Out Fox The $treet

Update - Dec. 13, 2025 Despite a better than expected quarter and Stitch Fix soaring on the results, the stock has actually dipped below the pre-earnings price of $4.60. Stitch Fix closed at $6.64 the day following earnings.  Q1 GAAP EPS of -$0.05  beats by $0.09 . Revenue of $318.81M (-12.6% Y/Y)   beats by $11.88M . The stock now hardly trades above the cash balance of $253 million. Stitch Fix should actually see the bottom in the current quarter with holiday sales around $300 million, though guidance was far above prior estimates.  Therealreal (REAL) has tripled this year after turning the online retail business around. The stock now trades at a massive premium to the forward EV/S model of Stitch Fix.  Original article posted on Sept. 25  Stitch Fix's FQ4'24 results show potential stabilization, but weak FY25 guidance and ongoing restructuring hinder immediate growth prospects. Despite promising enhancements like StyleFile and Fix Expansion, revenue guid...

  Stitch Fix, Inc. reported mixed FQ3 numbers, though the company did beat expectations. The online personalized shopping service was cash flow positive despite the revenue dip. Stitch Fix stock is cheap, trading at only 0.1x EV/S targets, a big discount to department stores. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Stitch Fix, Inc.  ( NASDAQ: SFIX ) continues to struggle to turn around the business following covid pull-forwards while facing macro headwinds. The company already uses data science and AI to help personalized stylist selections for  customers, providing a quick path to implement any new AI technologies. My  investment thesis  remains ultra Bullish on the stock, which is trading as if the company is headed towards a disaster while Stitch Fix has solid financials. Read the full article on Seeking Alpha.  Disclosure: Long SFIX. Please review the disclaimer...

  Stitch Fix slashed FY23 sales targets, but the company did boost the midpoint adjusted EBITDA target by $12.5 million. The online personalized shopping service is still struggling to overcome the normalized online shopping and promotional apparel environment. The stock is cheap with an EV of just $200 million and sales targets at $1.65 billion, but management has to execute on slashed advertising plans. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Between internal mistakes and online shopping normalization,  Stitch Fix  ( NASDAQ: SFIX ) has struggled over the last year. The promotional retail environment hasn't helped an apparel business focused on full price items and premium  services. My  investment thesis  remains ultra-Bullish on the stock trading with a limited $400 million market cap, as the company works on improving efficiency and turning cash flow positive des...

  Stitch Fix has slumped to all-time lows on weak guidance for the rest of FY22. The online personalized shopping company is still struggling to effectively market their promising new Freestyle product. The stock is cheap trading at a department store type forward EV/S multiple. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » Stitch Fix  ( SFIX ) has fallen to all-time lows after  cutting guidance  for FY22, yet the market is extrapolating current results too far into the future. The online personalized shopping and style service still has promising new products set to expand the total addressable market and profits. My  investment thesis  is ultra Bullish on the stock here below $10. Read the full article on Seeking Alpha.  Disclosure: Long SFIX. Please read the disclaimer page for more details. 

  Stitch Fix disappointed the market with a big cut to FY22 guidance. The company cut back on marketing, while fixing an onboarding issue with their new Freestyle product. The stock is far too cheap at less than 1x FY22 sales targets despite the potential to return to 10%+ growth. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.    Learn More » Some of the issues hitting Stitch Fix  (NASDAQ: SFIX )  are self inflicted. The company remains in the early innings of growth, yet the online personalized shopping service pulls back from aggressively marketing the service regularly due to the holidays and to refine their new products. My  investment thesis  remains ultra Bullish on this stock after the massive dip from the meme stock peak earlier this year. Read the full article on Seeking Alpha.  Disclosure: Long SFIX. Please review the disclaimer page for more details.  Update - Jan. 6 The s...

Stocks to watch at week end: Lyft (LYFT) - the launch of Lyft Rentals isn't smart. The ridesharing service appears set to create another way to lose money. A prime benefit of the service is the door-to-door service where customers get a $20 ride credit each way. In essence, Lyft is giving away rides where the company already loses money in order to obtain what might only be a daily rental for $35. A lot of the service appears better for consumers, but the company is actually offering these ride credit discounts. Until Lyft can charge premium fees, avoid the stock. Canopy Growth (CGC) - the Ontario govt has approved a plan to license 20 stores a month starting next April. Canopy Growth expected 40 stores per month starting in January leaving a 300 store gap from expectations. This stock is still headed to $10. More research: Canopy Growth: Constellation Bid Appears Unlikely, For Now Stitch Fix (SFIX) - here comes the expected dip following another solid quarterly report....

Stocks to watch on Tuesday: Stitch Fix (SFIX) - the online personalized style service reported a strong FQ1. Despite the rally, Stitch Fix is a fundamentally cheap stock trading at an EV/S multiple of 1x. The stock is up 50% off the lows so investors might look for dips to enter the stock, but the value remains insanely cheap. Canopy Growth (CGC) - the announcement of the Constellation Brands (STZ) CFO as the new CEO isn't a reason to celebrate. The cannabis stock is highly expensive at $20 with my previous value estimate below $10. In addition. Constellation Brands wouldn't hire a new CEO, if the company wanted to make a bid. The wine and spirits company doesn't have the cash for a big premium deal either. Fade this rally as the break of the downtrend is unlikely to hold. Disclosure: No position. Please review the disclaimer page for more details. 

Stitch Fix (SFIX)  beats analyst estimates, yet again, but the stock is down to market concerns over guidance.  Q4 Non-GAAP EPS of $0.07 beats by $0.03. Revenue of $432.15M (+35.8% Y/Y) in-line. The retailer guided to the following FY20 numbers: Analysts are down at $1.91 billion for the year so these numbers are very solid. The stock trades with a market cap of only $2.0B or roughly 1x sales estimates. Growth stocks just don't stay this cheap.  More commentary - WhoTrades . Disclosure: No position. Please review the disclaimer page for more details. 

Stitch Fix (SFIX) is now up 20% in after-hours trading following a monster beat in FQ2. The market was fearful about active clients growth in the typically weak holiday quarter. Investors need to focus more on the 18% YoY growth with the big growth period outside of the busy holidays were people are focused on gifts for other people. The company boosted FY19 guidance to $1.545 billion for growth in excess of 25%. With 103 million shares outstanding, the stock trades at only about 2x sales estimates based on 103 million shares outstanding and a $32 stock price. Stitch Fix traded all the way up to $50 and these numbers support a return to the previous highs. More commentary - WhoTrades Disclosure: No position. Please review the disclaimer page for more details