NASDAQ$SFIX

Stitch Fix Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Stitch Fix's financial performance decreased year-over-year, but adjusted EBITDA was at the high end of guidance.

Stitch Fix reported a decrease in net revenue and active clients compared to the previous year. However, the company's adjusted EBITDA was $3.8 million, at the high end of their guidance range. They are refocusing on their styling-first model and aim to achieve profitability and preserve liquidity.

  • Net revenue was $412.1 million, a 20% decrease year-over-year.
  • Active clients totaled 3,574,000, an 11% decrease year-over-year.
  • Net revenue per active client was $516, a 6% decrease year-over-year.
  • The company's net loss was $65.6 million, with a diluted loss per share of $0.58.

Headline financials

Total Revenue

$412M

Previous: $517M-20.2%
EPS (adj)

-$0.28

Previous: -$0.28+0.0%
Active clients

3.6M

Previous: 4.0M-11.1%
Net revenue per active client

$516.00

Previous: $549.00-6.0%
Capital Expenditures

-$11.9M

Previous: -$30.9M+61.5%
Free Cash Flow

-$77.5M

Previous: -$61.8M-25.3%
Net Income

-$65.6M

Previous: -$30.9M-112.1%
Operating Income

-$66.7M

Previous: -$30.7M-117.3%
Gross Profit

$169M

Previous: $233M-27.4%
Cash & Equivalents

$139M

Previous: $194M-28.3%
Total Assets

$661M

Previous: $898M-26.5%
Stock-Based Comp

$26.5M

Previous: $32.4M-18.3%

Revenue & EPS history

Stitch Fix · Revenue · Quarterly

$412M

Q2 2023-20.2%vs Q2 2022
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

For Q3 2023, Stitch Fix expects net revenue between $385 million and $395 million, representing a 22% to 20% year-over-year decline. Adjusted EBITDA is projected to be between negative $5 million and positive $5 million. For the full fiscal year 2023, they anticipate net revenue between $1.625 billion and $1.645 billion, and adjusted EBITDA between breakeven and $10 million.

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 2023

Historical avgQ2 2023

-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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