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B&G Foods, Inc.（BGS）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
B&G Foods, Inc.的季度营收约是Stitch Fix, Inc.的1.3倍（$439.3M vs $342.1M），Stitch Fix, Inc.净利率更高（-1.9% vs -4.4%，领先2.5%），Stitch Fix, Inc.同比增速更快（7.3% vs -4.7%），Stitch Fix, Inc.自由现金流更多（$5.6M vs $-70.7M），过去两年Stitch Fix, Inc.的营收复合增速更高（1.8% vs -12.8%）
B&G Foods是总部位于美国新泽西州帕西帕尼的品牌食品控股企业，创立于1996年，成立初衷是收购1889年诞生于曼哈顿的酸黄瓜、调味酱及调味品生产商Bloch & Guggenheimer，如今在北美食品领域拥有众多知名品牌。
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。
BGS vs SFIX — 直观对比
营收规模更大
BGS
是对方的1.3倍
$342.1M
营收增速更快
SFIX
高出12.0%
-4.7%
净利率更高
SFIX
高出2.5%
-4.4%
自由现金流更多
SFIX
多$76.3M
$-70.7M
两年增速更快
SFIX
近两年复合增速
-12.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $439.3M | $342.1M |
| 净利润 | $-19.1M | $-6.4M |
| 毛利率 | 22.5% | 43.6% |
| 营业利润率 | 2.5% | -2.5% |
| 净利率 | -4.4% | -1.9% |
| 营收同比 | -4.7% | 7.3% |
| 净利润同比 | -356.5% | -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BGSSFIX
| Q4 25 | — | $342.1M | ||
| Q3 25 | $439.3M | $311.2M | ||
| Q2 25 | $424.4M | $325.0M | ||
| Q1 25 | $425.4M | $312.1M | ||
| Q4 24 | $551.6M | $318.8M | ||
| Q3 24 | $461.1M | $319.6M | ||
| Q2 24 | $444.6M | $322.7M | ||
| Q1 24 | $475.2M | $330.4M |
净利润BGSSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $-19.1M | $-8.6M | ||
| Q2 25 | $-9.8M | $-7.4M | ||
| Q1 25 | $835.0K | $-6.5M | ||
| Q4 24 | $-222.4M | $-6.3M | ||
| Q3 24 | $7.5M | $-36.5M | ||
| Q2 24 | $3.9M | $-21.3M | ||
| Q1 24 | $-40.2M | $-35.5M |
毛利率BGSSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | 22.5% | 43.6% | ||
| Q2 25 | 20.5% | 44.2% | ||
| Q1 25 | 21.2% | 44.5% | ||
| Q4 24 | 21.5% | 45.4% | ||
| Q3 24 | 22.2% | 44.6% | ||
| Q2 24 | 20.7% | 45.5% | ||
| Q1 24 | 22.9% | 43.4% |
营业利润率BGSSFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | 2.5% | -3.6% | ||
| Q2 25 | 5.2% | -3.0% | ||
| Q1 25 | 8.4% | -2.9% | ||
| Q4 24 | -46.6% | -2.8% | ||
| Q3 24 | 11.1% | -13.1% | ||
| Q2 24 | 9.9% | -7.7% | ||
| Q1 24 | -3.3% | -11.5% |
净利率BGSSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | -4.4% | -2.8% | ||
| Q2 25 | -2.3% | -2.3% | ||
| Q1 25 | 0.2% | -2.1% | ||
| Q4 24 | -40.3% | -2.0% | ||
| Q3 24 | 1.6% | -11.4% | ||
| Q2 24 | 0.9% | -6.6% | ||
| Q1 24 | -8.5% | -10.8% |
每股收益（稀释后）BGSSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $-0.24 | $-0.06 | ||
| Q2 25 | $-0.12 | $-0.06 | ||
| Q1 25 | $0.01 | $-0.05 | ||
| Q4 24 | $-2.81 | $-0.05 | ||
| Q3 24 | $0.09 | $-0.29 | ||
| Q2 24 | $0.05 | $-0.18 | ||
| Q1 24 | $-0.51 | $-0.30 |
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 | $60.9M | $244.2M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $470.7M | $204.1M |
| 总资产 | $2.9B | $530.7M |
| 负债/权益比越低杠杆越低 | 4.30× | — |
8季度趋势，按日历期对齐
现金及短期投资BGSSFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | $60.9M | $234.9M | ||
| Q2 25 | $54.1M | $234.2M | ||
| Q1 25 | $61.2M | $219.1M | ||
| Q4 24 | $50.6M | $253.3M | ||
| Q3 24 | $54.7M | $247.0M | ||
| Q2 24 | $40.3M | $244.5M | ||
| Q1 24 | $42.5M | $229.8M |
总债务BGSSFIX
| Q4 25 | — | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | — | ||
| Q1 24 | $2.0B | — |
股东权益BGSSFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | $470.7M | $203.0M | ||
| Q2 25 | $501.4M | $200.4M | ||
| Q1 25 | $513.1M | $197.8M | ||
| Q4 24 | $524.8M | $190.5M | ||
| Q3 24 | $755.3M | $187.0M | ||
| Q2 24 | $765.0M | $208.9M | ||
| Q1 24 | $781.2M | $213.3M |
总资产BGSSFIX
| Q4 25 | — | $530.7M | ||
| Q3 25 | $2.9B | $480.6M | ||
| Q2 25 | $2.9B | $484.7M | ||
| Q1 25 | $3.0B | $472.6M | ||
| Q4 24 | $3.0B | $507.1M | ||
| Q3 24 | $3.4B | $486.9M | ||
| Q2 24 | $3.4B | $537.0M | ||
| Q1 24 | $3.4B | $538.3M |
负债/权益比BGSSFIX
| Q4 25 | — | — | ||
| Q3 25 | 4.30× | — | ||
| Q2 25 | 3.97× | — | ||
| Q1 25 | 3.91× | — | ||
| Q4 24 | 3.85× | — | ||
| Q3 24 | 2.75× | — | ||
| Q2 24 | 2.67× | — | ||
| Q1 24 | 2.61× | — |
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 | $-64.6M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-70.7M | $5.6M |
| 自由现金流率自由现金流/营收 | -16.1% | 1.6% |
| 资本支出强度资本支出/营收 | 1.4% | 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 | $54.8M | $4.9M |
8季度趋势，按日历期对齐
经营现金流BGSSFIX
| Q4 25 | — | $10.9M | ||
| Q3 25 | $-64.6M | $7.0M | ||
| Q2 25 | $17.8M | $20.5M | ||
| Q1 25 | $52.7M | $-16.2M | ||
| Q4 24 | $80.3M | $14.3M | ||
| Q3 24 | $4.2M | $8.2M | ||
| Q2 24 | $11.3M | $21.7M | ||
| Q1 24 | $35.1M | $-22.3M |
自由现金流BGSSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | $-70.7M | $2.8M | ||
| Q2 25 | $11.5M | $16.0M | ||
| Q1 25 | $42.4M | $-19.4M | ||
| Q4 24 | $71.7M | $9.9M | ||
| Q3 24 | $-679.0K | $4.5M | ||
| Q2 24 | $5.2M | $18.9M | ||
| Q1 24 | $27.5M | $-26.1M |
自由现金流率BGSSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | -16.1% | 0.9% | ||
| Q2 25 | 2.7% | 4.9% | ||
| Q1 25 | 10.0% | -6.2% | ||
| Q4 24 | 13.0% | 3.1% | ||
| Q3 24 | -0.1% | 1.4% | ||
| Q2 24 | 1.2% | 5.9% | ||
| Q1 24 | 5.8% | -7.9% |
资本支出强度BGSSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 1.4% | 1.4% | ||
| Q2 25 | 1.5% | 1.4% | ||
| Q1 25 | 2.4% | 1.0% | ||
| Q4 24 | 1.6% | 1.4% | ||
| Q3 24 | 1.0% | 1.2% | ||
| Q2 24 | 1.4% | 0.9% | ||
| Q1 24 | 1.6% | 1.1% |
现金转化率BGSSFIX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 63.17× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 2.87× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
SFIX
暂无分部数据
