Stitch Fix (SFIX)
Sells curated apparel through stylist-led Fix shipments and Freestyle recommendations.
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Offers U.S. clients apparel, shoes, and accessories through two paths: curated Fix shipments chosen by stylists with algorithmic support, and Freestyle direct purchases from personalized website and app recommendations. Merchandise sales sit in one reportable segment after the U.K. exit.
Sells apparel, shoes, and accessories online through two shopping modes. Fix shipments are curated by stylists with algorithmic inputs, while Freestyle lets clients buy directly from individualized outfit and item recommendations on the website or mobile app.
Operates only in the United States after exiting the U.K. business, with merchandise sold through a single reportable segment. The model depends on matching style, fit, size, and brand assortment closely enough that clients keep items and return for future purchases.
Runs under CEO Matt Baer after a restructuring period that reduced workforce and fulfillment capacity, changed parts of the stylist organization, and pushed the company toward tighter operating discipline. Client conversion, retention, assortment quality, and execution with a smaller organization shape the business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 11, 2026 | UBS | Reiterate | Rating: —Target: $4 | Target: $4.50 |
| May 28, 2026 | Northland Securities | Target | Target: — | Target: $5 |
| Mar 3, 2026 | UBS | Reiterate | Rating: —Target: $6 | Target: $4 |
| Sep 25, 2025 | Bernstein | Target | Target: $5 | Target: $6 |
| Jul 14, 2025 | William Blair | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 2, 2026Cash & short-term investments $186.8M · Total debt $74.5M · Total assets $506.0M · Shareholders' equity $201.5M
- Revenue
- $340.3M
- Operating income
- −$4.0M
- Net income
- −$1.5M
No dividends on record.
| Institutions | 79.48% | 106.04M shares | |
|---|---|---|---|
| 197 holders · as of Jun 30, 2026 | |||
| Insiders | 3.84% | 5.12M shares | |
| 9 holders · as of Sep 18, 2026 | |||
| Strategic holders | 8.90% | 11.88M shares | |
| 1 holder · as of Feb 14, 2022 | |||
| Other | 7.78% | 10.39M shares | |
| remainder | |||
133.43M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Disciplined Growth Investors Inc /MNInstitution | 14.17% | 18.91M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.08% | 12.12M A | as of Jun 30, 2026 |
Baseline Ventures 2009 LLC1Strategic10 percent owner | 8.90% | 11.88M A | filed Feb 14, 2022 |
Working Capital Advisors (UK) Ltd.Institution | 6.11% | 8.16M A | as of Jun 30, 2026 |
Renaissance Technologies LLCInstitution | 4.50% | 6.00M A | as of Jun 30, 2026 |
- Baseline Ventures 2009 LLC's transaction reports restate only vehicles that traded; the 2022 ownership statement (11.88M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $4.09 |
| Jul 27, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $3.76 |
| Jul 20, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $3.79 |
| Jul 16, 2026 | Casey O'Connor | officer: Chief Legal Officer | −50,000 | $3.93 |
| Jul 13, 2026 | Anthony Bacos | officer: Chief Prod/Technology Officer | −70,000 | $3.62 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stitch Fix | $2.88 | +0.88% | $380.3M | — | — | 0.3 | +4.7% |
| Amazon | $255.47 | −1.15% | $2.78T | 20.8 | 27.4 | 3.6 | +19.6% |
| Gap | $21.44 | +0.87% | $7.65B | 6.3 | 8.5 | 0.5 | −2.0% |
| Macy's | $22.50 | +1.37% | $5.84B | 8.2 | 10.4 | 0.3 | −2.7% |
| Urban Outfitters | $76.02 | +2.43% | $6.35B | 11.6 | 11.7 | 1.0 | +10.4% |
| Kohl's | $17.94 | +2.90% | $1.98B | 7.5 | 12.0 | 0.1 | −6.4% |
| Revolve | $21.39 | +1.13% | $1.51B | 20.9 | 22.4 | 1.2 | +12.4% |
| TJX Companies | $130.15 | −0.62% | $144.66B | 24.2 | 24.1 | 2.3 | +5.4% |
| Rent the Runway | $1.88 | −3.09% | $65.2M | 0.2 | — | 0.2 | +20.8% |
| Median | 9.9 | 12.0 | 0.7 | +7.9% |