Stitch Fix Gelecekteki Büyüme
Future kriter kontrolleri 0/6
Stitch Fix kazanç ve gelirin sırasıyla yıllık 52.2% ve 3.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 53.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde -2.7% olacağı tahmin edilmektedir.
Anahtar bilgiler
52.2%
Kazanç büyüme oranı
53.84%
EPS büyüme oranı
| Specialty Retail kazanç büyümesi | 9.7% |
| Gelir büyüme oranı | 3.2% |
| Gelecekteki özkaynak getirisi | -2.73% |
| Analist kapsamı | Low |
| Son güncelleme | 01 Apr 2026 |
Gelecekteki son büyüme güncellemeleri
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 AlphaAnaliz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 7/31/2028 | 1,424 | -2 | N/A | 75 | 2 |
| 7/31/2027 | 1,392 | -16 | 44 | 60 | 5 |
| 7/31/2026 | 1,342 | -24 | 30 | 42 | 5 |
| 1/31/2026 | 1,320 | -25 | 28 | 46 | N/A |
| 11/1/2025 | 1,290 | -29 | 5 | 22 | N/A |
| 8/2/2025 | 1,267 | -29 | 9 | 25 | N/A |
| 5/3/2025 | 1,275 | -56 | 11 | 27 | N/A |
| 2/1/2025 | 1,273 | -71 | 13 | 27 | N/A |
| 11/2/2024 | 1,292 | -99 | 3 | 18 | N/A |
| 8/3/2024 | 1,337 | -119 | 5 | 19 | N/A |
| 4/27/2024 | 1,383 | -103 | 16 | 31 | N/A |
| 1/27/2024 | 1,443 | -100 | 21 | 36 | N/A |
| 10/28/2023 | 1,514 | -128 | 66 | 82 | N/A |
| 7/29/2023 | 1,593 | -150 | 39 | 58 | N/A |
| 4/29/2023 | 1,710 | -226 | -25 | -2 | N/A |
| 1/28/2023 | 1,819 | -286 | -85 | -58 | N/A |
| 10/29/2022 | 1,935 | -253 | -132 | -96 | N/A |
| 7/30/2022 | 2,018 | -182 | 10 | 55 | N/A |
| 4/30/2022 | 2,162 | -89 | 64 | 114 | N/A |
| 1/29/2022 | 2,205 | -30 | 51 | 104 | N/A |
| 10/30/2021 | 2,192 | -20 | 23 | 69 | N/A |
| 7/31/2021 | 2,101 | -9 | -51 | -16 | N/A |
| 5/1/2021 | 1,974 | -75 | -7 | 28 | N/A |
| 1/30/2021 | 1,810 | -90 | -22 | 10 | N/A |
| 10/31/2020 | 1,757 | -57 | 44 | 73 | N/A |
| 8/1/2020 | 1,712 | -67 | 13 | 43 | N/A |
| 5/2/2020 | 1,700 | -15 | -42 | -17 | N/A |
| 2/1/2020 | 1,738 | 25 | 29 | 59 | N/A |
| 11/2/2019 | 1,656 | 26 | N/A | 55 | N/A |
| 8/3/2019 | 1,578 | 37 | N/A | 79 | N/A |
| 4/27/2019 | 1,464 | 46 | N/A | 86 | N/A |
| 1/26/2019 | 1,372 | 48 | N/A | 96 | N/A |
| 10/27/2018 | 1,297 | 39 | N/A | 98 | N/A |
| 7/28/2018 | 1,227 | 36 | N/A | 72 | N/A |
| 4/28/2018 | 1,166 | 18 | N/A | 64 | N/A |
| 1/27/2018 | 1,095 | -1 | N/A | 23 | N/A |
| 10/28/2017 | 1,037 | 3 | N/A | 22 | N/A |
| 7/29/2017 | 977 | -1 | N/A | 39 | N/A |
| 4/29/2017 | 923 | 3 | N/A | 53 | N/A |
| 1/28/2017 | 872 | 16 | N/A | 85 | N/A |
| 10/29/2016 | 800 | 9 | N/A | 82 | N/A |
| 7/30/2016 | 730 | 8 | N/A | 45 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: SFIX önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: SFIX önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: SFIX önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: SFIX şirketinin gelirinin (yıllık 3.2% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: SFIX şirketinin gelirinin (yıllık 3.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: SFIX 3 yıl içinde kârsız olması bekleniyor.
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/15 14:26 |
| Gün Sonu Hisse Fiyatı | 2026/05/15 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2025/08/02 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Stitch Fix, Inc. 25 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Trevor Young | Barclays |
| Ross Sandler | Barclays |
| Aneesha Sherman | Bernstein |