Stitch Fix stock falls 20.04 percent after outlook reset
Published on 09/24/2026 at 20:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Stitch Fix stock was trading at USD 2.25 on Nasdaq on September 24, 2026 at 2:25 p.m. ET, down 20.04 percent. The move followed fiscal 2027 guidance that points to slower revenue and lower adjusted EBITDA after a return to full-year growth.
Guidance changes the equation
In its release dated September 23, 2026, Stitch Fix forecast fiscal 2027 net revenue of USD 1.310 billion to USD 1.360 billion and adjusted EBITDA of USD 27 million to USD 42 million. The revenue midpoint of USD 1.335 billion is below fiscal 2026 revenue of USD 1,348.1 million, while the adjusted EBITDA range is below the USD 53.4 million generated in fiscal 2026.
The outlook also includes planned investment in advertising and artificial intelligence technology. That choice may support client acquisition over time, but it reduces the near-term earnings cushion reflected in the fiscal 2027 adjusted EBITDA range.
Revenue grows as clients decline
Stitch Fix reported fiscal 2026 net revenue of USD 1,348.1 million, up 6.4 percent from USD 1,267.2 million in fiscal 2025. The company also generated USD 19.8 million in free cash flow and ended the year with USD 220.9 million in cash, cash equivalents, and investments and no debt.
The fourth quarter showed the tension in the model. Revenue rose 4.2 percent year over year to USD 324.4 million, but active clients fell 1.4 percent year over year to 2.277 million. Revenue per active client increased 7.8 percent to USD 592, indicating that higher spending per customer offset a smaller client base.
Quarterly beat meets annual pressure
According to Investing.com on September 23, 2026, adjusted EPS was a loss of USD 0.02 against a consensus loss of USD 0.06, a USD 0.04 beat. Revenue of USD 324.4 million came in USD 1.2 million below the USD 325.6 million forecast, making the outlook more important than the quarterly earnings beat for the market.
Stock trades near yearly low
Stitch Fix stock was trading at USD 2.25 on Nasdaq on September 24, 2026 at 2:25 p.m. ET, with a market capitalization of USD 300,875,301. The same quote showed a 52-week range of USD 2.10 to USD 5.75, placing the price USD 0.15 above the yearly low.
Stitch Fix stock facts
- Company: Stitch Fix, Inc.
- Ticker: SFIX
- Trading venue: Nasdaq
- Price: USD 2.25, September 24, 2026 at 2:25 p.m. ET
- Market capitalization: USD 300,875,301 as of September 24, 2026
- 52-week range: USD 2.10-5.75 as of September 24, 2026
- Sector / Industry: Consumer Cyclical / Apparel Retail
