Stitch Fix: Margins Under Pressure From Gross Margin Cycle, Valuation Unrealistic

Stitch Fix, Inc. (NASDAQ: SFIX ) reported 3Q25 results in line with the improvements seen over the past two quarters (you can read my articles from 2Q25 and 1Q25 ).Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, an ...