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Stitch Fix SFIX Business Segments — Cost of goods sold

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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$529.7M-10.0%
Enterprise value$516.9M-10.7%
P/S0.4×-0.1×

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:CostOfGoodsAndServicesSold.

The source filing: Stitch Fix’s 10-Q, filed June 11, 2026.

Filed
Jun 11, 2026, 4:09 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-042504
(In thousands, except share and per share amounts)For the Three Months Ended / May 2, 2026For the Three Months Ended / May 3, 2025For the Nine Months Ended / May 2, 2026For the Nine Months Ended / May 3, 2025
Revenue, net$340,277$325,016$1,023,701$955,944
Cost of goods sold191,439181,458576,594528,720
Gross profit148,838143,558447,107427,224
Selling, general, and administrative expenses152,854153,266464,438454,923
Operating loss(4,016)(9,708)(17,331)(27,699)
Interest income2,1232,6276,6618,222
Other income (expense), net438(59)323(210)
Loss before income taxes(1,455)(7,140)(10,347)(19,687)

Item 1. Item

FAQ

What is Stitch Fix's business segments — cost of goods sold?
Stitch Fix (SFIX) reported business segments — cost of goods sold of $191.44M in Q1 2026.
How has Stitch Fix's business segments — cost of goods sold changed year-over-year?
Stitch Fix's business segments — cost of goods sold increased by 5.5% year-over-year, from $181.46M to $191.44M.
What is the long-term trend for Stitch Fix's business segments — cost of goods sold?
Over 2 years (2023 to 2025), Stitch Fix's business segments — cost of goods sold has grown at a -12.4% compound annual growth rate (CAGR), from $916.91M to $704.23M.
What does business segments — cost of goods sold mean?
This reflects the direct costs attributable to the production and delivery of goods sold by the segment, including inventory procurement and fulfillment logistics. Monitoring this metric is essential for evaluating the segment's gross margin efficiency and supply chain cost management.

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