The Top 5 Analyst Questions From Stitch Fix’s Q2 Earnings Call

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Oct 01

Stitch Fix’s second quarter results drew a negative market reaction, with shares falling sharply after the report. Management attributed quarterly performance to continued progress in its ...

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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2572317580"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2572317580\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2572317580?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-01 13:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2572317580","market":"hk","top_or_hot":-1,"title":"The Top 5 Analyst Questions From Stitch Fix’s Q2 Earnings Call","media":"stock_story_highlight","content":"<div>\n<p>Stitch Fix’s second quarter results drew a negative market reaction, with shares falling sharply after the report. Management attributed quarterly performance to continued progress in its ...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/sfix/news/earnings-call/the-top-5-analyst-questions-from-stitch-fixs-q2-earnings-call\">Source Link</a>\n\n</div>\n","source":"stock_story_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 5 Analyst Questions From Stitch Fix’s Q2 Earnings Call</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 5 Analyst Questions From Stitch Fix’s Q2 Earnings Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-01 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stockstory.org/us/stocks/nasdaq/sfix/news/earnings-call/the-top-5-analyst-questions-from-stitch-fixs-q2-earnings-call><strong>stock_story_highlight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stitch Fix’s second quarter results drew a negative market reaction, with shares falling sharply after the report. Management attributed quarterly performance to continued progress in its ...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/sfix/news/earnings-call/the-top-5-analyst-questions-from-stitch-fixs-q2-earnings-call\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4094","symbol_name":"服装零售","start_time":0,"source_url":"https://stockstory.org/us/stocks/nasdaq/sfix/news/earnings-call/the-top-5-analyst-questions-from-stitch-fixs-q2-earnings-call","article_id":"2572317580","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_story_highlight","url":"https://stockstory.org/us/stocks/nasdaq/sfix/news/earnings-call/the-top-5-analyst-questions-from-stitch-fixs-q2-earnings-call","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2572317580","pubTimestamp":1759296600,"columns":[],"sourceInfo":{"source_id":"stock_story_highlight","name":"StockStory"},"weMediaInfo":null,"summary":"Stitch Fix’s second quarter results drew a negative market reaction, with shares falling sharply after the report. Management attributed quarterly performance to continued progress in its transformation strategy, highlighting improvements in client experience and assortment, particularly the strength in its men’s business and expansion into non-apparel categories. CEO Matt Baer emphasized that both women’s and men’s lines saw accelerated revenue growth, driven by higher average order values and the addition of recognized brands. The company also noted that improvements in retention and client engagement led to year-over-year growth in revenue per active client for the sixth consecutive quarter, but active client numbers continued to decline.","collect":0,"end_time":0,"defaultTopTitle":"stockstory.org","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4094":"服装零售","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","SFIX":"Stitch Fix Inc."},"translate_title":"Stitch Fix第二季度收益看涨期权中分析师提出的5大问题","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SFIX":1},"content_text":"Stitch Fix’s second quarter results drew a negative market reaction, with shares falling sharply after the report. Management attributed quarterly performance to continued progress in its transformation strategy, highlighting improvements in client experience and assortment, particularly the strength in its men’s business and expansion into non-apparel categories. CEO Matt Baer emphasized that both women’s and men’s lines saw accelerated revenue growth, driven by higher average order values and the addition of recognized brands. The company also noted that improvements in retention and client engagement led to year-over-year growth in revenue per active client for the sixth consecutive quarter, but active client numbers continued to decline. Is now the time to buy SFIX? Find out in our full research report (it’s free). Stitch Fix (SFIX) Q2 CY2025 Highlights:Revenue: $311.2 million vs analyst estimates of $304 million (2.6% year-on-year decline, 2.4% beat)Adjusted EPS: -$0.06 vs analyst estimates of -$0.10 (38.7% beat)Adjusted EBITDA: -$4.36 million vs analyst estimates of $6.73 million (-1.4% margin, significant miss)        Revenue Guidance for Q3 CY2025 is $335.5 million at the midpoint, above analyst estimates of $296.7 million EBITDA guidance for the upcoming financial year 2026 is $37.5 million at the midpoint, below analyst estimates of $43.1 million      Operating Margin: -3.6%, up from -13.1% in the same quarter last yearActive Clients: 2.31 million, down 199,000 year on yearMarket Capitalization: $573.4 millionWhile we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. \nThose are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. \nHere is what has caught our attention. Our Top 5 Analyst Questions From Stitch Fix’s Q2 Earnings Call\nDana Telsey (Telsey Advisory Group) asked about sources of growth beyond apparel and the impact of tariffs on average order value. CEO Matt Baer emphasized footwear and athleisure demand, and said tariff impacts were largely mitigated by supplier negotiations.\nDana Telsey (Telsey Advisory Group) followed up asking where Stitch Fix is taking market share and how the company is planning for the holiday period, especially given industry volatility. Baer said Stitch Fix is gaining share from retailers unable to deliver on personalization, and is leveraging new features and assortment to prepare for holiday demand.\nNo additional analyst questions on the call.\nCatalysts in Upcoming QuartersGoing forward, the StockStory team will monitor (1) whether new AI-powered features and platforms like Stylist Connect lead to improved client retention and engagement, (2) the impact of expanded assortment and Family Accounts on active client growth, and (3) the company’s ability to maintain gross margins amid rising transportation costs and ongoing investments. Results from holiday promotional activity and further brand partnerships will also be important signposts.Stitch Fix currently trades at $4.37, down from $5.64 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free). Our Favorite Stocks Right NowTrump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines. Take advantage of the rebound by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI?  See the open roles here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}