SFIXStitch Fix, Inc.
Retail-Catalog & Mail-Order Houses
- Revenue
- $1.3B
- 6.4% YoY
- Operating margin
- -1.6%
- 48% YoY
- EBITDA
- $932K
- 107% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear68% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.0B | $1.6B | $1.3B | $1.3B | $1.3B | 6.4% |
| Operating income | −$184M | −$155M | −$133M | −$39M | −$22M | 44% |
| Net income | −$207M | −$172M | −$129M | −$29M | −$13M | 56% |
| Operating cash flow | $75M | $73M | $28M | $26M | $39M | 53% |
| Capex | $45M | $19M | $14M | $16M | $19M | 18% |
| Stock-based comp | $126M | $102M | $77M | $57M | $46M | 18% |
| Buybacks | $30M | $0 | $0 | $0 | $26M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.