Stitch Fix reported its sixth consecutive quarter of positive revenue growth on September 23, 2026, with fourth-quarter revenue up 4.2% year over year to $324.4 million and full fiscal year revenue of $1.35 billion, up 6.4%. The growth came despite a 1.4% decline in active clients to 2.277 million, as revenue per active client hit a record $592, up 7.8%, and average order value rose 4.9%. Full-year gross margin slipped 70 basis points to 43.7% on freight rates and tariffs, and the company posted a net loss of $12.6 million for the year. Guidance for fiscal 2027 calls for revenue of $1.31 billion to $1.36 billion, with first-quarter revenue guided down 4.1% to 5.6%, while management plans to raise advertising spend to 10% to 11% of revenue from 9.9%. Hedge fund ownership slipped from 25 funds to 23, and short interest sits at 14.08% of the float.
Stitch FixQ4 revenue up 4.2% and sixth straight growth quarter, but net loss of $12.6M and Q1 FY27 revenue guided down 4.1-5.6%
Amazon.com Inc