Added to YB: 2026-07-14
Pitch date: 2026-07-11
SFIX [neutral]
Stitch Fix, Inc.
+0.28%
current return
Author Info
Company Info
Stitch Fix, Inc. engages in the provision of clothing and accessories in the United States. The company offers women’s, men’s, kids, petite, maternity, and plus apparel, and shoes, as well as personal styling services through its website and mobile application.
Market Cap
$475.0M
Pitch Price
$3.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.74
P/E
-24.93
EV/Sales
0.27
Sector
Specialty Retail
Category
turnaround
Matan on Stitch Fix
SFIX (overview): Post-mortem on 95% crash from ~$11B COVID peak. Freestyle pivot under new CEO cannibalized core 'Fix' model, dismantling integrated stylist/algorithm/inventory moat. Active clients fell to 2.3M, quarterly rev to $340M. Still unprofitable 3+ yrs later, stock flat 4 yrs. Case study in self-inflicted disruption.
Read full article (11 min)