SFIX Earnings

SFIX reported its FY2026Q1 earnings on 2025-12-04, showcasing a revenue of 342.00M against an estimate of 337.00M, resulting in a 1.61% surprise. The EPS was -0.05, surpassing the expected -0.05 by 0% . The stock experienced a 9.17% price change on the earnings day and a 15.57% change over the next five days, reflecting market reactions to the results.

Following SFIX's FY2026Q1 earnings announcement on 2025-12-04, the stock price moved by 9.17% on the day of the release. Over the subsequent five days, it saw a 15.57% change. Historically, SFIX's stock price tends to shift by an average of +2.58% in the 10 days leading up to earnings and -5.87% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate SFIX’s annual revenue to reach 338.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 2.83% and EPS estimates Revise Upward by 12.03% 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 Revise Upward by 2.83%, while EPS estimates moved Revise Upward by 12.03% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, SFIX's stock price typically moves by +2.58% in the 10 days before its earnings and -5.87% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.00 and revenue of 338.00M.

The earnings call reveals strong financial performance with adjusted EBITDA exceeding expectations and significant growth in key categories. The Q&A highlighted effective client engagement strategies, rising LTVs, and successful adoption of AI tools. Despite a slight gross margin decline, the company maintains strong contribution margins. The strategic focus on personalization and advertising efficiency further supports a positive outlook. Overall, the positive aspects outweigh minor concerns, suggesting a positive stock price movement.