On January 20, 2026, Stitch Fix, a Nasdaq-listed fashion retail company (Ticker: SFIX), saw its Chief Financial Officer David Aufderhaar sell 24,114 shares of its Class A Common Stock at $5.1264 apiece. The total transaction value was approximately $123,618. Current trading prices place the stock at $5.22, modestly exceeding the shares’ sale price.
This share disposal was conducted pursuant to a Rule 10b5-1 trading plan established on December 30, 2024, enabling the CFO to systematically manage insider trading activity. Post-transaction, Aufderhaar directly owns over 1.25 million shares of Stitch Fix stock.
Stitch Fix presently carries a market capitalization near $704 million. The company is positioned to release its next earnings report on March 9, 2026. Financial data compiled by InvestingPro highlights Stitch Fix’s strong cash position, which exceeds its outstanding debt. However, despite its cash surplus, industry analysts do not anticipate the company returning to profitability within the current fiscal year.
In the first quarter of fiscal 2026, Stitch Fix surpassed revenue expectations, generating $342.1 million compared to the projected $336.08 million. Earnings per share met estimates at a loss of five cents (-$0.05). The company also announced a revision to its first lien credit agreement with Citibank, N.A., successfully extending the loan maturity from December 2026 to December 2028, thereby providing additional financial flexibility.
Investment research firms remain cautiously optimistic as Bernstein reaffirmed a Market Perform rating on Stitch Fix, citing early indications of recovery after three years of declining revenue. Bernstein noted management’s guidance forecasting 4% to 6.5% revenue growth for fiscal 2026. Similarly, Telsey Advisory Group sustained a Market Perform rating, recognizing five consecutive quarters of revenue and adjusted EBITDA surpassing expectations. Although active client numbers decreased by 5.2% year-over-year, there has been a sequential improvement of 180 basis points, nearing stabilization. Additionally, net revenue per active client rose by 5.3%, marking the strongest increase since fiscal year 2022.