FIGS, Inc.

NYSE•FIGS

CEO: Ms. Heather L. Hasson

Sector: Consumer Cyclical

Industry: Apparel - Manufacturers

Listing Date: 2021-05-27

FIGS, Inc. operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally. It designs and sells healthcare apparel and scrubwear and non-scrubwear offerings, such as outerwear, underscrubs, footwear, compression socks, lab coats, loungewear, and other apparel. It also offers sports bras, performance leggings, tops, super-soft pima cotton tops, vests, fleeces, and jackets; necessities, scrub caps, lanyards, badge reels, tote bags, baseball caps, and beanies. The company markets and sells its products to healthcare professionals through its direct-to-consumer digital platform comprising website, mobile app, and B2B business, as well as retail store. FIGS, Inc. was founded in 2013 and is headquartered in Santa Monica, California. FIGS, Inc.

Contact Information

2834 Colorado Avenue, Suite 100, Santa Monica, CA, 90404, United States

424-300-8330

www.wearfigs.com

Market Cap

$1.96B

P/E (TTM)

48.2

32.4

Dividend Yield

52W High

$17.48

52W Low

$4.25

52W Range

57%

Rank33Top 25.7%

4.8

F-Score

Modified Piotroski Analysis

Based on 6-year fundamentals

Average • 4.8 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2020-2025

Financial Dashboard

Q1 2026 Data

Revenue

$159.90M+0.00%

4-Quarter Trend

EPS

$0.04+0.00%

4-Quarter Trend

FCF

-$5.63M+0.00%

4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Strong Net Income Growth Net income reached $34.3M in 2025, a substantial increase from $2.7M in 2024, driving margin to 5.4%.

Revenue Growth Continues Net revenues grew 13.6% to $631.1M in 2025, driven by new customers and higher Average Order Value.

Active Customer Base Expands Active customer count grew 9.4% to 2.921M by year-end 2025, reflecting strong brand reach and loyalty.

Adjusted EBITDA Improvement Adjusted EBITDA increased to $74.5M in 2025, showing 11.8% margin improvement over the prior year period.

Risk Factors

Gross Margin Pressure Gross margin decreased 1.1 percentage points to 66.5% due to tariff impacts and inventory write-offs in 2025.

Supply Chain Vulnerability Reliance on limited third-party suppliers and global trade policy volatility creates supply chain disruption risks.

Growth Sustainability Concerns Historical growth rate may not be sustainable; profitability depends on offsetting increasing operating expenses.

Cyber Security Threats Platform relies heavily on IT systems; cyberattacks or infrastructure failures could severely damage reputation and operations.

Outlook

Marketing Investment Focus Plan to continue investing in brand and performance marketing to drive future customer acquisition and growth.

Expanding Physical Presence Intends to open additional Community Hubs, enhancing omni-channel buying experience and brand awareness.

Dynamic Inventory Management Utilizing data-driven repurchasing and shallow initial buys to manage inventory risk and drive recurring demand.

Focus on Customer Value Future growth depends on increasing net revenues per active customer through product expansion and engagement.

Peer Comparison

Revenue (TTM)

MLCO

$5.30B

+11.4%

LEG

$3.95B

-8.3%

MLKN

$3.80B

+5.6%

Gross Margin (Latest Quarter)

TDUP

79.2%

+4.4pp

FIGS

65.6%

+2.9pp

GOOS

61.8%

+1.1pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
MLCO	$2.16B	9.4	-17.6%	93.8%
FIGS	$1.96B	48.2	9.7%	10.8%
AIN	$1.83B	-30.8	-7.7%	27.4%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

1.6%

Moderate Growth

4Q Net Income CAGR

-4.0%

Stable Profitability

Cash Flow Stability

50%

Cash Flow Needs Attention

Deep Research

Next earnings:Aug 6, 2026

EPS:$0.07

Revenue:$186.11M

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data