Stitch Fix 過去の業績
過去 基準チェック /06
Stitch Fixは7.8%の年平均成長率で業績を伸ばしているが、Specialty Retail業界はdecliningで2.9%毎年増加している。売上は減少しており、年平均12.3%の割合である。
主要情報
7.76%
収益成長率
10.36%
EPS成長率
| Specialty Retail 業界の成長 | 26.64% |
| 収益成長率 | -12.30% |
| 株主資本利益率 | -11.93% |
| ネット・マージン | -1.89% |
| 前回の決算情報 | 31 Jan 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Apr 02
Stitch Fix: A Compelling 'Buy' As Order Values Rise (Upgrade)
Summary Stitch Fix is upgraded to "Buy" as valuation multiples become compelling and bottom-line performance justifies renewed optimism. SFIX is shifting toward a more loyal, higher-spending customer base, enabling reduced advertising spend and improved customer economics. The company maintained stable gross margins in the mid-40%s, generated positive adjusted EBITDA and free cash flow, and cut $120 million in annual SG&A. With $240.5 million in cash and no debt, SFIX's strong balance sheet provides flexibility amid macro headwinds and small-cap volatility. Read the full article on Seeking Alpha分析記事 • Feb 12
Stitch Fix, Inc. (NASDAQ:SFIX) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
Stitch Fix, Inc. ( NASDAQ:SFIX ) shareholders won't be pleased to see that the share price has had a very rough month...
ナラティブの更新 • Feb 03
SFIX: Earnings Outlook And Sector Sentiment Will Shape Cautious Fair Value Stance
Analysts have kept their fair value estimate for Stitch Fix steady at $5.25 while making only small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, reflecting a broadly unchanged outlook that incorporates recent shifts in peer price targets and ratings across the sector. Analyst Commentary Recent sector research around Stitch Fix peers has focused on how quickly earnings power can stabilize and what kind of valuation multiple the market is willing to assign to companies with evolving business models.ナラティブの更新 • Jan 20
SFIX: Earnings Visibility And Margin Framework Will Guide Cautious Fair Value Outlook
Analysts have trimmed their price targets on Stitch Fix to reflect a slightly higher required return and modest tweaks to margin and P/E assumptions. This has resulted in a revised valuation framework that keeps fair value around $5.25 per share while signaling increased caution around the stock’s risk profile.ナラティブの更新 • Jan 06
SFIX: Adjusted Margin And P/E Assumptions Will Shape Measured Turnaround Prospects
Analysts have trimmed their price target on Stitch Fix to US$5.25, reflecting slightly lower assumed profit margin and future P/E, while keeping growth expectations essentially unchanged. Analyst Commentary Recent commentary around Stitch Fix centers on how much conviction investors should have in the company’s ability to justify its current valuation, especially after the modest cut to the price target driven by lower assumed margins and P/E, rather than any change in growth expectations.ナラティブの更新 • Dec 18
SFIX: Improving Client Metrics And AI Tools Will Support Measured Turnaround Prospects
Analysts have raised their price target on Stitch Fix to $6.00 from $4.50, reflecting increasing confidence in the company’s improving revenue trajectory, expanding average order values, and signs of stabilizing and reaccelerating active client growth. Analyst Commentary Bullish analysts view the recent price target increase as a sign that Stitch Fix is entering a more sustainable growth phase, supported by improving fundamentals and clearer visibility into execution.分析記事 • Dec 14
What Stitch Fix, Inc.'s (NASDAQ:SFIX) 29% Share Price Gain Is Not Telling You
Those holding Stitch Fix, Inc. ( NASDAQ:SFIX ) shares would be relieved that the share price has rebounded 29% in the...ナラティブの更新 • Dec 04
SFIX: Revenue Per Client And New Features Will Drive Bullish Re-Rating
Analysts have modestly raised their price target on Stitch Fix to $6 from $4.50, citing a nascent return to revenue growth supported by stronger average order values, improving revenue per active client, and signs of stabilizing client trends. Analyst Commentary Street research on Stitch Fix has turned incrementally more constructive, but remains balanced, with analysts weighing early signs of an operational turnaround against lingering execution and client growth risks.ナラティブの更新 • Oct 24
AI-Powered Features and Client Engagement Will Drive Retail Momentum Ahead
Stitch Fix's fair value price target has been lifted to $5.25 from $4.88, as analysts cite improving revenue growth trends and stronger client engagement as key factors behind the increase. Analyst Commentary Bullish Takeaways Bullish analysts have highlighted Stitch Fix's return to revenue growth, with the company achieving its second consecutive quarter of positive momentum after several years of declines.分析記事 • Oct 05
Is Stitch Fix, Inc. (NASDAQ:SFIX) Trading At A 35% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stitch Fix fair value estimate is US$6.57 Stitch Fix is...ナラティブの更新 • Sep 18
Freestyle Channel And AI Tools Will Guide Retail Transformation
A modest improvement in consensus revenue growth forecasts for Stitch Fix, alongside a slight uptick in future P/E expectations, has led analysts to raise their fair value estimate, with the price target increasing from $4.62 to $4.88. What's in the News Stitch Fix has been added to several Russell growth-oriented indices, including the Russell 2000 Growth, 2500 Growth, 3000 Growth, 3000E Growth, Microcap Growth, and Small Cap Comp Growth indices.分析記事 • Sep 08
What Stitch Fix, Inc.'s (NASDAQ:SFIX) 26% Share Price Gain Is Not Telling You
Stitch Fix, Inc. ( NASDAQ:SFIX ) shareholders would be excited to see that the share price has had a great month...分析記事 • Jul 22
What Stitch Fix, Inc.'s (NASDAQ:SFIX) 30% Share Price Gain Is Not Telling You
Stitch Fix, Inc. ( NASDAQ:SFIX ) shares have continued their recent momentum with a 30% gain in the last month alone...分析記事 • May 13
Stitch Fix, Inc.'s (NASDAQ:SFIX) 37% Share Price Surge Not Quite Adding Up
Stitch Fix, Inc. ( NASDAQ:SFIX ) shareholders are no doubt pleased to see that the share price has bounced 37% in the...Seeking Alpha • Apr 17
Stitch Fix: The Worst Is Probably Over (Rating Upgrade)
Summary Stitch Fix's stock has dropped ~30% since January, but its low valuation and profitability growth make it worth monitoring despite tariff risks. The company is seeing revenue growth in the men's category and improving gross margins, which contrasts with industry peers. Stitch Fix's Q2 revenue beat expectations, and adjusted EBITDA tripled y/y, indicating structural profitability improvements. Despite ongoing risks, including potential tariffs, Stitch Fix's ~4x adjusted EBITDA multiple (alongside meaningful adjusted EBITDA expansion) suggests it may be nearing a price floor. Read the full article on Seeking Alpha
新しいナラティブ • Mar 27
Freestyle Channel And AI Tools Will Guide Retail Transformation
Enhanced client experience and personalization are driving engagement, supporting long-term revenue growth and market share expansion across demographics.分析記事 • Mar 14
Stitch Fix, Inc. (NASDAQ:SFIX) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely
Stitch Fix, Inc. ( NASDAQ:SFIX ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Mar 12
Stitch Fix Earnings: Back From The Dead
Summary Stitch Fix's fiscal results surprised investors, causing a nearly 20% after-hours share price jump, driven by a slower-than-expected revenue decline and a raised outlook. Despite being debt-free and holding significant cash, Stitch Fix's valuation at 32x projected free cash flow for fiscal 2025 seems extended. The company's active client base continues to shrink, down 15% y/y in fiscal Q2 2025, raising concerns about long-term viability. While revenue growth might return in fiscal 2026, current financial risks justify maintaining a neutral rating on the stock. Read the full article on Seeking Alpha分析記事 • Mar 07
Are Stitch Fix, Inc. (NASDAQ:SFIX) Investors Paying Above The Intrinsic Value?
Key Insights The projected fair value for Stitch Fix is US$3.24 based on 2 Stage Free Cash Flow to Equity Stitch Fix is...Seeking Alpha • Feb 03
Stitch Fix: Signs Transformation Is Working (Rating Upgrade)
Summary Stitch Fix's stock has increased recently due to new management's effective strategies, including improved inventory freshness and AI-driven customer engagement. Despite beating EPS and revenue expectations, Stitch Fix continues to face revenue declines and a shrinking customer base, posing significant challenges. The company has introduced more items per fix and enhanced AI tools for inventory and customer retention, aiming to boost profitability. Read the full article on Seeking Alpha分析記事 • Jan 14
There's Reason For Concern Over Stitch Fix, Inc.'s (NASDAQ:SFIX) Massive 27% Price Jump
Despite an already strong run, Stitch Fix, Inc. ( NASDAQ:SFIX ) shares have been powering on, with a gain of 27% in the...Seeking Alpha • Jan 12
Stitch Fix: This Rebound Rally Won't Last Long
Summary Shares of Stitch Fix are unlikely to hang on to their recent rebound. Stitch Fix's stock has doubled from 2024 lows, driven by better-than-expected Q3 results and market euphoria, but its e-commerce model remains flawed. The company continues to bleed active users, despite dedicating a higher percentage of its revenue to advertising. Stitch Fix will continue to see challenges from a weaker retail spending environment. It doesn't expect to return to revenue growth until FY26. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Stitch Fix Earnings: A Strong Quarter, But Risks Remain (Rating Upgrade)
Summary Stitch Fix stock surged 20% after hours, driven by strong fiscal Q1 2025 results and an optimistic outlook for fiscal Q2 2025. Despite the rally, I am neutral on Stitch Fix due to its high valuation at 36x forward free cash flow, which seems risky. Stitch Fix's initiatives in inventory management, personalized marketing, and private-label brands show promise but face high operational costs and fierce competition. The company holds no debt and has significant cash reserves, but the balance of potential reward and risk feels evenly weighted. Read the full article on Seeking Alpha分析記事 • Nov 27
Stitch Fix, Inc. (NASDAQ:SFIX) Stock Rockets 64% As Investors Are Less Pessimistic Than Expected
Stitch Fix, Inc. ( NASDAQ:SFIX ) shares have had a really impressive month, gaining 64% after a shaky period...Seeking Alpha • Oct 25
Stitch Fix: Never-Ending Declines (Rating Downgrade)
Summary Downgrading Stitch Fix to a strong sell on continued poor fundamentals. The company continues to see double-digit revenue declines and an endless bleeding of active customers. The company's niche is unclear, facing sharp competition and tightening macro conditions, leading to a -17% y/y revenue decline forecast for FY25. The majority of the company's value lies in its ~$250 million cash balances, but with customers continuing to defect, it's unclear if the company will be able to bounce back. Read the full article on Seeking Alpha分析記事 • Oct 13
More Unpleasant Surprises Could Be In Store For Stitch Fix, Inc.'s (NASDAQ:SFIX) Shares After Tumbling 30%
Unfortunately for some shareholders, the Stitch Fix, Inc. ( NASDAQ:SFIX ) share price has dived 30% in the last thirty...Seeking Alpha • Sep 25
Stitch Fix: Another Major Disappointment
Summary Stitch Fix's FQ4'24 results show potential stabilization, but weak FY25 guidance and ongoing restructuring hinder immediate growth prospects. Despite promising enhancements like StyleFile and Fix Expansion, revenue guidance for FQ1'25 is disappointingly low, raising concerns. The stock is undervalued, trading near cash value, but investors face potential dead money in FY25 without a return to growth. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Stitch Fix: Operational Efficiencies Not Enough To Stop Revenue Decline
Summary Stitch Fix's Q3 2024 revenue fell 16% YoY, with active clients dropping 20%, indicating significant challenges in retaining customers. AI and internal analytics are improving operational efficiencies, but the company still faces continuous revenue declines and shareholder dilution. Putting stylists into focus could help the company reengage active buyers and increase the amount per fix. Read the full article on Seeking Alpha分析記事 • Aug 28
Stitch Fix, Inc. (NASDAQ:SFIX) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely
Stitch Fix, Inc. ( NASDAQ:SFIX ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...分析記事 • Jul 30
When Should You Buy Stitch Fix, Inc. (NASDAQ:SFIX)?
Stitch Fix, Inc. ( NASDAQ:SFIX ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Jul 26
Stitch Fix: Ride The Transformation Higher
Summary Stitch Fix has faced challenges in the retail apparel sector due to shifting consumer preferences and food inflation affecting discretionary spending. New CEO Matt Baer is implementing changes to boost sales and cut costs, focusing on leveraging AI and data analytics for a personalized shopping experience. Despite a decrease in active clients, Stitch Fix has the potential for a turnaround with a focus on innovation and returning to growth in the near future. The stock only trades at 0.4x sales targets, similar to department stores. Read the full article on Seeking AlphaSeeking Alpha • Jul 07
Stitch Fix: Short Term Pop Won't Fix Longer Term Issues
Summary Stitch Fix saw a rally after a positive Q3 earnings report and favorable Q4 guidance, be wary of the company's ability to sustain this recent rebound. The company continues to see double-digit y/y declines in revenue and active clients, despite higher spending on advertising. Longer term, Stitch Fix faces steep competition from much larger fast fashion giants. The novelty of its "fix" approach has receded and Stitch Fix's business model may no longer have mass appeal. Read the full article on Seeking Alpha分析記事 • Jul 03
Revenues Not Telling The Story For Stitch Fix, Inc. (NASDAQ:SFIX) After Shares Rise 66%
The Stitch Fix, Inc. ( NASDAQ:SFIX ) share price has done very well over the last month, posting an excellent gain of...Seeking Alpha • Jun 05
Stitch Fix Earnings: Fixed Up? I Don't Think So
Summary Stitch Fix stock jumps over 20% premarket, surprising investors who had abandoned the stock. The bearish argument is that SFIX's growth rates indicate a dying business, but the positive aspect is its cash reserve and lack of debt. The Company's near-term prospects are fair due to its focus on improving the client experience, but it faces challenges in acquiring new clients and relies heavily on AI. Read the full article on Seeking Alpha分析記事 • May 14
Stitch Fix, Inc.'s (NASDAQ:SFIX) Share Price Not Quite Adding Up
There wouldn't be many who think Stitch Fix, Inc.'s ( NASDAQ:SFIX ) price-to-sales (or "P/S") ratio of 0.2x is worth a...収支内訳
収支内訳
Stitch Fix の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Jan 26 | 1,320 | -25 | 606 | 0 |
| 01 Nov 25 | 1,290 | -29 | 600 | 0 |
| 02 Aug 25 | 1,267 | -29 | 599 | 0 |
| 03 May 25 | 1,275 | -56 | 612 | 0 |
| 01 Feb 25 | 1,273 | -71 | 626 | 0 |
| 02 Nov 24 | 1,292 | -99 | 648 | 0 |
| 03 Aug 24 | 1,337 | -119 | 675 | 0 |
| 27 Apr 24 | 1,383 | -103 | 698 | 0 |
| 27 Jan 24 | 1,443 | -100 | 707 | 0 |
| 28 Oct 23 | 1,514 | -128 | 730 | 0 |
| 29 Jul 23 | 1,593 | -150 | 791 | 0 |
| 29 Apr 23 | 1,710 | -226 | 870 | 0 |
| 28 Jan 23 | 1,819 | -286 | 980 | 0 |
| 29 Oct 22 | 1,935 | -253 | 1,051 | 0 |
| 30 Jul 22 | 2,018 | -182 | 1,046 | 0 |
| 30 Apr 22 | 2,162 | -89 | 1,070 | 0 |
| 29 Jan 22 | 2,205 | -30 | 1,054 | 0 |
| 30 Oct 21 | 2,192 | -20 | 1,047 | 0 |
| 31 Jul 21 | 2,101 | -9 | 1,011 | 0 |
| 01 May 21 | 1,974 | -75 | 980 | 0 |
| 30 Jan 21 | 1,810 | -90 | 907 | 0 |
| 31 Oct 20 | 1,757 | -57 | 844 | 0 |
| 01 Aug 20 | 1,712 | -67 | 806 | 0 |
| 02 May 20 | 1,700 | -15 | 781 | 0 |
| 01 Feb 20 | 1,738 | 25 | 772 | 0 |
| 02 Nov 19 | 1,656 | 26 | 727 | 0 |
| 03 Aug 19 | 1,578 | 37 | 680 | 0 |
| 27 Apr 19 | 1,464 | 46 | 624 | 0 |
| 26 Jan 19 | 1,372 | 48 | 564 | 0 |
| 27 Oct 18 | 1,297 | 39 | 528 | 0 |
| 28 Jul 18 | 1,227 | 36 | 493 | 0 |
| 28 Apr 18 | 1,166 | 18 | 472 | 0 |
| 27 Jan 18 | 1,095 | -1 | 445 | 0 |
| 28 Oct 17 | 1,037 | 3 | 439 | 0 |
| 29 Jul 17 | 977 | -1 | 403 | 0 |
| 29 Apr 17 | 923 | 3 | 367 | 0 |
| 28 Jan 17 | 872 | 16 | 342 | 0 |
| 29 Oct 16 | 800 | 9 | 289 | 0 |
| 30 Jul 16 | 730 | 8 | 259 | 0 |
質の高い収益: SFIXは現在利益が出ていません。
利益率の向上: SFIXは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: SFIXは利益を出していないが、過去 5 年間で年間7.8%の割合で損失を削減してきた。
成長の加速: SFIXの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: SFIXは利益が出ていないため、過去 1 年間の収益成長をSpecialty Retail業界 ( -2.5% ) と比較することは困難です。
株主資本利益率
高いROE: SFIXは現在利益が出ていないため、自己資本利益率 ( -11.93% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/15 10:57 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/08/02 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Stitch Fix, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Trevor Young | Barclays |
| Ross Sandler | Barclays |
| Aneesha Sherman | Bernstein |