$SFIX

Stitch Fix (per a company press release) launched a limited-edition Favorite Daughter capsule for busy moms, featuring graphic tees and a half-zip with “Drop Off Club” branding plus “Favorite Teacher” styles. The launch is part of its fall assortment with other exclusive collections. Stitch Fix surveyed 1,000 U.S. mothers in June 2026.

Stitch Fix said a survey of 1,000 moms found style confidence drops from 70% pre-baby to 40% after, and 40% still do not feel like themselves two or more years postpartum. The company is partnering with Dancing with the Stars pro Lindsay Arnold on a style-quiz microsite. Stitch Fix reported Q3 revenue of $340.3M (+4.7% YoY) and 2.3M active clients, with spending up 6.6% to $578.

Stitch Fix CEO Matt Baer, hired in 2023, is reshaping the company’s tech-led apparel subscription model toward retail fundamentals, citing weak merchandising after the pandemic. Revenue fell 40% to $1.27B (2021-2025) and users dropped 400,000 post-COVID. In the latest quarter, revenue rose 4.7% YoY, active clients were 2.39M, and revenue per active client was $578.

Stitch Fix shares rose 15.69% on Thursday after the company reported fiscal 2026 Q3 results that beat investor expectations. Revenue increased 4.7% to $340 million; net revenue per active client rose 6.6% to $578. Net loss narrowed to $1.5 million, free cash flow was $6.5 million, and adjusted EBITDA rose 20% to $13.2 million. Stitch Fix raised full-year guidance to about $1.35 billion revenue and $49–$52 million adjusted EBITDA, with positive free cash flow.

US equity futures rose as tech and small caps gained after US Central Command said strikes against Iran were complete, easing concerns about further escalation and the Strait of Hormuz reopening. S&P futures rose 0.7% and Nasdaq 100 1.1%; bond yields fell 1–3bp. Brent slipped ~1% below $92; WTI fell to $88.87. Oracle shares fell ~8% after higher-than-estimated capex; Navan jumped 19% after raising revenue outlook.

U.S. stocks rose Thursday, with the Dow Jones up more than 350 points. Stitch Fix shares jumped 15.8% to $4.17 after the company reported a third-quarter loss of $0.01 per share versus a consensus $0.06 loss, and revenue of $340.27 million versus $331.43 million expected.

Stitch Fix, Inc. (SFIX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991-q326.htm EX-99.1 Document Exhibit 99.1 Stitch Fix Announces Third Quarter of Fiscal 2026 Financial Results SAN FRANCISCO, June 10, 2026 (BUSINESSWIRE) -- Stitch Fix, Inc. (NASDAQ: SFIX), the leading online personal styling service, today announced its financi

Stocks in the consumer discretionary sector fell after weaker US consumer signals and higher rate expectations. Lululemon cut full-year revenue guidance to $11.0–$11.15 billion from $11.35–$11.5 billion, citing weaker traffic and product issues. May payrolls rose to 172,000 vs 80,000 consensus, lifting rate-hike expectations. Stitch Fix fell 5.4%, fuboTV 4.4%, and Sabre 3.8%.

Stitch Fix's Chief Legal Officer, Casey O'Connor, sold 60,000 shares of Class A common stock for approximately $185,010. The sale, executed on April 10, 2026, occurred at a weighted average price of $3.0835 per share under a pre-arranged Rule 10b5-1 trading plan established on January 9, 2026. Following this transaction, O'Connor retains 480,334 directly owned shares.

Stitch Fix, Inc. announced the retirement of Anthony Bacos, Chief Product and Technology Officer, effective August 1, 2026, as disclosed in a Form 8-K report. This leadership change is a significant event for investors, who should monitor succession planning and its potential impact on the company's strategic direction, particularly in product and technology innovation. The company's Class A common stock trades on the Nasdaq Global Select Market under the symbol SFIX, and no other material events were noted in the filing.