Stitch Fix, Inc. (SFIX) Q4 2026 Earnings Call Transcript

Stitch Fix, Inc. ( SFIX ) Q4 2026 Earnings Call September 23, 2026 5:00 PM EDT Company Participants Cherryl Valenzuela - Head of Investor Relations Matt Baer - CEO & Director David Aufderhaar - Chief Financial Officer Conference Call Participants Dylan Carden - William Blair & Company L.L.C., Research Division Owen Rickert - Northland Capital Markets, Research Division Dana Telsey - Telsey Advisory Group LLC Jay Sole - UBS Investment Bank, Research Division Chenyi Tian - Bernstein Institutional Services LLC, Research Division David Bellinger - Mizuho Securities USA LLC, Research Division Presentation Operator Hello, everyone. Thank you for joining us, and welcome to the Stitch Fix Fourth Quarter Fiscal Year 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to Cherryl Valenzuela, Head of Investor Relations. Please go ahead. Cherryl Valenzuela Head of Investor Relations Good afternoon, and thank you for joining us today for the Stitch Fix Fourth Quarter and Full Fiscal Year 2026 Earnings Call. With me on the call are Matt Baer, Chief Executive Officer; and David Aufderhaar, Chief Financial Officer. We have posted complete fourth quarter and full fiscal year 2026 financial results in a press release on the Quarterly Results section of our website, investors.stitchfix.com. A link to the webcast of today's conference call can also be found on our site. We'd like to remind everyone that we will be making forward-looking statements on this call, which involve risks and uncertainties. Actual results could differ materially from those contemplated by our forward-looking statements. Reported results should not be considered as an indication of future performance. Please review our filings with the SEC for a discussion of the factors that could cause the results to differ, in particular, our press release issued and filed today as well as our annual report on Form 10-K for fiscal 2026, which we expect to file later this week.