Shares of Stitch Fix (NASDAQ: SFIX) fell about 25% in morning trading on Thursday, Sept. 24, after the company announced its fourth-quarter earnings for its fiscal year 2026 (FY2026). The issue wasn't the results, which were solid, but guidance.
In Q4 FY2026, Stitch Fix delivered revenue of $324.42 million, up 4.2% year over year (YOY). That was slightly below the consensus forecast of $325.5 million, but higher than the $311.23 million it posted in the same quarter a year earlier. It was also the company's sixth straight quarter of YOY revenue growth.