SFIX Earnings Prediction
The chart below shows how SFIX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SFIX sees a +0.99% change in stock price 10 days leading up to the earnings, and a -3.17% change 10 days following the report. On the earnings day itself, the stock moves by -1.07%. This data can give you a slight idea of what to expect for the next quarter's release.
SFIX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
318.82M
-12.60%
-0.23%
Gross Margin
45.42%
4.13%
1.86%
Operating Margin
-2.49%
-53.20%
-73.23%
Net Margin
-1.96%
-72.66%
-82.47%
EPS
-0.05
-83.33%
-82.76%
No Data Available
SFIX Earnings Analysis
Stitch Fix, Inc. Class A Common Stock Corporation (SFIX.O) Earnings Conference Call
Positive
Q1 Revenue Performance: We exceeded our expectations in Q1, delivering net revenue of $318.8 million, a 570 basis point improvement in year-over-year comps from Q4 when adjusted for the 53rd week.
Adjusted EBITDA Performance: We also delivered adjusted EBITDA of $13.5 million, continuing to improve our contribution margin, delivering approximately 34% in the quarter.
Rising Demand for New Styles: Sales of wide-leg and boot cut styles are up 250% from last year, highlighting just how eager our clients are for fresh style choices.
Inventory Changes Overview: We ended Q1 with net inventory of $119.1 million, down 26% year-over-year, and up 22% quarter-over-quarter, due to the timing of receipts ahead of the fall-winter seasons.
Strong Free Cash Flow: We generated $9.9 million of free cash flow in Q1, and ended the quarter with $253 million in cash, cash equivalents, and investments, and no debt.
Negative
Q1 Revenue Decline: Q1 net revenue came in at $318.8 million, down 13% year-over-year, and flat quarter-over-quarter.
Client Count Decline: Net active clients ended the quarter at 2.4 million, representing our lowest sequential decline in active client count in two years, down 19% year-over-year, and down 3% quarter-over-quarter.
Client Revenue Growth: Revenue per active client for the quarter was $531, up 5% year-over-year, and relatively flat quarter-over-quarter.
Inventory Changes Overview: We ended Q1 with net inventory of $119.1 million, down 26% year-over-year, and up 22% quarter-over-quarter, due to the timing of receipts ahead of the fall-winter seasons.
Q2 Revenue Forecast: For Q2, we expect total revenue to be between $290 million and $300 million.
SFIX FAQs
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SFIX Earning Call Sentiment
Stitch Fix, Inc. (SFIX) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
SFIX.O
-7.04%Positive
The earnings call summary presents mixed signals. While there are positive aspects like improved EBITDA, gross margin, and cash flow, there are significant challenges such as declining revenue, client retention issues, and increased advertising costs. The Q&A section reveals optimism in client engagement and AI usage, but lacks specificity in key metrics. Despite some positive guidance, the overall sentiment remains cautious due to economic pressures and revenue decline, leading to a neutral stock price prediction in the -2% to 2% range.
