NASDAQ$SFIX

Stitch Fix Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Announced fourth quarter and full fiscal year 2020 financial results.

Stitch Fix reported Q4 net revenue of $443.4 million, an 11% increase year-over-year on an adjusted basis, and grew active clients to 3.5 million, a 9% increase year-over-year.

  • Net revenue reached $443.4 million, up 11% year-over-year on an adjusted basis.
  • Active clients totaled 3.5 million, reflecting a 9% year-over-year increase.
  • Net revenue per active client was $486, a 2% increase year-over-year on an adjusted basis.
  • Net loss was $44.5 million.

Headline financials

Total Revenue

$443M

Previous: $432M+2.6%
EPS (adj)

-$0.44

Previous: $0.07-728.6%
Active clients

3.5M

Previous: 3.2M+8.2%
Net revenue per active client

$486.00

Previous: $488.00-0.4%
Capital Expenditures

$11.6M

Previous: $6.31M+83.2%
Free Cash Flow

$51.8M

Previous: -$2.92M+1873.1%
Net Income

-$44.5M

Previous: $7.18M-719.4%
Operating Income

-$14.3M

Previous: $1.75M-913.4%
Gross Profit

$199M

Previous: $190M+4.6%
Cash & Equivalents

$143M

Previous: $171M-16.1%
Total Assets

$769M

Previous: $616M+24.9%
Stock-Based Comp

$20.1M

Previous: $11.4M+75.3%

Revenue & EPS history

Stitch Fix · Revenue · Quarterly

$443M

Q4 2020+2.6%vs Q4 2019
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The press release contains forward-looking statements regarding future financial performance and expectations for fiscal year 2021, including the impact of COVID-19 on consumer behavior and the continued growth of direct buy offerings.

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 Q4 2020

Historical avgQ4 2020

-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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