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David Aufderhaar

Chief Financial Officer, Stitch Fix, Inc.

Search every verified David Aufderhaar interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Aufderhaar, Chief Financial Officer at Stitch Fix, discussed the company's Q3 fiscal 2025 financial results during the June 4, 2025 earnings call. He reported net revenue of USD 325 million, up 0.7% year-over-year, and adjusted EBITDA of USD 11 million, representing a 3.4% margin. Aufderhaar attributed revenue growth partly to strength in average order value (AOV), noting that larger "fixes" offering six to eight items have resonated with clients. He also addressed client engagement trends, stating that while active client numbers declined about 1% quarter-over-quarter, a slightly higher sequential loss of around 2% is expected in Q4 due to normal seasonality, while expressing confidence in continued revenue growth. Aufderhaar also outlined potential pressures on future financial results. He stated that based on current tariff rates, the company expects increased costs in fiscal 2026 and is monitoring the situation while working with suppliers. He additionally cited broader macroeconomic uncertainty and market conditions as potential challenges to discretionary spending, as well as continued active client declines.

Recent appearances

  • Stitch Fix (SFIX) Q3 2025 Earnings – Full Coverage

    Stitch Fix (NASDAQ: SFIX) reported Q3 2025 net revenue of USD 325M (+0.7% YoY) and adjusted EBITDA of USD 11M (3.4% margin). Join CEO Matt Baer and CFO David Aufderhaar for insights on personalized retail, apparel subscription trends, Q3 earnings, and tariff mitigation strategies! Explore Stitch Fix’s AOV growth, client engagement, and transformation progress. ⏱️ Timestamps: 00:00 – Introduction by Operator 00:34 – Cheryl Valenzuela, IR: Opening Remarks 02:26 – CEO Matt Baer: Q3 Overview 09:23 – CFO David Aufderhaar: Financial Results 17:26 – Q&A Session Begins 18:07 – Consumer Tr…

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