Stitch Fix, Inc.
Stitch Fix is an online personal styling and apparel service operating in the United States, with its principal executive offices in San Francisco, California. It pairs Stylists with artificial intelligence and recommendation algorithms to personalize clothing and accessory selections for clients. Clients can receive a curated Fix shipment, with items selected by a Stylist, or shop directly through Freestyle on the company’s website or mobile app. Its assortment includes women’s, men’s, kids’, petite, maternity, and plus apparel, as well as shoes and accessories from brand partners and its Owned Private Label Brands. Stitch Fix earns money from merchandise purchases through Fix and Freestyle. For each Fix, it charges a $20 styling fee, credited toward merchandise clients purchase; Style Pass clients pay a $49 annual fee for unlimited styling, also credited toward purchases. Freestyle purchases have no styling fee. The company also offers brand partners access to clients and feedback insights.
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See all $SFIX insider activity →Stitch Fix (SFIX) granted its Chief Product and Technology Officer 555,556 performance stock units, vesting based on 2027 fiscal year targets. The shares vest in installments, up to 150% of the target, if performance metrics are met and the executive remains employed.
Figs (FIGS) reported Q2 revenue of $196.6M, up 28.8% YoY, beating estimates. Stitch Fix (SFIX) reported $324.4M, up 4.2%, missing EBITDA estimates. Tapestry (TPR) reported $1.88B, up 8.9%, in line with expectations. VF Corp (VFC) reported $1.67B, up 1.3%, beating revenue estimates. Figs stock is up 64.8%, while Stitch Fix, Tapestry, and VF Corp are down 15.2%, 25.2%, and 11.3% respectively since reporting.
Columbia Sportswear (COLM) stock fell 9.2% post-earnings, trading at $57.03. Figs (FIGS) reported $196.6M revenue, up 28.8% YoY, beating estimates, with stock up 40.1% to $15.75. Stitch Fix (SFIX) revenue rose 4.2% YoY to $324.4M, missing EBITDA estimates, stock flat at $2.81. Levi's (LEVI) revenue up 4.3% YoY to $1.61B, met expectations, stock down 4.4% to $18.69. Under Armour (UAA) revenue down 3.2% YoY to $1.1B, missed expectations, stock down 22.6% to $4.96.
Recent SFIX coverage spans earnings, financial news and corporate actions.
The PSU grant aligns executive incentives with future performance, likely supporting the stock modestly.
Weak guidance and miss may weigh on the stock.
Mixed results left the stock unchanged.
Shares slipped after a weak guidance update.
The AI and private‑brand strategy could improve margins and drive top‑line growth, supporting a modest price upside.
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Stitch Fix (SFIX) granted its Chief Product and Technology Officer 555,556 performance stock units, vesting based on 2027 fiscal year targets. The shares vest in installments, up to 150% of the target, if performance metrics are met and the executive remains employed.
Figs (FIGS) reported Q2 revenue of $196.6M, up 28.8% YoY, beating estimates. Stitch Fix (SFIX) reported $324.4M, up 4.2%, missing EBITDA estimates. Tapestry (TPR) reported $1.88B, up 8.9%, in line with expectations. VF Corp (VFC) reported $1.67B, up 1.3%, beating revenue estimates. Figs stock is up 64.8%, while Stitch Fix, Tapestry, and VF Corp are down 15.2%, 25.2%, and 11.3% respectively since reporting.
Columbia Sportswear (COLM) stock fell 9.2% post-earnings, trading at $57.03. Figs (FIGS) reported $196.6M revenue, up 28.8% YoY, beating estimates, with stock up 40.1% to $15.75. Stitch Fix (SFIX) revenue rose 4.2% YoY to $324.4M, missing EBITDA estimates, stock flat at $2.81. Levi's (LEVI) revenue up 4.3% YoY to $1.61B, met expectations, stock down 4.4% to $18.69. Under Armour (UAA) revenue down 3.2% YoY to $1.1B, missed expectations, stock down 22.6% to $4.96.
G-III (GIII) raised full-year guidance but underperformed estimates, with shares down 16.2%. Figs (FIGS) reported 28.8% revenue growth, beating estimates, and shares rose 24.3%. Stitch Fix (SFIX) missed EBITDA estimates, with shares down 4.3%. Carter's (CRI) beat revenue expectations but missed guidance, shares down 14.6%. Under Armour (UAA) reported a 3.2% revenue decline, shares down 24.4%.
Stitch Fix (SFIX) aims to triple revenue per active client, citing Circana data. The company is expanding categories like activewear and footwear, adding 80+ brands, and investing in AI for customer engagement and operations. Active client growth was softer than expected due to higher customer-acquisition costs, but the core business remains resilient. SFIX plans to continue investing in personalization and client acquisition.
Carter's (CRI) stock fell 15.4% post-earnings, trading at $31.98. Figs (FIGS) reported 28.8% revenue growth, beating estimates, with stock up 21.2% at $13.62. Stitch Fix (SFIX) missed EBITDA estimates, stock down 5.9% at $2.66. ThredUp (TDUP) met revenue expectations but missed guidance, stock down 65.8% at $2.15. Oxford Industries (OXM) reported a 2.2% revenue decline, stock down 30.7% at $25.39.
Figs (FIGS) reported Q2 revenue of $196.6M, up 28.8% YoY, beating estimates. Stitch Fix (SFIX) reported $324.4M, up 4.2%, missing EBITDA guidance. Movado (MOV) reported $169.8M, up 4.9%, beating estimates. Columbia Sportswear (COLM) reported $614.4M, up 1.5%, beating EPS but missing guidance. Market focus has shifted from AI to geopolitics.
Consumer ETFs XLP and XLY fell 1.86% and 0.47% respectively. Carnival (CCL) rose 15.8% on strong Q3 results, record bookings, and a higher price target. Mattel (MAT) gained 14.9% amid takeover speculation. Stitch Fix (SFIX) jumped 21% after an upgrade from Mizuho. Faraday Future (FFAI) dropped 23% on a proposed robotics deal.
Stitch Fix (SFIX) reports that former affiliate Anthony Bacos plans to sell 50,000 shares, valued at approximately $132,500, on October 1, 2026. The shares are part of equity compensation acquired in June 2026. Charles Schwab & Co. is named as the broker. Prior sales were made between July and September 2026.
Analysts updated price targets for several companies. Baird cut Boot Barn (BOOT) to $160, Stifel lowered Vail Resorts (MTN) to $157, Mizuho cut Stitch Fix (SFIX) to $2.5, BTIG boosted Robinhood (HOOD) to $135, Cantor Fitzgerald cut Western Union (WU) to $6, Deutsche Bank cut Netflix (NFLX) to $95, BNP Paribas cut Rollins (ROL) to $35, Stifel raised STAAR Surgical (STAA) to $31, B of A Securities cut Bending Spoons (BSP) to $36, BMO Capital raised American Eagle (AEO) to $20.
