NASDAQ$SFIX

Stitch Fix Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported financial results for the third quarter of fiscal year 2024, exceeding expectations for revenue and adjusted EBITDA, signaling that transformation efforts are beginning to yield positive outcomes.

Stitch Fix reported Q3 2024 financial results, with revenue and adjusted EBITDA exceeding expectations. The company's transformation efforts are showing early signs of success. Net revenue was $322.7 million, a decrease of 16% year-over-year. The company reported a net loss from continuing operations of $22.0 million, or $0.18 per share, and an adjusted EBITDA of $6.7 million.

  • Net revenue was $322.7 million, a decrease of 16% year-over-year.
  • Active clients totaled 2,633,000, a decrease of 6% quarter-over-quarter and 20% year-over-year.
  • Net revenue per active client (RPAC) was $525, an increase of 2% year-over-year.
  • Gross margin increased to 45.5%, up 280 basis points year-over-year.

Headline financials

Total Revenue

$323M

Previous: $395M-18.3%
EPS

-$0.18

Previous: -$0.19+5.3%
Active clients

2.6M

Previous: 3.5M-24.3%
Net revenue per active client

$525.00

Previous: $502.00+4.6%
Capital Expenditures

-$10.3M

Previous: -$15.6M+34.3%
Free Cash Flow

-$31.6M

Previous: -$37.4M+15.7%
Net Income

-$21.3M

Previous: -$21.8M+2.3%
Operating Income

-$24.8M

Previous: -$24.7M-0.4%
Gross Profit

$147M

Previous: $168M-12.5%
Stock-Based Comp

$18.9M

Previous: $22.6M-16.3%

Revenue & EPS history

Stitch Fix · Revenue · Quarterly

$323M

Q3 2024-18.3%vs Q3 2023
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

Stitch Fix provided financial outlook for Q4 2024, projecting net revenue between $312 million and $322 million, representing a year-over-year decrease of 14% to 12%. Adjusted EBITDA is expected to be between $5 million and $10 million, with a margin of 1.6% to 3.1%.

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 Q3 2024

Historical avgQ3 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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