The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Marcus Belanger - William Blair Capital Partners - Analyst
: This is Marcus Bellinger on for Dylan Carden. Thank you for taking my question. I was just curious, could you provide a little bit more color
on new customer behavior and just your general view under stickiness. What metrics are you tracking that inform this view outside of the
30-day LTV that you mentioned?
Question: Marcus Belanger - William Blair Capital Partners - Analyst
: Thank you.
Question: Aneesha Sherman - Sanford C Bernstein & Co LLC - Analyst
: Thank you so much and congratulations on the quarter. Matt, you talked about gaining share and you cited some pretty strong numbers
about share gains versus the total apparel, accessories and footwear sector. Can you talk about where do you think that market share is
coming from? I mean, is it from other multi-brand retailers? Is it from trade down?
I mean what are you hearing from the brands that you talk to about where those share gains are coming from? And then on gifting, I was
surprised to hear you say that gifting was so strong. It's typically not a very strong use case for you. Do you think that's changing? And
especially as you move more into freestyle, is gifting becoming -- gifting or maybe even holiday use becoming more of an occasion for you?
And if I could throw in one more quick follow-up for David around advertising. 9% to 10%, it sounds like the sales numbers are working, the
client numbers are working. How do you think about maybe leaning in on that more to drive more of the top line, if needed? Thank you.
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DECEMBER 04, 2025 / 10:00PM, SFIX.OQ - Q1 2026 Stitch Fix Inc Earnings Call
Question: Aneesha Sherman - Sanford C Bernstein & Co LLC - Analyst
: Thank you. Really helpful
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DECEMBER 04, 2025 / 10:00PM, SFIX.OQ - Q1 2026 Stitch Fix Inc Earnings Call
Question: David Bellinger - Mizuho Securities USA LLC - Analyst
: Hey everyone, thanks for the question. I want to ask about the consumer facing AI and visualization tools. Any read on the early adoption
there? Any numbers you could share with us? Or in what ways are consumers using and engaging these tools early on?
Question: David Bellinger - Mizuho Securities USA LLC - Analyst
: Okay, thanks for that. If I can just get one other one in. So question on the gross margin performance for David. I know it was down 180
basis points versus last year, still within your full year range or so. But could you just help us bridge that decline? And anything we should
expect for the Q2 period?
Question: David Bellinger - Mizuho Securities USA LLC - Analyst
: Very good. Thank you both
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