vs
BED BATH & BEYOND, INC.（BBBY）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是BED BATH & BEYOND, INC.的1.4倍（$342.1M vs $247.8M），Stitch Fix, Inc.净利率更高（-1.9% vs -6.6%，领先4.8%），Stitch Fix, Inc.同比增速更快（7.3% vs 6.9%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $-12.8M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -21.1%）
Bed Bath & Beyond曾是美国大型零售连锁企业，主营家居用品、家具及特色家居商品，总部位于新泽西州尤宁郡，业务覆盖美国与加拿大，曾经一度跻身财富世界500强与福布斯全球2000强榜单。该企业于2023年4月申请破产清算，关闭所有剩余门店，现已转型为线上零售品牌。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
BBBY vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.4倍
$247.8M
营收增速更快
SFIX
高出0.4%
6.9%
净利率更高
SFIX
高出4.8%
-6.6%
自由现金流更多
SFIX
多$18.4M
$-12.8M
两年增速更快
SFIX
近两年复合增速
-21.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $247.8M | $342.1M |
| 净利润 | $-16.4M | $-6.4M |
| 毛利率 | 23.9% | 43.6% |
| 营业利润率 | — | -2.5% |
| 净利率 | -6.6% | -1.9% |
| 营收同比 | 6.9% | 7.3% |
| 净利润同比 | 58.9% | -1.7% |
| 每股收益（稀释后） | $-0.24 | $-0.05 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BBBYSFIX
| Q1 26 | $247.8M | — | ||
| Q4 25 | $273.4M | $342.1M | ||
| Q3 25 | $257.2M | $311.2M | ||
| Q2 25 | $282.3M | $325.0M | ||
| Q1 25 | $231.7M | $312.1M | ||
| Q4 24 | $303.2M | $318.8M | ||
| Q3 24 | $311.4M | $319.6M | ||
| Q2 24 | $398.1M | $322.7M |
净利润BBBYSFIX
| Q1 26 | $-16.4M | — | ||
| Q4 25 | $-20.9M | $-6.4M | ||
| Q3 25 | $-4.5M | $-8.6M | ||
| Q2 25 | $-19.3M | $-7.4M | ||
| Q1 25 | $-39.9M | $-6.5M | ||
| Q4 24 | $-81.3M | $-6.3M | ||
| Q3 24 | $-61.0M | $-36.5M | ||
| Q2 24 | $-42.6M | $-21.3M |
毛利率BBBYSFIX
| Q1 26 | 23.9% | — | ||
| Q4 25 | 24.6% | 43.6% | ||
| Q3 25 | 25.3% | 43.6% | ||
| Q2 25 | 23.7% | 44.2% | ||
| Q1 25 | 25.1% | 44.5% | ||
| Q4 24 | 23.0% | 45.4% | ||
| Q3 24 | 21.2% | 44.6% | ||
| Q2 24 | 20.1% | 45.5% |
营业利润率BBBYSFIX
| Q1 26 | — | — | ||
| Q4 25 | -4.8% | -2.5% | ||
| Q3 25 | -4.8% | -3.6% | ||
| Q2 25 | -4.4% | -3.0% | ||
| Q1 25 | -10.0% | -2.9% | ||
| Q4 24 | -11.3% | -2.8% | ||
| Q3 24 | -14.5% | -13.1% | ||
| Q2 24 | -11.8% | -7.7% |
净利率BBBYSFIX
| Q1 26 | -6.6% | — | ||
| Q4 25 | -7.6% | -1.9% | ||
| Q3 25 | -1.8% | -2.8% | ||
| Q2 25 | -6.8% | -2.3% | ||
| Q1 25 | -17.2% | -2.1% | ||
| Q4 24 | -26.8% | -2.0% | ||
| Q3 24 | -19.6% | -11.4% | ||
| Q2 24 | -10.7% | -6.6% |
每股收益（稀释后）BBBYSFIX
| Q1 26 | $-0.24 | — | ||
| Q4 25 | $-0.26 | $-0.05 | ||
| Q3 25 | $-0.07 | $-0.06 | ||
| Q2 25 | $-0.34 | $-0.06 | ||
| Q1 25 | $-0.74 | $-0.05 | ||
| Q4 24 | $-1.68 | $-0.05 | ||
| Q3 24 | $-1.33 | $-0.29 | ||
| Q2 24 | $-0.93 | $-0.18 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $135.8M | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $202.5M | $204.1M |
| 总资产 | $404.5M | $530.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BBBYSFIX
| Q1 26 | $135.8M | — | ||
| Q4 25 | $175.3M | $244.2M | ||
| Q3 25 | $167.4M | $234.9M | ||
| Q2 25 | $120.6M | $234.2M | ||
| Q1 25 | $114.6M | $219.1M | ||
| Q4 24 | $159.2M | $253.3M | ||
| Q3 24 | $140.4M | $247.0M | ||
| Q2 24 | $186.2M | $244.5M |
股东权益BBBYSFIX
| Q1 26 | $202.5M | — | ||
| Q4 25 | $217.6M | $204.1M | ||
| Q3 25 | $202.6M | $203.0M | ||
| Q2 25 | $130.9M | $200.4M | ||
| Q1 25 | $143.4M | $197.8M | ||
| Q4 24 | $162.7M | $190.5M | ||
| Q3 24 | $196.2M | $187.0M | ||
| Q2 24 | $250.4M | $208.9M |
总资产BBBYSFIX
| Q1 26 | $404.5M | — | ||
| Q4 25 | $425.5M | $530.7M | ||
| Q3 25 | $414.4M | $480.6M | ||
| Q2 25 | $358.1M | $484.7M | ||
| Q1 25 | $363.7M | $472.6M | ||
| Q4 24 | $402.0M | $507.1M | ||
| Q3 24 | $428.3M | $486.9M | ||
| Q2 24 | $496.8M | $537.0M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-11.8M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-12.8M | $5.6M |
| 自由现金流率自由现金流/营收 | -5.2% | 1.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-24.8M | $4.9M |
8季度趋势，按日历期对齐
经营现金流BBBYSFIX
| Q1 26 | $-11.8M | — | ||
| Q4 25 | $-6.5M | $10.9M | ||
| Q3 25 | $-15.1M | $7.0M | ||
| Q2 25 | $15.8M | $20.5M | ||
| Q1 25 | $-50.9M | $-16.2M | ||
| Q4 24 | $-21.7M | $14.3M | ||
| Q3 24 | $-42.1M | $8.2M | ||
| Q2 24 | $-75.9M | $21.7M |
自由现金流BBBYSFIX
| Q1 26 | $-12.8M | — | ||
| Q4 25 | $-8.6M | $5.6M | ||
| Q3 25 | $-17.4M | $2.8M | ||
| Q2 25 | $14.0M | $16.0M | ||
| Q1 25 | $-52.1M | $-19.4M | ||
| Q4 24 | $-24.7M | $9.9M | ||
| Q3 24 | $-45.5M | $4.5M | ||
| Q2 24 | $-80.4M | $18.9M |
自由现金流率BBBYSFIX
| Q1 26 | -5.2% | — | ||
| Q4 25 | -3.2% | 1.6% | ||
| Q3 25 | -6.8% | 0.9% | ||
| Q2 25 | 5.0% | 4.9% | ||
| Q1 25 | -22.5% | -6.2% | ||
| Q4 24 | -8.1% | 3.1% | ||
| Q3 24 | -14.6% | 1.4% | ||
| Q2 24 | -20.2% | 5.9% |
资本支出强度BBBYSFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 1.6% | ||
| Q3 25 | 0.9% | 1.4% | ||
| Q2 25 | 0.6% | 1.4% | ||
| Q1 25 | 0.5% | 1.0% | ||
| Q4 24 | 1.0% | 1.4% | ||
| Q3 24 | 1.1% | 1.2% | ||
| Q2 24 | 1.1% | 0.9% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
