NASDAQ$SFIX

Stitch Fix Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported a 3% increase in net revenue year-over-year, reaching $516.7 million, with revenue per active client reaching a record of $549.

Stitch Fix announced its Q2 2022 financial results, reporting a 3% year-over-year increase in net revenue to $516.7 million. The company's revenue per active client reached a record $549, an 18% increase year-over-year. However, they experienced challenges with onboarding and conversion of clients.

  • Net revenue increased by 3% year-over-year to $516.7 million.
  • Active clients increased by 4% year-over-year, totaling 4,019,000.
  • Net revenue per active client reached a record $549, an 18% increase year-over-year.
  • The company reported a net loss of $30.9 million, with a diluted loss per share of $0.28.

Headline financials

Total Revenue

$517M

Previous: $504M+2.5%
EPS (adj)

-$0.28

Previous: -$0.20-40.0%
Active clients

4.0M

Previous: 3.9M+3.8%
Net revenue per active client

$549.00

Previous: $467.00+17.6%
Capital Expenditures

-$30.9M

Previous: -$13.9M-122.4%
Free Cash Flow

-$61.8M

Previous: -$34.9M-76.9%
Net Income

-$30.9M

Previous: -$21M-46.9%
Operating Income

-$30.7M

Previous: -$40.4M+23.9%
Gross Profit

$233M

Previous: $216M+7.6%
Cash & Equivalents

$194M

Previous: $140M+38.5%
Total Assets

$898M

Previous: $856M+4.9%
Stock-Based Comp

$32.4M

Previous: $24.8M+30.8%

Revenue & EPS history

Stitch Fix · Revenue · Quarterly

$517M

Q2 2022+2.5%vs Q2 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

For Q3 2022, Stitch Fix expects net revenue between $485 million and $500 million, representing a 10% to 7% year-over-year decline. Adjusted EBITDA is projected to be between negative $30 million and negative $25 million. For the full fiscal year 2022, the company now expects revenue to be flat to slightly down year-over-year.

Headwinds

  • Net Revenue: $485 million - $500 million, (10)% - (7)% YoY decline
  • Adjusted EBITDA: $(30) million - $(25) million, (6)% - (5)% margin
  • Softness in the number of active clients in the first half of fiscal 2022
  • Uncertainty in the timing of improvements in conversion
  • Revenue to be flat to slightly down year-over-year

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.2%

Avg return

Earnings day

-1.4%

Avg return

5 days after

-1.3%

Avg return

30 days after

38%

15 / 40 earnings

Positive

+45.0%

Q1 2025

Best reaction

-40.1%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+16.7%+15.9%
Q2 2026-2.7%-5.6%-9.2%
Q1 2026+8.7%+15.6%+9.2%
Q4 2025-16.7%-22.9%-18.8%
Q3 2025-1.3%-0.3%+19.4%
Q2 2025-5.4%-15.1%-29.3%
Q1 2025+45.0%-14.4%+7.6%
Q4 2024-40.1%-25.1%-25.3%
Q3 2024+34.1%+44.4%+50.4%
Q2 2024-19.3%-21.8%-23.1%
Q1 2024-9.9%-3.9%-20.2%
Q4 2023+5.9%-3.4%+4.3%
Q3 2023+37.1%+30.4%+9.5%
Q2 2023+3.8%-0.4%-8.2%
Q1 2023-8.4%-3.7%-13.2%
Q4 2022-3.2%-14.8%-30.9%
Q3 2022-27.0%-28.4%-37.6%
Q2 2022-2.0%-3.6%-6.4%
Q1 2022-20.4%-20.1%-18.6%
Q4 2021+12.8%+20.2%-4.2%
Q3 2021+19.1%+15.4%+6.4%
Q2 2021-32.6%-26.2%-30.0%
Q1 2021+40.3%+68.9%+69.2%
Q4 2020-8.8%-9.7%+19.8%
Q3 2020-5.6%-6.1%+17.4%
Q2 2020-30.4%-41.8%-40.4%
Q1 2020+8.9%+7.4%-1.9%
Q4 2019-7.1%+1.9%+18.8%
Q3 2019+12.1%+16.5%+28.6%
Q2 2019+31.4%+24.5%+4.0%
Q1 2019-22.1%-22.8%-23.5%
Q2 2018-0.9%-10.5%-4.7%
Q4 2016-0.9%-10.5%-4.7%
Q4 2018-33.9%-39.9%-39.8%
Q3 2017+21.3%+29.4%+64.8%
Q3 2018+20.6%+16.7%+57.1%
Q2 2017-9.8%-15.4%-1.1%
Q1 2017-6.3%-0.6%-16.4%
Q1 2018-6.3%-0.6%-16.4%
Q4 2017-6.3%+3.2%-13.2%
Q3 2016
Q2 2016
Q1 2016

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