Stitch Fix Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
53.4%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$1.3Bnext fiscal year
FY EPS (est.)
-$0.13next fiscal year
Monitoring Framework
Key Performance Indicators
Active Clients Quarterly2.3MTarget: Thoughtful rebuilding of active client base sequentially
Net Revenue per Active Client (RPAC) Quarterly578.0Target: Continued growth to indicate improving engagement and wallet share
Gross Margin Quarterly4,370.0%Target: 43% to 44% for full fiscal year 2026
Adjusted EBITDA Quarterly13.2MTarget: $49 million to $52 million for full fiscal year 2026
Watch Items
- Client Acquisition Costs (CAC)Trigger: Industry-wide increase in marketing costs impacting sequential client growthAction: Optimize advertising spend within the targeted 9% to 10% of revenue range while enhancing organic referral channels.
- Sequential Active Client ChurnTrigger: Expected sequential decline of 0.5% to 1.0% in Q4 due to seasonal factorsAction: Leverage personalized styling, larger Fix offerings, and enhanced client experience to maximize existing client retention.
- Inventory Levels and TurnoverTrigger: Inventory at $132.2 million (up 15.6% year-over-year) to support larger FixesAction: Monitor inventory velocity to prevent markdown pressure and maintain healthy gross margins.
Research as of 19 Jun 2026