Stitch Fix Revenue Recovery Gains Traction as Client Spending Hits Record

Earnings
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Summary · why it matters

Stitch Fix reported fiscal third-quarter revenues of $340.3 million, up 4.7% year over year, marking its fifth consecutive period of adjusted revenue growth. Revenue per active client reached a record $578, up 6.6%, even as active clients declined 1.9% to 2.309 million. Management raised its fiscal 2026 revenue outlook to $1.346-$1.351 billion, implying 6.2-6.6% growth, and noted its growth rate was more than four times the total U.S. apparel, footwear and accessories market. Category expansion drove gains, with women's activewear and athleisure growing about 50% and men's delivering double-digit growth for the fourth straight quarter. The company's AI-powered Stitch Fix Vision platform more than doubled Freestyle spending over 90 days for clients who used it.

Impact on stocks 3

Consumer Discretionary · 3 stocks
Stitch Fix
SFIX
▲ PositiveDemandrelevance

Revenue growth, record client spending, and raised outlook driven by category expansion and AI platform adoption.