10-Q quarterly report · filed Jun 11, 2026

Stitch Fix, Inc. (SFIX) Q2 2026 10-Q Quarterly Report

Short answer

Stitch Fix, Inc. (SFIX) filed its Q2 2026 10-Q quarterly report on Jun 11, 2026 for the quarter ended May 2, 2026. Quarterly revenue was $340M (up 4.7% year over year) with net income of −$2M.

Q2 2026 key financials · XBRL

Revenue
$340M
+4.7% YoY · −0.3% QoQ
Net income
−$2M
+79.3% YoY · +42.5% QoQ
Operating margin
-1.2%
Gross margin
43.7%
EPS (diluted)
−$0.01
+83.3% YoY · +50.0% QoQ

Source: XBRL data from the Stitch Fix, Inc. (SFIX) Q2 2026 10-Q on SEC EDGAR. USD.

Stitch Fix, Inc. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Risk Factors

  • Client retention risk: active clients decreased year over year in every reporting period since fiscal 2023
  • Tariff exposure: significant incremental U.S. tariffs on China-sourced apparel could raise merchandise costs and reduce margins
  • Fulfillment concentration: three fulfillment centers increase disruption impact, with Men’s and Kids shipped from one center each
  • Advertising compliance risk: Apple tracking opt-in and Google cookie controls reduce targeting and measurement effectiveness
  • Vendor liquidity risk: tighter credit markets pressure vendors’ financing and ability to secure inventory production and shipment

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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