Stitch Fix Q4 Revenue Rises 4.2% but FY27 Guidance Signals Decline
SFIX is trading near its 52-week low of $2.76 (9.1% below the low) on elevated volume (3.5× avg).
Summary
Stitch Fix reported Q4 revenue of $324.4M (up 4.2% YoY) and full-year revenue of $1.35B (up 6.4%), but guided FY2027 revenue to decline as much as 2.8% amid falling active clients.
Key Events · Earnings and Guidance · SFIX
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Q4 Revenue Beats, Full-Year Up 6.4%
Q4 net revenue of $324.4M rose 4.2% YoY; full-year revenue of $1,348.1M rose 6.4% YoY. Net loss narrowed to $2.1M in Q4 from $8.6M a year earlier.
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FY27 Guidance Implies Revenue Decline
FY2027 revenue guidance of $1.310B-$1.360B implies -2.8% to +0.9% YoY. Q1 FY27 guidance of $323M-$328M implies -5.6% to -4.1% YoY, partly due to a post-checkout offer flow error that has been corrected.
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Active Clients Decline 1.4% YoY
Active clients fell to 2.277M, down 1.4% both quarter-over-quarter and year-over-year. Net revenue per active client rose 7.8% YoY to $592, partially offsetting the client loss.
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Share Repurchases Continue
Stitch Fix repurchased 2.7M shares for $11.3M in Q4, bringing full-year repurchases to $26.4M. Cash and investments totaled $220.9M with no debt.
Analysis · SFIX · Trade & Services
Stitch Fix closed fiscal 2026 with revenue up 6.4% and a sharply narrower net loss, but the outlook for fiscal 2027 points to a revenue decline of up to 2.8% — the first guided contraction since the company's turnaround began. Active clients fell 1.4% year-over-year, and management cited a more challenging consumer environment plus a lower starting client base. The company still expects positive free cash flow and adjusted EBITDA of $27M-$42M, but the top-line reversal is the headline risk for a stock trading near its 52-week low.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 29.5% of the 1626 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, SFIX was trading at $2.51 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 filing was assessed with negative market sentiment and an importance score of 7 out of 10.