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Stitch Fix

SFIX on Nasdaq. Stitch Fix sells clothing and accessories to clients online. Market value $349m.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to July 2026. Quality checks use five annual reports, the latest for the year to July 2026.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Retail & consumer stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to July 2026
5.5%fair

For every $100 of what the whole company costs, it produced $5.54 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to July 2026
n/a

The filings do not give us enough to work this out.

Return on capital
five annual reports to July 2026
-76.0%five-year median

Each dollar kept in the business earns -76 cents a year. Above 10 is good.

Quality score: 40 of 100. Price score: 30 of 100. Our list needs 70 on quality and 60 on price.

$2.67 a share, 27% above its 1-year low

Over the past year the price has ranged from $2.10 to $5.74.

Pays no dividend

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.0
0.1
0.0
0.0
0.0
20222023202420252026
Revenue
$2.0bn$1.6bn$1.3bn$1.3bn$1.3bn
Operating margin
-9.1%-9.8%-10.0%-3.1%-1.6%
Debt to equity
0.000.000.000.000.00
Shares outstanding
0.11bn0.11bn0.12bn0.13bn0.13bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)3 of 8 checks we could run
  • Profit backed by cash (accruals)No
  • Debt0.00× equity
  • Revenue growth, five yearsShrinking, 8.5% a year
  • Buying back its own sharesNo, 23% more shares since 2022

The quarter to July 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $324 million last quarter, up 4% on a year ago.
  • A loss of $2 million, compared with a loss of $9 million a year ago.
  • It loses 2 cents on each $1 of sales, compared with 3 cents a year earlier.
  • Spare cash over the past 12 months: $20 million, up from $9 million.
  • It has $95 million more cash than debt, down from $114 million a year ago.
  • Sales grew on a year ago in each of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
October 2024$319m
January 2025$312m
April 2025$325m
July 2025$311m
October 2025$342m
January 2026$341m
April 2026$340m
July 2026$324m
Profit by quarter
Profit by quarter
Quarter toAmount
October 2024-$6m
January 2025-$7m
April 2025-$7m
July 2025-$9m
October 2025-$6m
January 2026-$3m
April 2026-$2m
July 2026-$2m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
24 September 2026
Next quarterly (estimated, 10-Q)
10 September 2026

Who owns it

1 long-term investor we follow owns it, unchanged from 1 last quarter. 187 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

6 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 4 sold $7m, $7m of it under preset trading plans.

  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    3 August 2026
    Shares
    70,000
    Price
    $4.09
    Value
    $286,077
  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    27 July 2026
    Shares
    70,000
    Price
    $3.76
    Value
    $263,483
  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    20 July 2026
    Shares
    70,000
    Price
    $3.79
    Value
    $265,080
  • O'Connor Casey
    Chief Legal Officer
    Sold
    under a preset trading plan
    Date
    16 July 2026
    Shares
    50,000
    Price
    $3.93
    Value
    $196,560
  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    13 July 2026
    Shares
    70,000
    Price
    $3.62
    Value
    $253,144
  • Aufderhaar David
    Chief Financial Officer
    Sold
    under a preset trading plan
    Date
    6 July 2026
    Shares
    67,960
    Price
    $3.79
    Value
    $257,432
  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    6 July 2026
    Shares
    70,000
    Price
    $3.79
    Value
    $265,089
  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    29 June 2026
    Shares
    70,011
    Price
    $4.42
    Value
    $309,664
  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    24 June 2026
    Shares
    100,000
    Price
    $4.51
    Value
    $451,000
  • Bacos Anthony
    Chief Prod/Technology Officer
    Sold
    under a preset trading plan
    Date
    22 June 2026
    Shares
    70,000
    Price
    $4.03
    Value
    $282,300

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

  • Sales have shrunk: 8.5% a year.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.