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Stitch Fix Community
NasdaqGS:SFIX Community
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Stitch Fix
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Falling Active Customers And Tariffs Will Erode Profitability
Key Takeaways Sustained declines in active clients and shifts toward new apparel models threaten future revenue growth and challenge the viability of Stitch Fix's core business. Rising costs, stronger competition, and economic pressures are compressing margins and jeopardizing ongoing profitability.
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US$3.00
FV
64.3% overvalued
intrinsic discount
-0.19%
Revenue growth p.a.
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2 days ago
author updated this narrative
Stitch Fix
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
AI-Driven Personalization Will Unlock Global Curated Apparel Markets
Key Takeaways Accelerated innovation in personalized shopping and proprietary AI positions Stitch Fix for rapid revenue growth, market share gains, and expanding client retention. Asset-light operations, sustainability trends, and a strong financial foundation fuel scalable, profitable expansion and resilience against market volatility.
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US$6.00
FV
17.8% undervalued
intrinsic discount
0.021%
Revenue growth p.a.
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2 days ago
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Stitch Fix
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Freestyle Channel And AI Tools Will Guide Retail Transformation
Key Takeaways Enhanced client experience and personalization are driving engagement, supporting long-term revenue growth and market share expansion across demographics. Data-driven forecasting and AI tools improve inventory management, boosting margins and positively impacting overall earnings.
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US$4.63
FV
6.6% overvalued
intrinsic discount
-0.56%
Revenue growth p.a.
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3 days ago
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Your Valuation for
SFIX
SFIX
Stitch Fix
Your Fair Value
US$
Current Price
US$4.93
35.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-223m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.2b
Earnings US$55.2m
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