SFIX on Nasdaq

Stitch Fix

Logo: Daniel G. Wells III, Public domain, via Wikimedia Commons5

Online personal styling service (company)

Stitch Fix, Inc. is an online personal styling service in the United States. The company combines human stylists with AI tools and data science to recommend clothing items and accessories based on fit, budget and style preferences. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion.3 Its shares trade on Nasdaq under the symbol SFIX.1 Wikipedia text CC BY-SA 4.0

Price unavailable

Last updated Oct 21, 2026.

Overview

$1.3BRevenue, fiscal 20266
-$12.6MNet income, fiscal 20266
2011Founded1

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  • TickerSFIX on Nasdaq1
  • Industryretail1
  • HeadquartersSan Francisco1
  • Websitewww.stitchfix.com
  • Legal formDelaware corporation1
  • Incorporated inDE7
  • Business address1 Montgomery Street, Suite 1500, San Francisco, Ca 941047
  • Filer categoryAccelerated filer7
  • LEI549300TNHOVBOJZIYE724
  • StatusActive4
  • LEI statusLapsed (not renewed)4
  • Registered addressC/O The Corporation Trust Company, 89701 Wilmington, United States4
  • Registered withDivision of Corporations, Department of State, 49392734
Stack and box fall
Photo: Daniel G. Wells III, CC BY-SA 4.0, via Wikimedia Commons10

Stitch Fix, Inc. is an online personal styling service in the United States. The company combines human stylists with AI tools and data science to recommend clothing items and accessories based on fit, budget and style preferences. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. For fiscal year 2025, Stitch Fix reported net revenue of $1.27 billion. As of November 2025, it had approximately 2.31 million active clients and employed about 4,165 people worldwide. It is headquartered in San Francisco, California.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2026

43.7%Gross margin6
-1.6%Operating margin6
-0.9%Net margin6
6.4%Revenue growth, 20266
-6.4%Return on equity6

Where the money goes

Where each dollar of revenue went, fiscal 2026

  • Cost of revenue55¢$759.6M
  • Selling, general and admin45¢$610.2M
  • Income tax0¢$338.0K

Out of $1.3B in revenue.6 The company lost money this year.

Financial statements

Revenue11121314156$1.3B in 2026−15% since 2019
0$1.0B$2.0B$3.0B2019: $1.6B$1.6B20192020: $1.7B$1.7B2020+9%2021: $2.1B$2.1B2021+23%2022: $2.0B$2.0B2022−4%2023: $1.6B$1.6B2023−21%2024: $1.3B$1.3B2024−16%2025: $1.3B$1.3B2025−5%2026: $1.3B$1.3B2026+6%
Gross profit11121314156$588.5M in 2026−16% since 2019
0$250.0M$500.0M$750.0M$1.0B2019: $703.1M$703.1M20192020: $754.2M$754.2M2020+7%2021: $947.6M$947.6M2021+26%2022: $886.7M$886.7M2022−6%2023: $675.6M$675.6M2023−24%2024: $592.0M$592.0M2024−12%2025: $562.9M$562.9M2025−5%2026: $588.5M$588.5M2026+5%
Operating income11121314156-$21.7M in 2026
-$200.0M-$100.0M0$100.0M2019: $23.5M$23.5M20192020: -$51.7M-$51.7M20202021: -$63.4M-$63.4M2021+23%2022: -$184.5M-$184.5M2022+191%2023: -$155.3M-$155.3M2023−16%2024: -$133.4M-$133.4M2024−14%2025: -$38.9M-$38.9M2025−71%2026: -$21.7M-$21.7M2026−44%
Net income11121314156-$12.6M in 2026
-$300.0M-$200.0M-$100.0M0$100.0M2019: $36.9M$36.9M20192020: -$67.1M-$67.1M20202021: -$8.9M-$8.9M2021−87%2022: -$207.1M-$207.1M2022+2233%2023: -$172.0M-$172.0M2023−17%2024: -$128.8M-$128.8M2024−25%2025: -$28.7M-$28.7M2025−78%2026: -$12.6M-$12.6M2026−56%

Every line of the income statement as filed: the last 3 fiscal years, latest first.6

Period ending2026-07-312025-07-312024-07-31
Revenue, net$1.3B$1.3B$1.3B
Cost of goods sold$759.6M$704.2M$745.4M
Gross profit$588.5M$562.9M$592.0M
Selling, general, and administrative expenses$610.2M$601.8M$725.5M
Operating loss-$21.7M-$38.9M-$133.4M
Interest income$8.7M$10.7M$11.2M
Other income, net$767.0K$173.0K$1.6M
Loss before income taxes-$12.3M-$28.0M-$120.5M
Provision (benefit) for income taxes$338.0K$821.0K-$1.7M
Net loss from continuing operations-$12.6M-$28.8M-$118.9M
Net income (loss) from discontinued operations, net of income taxes$0$105.0K-$10.0M
Net loss-$12.6M-$28.7M-$128.8M
Change in unrealized gains and losses on available-for-sale securities, net of tax-$450.0K-$99.0K$267.0K
Foreign currency translation-$1.1M
Total other comprehensive loss, net of tax-$450.0K-$99.0K-$862.0K
Comprehensive loss-$13.1M-$28.8M-$129.7M
Basic (in dollars per share)-$0-$0-$1
Diluted (in dollars per share)-$0-$0-$1
Basic (in dollars per share)$0$0-$0
Diluted (in dollars per share)$0$0-$0
Basic (in dollars per share)-$0.09-$0.22-$1.07
Diluted (in dollars per share)-$0.09-$0.22-$1.07
Basic (in shares)134.2M shares128.8M shares120.2M shares
Diluted (in shares)134.2M shares128.8M shares120.2M shares

Compare Stitch Fix with another company

Corporate structure

Stitch Fix sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Stitch Fix

  • Stitch Fix San Francisco, California, United States
    • Stitch Fix Gift Cards, LLC Subsidiary · Virginia, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Stitch Fix reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$242.4M6 Aug 1, 2026$222.7M6 Aug 2, 2025+8.9%
Accumulated depreciation$202.0M6 Aug 1, 2026$179.5M6 Aug 2, 2025+12.5%
Property and equipment, net$40.4M6 Aug 1, 2026$43.2M6 Aug 2, 2025−6.4%
Operating-lease assets (leased space)$39.2M6 Aug 1, 2026$51.2M6 Aug 2, 2025−23.4%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$95.3M6 Aug 1, 2026$114.0M6 Aug 2, 2025−16.4%
Marketable securities, current$77.2M6 Aug 1, 2026$120.9M6 Aug 2, 2025−36.1%
Long-term investments$48.4M6 Aug 1, 2026$7.9M6 Aug 2, 2025+512.9%

Inventory

ItemLatestA year beforeChange
Inventory, total$122.7M6 Aug 1, 2026$118.4M6 Aug 2, 2025+3.7%

Properties, in its own words

Our principal physical properties are located in the United States. In San Francisco, California, we lease approximately 134,000 square feet of space, of which approximately 38,000 square feet is utilized for our corporate headquarters. Furthermore, given our more distributed workforce, we currently sublease approximately 58,000 square feet of our San Francisco space and are actively marketing the remaining 38,000 square feet for sublease.

We also currently lease and operate three fulfillment centers in the United States. We currently utilize a total of approximately 2,114,000 square feet, at which we receive merchandise from vendors, ship products to clients, and receive and process returns from clients. These facilities are located in Arizona, Indiana, and Georgia. In addition, we lease approximately 1,012,000 square feet of space in Salt Lake City, Utah, previously used as a fulfillment center. As of August 1, 2026, we subleased approximately 1,012,000 square feet of our Salt Lake City space.

The rest of Item 2

We believe our facilities are sufficient for our current needs.

Item 2 of the 10-K filed Sep 24, 2026.20

The story

Founding and growth: 2011–2019

Stitch Fix was founded in 2011 by Katrina Lake and former J.Crew buyer Erin Morrison Flynn. The business was originally called Rack Habit, and was initially run out of Lake's apartment in Cambridge, Massachusetts. The company began by catering only to women, but it has subsequently expanded to men's clothing, plus sizes, maternity wear, and kids.

In 2014, Stitch Fix started to be profitable. In July 2016, the company ended its fiscal year with recorded sales of $730 million, and in May 2017, the company had raised $42 million from outside investors.

In November 2017, the company went public on Nasdaq. It was the first female-led company to launch an IPO in over a year.

Leadership changes and restructuring: 2020–2023

In August 2021, Elizabeth Spaulding replaced founder Katrina Lake as CEO. In January 2023, Spaulding stepped down as CEO, and Lake returned as interim CEO. Former Macy's executive Matt Baer was named CEO in June 2023.

In June 2022, Stitch Fix laid off approximately 15% of its salaried staff, which equated to around 330 employees, citing slowing growth in the e-commerce retail industry as the reason for the cuts.

In January 2023, Stitch Fix announced it would reduce its salaried workforce by about 20% and CEO Elizabeth Spaulding would step down. Founder Katrina Lake returned as interim CEO. The changes were part of a broader restructuring after a time of sliding sales.

In June 2023, Matt Baer was named Stitch Fix's new CEO. Katrina Lake continued in her role as executive chairperson of the board.

Recent developments: 2024–2026

In the first quarter of fiscal year 2024, Stitch Fix ceased operations of its business in the United Kingdom. The company said it would focus solely on its core U.S. market.

Read the full text

In 2024, Stitch Fix outlined a multi-year transformation strategy structured around three phases: rationalize, build, and grow. The strategy was introduced as part of the company's efforts to stabilize the business, simplify operations, and return to sustainable growth. By fiscal year 2025, the company stated that it had entered the "grow" phase of this transition.

In August 2024, as part of its transformation, Stitch Fix began rolling out updates to its client experience. The changes focused on creating more ways for clients to engage, adding flexibility to how they shop, making Stylists more visible, and improving the overall assortment. As part of a broader rebrand, the company introduced Retail Therapy, a brand platform built around real shopping frustrations and therapy-inspired storytelling, across social media, television, over-the-top video, and YouTube.

As part of these changes, Stitch Fix introduced an AI tool called StyleFile, a personalized resource assigned to each Stitch Fix customer based on their preferences and shopping behavior, that defines their style, resulting in multi-faceted profiles that can include styles like "edgy" or "boho". Stitch Fix also introduced Stylist Profiles, which provides a profile for each stylist that features their "unique expertise and work portfolio, as well as related interests".

In August 2025, Stitch Fix announced its latest set of changes to its client experience, including several that leverage GenAI. These included Stylist connect, a feature that allows clients to communicate with a stylist outside of their scheduled Fix, AI Style Assistant, which was designed to help clients articulate their style preferences, and the launch of Stitch Fix Vision, a generative-AI style visualization tool.

On October 6, 2025, Stitch Fix launched Stitch Fix Vision. Clients who use Vision upload a selfie or full-length photo and receive AI-generated images of themselves wearing recommended outfits based on individual style profiles.

In December 2025, Stitch Fix reported net revenue of $342.1 million, a 7.3% year-over-year increase. It had around 2.31 million active clients, down 5.2% year-over-year, but net revenue per client rose 5.3% to $559. Gross profit was $149.3 million. In June 2025, Stitch Fix announced its return to YoY revenue growth and in December, the company began 2026 with no debt. It announced it expected to be free cash flow positive throughout 2026, and in June of that year reported its fifth consecutive quarter of year-over-year revenue growth, sequential growth in active clients and its third consecutive quarter of year-over-year growth in new clients.

In June 2026, Stitch Fix appointed former IPSY CTO, Sree Sreedhararaj, as the chief product and technology officer. In the same year, Stitch Fix expanded Vision with ‘See It On Me,’ allowing clients to generate personalized images of themselves wearing recommended outfits on demand.

From Wikipedia’s article on Stitch Fix, shared under CC BY-SA 4.0.8

Leadership

Who has led Stitch Fix, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (16)

Products and brands

Stitch Fix is a personal styling service that sends client individually picked clothing and accessories. Customer can order a "Fix" of up to 8 items per box, either as needed or on a recurring basis, with no monthly fee or required subscription, and a $20 styling fee in addition to the cost of any kept items. Any unwanted items could be returned. The company combines the knowledge of human stylists with AI to personalize clothing selections.

Customers fill out a survey online about their style, fit, and budget preferences. Stylists pick items based on a customer's survey answers and ongoing feedback the client shares with them. A stylist at the company then picks up to eight items to send to the customer. The customer schedules a date to receive their items, which is referred to as a "Fix". Once the shipment is received, the customer has three days to choose to keep the items or return some or all of them. If the customer keeps at least one item, the initial styling fee is credited towards the cost of the item. In addition to the styling fee being credited, if the customer decides to keep five or more items, the customer receives 20% off the total cost of the items. Customers choose the shipping frequency, such as every two weeks, once a month, or every two months.

Stitch Fix Freestyle, launched in 2021, is a feature that allows users to browse and purchase individual apparel items directly through the platform without requesting a scheduled Fix. The feature presents product selections based on information from a user's style profile and includes various browsing categories, offering an alternative to the company's curated shipment model.

As of 2025, Stitch Fix introduced features that allow clients to request a Fix built around a specific item discovered through its Freestyle platform, enabling a curated shipment centered on a selected product. The company also offers "Themed Fixes", which are Fixes curated for a specific occasion, trend, or use case and tailored based on individual client preferences. The company also offers Family Accounts.

Read the full text

The company uses data science and has combined personal stylists and machine learning (AI) for personalized recommendation.

From Wikipedia’s article on Stitch Fix, shared under CC BY-SA 4.0.8

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • Stitch Fix Gift Cards, LLC Virginia9

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. Sep 25, 20268-K Executive or director change41
  2. Sep 23, 20268-K Results of operations42
  3. Jul 28, 20268-K Bylaws or fiscal year changed43
  4. Jun 10, 20268-K Results of operations44
  5. Apr 1, 20268-K Other events45
  6. Mar 17, 20268-K Executive or director change46
  7. Mar 11, 20268-K Results of operations47
  8. Dec 16, 20258-K Entered a material agreement; Shareholder vote48
  9. Dec 4, 20258-K Results of operations49
  10. Sep 24, 20258-K Results of operations50
  11. Jun 10, 20258-K Results of operations51
  12. Mar 11, 20258-K Results of operations52
  13. Jun 28, 2023New chief executive Matt Baer becomes CEO21
  14. Dec 16, 2021New chief executive Elizabeth Spaulding becomes CEO22
  15. Nov 16, 2017New chief executive Katrina Lake becomes CEO23
  16. 2011Founded Founded1

Calendar

Coming up

  1. Dec 3, 2026Reports results for the quarter ending Oct/2026 A year earlier it reported ($0.05) a share, on Dec 4, 2025.53

When it reported results

  1. Sep 23, 2026Reported quarterly or annual results42
  2. Jun 10, 2026Reported quarterly or annual results44
  3. Mar 11, 2026Reported quarterly or annual results47
  4. Dec 4, 2025Reported quarterly or annual results49
  5. Sep 24, 2025Reported quarterly or annual results50
  6. Jun 10, 2025Reported quarterly or annual results51
  7. Mar 11, 2025Reported quarterly or annual results52
  8. Dec 10, 2024Reported quarterly or annual results54

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

410 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 44 major events, 213 insider forms, 52 large holders, 81 other. The latest 20:

  1. Oct 15, 2026SCHEDULE 13G/A EDGAR
  2. Oct 7, 2026144 EDGAR
  3. Oct 1, 2026144 EDGAR
  4. Sep 25, 20268-K EDGAR
  5. Sep 24, 202610-K EDGAR
  6. Sep 24, 2026S-8 EDGAR
  7. Sep 23, 20268-K EDGAR
  8. Sep 21, 2026144 EDGAR
  9. Sep 18, 20264 EDGAR
  10. Sep 18, 20264 EDGAR
  11. Sep 18, 20264 EDGAR
  12. Sep 14, 2026144 EDGAR
  13. Sep 8, 2026144 EDGAR
  14. Aug 31, 2026144 EDGAR
  15. Aug 24, 2026144 EDGAR
  16. Aug 17, 2026144 EDGAR
  17. Aug 14, 2026SCHEDULE 13G/A EDGAR
  18. Aug 13, 2026SCHEDULE 13G EDGAR
  19. Aug 11, 2026SCHEDULE 13G/A EDGAR
  20. Aug 10, 2026144 EDGAR

The 410 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

81 open-market trades by officers, directors and large owners since October 2021: 22 buys and 59 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 3, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,000$4.09$286.3KForm 4
Jul 27, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,000$3.76$263.3KForm 4
Jul 20, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,000$3.79$265.3KForm 4
Jul 16, 2026O'Connor CaseyChief Legal OfficerSale50,000$3.93$196.5KForm 4
Jul 13, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,000$3.62$253.4KForm 4
Jul 6, 2026Aufderhaar DavidChief Financial OfficerSale67,960$3.79$257.6KForm 4
Jul 6, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,000$3.79$265.2KForm 4
Jun 29, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,011$4.42$309.4KForm 4
Jun 24, 2026Bacos AnthonyChief Prod/Technology OfficerSale100,000$4.51$451.0KForm 4
Jun 22, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,000$4.03$282.3KForm 4
Jun 16, 2026Bacos AnthonyChief Prod/Technology OfficerSale70,000$4.15$290.4KForm 4
Apr 10, 2026O'Connor CaseyChief Legal OfficerSale60,000$3.08$184.8KForm 4
Apr 7, 2026Aufderhaar DavidChief Financial OfficerSale65,709$3.09$203.0KForm 4
Feb 2, 2026Lake KatrinaDirectorSale8,835$5.01$44.3KForm 4
Jan 27, 2026O'Connor CaseyChief Legal OfficerSale19,347$5.68$109.9KForm 4
Jan 22, 2026O'Connor CaseyChief Legal OfficerSale41,259$5.34$220.3KForm 4
Jan 21, 2026O'Connor CaseyChief Legal OfficerSale13,852$5.34$74.0KForm 4
Jan 20, 2026O'Connor CaseyChief Legal OfficerSale83,641$5.16$431.6KForm 4
Jan 20, 2026Aufderhaar DavidChief Financial OfficerSale24,114$5.13$123.7KForm 4
Jan 2, 2026Lake KatrinaDirectorSale101,150$5.08$513.8KForm 4

All 81 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Matt Baer43$850.0K$10.1M69
2025Anthony Bacos55$600.0K$4.0M69
2025David Aufderhaar56$2.9M$3.9M69
2025Casey O'Connor45$500.0K$2.6M69
2024Chief Product & Technology Officer$427.2K$5.7M69
2024Chief Legal Officer$500.5K$2.4M69
2024Chief Executive Officer$850.9K$1.5M69
2024Chief Financial Officer$550.5K$724.5K69
2023Chief Executive Officer$65.4K$9.9M69
2023Chief Financial Officer$439.7K$8.2M69
2023Chief Legal Officer$479.3K$2.9M69

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Disciplined Growth Investors Inc /mn18,910,052$77.7M1.3%+171,872
BlackRock, Inc.12,121,197$49.8M0.0%+1,008,906
Working Capital Advisors (UK) Ltd.8,155,789$33.5M57.9%−2,890,288
Renaissance Technologies LLC6,003,658$24.7M0.0%+357,800
Vanguard Capital Management LLC4,959,202$20.4M0.0%+169,066
Aqr Capital Management LLC4,843,056$19.9M0.0%+1,293,053
State Street Corp3,503,504$14.4M0.0%+322,030
Arrowstreet Capital, Limited Partnership3,192,908$13.1M0.0%+287,245
Geode Capital Management, LLC3,146,916$12.9M0.0%+260,221
Vanguard Portfolio Management LLC3,042,880$12.5M0.0%+181,287
Archon Capital Management LLC3,009,710$12.4M5.0%+510,785
Dimensional Fund Advisors LP2,507,619$10.3M0.0%+89,423
Jacobs Levy Equity Management, Inc2,177,945$9.0M0.0%−55,463
Charles Schwab Investment Management Inc2,030,170$8.3M0.0%−102,971
Goldman Sachs Group Inc1,926,884$7.9M0.0%−149,723
Bank of New York Mellon Corp1,563,700$6.4M0.0%−28,077
Hodges Capital Management Inc.1,378,450$5.7M0.4%−30,200
Nuveen, LLC1,255,074$5.2M0.0%+991,986
Focus Partners Wealth1,237,004$5.1M0.0%+151,522
Qube Research & Technologies Ltd1,172,208$4.8M0.0%−526,634
UBS Group AG1,107,121$4.6M0.0%−301,957
Northern Trust Corp982,489$4.0M0.0%+101,603
D. E. Shaw & Co., Inc.913,623$3.8M0.0%+606,795
Fmr LLC842,641$3.5M0.0%+26,579
Captrust Financial Advisors817,056$3.4M0.0%+45,832

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Stitch Fix is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARStitch Fix, Inc.2
  • CIK0001576942
  • Employer ID (EIN)27-502654020
  • Filer statusAccelerated filer not an emerging growth company; not a smaller reporting company; not a shell company20
  • Incorporated inDelaware20
  • Fiscal year endsJuly 312
  • Industry code (SIC)5961 Retail-Catalog & Mail-Order Houses2
  • SEC reviewing officeOffice of Trade & Services, Division of Corporation Finance2
  • Business address1 Montgomery Street, Suite 1500, San Francisco, CA 941042
  • Phone415-882-77652
  • Shares outstanding118,464,069 Common Class A shares; 15,139,618 Common Class B shares as of Sep 18, 202620
  • AuditorDeloitte & Touche LLP, San Francisco, California PCAOB ID 34; it also attests to the company’s internal control over financial reporting20
  • On EDGAR sinceJun 9, 20172
  • Filings873 in all: 4 (484), 8-K (76), SC 13G/A (68), 144 (60), 3 (30), 10-Q (27), SC 13G (23), SCHEDULE 13G/A (19)2
    All 29 form types

    S-8 (11), 10-K (9), DEF 14A (8), UPLOAD (8), CORRESP (7), DEFA14A (7), SD (7), 4/A (5), D (5), CT ORDER (3), DRS/A (3), SCHEDULE 13G (3), DRSLTR (2), 424B4 (1), 8-A12B (1), CERTNAS (1), DRS (1), EFFECT (1), FWP (1), S-1 (1), S-1/A (1)

  • Latest filingsAnnual report (10-K) Sep 24, 2026
    Quarterly report (10-Q) Jun 11, 2026
    Proxy statement (DEF 14A) Oct 31, 2025
    Latest 8-K (8-K) Sep 25, 2026

Securities registered for trading

ClassSymbolExchange
Class A common stock, par value $0.00002 per shareSFIXNasdaq Global Select Market

From the cover page of the 10-K filed Sep 24, 2026 (Section 12(b) of the Exchange Act).20

Risk factors and legal proceedings

The risks Stitch Fix names in Item 1A of its 10-K filed Sep 24, 2026: 47 risks under these headings, as written.20

  • RISKS RELATING TO OUR BUSINESS
  • RISKS RELATING TO OUR INDUSTRY, THE MARKET, AND THE ECONOMY
  • CYBERSECURITY, LEGAL, AND REGULATORY RISKS
  • RISKS RELATING TO TAXES
  • RISKS RELATING TO OWNERSHIP OF OUR CLASS A COMMON STOCK
  • GENERAL RISK FACTORS
  • We have in the past been and may in the future be unable to retain clients or maintain a high level of engagement with our clients and maintain or increase their spending with us, which has and could continue to harm our business, financial condition, or operating results.
  • Our growth depends on attracting new clients.
  • Our business depends on artificial intelligence and machine learning technologies, and any failure of, or issues arising from, these technologies could adversely affect our business, financial condition, and results of operations.
  • Risks associated with the sourcing and pricing of merchandise and raw materials, including those related to tariffs and shifting trade policies, could adversely impact our business.
  • We rely on paid marketing to help grow our business, but these efforts may not be successful or cost effective, and such expenses and the success of our efforts may vary from period to period.
  • If we are unable to manage our inventory effectively, our operating results could be adversely affected.
The other 41 risks
  • If we fail to effectively manage our transformation or other business strategies, our financial condition and operating results could be harmed.
  • Operational constraints at our fulfillment centers or our failure to adequately and effectively staff our fulfillment centers could adversely affect our client experience and operating results.
  • Shipping is a critical part of our business and any changes in our shipping arrangements or any interruptions in shipping could adversely affect our operating results.
  • We may not be able to maintain revenue growth and we may not be profitable in the future.
  • If we fail to attract and retain key personnel, effectively manage succession, or hire, develop, and motivate our employees, our business, financial condition, and operating results could be adversely affected.
  • Our business depends on a strong brand and we may not be able to maintain our brand and reputation.
  • If we fail to effectively manage our Stylists, our business, financial condition, and operating results could be adversely affected.
  • If we are unable to acquire new merchandise vendors or retain existing merchandise vendors, our operating results may be harmed.
  • Our client metrics are subject to inherent challenges in measurement, and real or perceived inaccuracies in such metrics may reduce the perceived usefulness and reliability of the metric and harm our stock price.
  • We may incur significant losses from fraud.
  • We are subject to payment-related risks.
  • Our real estate leases subject us to various financial risks.
  • We rely on consumer discretionary spending and may be adversely affected by economic downturns, inflation, economic uncertainty, and other macroeconomic conditions or trends.
  • Our industry is highly competitive and if we do not compete effectively our operating results could be adversely affected.
  • Our operating results have been, and could be in the future, adversely affected by natural disasters, public health crises, political crises, or other catastrophic events.
  • CYBERSECURITY, LEGAL AND REGULATORY RISKS
  • System interruptions that impair client access to our website or other performance failures in our technology infrastructure could damage our business.
  • Compromises of our data security or that of our third-party service providers could cause us to incur unexpected expenses and liability, and may materially harm our reputation and operating results.
  • Some of our software and systems contain open source software, which may pose particular risks to our proprietary applications.
  • Adverse litigation judgments or settlements resulting from legal proceedings in which we are or may be involved have in the past and could in the future expose us to monetary damages or limit our ability to operate our business.
  • Any failure by us or our vendors to comply with product safety, labor, or other laws, or our standard vendor terms and conditions, or to provide safe factory conditions for our or their workers, may damage our reputation and brand, and harm our business.
  • Our use of personal information, other personal data, and sensitive information subjects us to numerous and evolving privacy and security laws and other obligations (such as cybersecurity and data protection in contracts), and our compliance with or failure to comply with such obligations could harm our business.
  • Unfavorable changes or failure by us to comply with evolving internet and eCommerce regulations could substantially harm our business and operating results.
  • If the use of “cookie” tracking technologies is further restricted, regulated, or blocked, or if changes in technology cause cookies to become less reliable or acceptable as a means of tracking consumer behavior, the amount or accuracy of internet user information we collect would decrease, which could harm our business and operating results.
  • If we cannot successfully protect our intellectual property, our business would suffer.
  • We may be accused of infringing intellectual property rights of third parties.
  • Changes in U.S. tax or tariff policy regarding goods produced in other countries could adversely affect our business.
  • We could be required to collect additional sales taxes or be subject to other tax liabilities that may increase the costs our clients would have to pay for our offering and adversely affect our operating results.
  • Federal income tax reform could have unforeseen effects on our financial condition and results of operations.
  • We may be subject to additional tax liabilities, which could adversely affect our operating results.
  • Our ability to use our net operating loss carryforwards and certain other tax attributes may be limited.
  • The market price of our Class A common stock may continue to be volatile or may decline steeply or suddenly regardless of our operating performance and we may not be able to meet investor or analyst expectations. You may lose all or part of your investment.
  • We cannot guarantee that our share repurchase program will be fully consummated or that it will enhance long-term stockholder value. Share repurchases could also increase the volatility of the trading price of our stock and could diminish our cash reserves.
  • Future sales of shares by existing stockholders could cause our stock price to decline.
  • The dual class structure of our common stock concentrates voting control with certain significant shareholders, including our current and former directors, executive officers, and their affiliates, and may depress the trading price of our Class A common stock.
  • We do not currently intend to pay dividends on our Class A common stock and, consequently, your ability to achieve a return on your investment will depend on appreciation of the value of our Class A common stock.
  • Delaware law and provisions in our amended and restated certificate of incorporation and amended and restated bylaws could make a merger, tender offer, or proxy contest difficult, thereby depressing the trading price of our Class A common stock.
  • Our amended and restated certificate of incorporation provides that the Court of Chancery of the State of Delaware and the federal district courts of the United States are the exclusive forums for substantially all disputes between us and our stockholders, which could limit our stockholders’ ability to obtain a favorable judicial forum for disputes with us or our directors, officers, or employees.
  • Future securities sales and issuances could result in significant dilution to our stockholders and impair the market price of our Class A common stock.
  • If we are unable to maintain effective internal control over financial reporting, investors may lose confidence in the accuracy of our reported financial information and this may lead to a decline in our stock price.
  • We may not be able to generate sufficient capital to support and grow our business, and outside capital might not be available or may be available only by diluting existing stockholders.
  • If securities or industry analysts either do not publish research about us or publish inaccurate or unfavorable research about us, our business, or our market, or if they change their recommendations regarding our Class A common stock adversely, the trading price or trading volume of our Class A common stock could decline.

Legal proceedings

Refer to Note 8 in Part II, Item 8 of this Annual Report for information regarding legal proceedings.

The opening of Item 3, Legal Proceedings.20

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