文章核心观点 - 在充满挑战的零售环境中,Stitch Fix正在实施转型战略,旨在恢复其财务表现和客户参与度 [1] - Stitch Fix预计到2026财年末将实现收入增长 [1] - 公司正处于"建设阶段",正在采取措施提高运营效率、优化组织结构和扩大毛利率 [2] 公司概况 - 2024财年第四季度,公司净收入为3.196亿美元,同比下降12.4% [2] - 2024财年全年收入达到13.4亿美元,同比下降16%,活跃客户降至250万 [2] - 新任CEO Matt Baer对公司的未来增长前景表示乐观 [2] 转型措施 - 加强对客户偏好和行为的了解,通过人工智能和数据科学提升个性化和参与度 [3] - 优化客户体验,包括推出个性化的"风格档案"和"造型师简介",并增加每次发货的商品数量 [4] - 推出更多新款式,以满足客户更多的消费需求 [5]

For the quarter ended July 2024, Stitch Fix (SFIX) reported revenue of $319.55 million, down 15% over the same period last year. EPS came in at -$0.12, compared to -$0.19 in the year-ago quarter.The reported revenue represents a surprise of +0.65% over the Zacks Consensus Estimate of $317.48 million. With the consensus EPS estimate being -$0.19, the EPS surprise was +36.84%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Stitch Fix (SFIX) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to loss of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 36.84%. A quarter ago, it was expected that this online clothing styling service would post a loss of $0.25 per share when it actually produced a loss of $0.15, delivering a surprise of 40%.Over the last four quarters, the comp ...

财务表现 - 第四季度净收入为3.196亿美元，同比下降12.4%，调整53周影响后同比下降18.3%[2] - 全年净收入为13.4亿美元，同比下降16.0%，调整53周影响后同比下降17.4%[3] - 公司营收为3.64亿美元，同比下降12.4%[12] 盈利能力 - 毛利率为44.6%，同比提升50个基点，反映了运输成本的改善[2] - 全年毛利率为44.3%[3] - 毛利率为44.1%，同比提升1.7个百分点[12] - 净亏损3570万美元，每股摊薄亏损0.29美元[2] - 全年净亏损1.189亿美元，每股摊薄亏损0.99美元[3] - 经营亏损为2294万美元，同比减亏4495万美元[12] - 净亏损为2866万美元，同比减亏7839万美元[12] 现金流 - 第四季度自由现金流为450万美元[2] - 全年自由现金流为1420万美元[3] - 经营活动产生的现金流为7323万美元，同比减少6102万美元[18] - 资本支出为1886万美元，同比减少4898万美元[18] - 自由现金流为5437万美元，同比减少11000万美元[18] - 公司净现金流量从经营活动中获得为28,207千美元，较去年同期增长22%[1] - 公司自由现金流量为14,242千美元，较去年同期下降73%[1] 财务状况 - 截至季末现金、现金等价物和投资总额为2.47亿美元，无债务[2] - 现金及现金等价物余额为2.39亿美元，较上期增加1.08亿美元[13] 经营情况 - 调整后EBITDA为950万美元，反映了持续的成本管理纪律[2] - 全年调整后EBITDA为2930万美元[3] - 经调整EBITDA为1311万美元，同比减少3588万美元[17] - 公司正在进行重组,本期重组费用为2772万美元[17] 客户情况 - 活跃客户数为250.8万，环比下降12.5万，同比下降61.3万[3] - 每活跃客户净收入为533美元，同比增长4.5%[3] - 公司活跃客户数为2,508千人，较去年同期下降19.6%[2] - 每位活跃客户的净收入为533美元，较去年同期上升4.5%[2] - 公司定义活跃客户为过去52周内有下单或购买记录的客户[3] - 公司计算每位活跃客户的净收入为过去4个季度的净收入除以期末活跃客户数[4] 未来展望 - 预计2025财年第一季度净收入为3.03-3.10亿美元，同比下降17%-15%[4] - 预计2025财年第一季度调整后EBITDA为500-900万美元，利润率为1.7%-2.9%[4] - 预计2025财年净收入为11.11-11.60亿美元，同比下降16%-12%，调整52周影响后[5]

SAN FRANCISCO, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Stitch Fix, Inc. (NASDAQ: SFIX), the leading online personal styling service, today announced its financial results for the fourth quarter and full fiscal year 2024, ended August 3, 2024. Fiscal 2024 included 53 weeks, with the additional week occurring in the fourth quarter. “We are executing our transformation strategy with discipline and, during the fourth quarter, we delivered results at the high end of our guidance on both the top and bottom line,” said ...

SAN FRANCISCO, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Stitch Fix, Inc. (NASDAQ:SFIX), the leading online personal styling service, today announced that it will release financial results for its fourth quarter and full fiscal year 2024 ended August 3, 2024 after market close on Tuesday, September 24, 2024. Following this, Stitch Fix will hold a conference call at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results and outlook. The call will be hosted by Matt Baer, CEO, and David Aufderhaar, CFO. A live ...

Stitch Fix, Inc.’s (SFIX) strategic initiatives, encompassing AI-driven innovation, margin expansion, client experience enhancement and strategic marketing, position the company for continued growth and profitability.By leveraging advanced data analytics, optimizing operations and refining its client interactions, Stitch Fix is not only adapting to current market demands but also laying the groundwork for success. These efforts demonstrate the company’s commitment to maintaining a competitive edge while ens ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Stitch Fix, Inc. (SFIX) has experienced a substantial rise in its stock price over the past three months, soaring 129.7%. This significant increase surpasses the Zacks Retail-Apparel and Shoes industry’s slight 2.1% growth. The company’s strategic initiatives, including AI-driven inventory management, pricing optimization, margin expansion, client engagement and cost efficiency, have enabled it to outperform the broader Retail-Wholesale sector and the S&P 500 Index, which grew 3.9% and 8.2%, respectively, d ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...