SFIX — what changed in the latest 10-Q
A section-by-section comparison of SFIX's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-06-11 vs the prior 10-Q · 2026-03-12
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +1 | −1 | ~36 | 38 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 3 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Some risk factors updated | +16 | −9 | ~18 | 198 |
| Other information | Text added/removed | +1 | −7 | ~1 | 3 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-06-11
fiscal 2025. Our classification of certain components within SG&A may vary from other companies in our industry and may not be comparable.
Text removed vs the prior filing · source: 10-Q · 2026-03-12
Net increase (decrease) in cash and cash equivalents$4,830 $(49,111)
Risk factors
Text added vs the prior filing · source: 10-Q · 2026-06-11
•We cannot guarantee that our share repurchase program will enhance long-term stockholder value. Share repurchases could also diminish our cash reserves.
impacted. Expansion of our offerings may also strain our management and operational resources, which could damage our reputation, limit our growth, and have an adverse effect on our operating results.
cannot control merchandise while it is out of our possession. We may incur additional expenses and our reputation could be harmed if clients and potential clients believe that our merchandise is not of high quality or may be damaged.
In fiscal 2024, we closed two fulfillment centers, as we believe our inventory is better optimized across a smaller network of warehouses and allows us to deliver a better client experience with access to a greater breadth inventory for a given Fix, while at the same time operating with lower, more …
experience sub-optimal inventory assortment to meet demand, it may affect revenue in current and future quarters. If we do not predict client demand accurately, do not reorder or write off the right products in a timely manner, or otherwise do not effectively manage our inventory, we may experience …
Text removed vs the prior filing · source: 10-Q · 2026-03-12
In fiscal 2024, we closed two fulfillment centers, as we believe our inventory is better optimized across a smaller network of warehouses and allows us to deliver a better client experience with access to a greater breadth inventory for a given Fix, while at the same time operating with lower, more …
We have experienced difficulty hiring and retaining employees in our fulfillment centers, which in the past we attributed to COVID-19 concerns and to increased competition and rising wages for eCommerce fulfillment center workers. To address this, we increased wages in our fulfillment centers and im…
In fact, the COVID-19 pandemic disrupted our operations in and caused us to temporarily close our offices and require that most of our employees work from home; disrupted our operations in and caused us to close fulfillment centers; required us to implement various operational changes to ensure the …
The CCPA, as amended by the CPRA, applies to personal information of consumers, business representatives, and employees who are California residents, and requires businesses to provide specific disclosures in privacy notices and honor requests of such individuals to exercise certain privacy rights. …
We rely on trademark, copyright, trade secrets, patents, confidentiality agreements, and other practices to protect our brands, proprietary information, technologies, and processes. Our principal trademark assets include the registered trademarks “Stitch Fix” and “Fix,” multiple private label clothi…
Other information
Text added vs the prior filing · source: 10-Q · 2026-06-11
During the fiscal quarter ended May 2, 2026, our directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or terminated certain contracts, instructions, or written plans for the purchase or sale of the Company’s securities set forth in the table below:
Text removed vs the prior filing · source: 10-Q · 2026-03-12
On March 6, 2026, Anthony Bacos, Chief Product and Technology Officer; on March 7, 2026, Matt Baer, Chief Executive Officer; on March 8, 2026, David Aufderhaar, Chief Financial Officer; and on March 10, 2026, Casey O’Connor, Chief Legal Officer, each entered into a participation agreement to the Sti…
a.Cash severance: one times base salary upon an Involuntary Termination, or one times base salary plus one times target annual bonus upon an Involuntary Termination during the period beginning one month prior to and ending twelve months following the effective date of a Change in Control (the “Chang…
b.Health benefits continuation: Company-paid COBRA premiums for twelve months following termination, or eighteen months following termination in the case of the Chief Executive Officer.
c.Equity treatment: six months’ accelerated vesting for the Chief Executive Officer upon an Involuntary Termination (with performance-based awards remaining outstanding and eligible for vesting for six months), and, in the case of an Involuntary Termination during the Change in Control Determination…
The Severance Plan supersedes severance provisions in existing employment agreements upon such participation.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice