SFIX Earnings

SFIX reported its earnings on 2026-03-11, showcasing a revenue of 341.30M against an estimate of 338.80M, resulting in a 0.74% surprise. The EPS was -0.02, surpassing the expected -0.05 by 60%. The stock experienced a -2.37% price change on the earnings day and a -5.62% change over the next five days, reflecting market reactions to the results.

Following SFIX's earnings announcement on 2026-03-11, the stock price moved by -2.37% on the day of the release. Over the subsequent five days, it saw a -5.62% change. Historically, SFIX's stock price tends to shift by an average of -1.8% in the 10 days leading up to earnings and -6.81% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate SFIX's annual revenue to reach 331.83M, while the EPS is projected at -0.05. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between SFIX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SFIX's stock price typically moves by -1.8% in the 10 days before its earnings and -6.81% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of -0.05 and revenue of 331.83M.

The earnings call summary indicates strong financial performance, with adjusted EBITDA exceeding expectations and a slight beat on gross margin. Active client growth and increased average order value show positive trends. Despite some deceleration in revenue growth due to macroeconomic factors, the company's revenue guidance was raised, reflecting optimism. The Q&A highlights strategic brand additions and positive consumer sentiment, although management's response to certain external pressures was vague. Overall, the sentiment is positive, driven by strong financial metrics and optimistic guidance, suggesting a likely stock price increase in the short term.