Stitch Fix Guides FY2027 Revenue Down 2.8% at Midpoint as Active Clients Shrink
SFIX is trading near its 52-week low of $2.76 (16% below the low) on elevated volume (3.9× avg).
Summary
Stitch Fix reported Q4 FY2026 revenue of $324.4M, up 4.2% YoY, with a net loss of $2.1M and adjusted EBITDA of $10.8M. Full-year revenue grew 6.4% to $1,348.1M, but active clients fell 1.4% YoY to 2.277M. The company guided FY2027 revenue to $1.310B-$1.360B, implying a decline of 2.8% to growth of 0.9% at the midpoint, citing a challenging consumer environment and lower active client starting point. Q1 FY2027 revenue is expected to drop 5.6% to 4.1% YoY due to shipment timing shifts and an August post-checkout offer flow issue that has been corrected. The company is ramping up technology and AI spending, which contributed to softer full-year profits. The stock trades near its 52-week low at $2.32, and the negative revenue outlook for next year is likely to pressure shares further.
At the time of this announcement, SFIX was trading at $2.32 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $376.3M. The 52-week trading range was $2.76 to $5.85. This news item was assessed with negative market sentiment and an importance score of 8 out of 10. Source: BusinessWire.