SFIX Clase A Stitch Fix, Inc. - Class A Common Stock
NASDAQ · Retail · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Sep 24, 2026SFIX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de Stitch Fix, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia
Stitch Fix, Inc. is an online personal styling service in the United States. The company combines human stylists with AI tools and data science to recommend clothing items and accessories based on fit, budget and style preferences. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. For fiscal year 2025, Stitch Fix reported net revenue of $1.27 billion. As of November 2025, it had approximately 2.31 million active clients and employed about 4,165 people worldwide. It is headquartered in San Francisco, California.
History
Founding and growth: 2011–2019
Stitch Fix was founded in 2011 by Katrina Lake and former J.Crew buyer Erin Morrison Flynn. The business was originally called Rack Habit, and was initially run out of Lake's apartment in Cambridge, Massachusetts. The company began by catering only to women, but it has subsequently expanded to men's clothing, plus sizes, maternity wear, and kids.
In 2014, Stitch Fix started to be profitable. In July 2016, the company ended its fiscal year with recorded sales of $730 million, and in May 2017, the company had raised $42 million from outside investors.
In November 2017, the company went public on Nasdaq. It was the first female-led company to launch an IPO in over a year.
Leadership changes and restructuring: 2020–2023
In August 2021, Elizabeth Spaulding replaced founder Katrina Lake as CEO. In January 2023, Spaulding stepped down as CEO, and Lake returned as interim CEO. Former Macy's executive Matt Baer was named CEO in June 2023.
In June 2022, Stitch Fix laid off approximately 15% of its salaried staff, which equated to around 330 employees, citing slowing growth in the e-commerce retail industry as the reason for the cuts.
In January 2023, Stitch Fix announced it would reduce its salaried workforce by about 20% and CEO Elizabeth Spaulding would step down. Founder Katrina Lake returned as interim CEO. The changes were part of a broader restructuring after a time of sliding sales.
In June 2023, Matt Baer was named Stitch Fix's new CEO. Katrina Lake continued in her role as executive chairperson of the board.
Recent developments: 2024–2026
In the first quarter of fiscal year 2024, Stitch Fix ceased operations of its business in the United Kingdom. The company said it would focus solely on its core U.S. market.
In 2024, Stitch Fix outlined a multi-year transformation strategy structured around three phases: rationalize, build, and grow. The strategy was introduced as part of the company's efforts to stabilize the business, simplify operations, and return to sustainable growth. By fiscal year 2025, the company stated that it had entered the "grow" phase of this transition.
In August 2024, as part of its transformation, Stitch Fix began rolling out updates to its client experience. The changes focused on creating more ways for clients to engage, adding flexibility to how they shop, making Stylists more visible, and improving the overall assortment. As part of a broader rebrand, the company introduced Retail Therapy, a brand platform built around real shopping frustrations and therapy-inspired storytelling, across social media, television, over-the-top video, and YouTube.
As part of these changes, Stitch Fix introduced an AI tool called StyleFile, a personalized resource assigned to each Stitch Fix customer based on their preferences and shopping behavior, that defines their style, resulting in multi-faceted profiles that can include styles like "edgy" or "boho". Stitch Fix also introduced Stylist Profiles, which provides a profile for each stylist that features their "unique expertise and work portfolio, as well as related interests".
In August 2025, Stitch Fix announced its latest set of changes to its client experience, including several that leverage GenAI. These included Stylist connect, a feature that allows clients to communicate with a stylist outside of their scheduled Fix, AI Style Assistant, which was designed to help clients articulate their style preferences, and the launch of Stitch Fix Vision, a generative-AI style visualization tool.
On October 6, 2025, Stitch Fix launched Stitch Fix Vision. Clients who use Vision upload a selfie or full-length photo and receive AI-generated images of themselves wearing recommended outfits based on individual style profiles.
In December 2025, Stitch Fix reported net revenue of $342.1 million, a 7.3% year-over-year increase. It had around 2.31 million active clients, down 5.2% year-over-year, but net revenue per client rose 5.3% to $559. Gross profit was $149.3 million. In June 2025, Stitch Fix announced its return to YoY revenue growth and in December, the company began 2026 with no debt. It announced it expected to be free cash flow positive throughout 2026, and in June of that year reported its fifth consecutive quarter of year-over-year revenue growth, sequential growth in active clients and its third consecutive quarter of year-over-year growth in new clients.
In June 2026, Stitch Fix appointed former IPSY CTO, Sree Sreedhararaj, as the chief product and technology officer.
Business model
Stitch Fix is a personal styling service that sends client individually picked clothing and accessories. Customer can order a "Fix" of up to 8 items per box, either as needed or on a recurring basis, with no monthly fee or required subscription, and a $20 styling fee in addition to the cost of any kept items. Any unwanted items could be returned. The company combines the knowledge of human stylists with AI to personalize clothing selections.
Customers fill out a survey online about their style, fit, and budget preferences. Stylists pick items based on a customer's survey answers and ongoing feedback the client shares with them. A stylist at the company then picks up to eight items to send to the customer. The customer schedules a date to receive their items, which is referred to as a "Fix". Once the shipment is received, the customer has three days to choose to keep the items or return some or all of them. If the customer keeps at least one item, the initial styling fee is credited towards the cost of the item. In addition to the styling fee being credited, if the customer decides to keep five or more items, the customer receives 20% off the total cost of the items. Customers choose the shipping frequency, such as every two weeks, once a month, or every two months.
Stitch Fix Freestyle, launched in 2021, is a feature that allows users to browse and purchase individual apparel items directly through the platform without requesting a scheduled Fix. The feature presents product selections based on information from a user's style profile and includes various browsing categories, offering an alternative to the company's curated shipment model.
As of 2025, Stitch Fix introduced features that allow clients to request a Fix built around a specific item discovered through its Freestyle platform, enabling a curated shipment centered on a selected product. The company also offers "Themed Fixes", which are Fixes curated for a specific occasion, trend, or use case and tailored based on individual client preferences. The company also offers Family Accounts.
The company uses data science and has combined personal stylists and machine learning (AI) for personalized recommendation.
Media
Stitch Fix has been covered in technology and business publications, including Wired, Fast Company, and The Wall Street Journal. Media excerpts include Wired highlighting Stitch Fix's "Shop Your Looks" feature, Fast Company discussing its "data prowess across every aspect of its business to reinvent the $334 billion U.S. apparel industry", and CNBC and Wall Street Journal highlighting the company's growth plan.
Stitch Fix was recognized as one of the "50 Most Innovative Companies" in 2019. The company hosted a Golden Globes–like red carpet event in the 59th Street–Columbus Circle station in New York City and had a 60-second spot before the 2019 Academy Awards.
Controversy
In October 2018, several class action lawsuits were brought against Stitch Fix alleging that the company had violated federal securities laws by making misleading statements about its growth prospects.
On June 2, 2020, the company announced layoffs for 1,400 employees, which was 18% of its total workforce, all of whom were remote workers in California. The affected employees were given the option of remaining with the company if they relocated. The online retailer also announced it would hire roughly 2,000 stylists in cities that have a lower cost of living than those in California, such as Austin, Cleveland, Dallas, Minneapolis, and Pittsburgh.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | SFIX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -29.0promedio 5A ≈-15.1 | ≈-15.1 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | SFIX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 43.7%promedio 5A ≈43.7% | ≈43.7% | 53.1% | Débil | |
| Margen Operativo (TTM) | -1.6%promedio 5A ≈-7.1% | ≈-7.1% | 2.7% | Débil | |
| Margen EBITDA (TTM) | 0.07%promedio 5A ≈-4.8% | ≈-4.8% | 2.9% | Débil | |
| Margen antes de impuestos (TTM) | -0.91%promedio 5A ≈-6.5% | ≈-6.5% | 3.0% | Débil | |
| Margen de Beneficio Neto (TTM) | -0.94%promedio 5A ≈-6.7% | ≈-6.7% | 1.7% | Débil | |
| ROA (TTM) | -2.6%promedio 5A ≈-16.6% | ≈-16.6% | 0.73% | Débil | |
| ROE (TTM) | -6.3%promedio 5A ≈-42.5% | ≈-42.5% | 2.4% | Débil | |
| ROIC | -11.4%promedio 5A ≈-47.5% | ≈-47.5% | 2.0% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | SFIX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 1.5promedio 5A ≈1.7 | ≈1.7 | 1.2 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 0.7promedio 5A ≈0.9 | ≈0.9 | 0.4 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | SFIX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 6.4%promedio 5A ≈-8.0% | ≈-8.0% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -5.4%promedio 5A ≈-9.0% | ≈-9.0% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | -8.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | SFIX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 2.8promedio 5A ≈2.6 | ≈2.6 | 1.8 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 6.3promedio 5A ≈6.1 | ≈6.1 | 4.6 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$318.0K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de septiembre de 2026 | Sep 23, 2026 | $-0.02 | $-0.06 | 65.9% |
| 30 de junio de 2026 | $-0.01 | $-0.06 | 82.5% | |
| 31 de marzo de 2026 | $-0.02 | $-0.05 | 60.8% | |
| 31 de diciembre de 2025 | $-0.05 | $-0.05 | -8.9% | |
| 30 de septiembre de 2025 | $-0.07 | $-0.10 | 29.6% | |
| 30 de junio de 2025 | $-0.06 | $-0.11 | 46.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.35B | $1.27B | $1.34B | $1.59B | $2.02B | $2.10B | $1.71B | $1.58B | $1.23B | $977M | |
| Cost of Revenue | $760M | $704M | $745M | $917M | $1.13B | $1.15B | $958M | $874M | $690M | $543M | |
| Gross Profit | $588M | $563M | $592M | $676M | $887M | $948M | $754M | $703M | $536M | $434M | |
| SG&A Expense | $610M | $602M | $725M | $831M | $1.07B | $1.01B | $806M | $680M | $493M | $403M | |
| Operating Income | $-22M | $-39M | $-133M | $-155M | $-184M | $-63M | $-52M | $23M | $43M | $32M | |
| Other Non-op | $767.0K | $173.0K | $2M | $-25.0K | $-394.0K | $-366.0K | $-2M | $2M | $100.0K | $0 | |
| Pretax Income | $-12M | $-28M | $-121M | $-149M | $-184M | $-61M | $-48M | $31M | $55M | $13M | |
| Income Tax | $338.0K | $821.0K | $-2M | $871.0K | $-2M | $-52M | $19M | $-6M | $10M | $13M | |
| Net Income | $-13M | $-29M | $-129M | $-172M | $-207M | $-9M | $-67M | $37M | $45M | $-594.0K | |
| EPS (Basic) | $-0.09 | $-0.22 | $-1.07 | $-1.50 | $-1.90 | $-0.08 | $-0.66 | $0.37 | $0.47 | $-0.02 | |
| EPS (Diluted) | $-0.09 | $-0.22 | $-1.07 | $-1.50 | $-1.90 | $-0.08 | $-0.66 | $0.36 | $0.34 | $-0.02 | |
| Shares (Basic) | 134,247,185 | 128,784,547 | 120,214,198 | 114,684,980 | 108,762,589 | 105,975,403 | 102,383,282 | 100,013,462 | 75,947,759 | 24,973,931 | |
| Shares (Diluted) | 134,247,185 | 128,784,547 | 120,214,198 | 114,684,980 | 108,762,589 | 105,975,403 | 102,383,282 | 103,653,626 | 81,288,418 | 24,973,931 | |
| EBITDA | $932.0K | $-13M | $-89M | $-135M | $-173M | $-36M | $-29M | $40M | $54M | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $95M | $114M | $163M | $239M | $131M | $130M | $143M | $171M | $298M | $111M | |
| Short-term Investments | $77M | $121M | $84M | $18M | $82M | · | · | · | · | · | |
| Inventory | $123M | $118M | $98M | $131M | $197M | $212M | $125M | $118M | $85M | $68M | |
| Prepaid Expense | $53M | $21M | $22M | $28M | $39M | $51M | $33M | $50M | $34M | $19M | |
| Current Assets | $348M | $374M | $367M | $425M | $477M | $522M | $466M | $482M | $417M | $198M | |
| PP&E (Net) | $40M | $43M | $52M | $80M | $103M | $87M | $70M | $55M | $34M | $27M | |
| PP&E (Gross) | $242M | $223M | $207M | $217M | $205M | $166M | $124M | $86M | $55M | $37M | |
| Accum. Depreciation | $202M | $180M | $156M | $137M | $102M | $79M | $53M | $31M | $20M | $11M | |
| Other Non-current Assets | $3M | $4M | $5M | $3M | $8M | $6M | $4M | $3M | $4M | $4M | |
| Total Assets | $479M | $481M | $487M | $614M | $765M | $819M | $769M | $616M | $482M | $257M | |
| Accounts Payable | $89M | $89M | $87M | $97M | $144M | $73M | $85M | $91M | $80M | $44M | |
| Accrued Liabilities | $110M | $76M | $73M | $70M | $94M | $99M | $78M | $70M | $43M | $46M | |
| Current Liabilities | $236M | $206M | $204M | $238M | $296M | $228M | $212M | $183M | $142M | $134M | |
| Capital Leases | $47M | $71M | $96M | $125M | $141M | $122M | $140M | $0 | · | · | |
| Other Non-current Liabilities | $183.0K | $658.0K | $606.0K | $4M | $5M | $8M | $16M | $13M | $9M | $7M | |
| Total Liabilities | $283M | $278M | $300M | $367M | $442M | $358M | $368M | $220M | $167M | $153M | |
| Common Stock | · | · | · | · | · | · | · | · | · | $1.0K | |
| Paid-in Capital | $762M | $729M | $685M | $615M | $523M | $417M | $349M | $280M | $235M | $27M | |
| Retained Earnings | $-509M | $-496M | $-467M | $-338M | $-166M | $41M | $50M | $117M | $80M | $35M | |
| Treasury Stock | $56M | $30M | $30M | $30M | $30M | $0 | · | · | · | · | |
| AOCI | $-884.0K | $-434.0K | $-335.0K | $527.0K | $-4M | $3M | $3M | $-187.0K | $0 | · | |
| Stockholders' Equity | $196M | $203M | $187M | $247M | $323M | $461M | $401M | $396M | $315M | $62M | |
| Liabilities + Equity | $479M | $481M | $487M | $614M | $765M | $819M | $769M | $616M | $482M | $257M | |
| Shares Outstanding | · | · | · | · | · | · | · | · | 98,799,861 | 26,834,535 |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $26M | $44M | $42M | $34M | $28M | $23M | $16M | $10M | $8M | |
| Stock-based Comp | $46M | $57M | $77M | $102M | $126M | $101M | $68M | $35M | $15M | $4M | |
| Deferred Tax | $0 | $0 | $0 | $0 | · | · | $-20M | $-8M | $7M | $-7M | |
| Restructuring | · | · | $15M | $19M | $10M | · | $5M | · | · | · | |
| Other Non-cash | $-17M | $-29M | $35M | $83M | $99M | $-135M | $40M | $-1M | $-5M | · | |
| Operating Cash Flow | $39M | $26M | $28M | $73M | $75M | $-16M | $43M | $79M | $72M | $39M | |
| CapEx | $19M | $16M | $14M | $19M | $45M | $35M | $30M | $31M | $17M | $17M | |
| Investing Cash Flow | $-15M | $-59M | $-79M | $64M | $12M | $39M | $-70M | $-225M | $-17M | $-17M | |
| Stock Repurchased | $26M | $0 | $0 | $0 | $30M | $0 | $0 | $0 | $39.0K | $4M | |
| Net Stock Activity | $-26M | · | $0 | $0 | $-30M | · | $0 | $0 | $-39.0K | · | |
| Financing Cash Flow | · | · | $-15M | $-15M | $-60M | $-39M | $-1M | $7M | $135M | $-3M | |
| Net Change in Cash | $-19M | $-49M | $-77M | $109M | $1M | $-14M | · | $-140M | $190M | $18M | |
| Taxes Paid | $394M | $800.0K | $900.0K | $1M | $868.0K | $461.0K | $365.0K | $966.0K | $10M | $28M | |
| Free Cash Flow | $20M | $9M | $14M | $39M | $9M | $-51M | $13M | $48M | $56M | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 43.6% | 44.4% | 44.3% | 42.2% | 43.8% | 45.1% | 44.1% | 44.6% | 43.7% | · | |
| Operating Margin | -1.6% | -3.1% | -10.0% | -10.8% | -10.0% | -3.0% | -3.0% | 1.5% | 3.5% | · | |
| Net Margin | -0.94% | -2.3% | -9.6% | -10.5% | -10.0% | -0.42% | -3.9% | 2.3% | 3.7% | · | |
| Pretax Margin | -0.91% | -2.2% | -9.0% | -10.4% | -10.1% | -2.9% | -2.8% | 1.9% | 4.5% | · | |
| EBITDA Margin | 0.07% | -1.0% | -6.6% | -8.3% | -8.3% | -1.7% | -1.7% | 2.5% | 4.4% | · | |
| ROA | -2.6% | -5.9% | -23.4% | -24.9% | -26.2% | -1.1% | -9.7% | 6.7% | 12.2% | · | |
| ROE | -6.2% | -14.3% | -65.1% | -68.6% | -58.2% | -2.0% | -16.3% | 9.6% | 14.9% | · | |
| ROIC | -11.4% | -19.7% | -70.4% | -72.5% | -63.8% | -2.0% | -18.1% | 7.1% | 11.2% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.8 | 1.8 | 1.8 | 1.6 | 2.3 | 2.2 | 2.6 | 2.9 | · | |
| Quick Ratio | 0.7 | 1.1 | 1.2 | 1.1 | 0.4 | 0.6 | 0.7 | 0.9 | 2.1 | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.8 | 2.6 | 2.4 | 2.4 | 2.6 | 2.6 | 2.5 | 2.9 | 3.3 | · | |
| Inventory Turnover | 6.3 | 6.5 | 6.5 | 5.7 | 5.7 | 6.8 | 7.9 | 8.6 | 9.0 | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | · | · | · | $3.19 | · | |
| Revenue / Share | $10.04 | $9.84 | $11.13 | $14.29 | $19.06 | $19.83 | $16.72 | $15.22 | $15.09 | · | |
| Cash Flow / Share | $0.29 | $0.20 | $0.23 | $0.50 | $0.51 | $-0.15 | $0.42 | $0.76 | $0.89 | · | |
| Cash / Share | · | · | · | · | · | · | · | · | $3.01 | · | |
| EPS (TTM) | $-0.09 | $-0.22 | $-1.07 | $-1.50 | $-1.90 | $-0.08 | $-0.66 | $0.36 | $0.34 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.4% | -5.3% | -16.0% | -21.1% | -4.0% | 22.8% | · | · | · | · | |
| Revenue CAGR 3Y | -5.4% | -14.4% | -14.0% | -2.4% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -8.5% | -5.8% | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.35B | $1.27B | $1.34B | $1.59B | $2.02B | $2.10B | $1.71B | $1.58B | $1.23B | · | |
| Net Income TTM | $-13M | $-29M | $-129M | $-172M | $-207M | $-9M | $-67M | $37M | $45M | · | |
| Market Cap | · | · | · | · | · | · | · | · | $2.92B | · | |
| P/E | -44.7 | -20.4 | -3.8 | -3.3 | -3.1 | -674.0 | -33.6 | 69.0 | 86.8 | · | |
| P/S | · | · | · | · | · | · | · | · | 2.4 | · | |
| P/B | · | · | · | · | · | · | · | · | 9.3 | · | |
| P / Cash Flow | · | · | · | · | · | · | · | · | 40.4 | · | |
| P / FCF | · | · | · | · | · | · | · | · | 52.4 | · | |
| Earnings Yield | -2.2% | -4.9% | -26.2% | -30.6% | -31.8% | -0.15% | -3.0% | 1.5% | 1.1% | · |
Estado de resultados
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $324M | $340M | $341M | $342M | $311M | $325M | $312M | $319M | $320M | $323M | $330M | $365M | $383M | $401M | $444M | $427M | |
| Cost of Revenue | $183M | $191M | $192M | $193M | $176M | $181M | $173M | $174M | $177M | $176M | $187M | $206M | $220M | $237M | $256M | $256M | |
| Gross Profit | $141M | $149M | $149M | $149M | $136M | $144M | $139M | $145M | $142M | $147M | $143M | $159M | $164M | $164M | $187M | $171M | |
| SG&A Expense | $146M | $153M | $154M | $158M | $147M | $153M | $148M | $154M | $184M | $172M | $182M | $188M | $184M | $227M | $236M | $246M | |
| Operating Income | $-4M | $-4M | $-5M | $-9M | $-11M | $-10M | $-9M | $-9M | $-42M | $-25M | $-38M | $-29M | $-21M | $-63M | $-49M | $-75M | |
| Other Non-op | $444.0K | $438.0K | $-30.0K | $-85.0K | $383.0K | $-59.0K | $-79.0K | $-72.0K | $651.0K | $-9.0K | $578.0K | $411.0K | $-203.0K | $-663.0K | $-177.0K | $702.0K | |
| Pretax Income | $-2M | $-1M | $-3M | $-6M | $-8M | $-7M | $-6M | $-6M | $-38M | $-22M | $-35M | $-26M | $-18M | $-63M | $-48M | $-74M | |
| Income Tax | $144.0K | $70.0K | $66.0K | $58.0K | $241.0K | $241.0K | $182.0K | $157.0K | $-2M | $170.0K | $169.0K | $169.0K | $132.0K | $131.0K | $187.0K | $-3M | |
| Net Income | $-2M | $-2M | $-3M | $-6M | $-9M | $-7M | $-7M | $-6M | $-36M | $-21M | $-36M | $-35M | $-22M | $-66M | $-56M | $-96M | |
| EPS (Basic) | $-0.01 | $-0.01 | $-0.02 | $-0.05 | $-0.06 | $-0.06 | $-0.05 | $-0.05 | $-0.29 | $-0.18 | $-0.30 | $-0.30 | $-0.19 | $-0.58 | $-0.50 | $-0.88 | |
| EPS (Diluted) | $-0.01 | $-0.01 | $-0.02 | $-0.05 | $-0.06 | $-0.06 | $-0.05 | $-0.05 | $-0.29 | $-0.18 | $-0.30 | $-0.30 | $-0.19 | $-0.58 | $-0.50 | $-0.88 | |
| Shares (Basic) | · | 135,334,302 | 135,354,835 | 133,345,590 | · | 129,792,798 | 127,984,475 | 125,972,658 | · | 121,268,047 | 119,045,026 | 116,645,160 | 115,445,285 | 113,928,081 | 112,359,901 | · | |
| Shares (Diluted) | · | 135,334,302 | 135,354,835 | 133,345,590 | · | 129,792,798 | 127,984,475 | 125,972,658 | · | 121,268,047 | 119,045,026 | 116,645,160 | 115,445,285 | 113,928,081 | 112,359,901 | · | |
| EBITDA | · | $-4M | $-5M | $-3M | · | $-10M | $-9M | $-2M | · | $-25M | $-38M | $-15M | $-25M | $-67M | $-45M | · |
Balance general
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $95M | $87M | $119M | $114M | $114M | $109M | $113M | $137M | $163M | $197M | $228M | $257M | $194M | $139M | $113M | · | |
| Short-term Investments | $77M | $99M | $109M | $130M | $121M | $125M | $106M | $116M | $84M | $48M | $2M | $5M | $50M | $83M | $90M | · | |
| Inventory | $123M | $132M | $122M | $142M | $118M | $114M | $110M | $119M | $98M | $114M | $126M | $161M | $152M | $159M | $220M | · | |
| Prepaid Expense | $53M | $57M | $54M | $50M | $21M | $25M | $24M | $20M | $22M | $25M | $21M | $25M | $33M | $33M | $42M | · | |
| Current Assets | $348M | $376M | $404M | $435M | $374M | $373M | $353M | $393M | $367M | $385M | $378M | $450M | $456M | $414M | $467M | · | |
| PP&E (Net) | $40M | $41M | $41M | $43M | $43M | $45M | $47M | $49M | $52M | $58M | $64M | $71M | $87M | $92M | $100M | · | |
| PP&E (Gross) | $242M | · | · | · | $223M | · | · | · | $207M | · | · | · | · | · | · | · | |
| Accum. Depreciation | $202M | · | · | · | $180M | · | · | · | $156M | · | · | · | · | · | · | · | |
| Other Non-current Assets | $3M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $3M | $3M | $4M | $6M | $7M | · | |
| Total Assets | $479M | $506M | $508M | $531M | $481M | $485M | $473M | $507M | $487M | $537M | $538M | $624M | $660M | $661M | $745M | · | |
| Accounts Payable | $89M | $107M | $92M | $120M | $89M | $89M | $72M | $114M | $87M | $99M | $74M | $131M | $125M | $105M | $142M | · | |
| Accrued Liabilities | $110M | $105M | $107M | $101M | $76M | $75M | $74M | $69M | $73M | $65M | $76M | $75M | $81M | $92M | $98M | · | |
| Current Liabilities | $236M | $251M | $239M | $262M | $206M | $207M | $191M | $227M | $204M | $220M | $209M | $271M | $270M | $261M | $297M | · | |
| Capital Leases | $47M | $53M | $59M | $64M | $71M | $77M | $83M | $89M | $96M | $105M | $112M | $119M | $132M | $140M | $148M | · | |
| Other Non-current Liabilities | $183.0K | $618.0K | $787.0K | $658.0K | $658.0K | $607.0K | $606.0K | $606.0K | $606.0K | $3M | $4M | $4M | $4M | $5M | $5M | · | |
| Total Liabilities | $283M | $305M | $298M | $327M | $278M | $284M | $275M | $317M | $300M | $328M | $325M | $393M | $406M | $405M | $450M | · | |
| Paid-in Capital | $762M | $754M | $745M | $737M | $729M | $718M | $708M | $694M | $685M | $670M | $653M | $635M | $594M | $575M | $552M | · | |
| Retained Earnings | $-509M | $-507M | $-505M | $-502M | $-496M | $-487M | $-480M | $-474M | $-467M | $-431M | $-409M | $-374M | $-310M | $-288M | $-222M | · | |
| Treasury Stock | $56M | $45M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | $30M | · | |
| AOCI | $-884.0K | $-628.0K | $-338.0K | $-325.0K | $-434.0K | $-443.0K | $-352.0K | $-295.0K | $-335.0K | $-498.0K | $-432.0K | $-481.0K | $-632.0K | $-2M | $-5M | · | |
| Stockholders' Equity | $196M | $201M | $209M | $204M | $203M | $200M | $198M | $190M | $187M | $209M | $213M | $231M | $254M | $255M | $295M | $323M | |
| Liabilities + Equity | $479M | $506M | $508M | $531M | $481M | $485M | $473M | $507M | $487M | $537M | $538M | $624M | $660M | $661M | $745M | · |
Flujo de Efectivo
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | $8M | $10M | $13M | $14M | $9M | $11M | $10M | $6M | |
| Stock-based Comp | $9M | $11M | $14M | $11M | $13M | $14M | $17M | $13M | $17M | $19M | $21M | $20M | $21M | $25M | $31M | $30M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $8M | $3M | $891.0K | $35M | $927.0K | · | |
| Other Non-cash | · | · | · | $-215.0K | · | · | · | $1M | · | · | · | $22M | · | · | $4M | · | |
| Operating Cash Flow | $9M | $12M | $7M | $11M | $7M | $21M | $-16M | $14M | $8M | $22M | $-22M | $21M | $40M | $31M | $-2M | $-19M | |
| CapEx | $5M | $5M | $4M | $5M | $4M | $5M | $3M | $4M | $4M | $3M | $4M | $4M | $3M | $5M | $6M | $6M | |
| Investing Cash Flow | $12M | $-26M | $4M | $-6M | $568.0K | $-21M | $-3M | $-36M | $-39M | $-48M | $-624.0K | $9M | $32M | $5M | $-2M | $39M | |
| Stock Repurchased | $11M | · | · | · | $0 | · | · | · | · | · | · | · | $0 | · | · | $0 | |
| Financing Cash Flow | · | $-18M | $-7M | $-5M | · | $-4M | $-4M | $-4M | · | · | · | · | $-4M | $-3M | $-4M | $-3M | |
| Net Change in Cash | $8M | $-31M | $4M | $542.0K | $5M | $-4M | $-24M | $-26M | $-34M | $-31M | $-29M | $17M | $55M | $26M | $-18M | · | |
| Taxes Paid | $394M | $0 | $173.0K | $33.0K | $179.0K | $0 | $100.0K | $521.0K | $-336.0K | $3.0K | $847.0K | $386.0K | $609.0K | $95.0K | $83.0K | $310.0K | |
| Free Cash Flow | · | · | · | $6M | · | · | · | $10M | · | · | · | $17M | · | · | $-16M | · |
Rentabilidad
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 43.7% | 43.6% | 43.6% | · | 44.2% | 44.5% | 45.4% | · | 45.5% | 43.4% | 43.6% | 42.5% | 41.0% | 42.1% | · | |
| Operating Margin | · | -1.2% | -1.4% | -2.5% | · | -3.0% | -2.9% | -2.8% | · | -7.7% | -11.5% | -7.9% | -6.3% | -16.2% | -12.1% | · | |
| Net Margin | · | -0.45% | -0.78% | -1.9% | · | -2.3% | -2.1% | -2.0% | · | -6.6% | -10.8% | -9.7% | -5.5% | -15.9% | -12.3% | · | |
| Pretax Margin | · | -0.43% | -0.76% | -1.8% | · | -2.2% | -2.1% | -1.9% | · | -6.8% | -10.5% | -7.1% | -5.4% | -15.9% | -12.2% | · | |
| EBITDA Margin | · | -1.2% | -1.4% | -0.75% | · | -3.0% | -2.9% | -0.66% | · | -7.7% | -11.5% | -4.1% | -6.3% | -16.2% | -9.9% | · | |
| ROA | · | -0.31% | -0.54% | -1.2% | · | -1.4% | -1.3% | -1.1% | · | -3.6% | -5.9% | -5.2% | -2.9% | -8.4% | -6.7% | · | |
| ROE | · | -0.76% | -1.3% | -3.2% | · | -3.6% | -3.2% | -3.0% | · | -9.2% | -15.2% | -13.5% | -6.8% | -18.3% | -14.5% | · | |
| ROIC | · | -2.1% | -2.3% | -4.2% | · | -5.0% | -4.7% | -4.8% | · | -12.0% | -17.9% | -12.5% | -9.9% | -26.2% | -18.8% | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.5 | 1.7 | 1.7 | · | 1.8 | 1.8 | 1.7 | · | 1.8 | 1.8 | 1.7 | 1.7 | 1.6 | 1.6 | · | |
| Quick Ratio | · | 0.7 | 1.0 | 0.9 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.0 | 0.9 | 0.8 | 0.7 | · |
Eficiencia
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.6 | 0.5 | 0.5 | 0.5 | 0.5 | · | |
| Inventory Turnover | · | 1.6 | 1.7 | 1.5 | · | 1.6 | 1.5 | 1.2 | · | 1.3 | 1.3 | 1.1 | 1.2 | 1.4 | 1.3 | · |
Por Acción
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $2.51 | $2.52 | $2.57 | · | $2.50 | $2.44 | $2.53 | · | $2.66 | $2.78 | $3.13 | $3.42 | $3.62 | $4.05 | · | |
| Cash Flow / Share | · | · | · | $0.08 | · | · | · | $0.11 | · | · | · | $0.18 | · | · | $-0.09 | · | |
| EPS (TTM) | · | $-0.14 | $-0.19 | $-0.22 | · | $-0.45 | $-0.57 | $-0.82 | · | $-1.01 | $-1.02 | $-1.30 | $-2.15 | $-2.68 | $-2.38 | · |
Valoración (TTM)
| Métrica | Tendencia | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.33B | $1.32B | $1.29B | · | $1.28B | $1.27B | $1.29B | · | $1.38B | $1.44B | $1.51B | $1.65B | $1.76B | $1.88B | · | |
| Net Income TTM | · | $-19M | $-25M | $-29M | · | $-57M | $-71M | $-100M | · | $-121M | $-121M | $-152M | $-240M | $-296M | $-261M | · | |
| P/E | · | -27.1 | -25.8 | -19.0 | · | -7.4 | -8.3 | -4.0 | · | -2.1 | -3.1 | -2.5 | -1.6 | -1.8 | -1.7 | · | |
| Earnings Yield | · | -3.7% | -3.9% | -5.2% | · | -13.5% | -12.1% | -25.2% | · | -46.8% | -31.8% | -39.8% | -63.0% | -54.2% | -60.0% | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-08-01 | 2025-08-02 | 2024-08-03 | 2023-07-29 | 2022-07-30 |
|---|---|---|---|---|---|
| Ingresos | $1.35B | $1.27B | $1.34B | $1.59B | $2.02B |
| Margen Bruto % | 43.6% | 44.4% | 44.3% | 42.2% | 43.8% |
| Margen Operativo % | -1.6% | -3.1% | -10.0% | -10.8% | -10.0% |
| Beneficio neto | $-13M | $-29M | $-129M | $-172M | $-207M |
| EPS Diluido | $-0.09 | $-0.22 | $-1.07 | $-1.50 | $-1.90 |
| Métrica | 2026-08-01 | 2025-08-02 | 2024-08-03 | 2023-07-29 | 2022-07-30 |
|---|---|---|---|---|---|
| Ratio corriente | 1.5 | 1.8 | 1.8 | 1.8 | 1.6 |
| Ratio Rápido | 0.7 | 1.1 | 1.2 | 1.1 | 0.4 |
| Métrica | 2026-08-01 | 2025-08-02 | 2024-08-03 | 2023-07-29 | 2022-07-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $20M | $9M | $14M | $39M | $9M |
Propietarios institucionales (13F) 209 declarantes · $477.3M total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 28 (-21 vs trimestre anterior) | 27 (-7 vs trimestre anterior) | 86 (+20 vs trimestre anterior) | 44 (-5 vs trimestre anterior) | -2.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN | $77 720 314 | 18 910 052 | 16,28% | Acciones |
| BlackRock, Inc. | $49 818 119 | 12 121 197 | 10,44% | Acciones |
| VANGUARD GROUP INC | $41 787 538 | 7 959 531 | 8,75% | Acciones |
| Working Capital Advisors (UK) Ltd. | $33 520 293 | 8 155 789 | 7,02% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $24 675 034 | 6 003 658 | 5,17% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $20 382 320 | 4 959 202 | 4,27% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $19 904 961 | 4 843 056 | 4,17% | Acciones |
| STATE STREET CORP | $14 399 401 | 3 503 504 | 3,02% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $13 122 852 | 3 192 908 | 2,75% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $12 937 212 | 3 146 916 | 2,71% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $12 506 237 | 3 042 880 | 2,62% | Acciones |
| Archon Capital Management LLC | $12 369 908 | 3 009 710 | 2,59% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $10 309 796 | 2 507 619 | 2,16% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $8 951 354 | 2 177 945 | 1,88% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8 343 999 | 2 030 170 | 1,75% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 919 493 | 1 926 884 | 1,66% | Acciones |
| Bank of New York Mellon Corp | $6 426 809 | 1 563 700 | 1,35% | Acciones |
| Hodges Capital Management Inc. | $5 665 429 | 1 378 450 | 1,19% | Acciones |
| Nuveen, LLC | $5 158 354 | 1 255 074 | 1,08% | Acciones |
| Focus Partners Wealth | $5 084 086 | 1 237 004 | 1,07% | Acciones |
| Qube Research & Technologies Ltd | $4 817 775 | 1 172 208 | 1,01% | Acciones |
| UBS Group AG | $4 550 267 | 1 107 121 | 0,95% | Acciones |
| Kent Lake PR LLC | $4 350 000 | 1 000 000 | 0,91% | Acciones |
| NORTHERN TRUST CORP | $4 038 030 | 982 489 | 0,85% | Acciones |
| D. E. Shaw & Co., Inc. | $3 754 991 | 913 623 | 0,79% | Acciones |
| FMR LLC | $3 463 254 | 842 641 | 0,73% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $3 358 100 | 817 056 | 0,70% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 260 833 | 793 390 | 0,68% | Acciones |
| Quinn Opportunity Partners LLC | $3 121 771 | 759 555 | 0,65% | Acciones |
| COATUE MANAGEMENT LLC | $3 022 383 | 735 373 | 0,63% | Acciones |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $2 987 900 | 726 983 | 0,63% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2 276 941 | 554 000 | 0,48% | Acciones |
| CITADEL ADVISORS LLC | $2 076 372 | 505 200 | 0,43% | Opción de venta |
| Connor, Clark & Lunn Investment Management Ltd. | $1 794 471 | 436 611 | 0,38% | Acciones |
| JANE STREET GROUP, LLC | $1 751 518 | 426 160 | 0,37% | Acciones |
| IEQ CAPITAL, LLC | $1 619 730 | 394 095 | 0,34% | Acciones |
| Invesco Ltd. | $1 541 501 | 375 061 | 0,32% | Acciones |
| ARMISTICE CAPITAL, LLC | $1 449 909 | 352 776 | 0,30% | Acciones |
| FRANKLIN RESOURCES INC | $1 445 142 | 351 616 | 0,30% | Acciones |
| Cubist Systematic Strategies, LLC | $1 418 344 | 326 056 | 0,30% | Acciones |
| Divisadero Street Capital Management, LP | $1 281 280 | 311 747 | 0,27% | Acciones |
| XTX Topco Ltd | $1 235 441 | 300 594 | 0,26% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 221 944 | 297 310 | 0,26% | Acciones |
| MORGAN STANLEY | $1 172 170 | 285 199 | 0,25% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 134 261 | 275 976 | 0,24% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $998 857 | 243 031 | 0,21% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $924 627 | 224 970 | 0,19% | Acciones |
| BANK OF AMERICA CORP /DE/ | $885 154 | 215 366 | 0,19% | Acciones |
| Mariner, LLC | $876 710 | 213 259 | 0,18% | Acciones |
| Russell Investments Group, Ltd. | $767 417 | 186 720 | 0,16% | Acciones |
Informantes de la empresa 33 insiders · 9 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matt Baer | Chief Executive Officer | 16 de septiembre de 2026 M | 1 956 130 | 0 | 0 | $0 |
| Elizabeth Spaulding | Chief Executive Officer | 14 de diciembre de 2022 F | 371 109 | 0 | 0 | $0 |
| David Aufderhaar | Chief Financial Officer | 16 de septiembre de 2026 M | 1 083 599 | 0 | 3 | $-584 314 |
| Dan Jedda | Chief Financial Officer | 15 de marzo de 2023 F | 603 072 | 0 | 0 | $0 |
| Casey O'Connor | Chief Legal Officer | 16 de septiembre de 2026 M | 428 903 | 0 | 7 | $-1 437 572 |
| Anthony Bacos | Chief Prod/Technology Officer | 3 de agosto de 2026 M | 951 994 | 0 | 17 | $-2 666 649 |
| Sarah Barkema | Chief Accounting Officer | 11 de septiembre de 2024 F | 93 785 | 0 | 0 | $0 |
| Sachin Dhawan | Chief Technology Officer | 14 de junio de 2023 F | 495 968 | 0 | 0 | $0 |
| Scott Darling | Chief Legal Officer & Secr. | 14 de septiembre de 2022 F | 286 694 | 0 | 0 | $0 |
| Katrina Lake | Consejero | 2 de febrero de 2026 C | 0 | 0 | 3 | $-2 133 011 |
| Fiona Tan | Consejero | 11 de diciembre de 2025 A | 88 678 | 0 | 0 | $0 |
| Kofi Owusu Amoo-Gottfried | Consejero | 11 de diciembre de 2025 A | 142 261 | 0 | 0 | $0 |
| Elizabeth Goodwin Williams | Consejero | 11 de diciembre de 2025 A | 155 419 | 0 | 0 | $0 |
| Timothy G Baxter | Consejero | 11 de diciembre de 2025 A | 88 678 | 0 | 0 | $0 |
| Sharon Mccollam | Consejero | 11 de diciembre de 2025 A | 148 554 | 0 | 0 | $0 |
| J. William Gurley | Consejero | 11 de diciembre de 2025 A | 2 231 673 | 0 | 0 | $0 |
| Neal Mohan | Consejero | 12 de diciembre de 2023 A | 67 034 | 0 | 0 | $0 |
| Mikkel Svane | Consejero | 13 de diciembre de 2022 A | 40 761 | 0 | 0 | $0 |
| Mike C. Smith | Consejero | 15 de diciembre de 2021 A | 51 372 | 0 | 0 | $0 |
| Kirsten A. Lynch | Consejero | 15 de diciembre de 2021 A | 11 989 | 0 | 0 | $0 |
| Marka Hansen | Consejero | 15 de diciembre de 2021 A | 4 016 | 0 | 0 | $0 |
| Steven P. Anderson | Consejero | 21 de octubre de 2020 J | 0 | 0 | 0 | $0 |
| Steven M Spurlock | Propietario del 10% | 12 de marzo de 2020 P | 50 000 | 0 | 0 | $0 |
| Peter H. Fenton | Propietario del 10% | 5 de julio de 2019 S | 0 | 0 | 0 | $0 |
| Matthew R. Cohler | Propietario del 10% | 21 de junio de 2019 S | 0 | 0 | 0 | $0 |
| Bruce W. Dunlevie | Propietario del 10% | 14 de junio de 2019 G | 0 | 0 | 0 | $0 |
| Eric Vishria | Propietario del 10% | 4 de octubre de 2018 C | 468 | 0 | 0 | $0 |
| Barry Eggers | Propietario del 10% | 31 de agosto de 2018 S | 0 | 0 | 0 | $0 |
| Ravi Mhatre | Propietario del 10% | 6 de julio de 2018 S | 0 | 0 | 0 | $0 |
| Peter Nieh | Propietario del 10% | 5 de julio de 2018 S | 32 086 | 0 | 0 | $0 |
| Christopher J Schaepe | Propietario del 10% | 30 de mayo de 2018 S | 0 | 0 | 0 | $0 |
| Mitchell H. Lasky | · | 21 de junio de 2021 S | 3 277 | 0 | 0 | $0 |
| Paul Yee | · | 23 de diciembre de 2019 C | 11 778 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 27 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RETL · Direxion Shares ETF Trust | 0,74% | 51 044 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,11% | 129 693 SH | 19 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,08% | 397 055 SH | 11 de septiembre de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 140 551 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 95 873 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 287 961 SH | 2 de octubre de 2026 | Diario |
| VCR · VANGUARD WORLD FUND | 0,02% | 391 373 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,02% | 56 201 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,01% | 3 045 989 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 1 394 331 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 677 026 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 381 361 NS | 31 de julio de 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,01% | 18 247 SH | 2 de octubre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 8 300 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 327 835 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 17 629 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 10 938 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,00% | 65 195 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 23 077 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 180 764 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 25 769 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 27 027 SH | 3 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 3 455 063 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 8 226 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 8 180 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | · | 1 014 696 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 164 246 SH | 11 de septiembre de 2026 | Diario |
SFIX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
5 analistas · 2026-10-03Objetivo medio $3.40 +30,3%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SFIX | · | -44.7 | 6.4% | -0.94% | -6.2% | 43.6% |
| REF | · | · | · | · | · | · |
| CAL | $414M | -58.2 | 1.3% | -0.24% | -1.1% | 43.0% |
| CTRN | $358M | 68.0 | 8.9% | 0.64% | 4.5% | · |
| GCO | · | 23.1 | 4.8% | · | · | · |
| JILL | $232M | 8.6 | -2.3% | 4.7% | 23.0% | 68.7% |
| SHOE | · | · | · | · | · | · |
| ZUMZ | $415M | 31.4 | 4.5% | 1.4% | 4.3% | 35.8% |
| DBI | · | -37.3 | -3.9% | -0.29% | -3.0% | 43.6% |
| LE | $533M | 96.8 | 0.72% | 0.47% | 2.4% | 55.9% |
| TDUP | $812M | -37.6 | 19.5% | -6.5% | -33.9% | 79.4% |
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