Last 7 days
7.9%
Last 30 days
-10.8%
Last 90 days
-9.4%
Trailing 12 Months
-22.9%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-13 | Aufderhaar David | sold (taxes) | -8,269 | 3.72 | -2,223 | chief financial officer |
2023-09-13 | O'Connor Casey | sold (taxes) | -46,146 | 3.72 | -12,405 | chief legal officer |
2023-09-13 | Barkema Sarah | sold (taxes) | -13,819 | 3.72 | -3,715 | chief accounting officer |
2023-07-20 | O'Connor Casey | sold | -39,007 | 4.2116 | -9,262 | chief legal officer |
2023-06-26 | Baer Matt | acquired | - | - | 1,100,000 | chief executive officer |
2023-06-14 | Aufderhaar David | sold (taxes) | -18,574 | 4.77 | -3,894 | chief financial officer |
2023-06-14 | Barkema Sarah | sold (taxes) | -23,954 | 4.77 | -5,022 | chief accounting officer |
2023-06-14 | DHAWAN SACHIN | sold (taxes) | -79,859 | 4.77 | -16,742 | chief technology officer |
2023-06-14 | O'Connor Casey | sold (taxes) | -116,798 | 4.77 | -24,486 | chief legal officer |
2023-04-17 | Barkema Sarah | acquired | - | - | 22,921 | chief accounting officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-20 | BARCLAYS PLC | reduced | -50.62 | -1,104,000 | 653,000 | -% |
2023-09-12 | Farther Finance Advisors, LLC | sold off | -100 | -1,145 | - | -% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | -3.00 | 12.00 | -% |
2023-08-23 | WOLVERINE TRADING, LLC | new | - | 55,945 | 55,945 | -% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | reduced | -5.95 | -250,180 | 608,300 | 0.01% |
2023-08-22 | Asset Dedication, LLC | new | - | - | - | -% |
2023-08-21 | OSAIC HOLDINGS, INC. | added | 7.55 | -19,424 | 83,532 | -% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -15.8 | -198,278 | 344,051 | -% |
2023-08-16 | TD Capital Management LLC | unchanged | - | -7.00 | 19.00 | -% |
2023-08-16 | Nuveen Asset Management, LLC | added | 77.04 | 1,723,060 | 6,884,060 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Jul 07, 2023 | blackrock inc. | 10.7% | 9,414,481 | SC 13G/A | |
Feb 14, 2023 | slate path capital lp | 0% | 0 | SC 13G/A | |
Feb 14, 2023 | benchmark capital partners vi lp | 0.8% | 704,486 | SC 13G/A | |
Feb 14, 2023 | disciplined growth investors inc /mn | 5.44% | 4,644,787 | SC 13G/A | |
Feb 14, 2023 | d. e. shaw & co, l.p. | 3.3% | 2,792,858 | SC 13G/A | |
Feb 13, 2023 | lake katrina | 10.6% | 10,297,422 | SC 13G/A | |
Feb 13, 2023 | working capital advisors (uk) ltd. | 6.1% | 5,204,651 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 7.39% | 6,314,399 | SC 13G/A | |
Jan 24, 2023 | blackrock inc. | 9.6% | 8,166,995 | SC 13G/A | |
May 09, 2022 | d. e. shaw & co, l.p. | 5.0% | 4,157,135 | SC 13G |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 20, 2023 | S-8 | Employee Benefits Plan | |
Sep 20, 2023 | 10-K | Annual Report | |
Sep 18, 2023 | 8-K | Current Report | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 15, 2023 | 4 | Insider Trading | |
Jul 21, 2023 | 4 | Insider Trading | |
Jul 20, 2023 | 144 | Notice of Insider Sale Intent | |
Jul 19, 2023 | 8-K | Current Report | |
Jul 07, 2023 | SC 13G/A | Major Ownership Report |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AMZN | 1.4T | 538.0B | -1.49% | 15.37% | 103.56 | 2.52 | 10.73% | 12.62% |
EBAY | 23.4B | 9.9B | 0.53% | 14.74% | 17.42 | 2.35 | -0.79% | 271.47% |
ETSY | 8.0B | 2.7B | -10.50% | -32.91% | -11.12 | 2.99 | 9.87% | -816.12% |
CHWY | 7.8B | 10.8B | -29.00% | -42.41% | 158.24 | 0.73 | 14.19% | 190.02% |
MID-CAP | ||||||||
W | 6.6B | 11.9B | -8.99% | 57.12% | -6.42 | 0.56 | -6.04% | -5.94% |
SMALL-CAP | ||||||||
RVLV | 937.9M | 1.1B | -12.71% | -45.98% | 22.69 | 0.87 | 2.25% | -51.31% |
OSTK | 782.0M | 1.7B | -30.04% | -27.46% | -5.74 | 0.47 | -29.49% | -269.03% |
SFIX | 379.8M | 1.6B | -10.84% | -22.95% | -2.21 | 0.23 | -20.96% | 16.97% |
LE | 242.3M | 1.5B | -17.58% | -6.91% | -13.73 | 0.16 | -3.31% | -277.23% |
PETS | 229.7M | 264.9M | -3.73% | -43.33% | -66.99 | 0.87 | 0.24% | -117.63% |
REAL | 214.5M | 575.1M | -10.26% | 32.49% | -1.02 | 0.37 | 1.77% | 4.67% |
APRN | 42.0M | 435.8M | -14.91% | -87.89% | -0.33 | 0.1 | -4.98% | -9.45% |
IMBI | 6.5M | - | -42.26% | -92.03% | -0.15 | 0.01 | - | - |
-39.9%
-49.9%
100%
99.6%
99.6%
Y-axis is the maximum loss one would have experienced if Stitch Fix was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 |
Revenue | -6.1% | 1,638,423,000 | 1,744,528,000 | 1,842,555,000 | 1,947,161,000 | 2,072,812,000 | 2,162,068,000 | 2,204,716,000 | 2,192,079,000 | 2,101,258,000 | 1,973,507,000 | 1,809,644,000 | 1,757,341,000 | 1,711,733,000 | 1,700,474,000 | 1,737,641,000 | 1,656,137,000 | 1,577,558,000 | 1,463,704,000 | 1,371,552,000 | 1,297,178,000 | 1,226,505,000 |
Gross Profit | -4.1% | 691,521,000 | 721,444,000 | 763,631,000 | 827,318,000 | 908,474,000 | 981,263,000 | 1,017,563,000 | 1,001,102,000 | 947,636,000 | 881,294,000 | 786,515,000 | 772,359,000 | 754,210,000 | 745,464,000 | 778,301,000 | 739,263,000 | 703,129,000 | 654,183,000 | 607,941,000 | 572,175,000 | 536,022,000 |
S&GA Expenses | -10.1% | 869,318,000 | 966,648,000 | 1,060,968,000 | 1,088,643,000 | 1,116,519,000 | 1,069,949,000 | 1,053,588,000 | 1,046,780,000 | 1,010,997,000 | 979,664,000 | 906,721,000 | 843,716,000 | 805,874,000 | 781,107,000 | 772,456,000 | 726,505,000 | 679,634,000 | 624,326,000 | 563,765,000 | 527,798,000 | 492,998,000 |
EBITDA | 100.0% | - | -199,816,000 | -256,360,000 | -224,479,000 | -172,285,000 | -56,317,000 | -4,153,000 | -15,191,000 | -33,517,000 | -66,883,000 | -90,565,000 | -42,352,000 | -25,105,000 | -9,838,000 | 30,519,000 | 35,192,000 | 45,152,000 | 48,808,000 | 60,397,000 | 59,944,000 | 65,255,000 |
EBITDA Margin | 100.0% | - | -0.11 | -0.14 | -0.12 | -0.08 | -0.03 | 0.00 | -0.01 | -0.02 | -0.03 | -0.05 | -0.02 | -0.01 | -0.01 | 0.02 | 0.02 | 0.03 | 0.03 | 0.04 | 0.05 | 0.05 |
Earnings Before Taxes | 29.6% | -170,483,000 | -242,091,000 | -298,266,000 | -263,486,000 | -209,470,000 | -89,169,000 | -34,921,000 | -44,165,000 | -61,117,000 | -95,169,000 | -117,041,000 | -67,278,000 | -47,722,000 | -30,242,000 | 12,297,000 | 19,384,000 | 30,821,000 | 35,613,000 | 48,287,000 | 48,497,000 | 54,713,000 |
EBT Margin | 100.0% | - | -0.14 | -0.16 | -0.14 | -0.10 | -0.04 | -0.02 | -0.02 | -0.03 | -0.05 | -0.06 | -0.04 | -0.03 | -0.02 | 0.01 | 0.01 | 0.02 | 0.02 | 0.04 | 0.04 | 0.04 |
Net Income | 28.2% | -171,973,000 | -239,656,000 | -295,871,000 | -261,212,000 | -207,121,000 | -89,311,000 | -30,117,000 | -20,244,000 | -8,876,000 | -74,811,000 | -89,868,000 | -57,398,000 | -67,117,000 | -15,471,000 | 25,480,000 | 26,025,000 | 36,881,000 | 47,986,000 | 50,425,000 | 42,090,000 | 44,900,000 |
Net Income Margin | 100.0% | - | -0.14 | -0.16 | -0.13 | -0.10 | -0.04 | -0.01 | -0.01 | 0.00 | -0.04 | -0.05 | -0.03 | -0.04 | -0.01 | 0.01 | 0.02 | 0.02 | 0.03 | 0.04 | 0.03 | 0.04 |
Free Cashflow | 100.0% | - | -25,612,000 | -85,814,000 | -132,411,000 | 9,044,000 | 63,595,000 | 51,329,000 | 22,959,000 | -50,931,000 | -6,943,000 | -22,354,000 | 44,022,000 | 12,670,000 | -42,061,000 | 28,801,000 | 23,810,000 | 47,769,000 | 56,834,000 | 75,874,000 | 78,983,000 | 55,613,000 |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 |
Assets | -6.9% | 614 | 660 | 661 | 745 | 765 | 864 | 898 | 929 | 819 | 834 | 856 | 880 | 769 | 782 | 800 | 797 | 616 | 591 | 557 | 551 | 482 |
Current Assets | -6.6% | 425 | 456 | 414 | 467 | 477 | 534 | 531 | 573 | 522 | 495 | 539 | 597 | 466 | 458 | 486 | 485 | 482 | 443 | 413 | 398 | 417 |
Cash Equivalents | 23.7% | 239 | 194 | 139 | 113 | 131 | 138 | 194 | 250 | 130 | 125 | 140 | 200 | 143 | 97.00 | 166 | 152 | 171 | 144 | 167 | 173 | 310 |
Inventory | -9.5% | 137 | 152 | 159 | 220 | 197 | 213 | 183 | 184 | 212 | 216 | 182 | 157 | 125 | 165 | 147 | 149 | 118 | 110 | 103 | 107 | 85.00 |
Net PPE | -7.9% | 80.00 | 87.00 | 92.00 | 100 | 103 | 105 | 105 | 99.00 | 87.00 | 81.00 | 74.00 | 71.00 | 70.00 | 65.00 | 63.00 | 65.00 | 55.00 | 53.00 | 45.00 | 38.00 | 34.00 |
Liabilities | -9.6% | 367 | 406 | 405 | 450 | 442 | 474 | 437 | 451 | 358 | 404 | 422 | 452 | 368 | 359 | 361 | 389 | 220 | 216 | 204 | 217 | 167 |
Current Liabilities | -11.8% | 238 | 270 | 261 | 297 | 296 | 317 | 277 | 298 | 228 | 264 | 275 | 295 | 212 | 204 | 220 | 243 | 183 | 189 | 177 | 192 | 142 |
Shareholder's Equity | -2.5% | 247 | 254 | 255 | 295 | 323 | 390 | 461 | 479 | 461 | 429 | 434 | 429 | 401 | 423 | 439 | 409 | 396 | 375 | 353 | 334 | 315 |
Retained Earnings | -9.3% | -338 | -309 | -287 | -222 | -166 | -70.10 | 8.00 | 39.00 | 41.00 | 19.00 | 38.00 | 59.00 | 50.00 | 94.00 | 128 | 116 | 117 | 109 | 102 | 90.00 | 80.00 |
Additional Paid-In Capital | 3.5% | 615 | 594 | 575 | 552 | 523 | 492 | 463 | 437 | 417 | 407 | 392 | 368 | 349 | 327 | 309 | 291 | 280 | 266 | 251 | 243 | 235 |
Shares Outstanding | -100.0% | - | 115 | 114 | 112 | - | 109 | 109 | 108 | - | 107 | 106 | 104 | - | 103 | 102 | 102 | - | 100 | 100 | 99.00 | - |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 |
Cashflow From Operations | 2594.8% | 58.00 | -2.32 | -58.48 | -96.31 | 55.00 | 114 | 104 | 69.00 | -15.67 | 28.00 | 10.00 | 73.00 | 43.00 | -17.10 | 59.00 | 55.00 | 79.00 | 86.00 | 96.00 | 98.00 | 72.00 |
Share Based Compensation | -7.0% | 104 | 112 | 121 | 128 | 128 | 124 | 121 | 113 | 101 | 94.00 | 84.00 | 75.00 | 68.00 | 59.00 | 48.00 | 41.00 | 35.00 | 29.00 | 25.00 | 20.00 | 15.00 |
Cashflow From Investing | -11.6% | 64.00 | 73.00 | 41.00 | 16.00 | 10.00 | -22.09 | 18.00 | 30.00 | 39.00 | 16.00 | -31.64 | -22.24 | -70.46 | -43.61 | -83.55 | -95.93 | -225 | -238 | -195 | -188 | -16.57 |
Cashflow From Financing | -7.3% | -15.54 | -14.48 | -35.18 | -50.42 | -60.25 | -76.04 | -67.31 | -50.69 | -38.88 | -19.08 | -5.41 | -1.64 | -1.43 | 0.00 | 8.00 | 5.00 | 7.00 | 9.00 | 4.00 | 136 | 135 |
Buy Backs | - | - | - | 40.00 | - | 30.00 | 40.00 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.00 |
Consolidated Statements of Operations and Comprehensive Loss - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Jul. 29, 2023 | Jul. 30, 2022 | Jul. 31, 2021 | |
Income Statement [Abstract] | |||
Revenue, net | $ 1,638,423 | $ 2,072,812 | $ 2,101,258 |
Cost of goods sold | 946,902 | 1,164,338 | 1,153,622 |
Gross profit | 691,521 | 908,474 | 947,636 |
Selling, general, and administrative expenses | 869,318 | 1,116,519 | 1,010,997 |
Operating loss | (177,797) | (208,045) | (63,361) |
Interest income | 6,220 | 930 | 2,610 |
Other income (expense), net | 1,094 | (2,355) | (366) |
Total loss before income taxes | (170,483) | (209,470) | (61,117) |
Provision (benefit) for income taxes | 1,490 | (2,349) | (52,241) |
Net loss | (171,973) | (207,121) | (8,876) |
Other comprehensive income (loss): | |||
Change in unrealized gain (loss) on available-for-sale securities, net of tax | 1,738 | (2,050) | (1,503) |
Foreign currency translation | 2,316 | (4,888) | 2,186 |
Total other comprehensive income (loss), net of tax | 4,054 | (6,938) | 683 |
Comprehensive loss | (167,919) | (214,059) | (8,193) |
Net loss attributable to common stockholders: | |||
Basic | (171,973) | (207,121) | (8,876) |
Diluted | $ (171,973) | $ (207,121) | $ (8,876) |
Loss per share attributable to common stockholders: | |||
Basic (in dollars per share) | $ (1.50) | $ (1.90) | $ (0.08) |
Diluted (in dollars per share) | $ (1.50) | $ (1.90) | $ (0.08) |
Weighted-average shares used to compute loss per share attributable to common stockholders: | |||
Basic (in shares) | 114,684,980 | 108,762,589 | 105,975,403 |
Diluted (in shares) | 114,684,980 | 108,762,589 | 105,975,403 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Jul. 29, 2023 | Jul. 30, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 239,437 | $ 130,935 |
Short-term investments | 18,161 | 82,049 |
Inventory, net | 137,176 | 197,251 |
Prepaid expenses and other current assets | 30,014 | 39,456 |
Income tax receivable | 673 | 27,561 |
Total current assets | 425,461 | 477,252 |
Long-term investments | 0 | 17,713 |
Income tax receivable, net of current portion | 0 | 26,091 |
Property and equipment, net | 79,757 | 103,375 |
Operating lease right-of-use assets | 106,098 | 132,179 |
Other long-term assets | 3,162 | 7,925 |
Total assets | 614,478 | 764,535 |
Current liabilities: | ||
Accounts payable | 99,317 | 143,934 |
Operating lease liabilities | 29,343 | 29,014 |
Accrued liabilities | 78,795 | 94,416 |
Gift card liability | 10,355 | 10,551 |
Deferred revenue | 11,551 | 14,441 |
Other current liabilities | 8,750 | 3,214 |
Total current liabilities | 238,111 | 295,570 |
Operating lease liabilities, net of current portion | 125,418 | 141,334 |
Other long-term liabilities | 3,639 | 4,980 |
Total liabilities | 367,168 | 441,884 |
Commitments and contingencies | ||
Stockholders’ equity: | ||
Additional paid-in capital | 615,236 | 522,658 |
Accumulated other comprehensive income (loss) | 527 | (3,527) |
Accumulated deficit | (338,413) | (166,440) |
Treasury stock at cost (2,302,141 and 2,302,141 shares) | (30,042) | (30,042) |
Total stockholders’ equity | 247,310 | 322,651 |
Total liabilities and stockholders’ equity | 614,478 | 764,535 |
Class A Common Stock | ||
Stockholders’ equity: | ||
Common stock | 1 | 1 |
Class B Common Stock | ||
Stockholders’ equity: | ||
Common stock | $ 1 | $ 1 |