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Apr 29, 2023

Stitch Fix Q3 2023 Earnings Report

Announced financial results for the third quarter of fiscal year 2023, focusing on profitability and cash flow preservation.

Key Takeaways

Stitch Fix reported Q3 2023 results with revenue of $394.9 million, a net loss of $21.8 million, and adjusted EBITDA of $10.1 million. The company is focusing on profitability and cash flow, exceeding adjusted EBITDA guidance and generating positive free cash flow of $21.9 million.

Delivered revenue of approximately $395 million, which is at the high end of the company's guidance range.

Achieved adjusted EBITDA of $10.1 million, exceeding the guidance range.

Generated positive free cash flow of $21.9 million and ended the quarter with $244 million of cash and investments, and no bank debt.

Undertook a review of operations and processes to improve efficiencies, maintain profitability and cash flow, and enhance the client experience.

Total Revenue
$395M
Previous year: $493M
-19.9%
EPS
-$0.19
Previous year: -$0.72
-73.6%
Active Clients
3.48M
Previous year: 3.91M
-11.0%
Net Revenue per Active Client
$502
Previous year: $553
-9.2%
Gross Profit
$168M
Previous year: $210M
-20.1%
Cash and Equivalents
$194M
Previous year: $138M
+40.6%
Free Cash Flow
$21.9M
Previous year: -$38.3M
-157.4%
Total Assets
$660M
Previous year: $864M
-23.6%

Stitch Fix

Stitch Fix

Forward Guidance

For the fourth quarter of fiscal 2023, Stitch Fix anticipates net revenue between $365 million and $375 million, representing a year-over-year decline of 24% to 22%. Adjusted EBITDA is projected to be between $0 million and $10 million, with a margin of 0% to 3%.

Challenges Ahead

  • Net Revenue is expected to be $365 million - $375 million, a (24)% - (22)% YoY decline.
  • Adjusted EBITDA is expected to be $0 million - $10 million, a 0% - 3% margin.