock

Stitch Fix, Inc. (SFIX) is a Consumer Discretionary stock trading at $3.34 (as of 2026-08-20), with a market capitalization of $452.02M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Stitch Fix, Inc. operates a website and mobile application through which it sells apparel and related products, including shoes and accessories, under the Stitch Fix brand. Its offerings span items such as denim, dresses, blouses, skirts, jewelry, and handbags for men, women, and kids in the United States.

Understand Stitch Fix, Inc.: how it makes money

Stitch Fix sells personalized apparel, shoes, and accessories under its Stitch Fix brand through its website and mobile app in the United States, earning money when it ships curated “fixes” to its active clients.

Stitch Fix’s profit engine is the balance between revenue per active client (how much each client generates) and the cost to produce each personalized fix (it tracks styling cost per fix).

Revenue by segment (latest quarter)
Continuing Ops$0.3B

Business quality (Weak): Clear operating KPIs are available (active clients, net revenue per active client, and styling cost per fix), but the provided segment breakdown is limited to continuing operations.

Bull case

  • Cost and execution improvements: The company reports a 21% decrease in Styling Cost per Fix and 80% of items shipped with five points of feedback provided.
  • Commercial strength per customer: Net Revenue per Active Client from Continuing Operations is reported as $515.
  • Some repeat behavior: Freestyle First Customers Repurchasing Again Within 30 Days is reported at 20%.

Bear case

  • Scale pressure from client declines: Active Clients Declined Quarter-Over-Quarter by 112,000 (even though active clients from continuing operations are 2,288,000).
  • Unprofitable at the operating level: Operating margin is -1.2%, indicating operating losses in the latest reported period.
  • Inventory sell-through risk: Keep Rate for New Inventory is reported as 7%, which suggests limited retention of new inventory.
Valuation — source: SEC EDGAR (first-party)
Price$3.34
Market Cap$452.02M
Price / Book2.24
Price / Sales0.34
DCF Value (model)$2.87
DCF Upside vs Price-14.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.27B
Net Margin-2.3%
Revenue Growth (YoY)4.7%
EPS Growth (YoY)-83.3%
Financial Health — source: SEC EDGAR
Altman Z-Score2.27 (grey)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderDISCIPLINED GROWTH INVESTORS INC /MN ($62.02M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEOMatthew H. Baer
Employees4,570
CountryUS
IPO Date2017-11-17

Related Companies (Business model: First-Party E-commerce (Own-Inventory or Own-Platform Retail); 8 closest by market cap; US-domiciled)

  • Pattern Group Inc. Series A Common Stock (PTRN)
  • Revolve Group, Inc. (RVLV)
  • The Honest Company, Inc. (HNST)
  • Bed Bath & Beyond Inc. (BBBY)
  • ThredUp Inc. (TDUP)
  • 1stdibs.Com, Inc. (DIBS)
  • a.k.a. Brands Holding Corp. (AKA)
  • Hour Loop, Inc. (HOUR)
SFIX earnings history · SFIX institutional & insider holders · SFIX KPIs & operating metrics · SFIX financials · SFIX investor presentations & press releases · SFIX SEC filings · SFIX peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.