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Employees: 4,240
Size Stitch Fix (SFIX) is a United States Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $346M, the 2987th largest of 3,117 United States companies the cockpit tracks. Shares closed at $2.74 on 6 Nov 2026.
Performance Over six months the shares fell 23.2%, against -4.0% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 20 in its peer set.
Growth Revenue grew 6.4% over the last twelve months (peer median +4.4%); the operating margin is -1.5% (peer median 3.5%).
Valuation It trades at 0.2× enterprise value to sales against a peer median of 0.7× (2nd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is -8%, so the hurdle is +19 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 33.0 points below its cost of capital (15.2% WACC).
Short interest Short interest is 12.6% of the free float (15 Oct 2026).
Next results Next results expected around 8 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $1.35B | $1.35B | $1.27B | $1.34B | $1.59B |
| Revenue growth | — | +6% | -5% | -16% | — |
| Gross profit | $566M | $566M | $537M | $548M | $633M |
| EBITDA | $1.89M | -$7.00M | -$18.6M | -$46.7M | -$75.2M |
| Net income | -$12.6M | -$12.6M | -$28.7M | -$129M | -$172M |
| Free cash flow | $19.8M | $19.8M | $8.88M | $4.55M | $39.0M |
| Capital expenditure | $19.2M | $19.2M | $16.3M | $14.0M | $18.9M |
| Total debt | $68.3M | $68.3M | $93.5M | $118M | $154M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SFIX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.4% | +0.3% | 11th highest of 21 |
| 6-month return | -23.2% | -4.0% | 4th lowest of 20 |
| Distance from 52-week high | -52.3% | -21.3% | 3rd lowest of 21 |
| Revenue growth (TTM) | +6.4% | +4.4% | 10th highest of 21 |
| Operating margin | -1.5% | 3.5% | 4th lowest of 20 |
| EV / Sales | 0.2× | 0.7× | 2nd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 10.2% | 1.3% | 4th most demanding of 15 |
| Growth delivered (Del g) | -8.5% | +5.8% | lowest of 15 |
| Hurdle (Req g minus delivered) | +18.7 pp | -8.6 pp | 2nd most demanding of 15 |
| ROIC minus cost of capital | -33.0 pp | -2.3 pp | lowest of 20 |
| Net debt / EBITDA | -55.1× | 3.1× | least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Stitch Fix SFIX | United States | $346M | -23% | +6% | -2% | 0.2× | 10.2% | -8.5% |
| J.Jill JILL | United States | $333M | +70% | -2% | 8% | 0.8× | -5.4% | +6.9% |
| Designer Brands DBI | United States | $329M | -8% | -1% | 3% | 0.5× | 2.3% | +5.3% |
| Smcp SMCP.PA | France | $368M | -17% | -1% | 9% | 0.7× | -6.7% | +6.9% |
| Citi Trends CTRN | United States | $375M | -3% | +11% | 1% | 0.6× | 49.7% | +0.9% |
| Baazar Style Retail STYLEBAAZA.NS | India | $314M | -6% | +35% | 5% | 1.5× | n/a | n/a |
| Genesco GCO | United States | $390M | +3% | +3% | 1% | 0.4× | 14.5% | +6.4% |
| Shoe Station SHOE | United States | $395M | -19% | -4% | 3% | 0.6× | 8.0% | +3.1% |
| XEBIO 8281.T | Japan | $298M | +7% | +3% | 1% | 0.1× | -4.4% | +4.5% |
| Purple Style Labs PERNIASPOP.NS | India | $417M | n/a | +14% | -14% | 7.5× | n/a | n/a |
| Universal Store UNI.AX | Australia | $425M | +24% | +13% | 17% | 1.8× | 4.0% | +12.3% |
| United Arrows 7606.T | Japan | $426M | -1% | +8% | 6% | 0.4× | -10.9% | +6.2% |
| Jinfa Labi Maternity & Baby Articles 002762.SZ | China | $429M | -4% | +12% | -14% | 7.2× | n/a | n/a |
| Caleres CAL | United States | $438M | -6% | +7% | 4% | 0.5× | 0.4% | +5.4% |
| EEKA Fashion 3709.HK | Hong Kong | $442M | -20% | -4% | 8% | 0.6× | -19.3% | +2.6% |
| Lindex LINDEX.HE | Finland | $456M | +16% | +4% | 7% | 1.0× | -7.2% | +3.8% |
| Shenzhen Pengfei Green Energy Development 002356.SZ | China | $458M | -29% | -23% | n/a | 6.1× | n/a | n/a |
| Arvind Fashions ARVINDFASN.NS | India | $486M | -25% | +13% | 8% | 1.2× | 16.6% | +22.5% |
| Aditya Birla Fashion and Retail ABFRL.NS | India | $503M | -42% | -27% | -8% | 0.6× | n/a | n/a |
| boohoo DEBS.L | United Kingdom | $526M | +46% | +120% | 0% | 0.5× | n/a | n/a |
| RVRC RVRC.ST | Sweden | $596M | -1% | +5% | 21% | 2.7× | 7.6% | +17.6% |