Stitch Fix, Inc.

Stitch Fix, Inc. Earnings Recaps

SFIX Consumer Discretionary 1 recap
Q2 2026 Mar 12, 2026

Stitch Fix delivered robust Q2 FY2026 performance with a 9.4% year-over-year revenue increase to $341.3 million and achieved the highest revenue per active client as a public company.

Key takeaways
  • Revenue growth of 9.4% driven by resilient demand across all income cohorts, contrasting the broader U.S. apparel market's 0.5% contraction.
  • Average order value hit a record $577, marking the tenth consecutive quarter of growth and supported by increased flexibility in the Fix service.
  • Strong performance in strategic categories: activewear (+37%), footwear (+33%), and accessories (+51%).
  • The Fix channel excelled, with double-digit growth across both women's and men's segments, and robust demand for larger Fix orders.
  • Continued improvement in active client growth reflects the company's focus on building a healthier client base.