•
Jan 27, 2024

Stitch Fix Q2 2024 Earnings Report

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

Key Takeaways

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.

Total Revenue
$330M
Previous year: $412M
-19.8%
EPS
-$0.29
Previous year: -$0.28
+3.6%
Active Clients
2.81M
Previous year: 3.57M
-21.5%
Net Revenue per Active Client
$515
Previous year: $516
-0.2%
Gross Profit
$143M
Previous year: $169M
-15.2%
Cash and Equivalents
$228M
Previous year: $139M
+63.7%
Free Cash Flow
-$26.1M
Previous year: $15.4M
-269.7%
Total Assets
$538M
Previous year: $661M
-18.5%

Stitch Fix

Stitch Fix

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%.

Challenges Ahead

  • 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