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May 03

Stitch Fix Q3 2025 Earnings Report

Stitch Fix reported a return to year-over-year revenue growth and narrowed its net loss in Q3 2025.

Key Takeaways

Stitch Fix exceeded expectations with $325M in revenue and a reduced net loss, highlighting operational discipline and cost control during its business transformation.

Returned to YoY revenue growth for the first time in several quarters.

Net loss narrowed to $7.4 million, reflecting improved cost management.

Free cash flow was positive at $16 million.

Active clients slightly declined, but net revenue per client increased.

Total Revenue
$325M
Previous year: $323M
+0.7%
EPS
-$0.06
Previous year: -$0.18
-66.7%
Active Clients
2.35M
Previous year: 2.63M
-10.6%
Revenue per Client
$542
Previous year: $525
+3.2%
Gross Profit
$144M
Previous year: $147M
-2.3%
Cash and Equivalents
$109M
Previous year: $197M
-44.6%
Free Cash Flow
$16M
Previous year: $18.9M
-15.4%
Total Assets
$485M
Previous year: $537M
-9.7%

Stitch Fix

Stitch Fix

Forward Guidance

Stitch Fix expects Q4 FY25 revenue between $298M and $303M and Adjusted EBITDA between $3M and $7M, with gross margin toward the lower end of the 44%-45% range.

Positive Outlook

  • Adjusted EBITDA expected to remain positive in Q4.
  • Full-year free cash flow expected to be positive.
  • Revenue guidance adjusted for comparable 13-week quarter.
  • Gross margin guidance provided in a specific range.
  • Continued focus on cost management and operational efficiency.

Challenges Ahead

  • Q4 revenue projected to decline YoY.
  • Gross margin expected at the lower end of range.
  • Active clients have declined for multiple quarters.
  • Ongoing restructuring and variability in one-time costs.
  • Challenges in UK market led to discontinued operations.