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Stitch Fix SFIX Referral credits — Revenue recognized

Other product segments

Upfront styling fees
$4.89M+1.0%
Freestyle orders
$668K+10.0%
Style Pass annual fees
$404K-28.5%
Gift card liability
$235K+26.3%

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SOFIReferrals, other — Total net revenue from contracts with customers
$3.76M+48.5%
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TDUPSite Credit — Revenue recognized from the redemption
$11.4M+3.6%
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ROADRevenue recognized
$30.03M+52.2%
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ANFRoyalty — Revenue
$15.75M+2.9%
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AMCAdmission — Contract With Customer Liability Revenue Recognized
$4M-16.7%

Other financials

Income statement

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Revenue$340.3M+4.7%
Gross profit$148.8M+3.7%
Operating income-$4.0M+58.6%
Net income-$1.5M+79.3%
EPS (diluted)-$0.01+83.3%

Balance sheet

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Cash & equivalents$87.3M-19.8%
Total debt$74.5M-24.9%
Total equity$201.5M+0.5%
Total assets$506.0M+4.4%

Cash flow

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Operating cash flow$11.8M-42.6%
CapEx$5.3M+16.3%
Free cash flow$6.5M-59.2%

Valuation

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Market cap$573.73M+16.3%
Enterprise value$560.93M+16.0%
P/S0.4×0.0×

Profitability

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Gross margin43.7%-1.0pp
Operating margin-2.1%-0.8pp
Net margin-1.4%-0.6pp
FCF margin1.4%+0.5pp

Returns & leverage

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Return on equity-9.5%-3.8pp
Debt / equity0.4×-0.1×
Current ratio1.5×-0.3×

Where this comes from

Reported directly by Stitch Fix in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityRevenueRecognized.

The official record: Stitch Fix’s 10-Q, filed March 12, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Stitch Fix's referral credits — revenue recognized?
Stitch Fix (SFIX) reported referral credits — revenue recognized of $4K in Q4 2025.
How has Stitch Fix's referral credits — revenue recognized changed year-over-year?
Stitch Fix's referral credits — revenue recognized decreased by 60.0% year-over-year, from $10K to $4K.
What does referral credits — revenue recognized mean?
This metric represents the portion of total revenue recognized from the utilization of customer referral credits within the company's service ecosystem. It reflects the financial impact of customer acquisition programs where existing users are incentivized to invite new clients, effectively converting promotional credits into recognized sales. Monitoring this figure helps assess the efficacy of referral-based marketing strategies and their contribution to overall top-line growth.