Reported Q: Q4 2024 Rev YoY: -15.0% EPS YoY: -25.0% Move: +0.47%
Stitch Fix Inc
SFIX
$4.30 0.47%
Exchange NASDAQ Sector Consumer Cyclical Industry Apparel Retail
Q4 2024
Published: Sep 25, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for SFIX

Reported

Report Date

Sep 25, 2024

Quarter Q4 2024

Revenue

319.55M

YoY: -15.0%

EPS

-0.30

YoY: -25.0%

Market Move

+0.47%

Previous quarter: Q3 2024

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Earnings Highlights

  • Revenue of $319.55M down 15% year-over-year
  • EPS of $-0.30 decreased by 25% from previous year
  • Gross margin of 44.6%
  • Net income of -36.50M
  • ""We have $247 million of cash, cash equivalents and investments with no debt."" - Matt Baer, CEO
SFIX
Company SFIX

Executive Summary

Stitch Fix (SFIX) reported QQ4 FY2024 results that underscored the execution of a multi-year transformation aimed at simplifying cost structure, improving gross margins, and reimagining the client experience. FY2024 net revenue totaled $1.34 billion, down 16% year-over-year, with the company delivering adjusted EBITDA of $29.3 million (2.2% margin) and free cash flow of $14.2 million. The core drivers of improvement included a higher gross margin (44.3% for FY2024, up 190 basis points YoY) and disciplined expense management that contributed to leverage even as revenue declined. Management signaled a commitment to returning to growth by FY2026, supported by a investments in AI/data science, a broader and more flexible Fix model (up to eight items per shipment), and a substantial expansion in private-brand assortments (private brands now ~50% of product mix). Net cash remained robust at $247 million with no debt. Management highlighted over $100 million of SG&A savings realized in FY2024 and emphasized that the transformation is in the “build” phase with a clear path to sustainable profitability and growth through 2025 and beyond. The guidance for FY2025 indicates a revenue range of $1.11–$1.16 billion and adjusted EBITDA of $14–$28 million, with gross margins anchored around 44%–45% and advertising around 8%–9% of net revenue, acknowledging some quarterly working-capital variability. Management reaffirmed the long-term objective to return to revenue growth by the end of FY2026 and to deliver year-over-year improvements in active clients starting in FY2026. The QQ4 call also highlighted notable product and marketing initiatives, including the StyleFile personalized snapshot, stylist profiles with imagery, and a more flexible cadence for Fix deliveries, all aimed at boosting conversion, engagement, and long-term loyalty.

Key Performance Indicators

Revenue
Decreasing
319.55M
QoQ: -0.99% | YoY: -14.97%
Gross Profit
Decreasing
142.48M
44.59% margin
QoQ: 3.92% | YoY: -12.45%
Operating Income
Decreasing
-41.89M
QoQ: -90.25% | YoY: -34.21%
Net Income
Decreasing
-36.50M
QoQ: -71.13% | YoY: -27.35%
EPS
Decreasing
-0.30
QoQ: -66.67% | YoY: -25.00%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 312.11 -0.05 -5.5% View
Q1 2025 318.82 -0.05 -12.6% View
Q4 2024 319.55 -0.30 -15.0% View
Q3 2024 322.73 -0.18 -14.1% View
Q2 2024 330.40 -0.30 -13.8% View