Replay available

Stitch Fix, Inc. (SFIX) Q4 2026 Earnings Call

Stitch Fix, Inc. (NASDAQ: SFIX) Q4 2026 earnings conference call, held 2026-09-23. Replay captured from the company's public earnings webcast.

Wed, September 23, 2026 at 5:00 PMendedReplay
Stitch Fix, Inc. (SFIX) Q4 2026 Earnings Call

Investor webinar replay

Meeting Overview The Stitch Fix 4th quarter and full fiscal year 2026 earnings call discussed the company's financial performance, strategic advancements, and improvements in client engagement. Key highlights included revenue growth, client retention trends, and the introduction of new product categories. Key Discussion Points - Fiscal 2026 was a pivotal year for Stitch Fix, with a revenue growth of 6.4% to $1.35 billion. - Active client trends improved, marking the 9th consecutive quarter of year-over-year growth. - Q4 revenue reached $324.4 million, representing a 4.2% year-over-year increase. - Contribution margin remained above 30%, and adjusted EBITDA exceeded expectations. - Enhanced client experience focused on four pillars: engagement opportunities, client-stylist relationships, fix flexibility, and assortment strength. - Introduction of larger fixes and a more relevant assortment contributed to performance improvements. - Significant growth in private brands and category ex...

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Companies on this event

Featured Presenters

Cheryl Valenzuela

Head of Investor Relations

Matt Baer

Chief Executive Officer

David Aufderhaar

Chief Financial Officer

Dylan Cardin

Analyst, William Blair

Owen Rickert

Analyst, Northland Capital Markets

Dana Telsey

Analyst, Telsey Advisory Group

Jay Soule

Analyst, UBS

Jessica Chen-Yi Tian

Analyst, A.B. Bernstein

David Bellinger

Analyst, Mizuho

Replay transcript excerpt

Speaker 1: Hello, everyone. Thank you for joining us and welcome to the Stitch Fix 4th 0.25 fiscal year 2026 Speaker 1: earnings call. Speaker 1: After today's prepared remarks, we will host a question and answer session. Speaker 1: If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, press star 1 again. I will now hand the conference over to Cheryl Valenzuela, head of investor relations. Speaker 1: Please go ahead. Speaker 2: Good afternoon, and thank you for joining us today for the Stitch Fix 4th 0.25 and full fiscal year 2026 earnings call. Speaker 2: With me on the call are Matt Baer, Chief Executive Officer, and David Afterharp, Chief Financial Officer. Speaker 2: We have posted complete 4th 0.25 and full fiscal year 2026 financial results in a press release on the quarterly results section of our website, investors.stitchfix.com. Speaker 2: A link to the webcast of today's conference call can also be found on our site. Speaker 2: We'd like to remind everyone that we will be making forward-looking statements on this call, which involve risks and uncertainties. Speaker 2: Actual results could differ materially from those contemplated by our forward-looking statements. Speaker 2: Reported results should not be considered as an indication of future performance. Speaker 2: Please review our filings with the SEC for discussion of the factors that could cause the results to differ, in particular our press release issued and filed today as well as our annual report on Form 10-K for Fiscal 2026, Speaker 2: which we expect to file later this week. Speaker 2: Also note that the forward-looking statements on this call are based on information available to us as of today's date. We disclaim any obligation to update any for...

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