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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and Stitch Fix, Inc. (SFIX). Click either name above to swap in a different company.
Stitch Fix, Inc. is the larger business by last-quarter revenue ($342.1M vs $179.8M, roughly 1.9× Vita Coco Company, Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs -1.9%, a 18.8% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 7.3%). Over the past eight quarters, Vita Coco Company, Inc.'s revenue compounded faster (11.7% CAGR vs 1.8%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
Stitch Fix, Inc. is an online personal styling service in the United States. It uses recommendation algorithms and data science to personalize clothing items based on size, budget and style. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. Stitch Fix generated $1.6 billion in net revenue in its fiscal year 2023, a decrease of 21% year-over-year and reported 3,297,000 active clients in September 2023. It is headquartered in San Franci...
COCO vs SFIX — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $342.1M |
| Net Profit | $30.5M | $-6.4M |
| Gross Margin | 39.9% | 43.6% |
| Operating Margin | 18.7% | -2.5% |
| Net Margin | 17.0% | -1.9% |
| Revenue YoY | 37.3% | 7.3% |
| Net Profit YoY | 61.4% | -1.7% |
| EPS (diluted) | $0.50 | $-0.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $179.8M | — | ||
| Q4 25 | $127.8M | $342.1M | ||
| Q3 25 | $182.3M | $311.2M | ||
| Q2 25 | $168.8M | $325.0M | ||
| Q1 25 | $130.9M | $312.1M | ||
| Q4 24 | $127.3M | $318.8M | ||
| Q3 24 | $132.9M | $319.6M | ||
| Q2 24 | $144.1M | $322.7M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $-6.4M | ||
| Q3 25 | $24.0M | $-8.6M | ||
| Q2 25 | $22.9M | $-7.4M | ||
| Q1 25 | $18.9M | $-6.5M | ||
| Q4 24 | $3.4M | $-6.3M | ||
| Q3 24 | $19.3M | $-36.5M | ||
| Q2 24 | $19.1M | $-21.3M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 43.6% | ||
| Q3 25 | 37.7% | 43.6% | ||
| Q2 25 | 36.3% | 44.2% | ||
| Q1 25 | 36.7% | 44.5% | ||
| Q4 24 | 32.5% | 45.4% | ||
| Q3 24 | 38.8% | 44.6% | ||
| Q2 24 | 40.8% | 45.5% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | -2.5% | ||
| Q3 25 | 15.3% | -3.6% | ||
| Q2 25 | 14.9% | -3.0% | ||
| Q1 25 | 14.7% | -2.9% | ||
| Q4 24 | 3.4% | -2.8% | ||
| Q3 24 | 15.5% | -13.1% | ||
| Q2 24 | 20.8% | -7.7% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | -1.9% | ||
| Q3 25 | 13.2% | -2.8% | ||
| Q2 25 | 13.6% | -2.3% | ||
| Q1 25 | 14.4% | -2.1% | ||
| Q4 24 | 2.6% | -2.0% | ||
| Q3 24 | 14.5% | -11.4% | ||
| Q2 24 | 13.2% | -6.6% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $-0.05 | ||
| Q3 25 | $0.40 | $-0.06 | ||
| Q2 25 | $0.38 | $-0.06 | ||
| Q1 25 | $0.31 | $-0.05 | ||
| Q4 24 | $0.06 | $-0.05 | ||
| Q3 24 | $0.32 | $-0.29 | ||
| Q2 24 | $0.32 | $-0.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $201.9M | $244.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $204.1M |
| Total Assets | $488.3M | $530.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $244.2M | ||
| Q3 25 | $203.7M | $234.9M | ||
| Q2 25 | $167.0M | $234.2M | ||
| Q1 25 | $153.6M | $219.1M | ||
| Q4 24 | $164.7M | $253.3M | ||
| Q3 24 | $156.7M | $247.0M | ||
| Q2 24 | $150.1M | $244.5M |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $204.1M | ||
| Q3 25 | $323.7M | $203.0M | ||
| Q2 25 | $296.9M | $200.4M | ||
| Q1 25 | $277.9M | $197.8M | ||
| Q4 24 | $258.8M | $190.5M | ||
| Q3 24 | $252.1M | $187.0M | ||
| Q2 24 | $232.0M | $208.9M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $530.7M | ||
| Q3 25 | $461.3M | $480.6M | ||
| Q2 25 | $421.1M | $484.7M | ||
| Q1 25 | $384.0M | $472.6M | ||
| Q4 24 | $362.4M | $507.1M | ||
| Q3 24 | $353.1M | $486.9M | ||
| Q2 24 | $323.0M | $537.0M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $10.9M |
| Free Cash FlowOCF − Capex | — | $5.6M |
| FCF MarginFCF / Revenue | — | 1.6% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $4.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $10.9M | ||
| Q3 25 | $39.1M | $7.0M | ||
| Q2 25 | $21.8M | $20.5M | ||
| Q1 25 | $-9.8M | $-16.2M | ||
| Q4 24 | $6.9M | $14.3M | ||
| Q3 24 | $9.3M | $8.2M | ||
| Q2 24 | $26.9M | $21.7M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $5.6M | ||
| Q3 25 | $35.6M | $2.8M | ||
| Q2 25 | $20.9M | $16.0M | ||
| Q1 25 | $-10.4M | $-19.4M | ||
| Q4 24 | $6.8M | $9.9M | ||
| Q3 24 | $8.9M | $4.5M | ||
| Q2 24 | $26.6M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 1.6% | ||
| Q3 25 | 19.6% | 0.9% | ||
| Q2 25 | 12.4% | 4.9% | ||
| Q1 25 | -7.9% | -6.2% | ||
| Q4 24 | 5.3% | 3.1% | ||
| Q3 24 | 6.7% | 1.4% | ||
| Q2 24 | 18.5% | 5.9% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 1.6% | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 0.6% | 1.4% | ||
| Q1 25 | 0.4% | 1.0% | ||
| Q4 24 | 0.1% | 1.4% | ||
| Q3 24 | 0.3% | 1.2% | ||
| Q2 24 | 0.2% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | -0.52× | — | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 1.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
SFIX
Segment breakdown not available.
