Added to YB: 2026-05-22
Pitch date: 2026-05-14
SFIX [bullish]
Stitch Fix, Inc.
+8.77%
current return
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
Stitch Fix, Inc. engages in the provision of clothing and accessories in the United States. The company offers women’s, men’s, kids, petite, maternity, and plus apparel, and shoes, as well as personal styling services through its website and mobile application.
Market Cap
$436.9M
Pitch Price
$3.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.62
P/E
-16.93
EV/Sales
0.22
Sector
Specialty Retail
Category
value
Why Stitch Fix Could Be the Biggest GLP-1 Retail Winner
SFIX: Trading at trough valuation: 0.15x EV/sales, 0.3x EV/gross profit, 4.5x EBITDA on FY guide. 50% mkt cap is net cash. Rev accelerating 4 consecutive Qs, web traffic inflecting, restarted large buyback. Big GLP-1 beneficiary as weight loss drives closet rebuilds for confused shoppers.
Read full article (1 min)