NASDAQ$SFIX

Stitch Fix Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Stitch Fix's financial performance decreased in Q2 2024 due to a decline in active clients and revenue, but gross margin improved.

Stitch Fix reported a decrease in net revenue and active clients for Q2 2024, but improved its gross margin. The company is focused on transformation efforts to drive sustainable, profitable growth. They are guiding for continued revenue decline in Q3.

  • Net revenue decreased by 18% year-over-year to $330.4 million.
  • Active clients decreased by 6% quarter-over-quarter to 2,805,000.
  • Gross margin increased by 250 basis points year-over-year to 43.4%.
  • Net loss was $35.0 million, with a diluted loss per share of $0.29.

Headline financials

Total Revenue

$330M

Previous: $412M-19.8%
EPS

-$0.30

Previous: -$0.28-7.1%
Active clients

2.8M

Previous: 3.6M-21.5%
Net revenue per active client

$515.00

Previous: $516.00-0.2%
Capital Expenditures

-$7.43M

Previous: -$11.9M+37.5%
Free Cash Flow

-$43M

Previous: -$77.5M+44.5%
Net Income

-$35.5M

Previous: -$65.6M+45.8%
Operating Income

-$38M

Previous: -$66.7M+43.0%
Gross Profit

$143M

Previous: $169M-15.2%
Stock-Based Comp

$21.1M

Previous: $26.5M-20.4%

Revenue & EPS history

Stitch Fix · Revenue · Quarterly

$330M

Q2 2024-19.8%vs Q2 2023
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

Stitch Fix expects net revenue to be between $300 million and $310 million, a decrease of 22% to 19% year-over-year. Adjusted EBITDA is expected to be between negative $5 million and $0 million, representing a margin between -2% and 0%.

Headwinds

  • Net Revenue from Continuing Operations $300 million - $310 million
  • Net Revenue from Continuing Operations (22)% - (19)% YoY
  • Adjusted EBITDA from Continuing Operations $(5) million - $0 million
  • Adjusted EBITDA from Continuing Operations (2)% - 0% margin
  • Revenue decline

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 2024

Historical avgQ2 2024

-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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