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Jan 29, 2022

Stitch Fix Q2 2022 Earnings Report

Reported a 3% increase in net revenue year-over-year, reaching $516.7 million, with revenue per active client reaching a record of $549.

Key Takeaways

Stitch Fix announced its Q2 2022 financial results, reporting a 3% year-over-year increase in net revenue to $516.7 million. The company's revenue per active client reached a record $549, an 18% increase year-over-year. However, they experienced challenges with onboarding and conversion of clients.

Net revenue increased by 3% year-over-year to $516.7 million.

Active clients increased by 4% year-over-year, totaling 4,019,000.

Net revenue per active client reached a record $549, an 18% increase year-over-year.

The company reported a net loss of $30.9 million, with a diluted loss per share of $0.28.

Total Revenue
$517M
Previous year: $504M
+2.5%
EPS
-$0.28
Previous year: -$0.2
+40.0%
Active Clients
4.02M
Previous year: 3.87M
+3.8%
Revenue per Client
$549
Previous year: $467
+17.6%
Gross Profit
$233M
Previous year: $216M
+7.6%
Cash and Equivalents
$194M
Previous year: $140M
+38.5%
Free Cash Flow
-$31.2M
Previous year: -$59.6M
-47.6%
Total Assets
$898M
Previous year: $856M
+4.9%

Stitch Fix

Stitch Fix

Forward Guidance

For Q3 2022, Stitch Fix expects net revenue between $485 million and $500 million, representing a 10% to 7% year-over-year decline. Adjusted EBITDA is projected to be between negative $30 million and negative $25 million. For the full fiscal year 2022, the company now expects revenue to be flat to slightly down year-over-year.

Challenges Ahead

  • Net Revenue: $485 million - $500 million, (10)% - (7)% YoY decline
  • Adjusted EBITDA: $(30) million - $(25) million, (6)% - (5)% margin
  • Softness in the number of active clients in the first half of fiscal 2022
  • Uncertainty in the timing of improvements in conversion
  • Revenue to be flat to slightly down year-over-year