Stitch Fix, Inc.(SFIX)Stock Analysis
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Rank #2,303 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SFIX Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Stitch Fix, Inc. (SFIX), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SFIX at 35.5/100 on a 32-signal composite quality model, placing it at rank #2,303 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include institutional flow (10.2) and revenue growth (17.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 26.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Stitch Fix, Inc. reports quarterly revenue of $340.3M, net income of $-1.5M, an operating margin of -1.2%. Top institutional holders of SFIX by reported 13-F value include DISCIPLINED GROWTH INVESTORS, BlackRock, Working Capital Advisors (UK) Ltd., based on the most recent SEC filings. SFIX trades on the Nasdaq exchange and files with the SEC under CIK 1576942. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SFIX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Stitch Fix, Inc. directly from SEC EDGAR. Stitch Fix, Inc.'s 13F Pro composite quality score has ranged between 25 and 48 since 2021, currently 35.5 — a declining long-term trajectory across 67 quarterly and live scoring snapshots.
Revenue
Q1 2026
$340.3M
Net Income
Q1 2026
$-1.5M
Free Cash Flow
Q1 2026
$6.5M
Operating Margin
Q1 2026
-1.2%
ROIC
Q1 2026
-8.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-5.3% YoYNet Income
+77.7% YoYOperating Income
+70.8% YoYEPS (Diluted)
+79.4% YoYTotal Assets
-1.3% YoYOp. Cash Flow
Free Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.27B -5.3% | $1.34B -16.0% | $1.59B -21.1% | $2.02B -4.0% | $2.10B +22.8% | $1.71B |
| Net Income | $-28.7M +77.7% | $-128.8M +25.1% | $-172.0M +17.0% | $-207.1M -2233.5% | $-8.9M +86.8% | $-67.1M |
| Operating Income | $-38.9M +70.8% | $-133.4M +14.1% | $-155.3M +15.8% | $-184.5M -191.1% | $-63.4M -22.6% | $-51.7M |
| EPS (Diluted) | $-0.22 +79.4% | $-1.07 +28.7% | $-1.50 +21.1% | $-1.90 -2275.0% | $-0.08 +87.9% | $-0.66 |
| Total Assets | $480.6M -1.3% | $486.9M -20.8% | $614.5M -19.6% | $764.5M -6.7% | $819.1M +6.5% | $769.4M |
| Operating Cash Flow | — | $28.2M -61.5% | $73.2M -2.6% | $75.2M +579.9% | $-15.7M -136.6% | $42.9M |
| Free Cash Flow | — | $14.2M -73.8% | $54.4M +79.7% | $30.3M +159.4% | $-50.9M -502.0% | $12.7M |
AI Insight: SFIX Financial Trends
Stitch Fix narrowed operating losses to near breakeven in Q2 2026, but persistent unprofitability and flat revenue growth signal structural challenges.
• Operating loss improved from -$42M in Q3 2024 to -$4M in Q2 2026, a 90% reduction over 6 quarters.
• Net loss narrowed from -$36M to -$2M over same period; quarterly loss now minimal at -$2M in Q2 2026.
• Revenue flat year-over-year: Q2 2025 at $325M vs Q2 2026 at $340M—growth of only 4.6% over 12 months.
• Equity grew from $187M to $201M since Q3 2024, but debt also rose to $204M, maintaining leverage concern.
⚠ Operating losses persist despite cost cuts; breakeven still elusive after 8 consecutive unprofitable quarters.
⚠ Revenue remains range-bound ($311M–$342M); no sustained growth trajectory evident since Q3 2024.
⚠ Operating cash flow data absent; cannot assess cash generation or working capital trends.
AI Insight: SFIX Ratio Trends
Stitch Fix has steadily narrowed losses across all profitability metrics since Q3 2024, with OpMargin and ROIC improving sharply in the latest quarter.
• OpMargin improved from -13.1% in Q3 2024 to -1.2% in Q2 2026, a 1,190bp swing toward breakeven.
• ROIC rebounded from -89.6% in Q3 2024 to -8.0% in Q2 2026, though still deeply negative.
• NPM narrowed from -11.4% in Q3 2024 to -0.4% in Q2 2026, approaching profitability.
⚠ All returns (ROE, ROA, ROIC) remain negative; company has not achieved positive ROIC in any quarter shown.
⚠ Q3 2025 deteriorated materially (OpMargin -3.6%, ROIC -22.1%) before recovering in Q4 2025–Q2 2026; monitor for seasonality.
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Top Institutional Holders of SFIX
DISCIPLINED GROWTH INVESTORS INC /MN
$77.7M18,910,052 shBlackRock, Inc.
$49.8M12,121,197 shWorking Capital Advisors (UK) Ltd.
$33.5M8,155,789 shRENAISSANCE TECHNOLOGIES LLC
$24.7M6,003,658 shVANGUARD CAPITAL MANAGEMENT LLC
$20.4M4,959,202 shAQR CAPITAL MANAGEMENT LLC
$19.9M4,843,056 shSTATE STREET CORP
$14.4M3,503,504 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$13.1M3,192,908 shGEODE CAPITAL MANAGEMENT, LLC
$12.9M3,146,916 shVANGUARD PORTFOLIO MANAGEMENT LLC
$12.5M3,042,880 sh
| Fund | Value | Shares |
|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN | $77.7M | 18,910,052 |
| BlackRock, Inc. | $49.8M | 12,121,197 |
| Working Capital Advisors (UK) Ltd. | $33.5M | 8,155,789 |
| RENAISSANCE TECHNOLOGIES LLC | $24.7M | 6,003,658 |
| VANGUARD CAPITAL MANAGEMENT LLC | $20.4M | 4,959,202 |
| AQR CAPITAL MANAGEMENT LLC | $19.9M | 4,843,056 |
| STATE STREET CORP | $14.4M | 3,503,504 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $13.1M | 3,192,908 |
| GEODE CAPITAL MANAGEMENT, LLC | $12.9M | 3,146,916 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $12.5M | 3,042,880 |
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Popular Research
Is SFIX a good stock to buy?
13F Pro's AI-powered analysis of Stitch Fix, Inc. (SFIX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SFIX are available on the SFIX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SFIX is classified as a small company.
Which hedge funds own SFIX?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SFIX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Stitch Fix, Inc.'s investment landscape.