FIGSNYSEApparel & Other Finishd Prods of Fabrics & Similar MatlUS GAAP · USD

FIGS, Inc.

FIGS, Inc. is a direct-to-consumer healthcare apparel and lifestyle brand built around scrubs, footwear, and related products for healthcare professionals. The company sells primarily through its digital platform, with additional B2B TEAMS sales and physical Community Hubs that extend the brand beyond online commerce.

Kysy yhtiöstä
Liikevaihto631milj. USD
+13,6 %v/v
Liikevoitto (EBIT)38,1milj. USD
+1 584,2 %v/v
EBIT-marginaali6,0%
+5,6 %-yks.v/v
Nettotulos34,3milj. USD
+1 159,2 %v/v
Vapaa kassavirta53,0milj. USD
−17,4 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

0200400600800milj. USD2020: 263 milj. USD2020: EBIT 58 milj. USD20202021: 420 milj. USD2021: EBIT 11 milj. USD20212022: 506 milj. USD2022: EBIT 38 milj. USD20222023: 546 milj. USD2023: EBIT 34 milj. USD20232024: 556 milj. USD2024: EBIT 2,3 milj. USD20242025: 631 milj. USD2025: EBIT 38 milj. USD202563138
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: FIGS, Inc.

Liiketoiminta

Osuus liikevaihdosta
Core scrubs65 %

Primary healthcare apparel including tops, pants, and scrub sets designed for daily clinical use.

Non-scrubwear apparel12 %

Lifestyle and off-shift apparel that extends the FIGS brand beyond uniforms.

Footwear and accessories13 %

Shoes, socks, bags, and other add-ons that complement the core uniform wardrobe.

B2B TEAMS7 %

Uniform and ordering programs for healthcare organizations and employer groups.

Customization and retail experiences3 %

Embroidery, heat press services, and in-person Community Hub or pop-up sales.

Tuotteet

Raportoitu · osuus liikevaihdosta
80,6%19,4%FY2025100 %
  • Scrubwear80,6 %
  • Non Scrubwear Lifestyle19,4 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

FIGS sells to healthcare professionals who want functional, comfortable, and branded apparel for long shifts and frequent wear. Its customer base includes nurses, physicians, technicians, students, and other clinical workers, plus healthcare employers that buy through TEAMS for staff outfitting. The brand also targets customers who value style, community, and repeat purchases across work and off-shift wardrobes.

Individual healthcare professionals

Primary DTC buyers purchasing scrubs, footwear, and accessories for daily clinical use and repeat replenishment.

Healthcare students and early-career workers

Buy entry-level and core products as they build a professional wardrobe and brand loyalty.

Healthcare employers and organizations

Buy through TEAMS for uniform programs, coordinated ordering, and employee convenience.

Lifestyle and off-shift customers

Purchase non-scrubwear and branded items that extend FIGS beyond workwear.

Strategia

FIGS is focused on deepening its direct relationship with healthcare professionals through product innovation, brand marketing, and customer retention. It is also expanding the wardrobe beyond core scrubs into footwear, accessories, and lifestyle products while using TEAMS and Community Hubs to broaden distribution and engagement. The company continues to invest in performance marketing, ambassador-led storytelling, and collaborations to strengthen brand awareness and drive repeat purchases.

Increase customer retention and order frequencyLyhyt aikaväli

The business depends on repeat purchases from healthcare professionals, so retention drives lifetime value and lowers acquisition dependence.

Expand the product wardrobeKeskipitkä aikaväli

Adding footwear, accessories, and lifestyle items increases share of wallet and makes FIGS less dependent on core scrub demand.

Strengthen brand and community marketingLyhyt aikaväli

FIGS competes on brand affinity and direct customer connection, not just product utility.

Support selective international expansionKeskipitkä aikaväli

International growth could broaden the addressable market but requires logistics, marketing, and capital discipline.

Maantiede

Q1/2026

FIGS is headquartered and operationally anchored in the United States, where it runs its fulfillment center in Goodyear, Arizona and most brand activations and retail touchpoints. The company describes its community as global, but the disclosed operating model is still centered on U.S. digital commerce and U.S.-based logistics. International expansion is a strategic variable because it affects marketing, supply chain, and capital needs.

USA82 %
Other countries (US filing)18 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

FIGS faces concentration and execution risk because its distribution is centered on a single fulfillment center and a digital-first sales model. Demand can also be affected by macro pressure, marketing efficiency, shipping disruptions, tariffs, and the possibility that historical growth is not sustainable. As a consumer brand in a competitive apparel category, it must keep product innovation and brand relevance high while managing inventory, returns, and customer acquisition costs.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Tariffs and import cost inflation1Fulfillment center concentration2Marketing efficiency and customer acquisition3Demand cyclicality and growth sustainability4Shipping and logistics disruption5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Tariffs and import cost inflationVaikutus: KorkeaTodennäköisyys: Korkea

    Cost of goods sold includes import duties, tariffs, freight-in, and other taxes that can move with trade policy and logistics costs.

    KohdistuuGross marginInventory cost
  2. Fulfillment center concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    All product distribution relies on one leased Goodyear, Arizona fulfillment center, so outages or system failures could disrupt sales and service.

    KohdistuuInventory flowOrder fulfillmentCustomer experience
  3. Marketing efficiency and customer acquisitionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company depends on digital traffic, search, social media, and email; higher acquisition costs or weaker engagement can reduce growth.

    KohdistuuDTC trafficConversionRepeat purchases
  4. Demand cyclicality and growth sustainabilityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Management explicitly notes historical growth may not be sustainable, and macro pressure can affect replenishment and discretionary purchases.

    KohdistuuRevenue growthCustomer frequency
  5. Shipping and logistics disruptionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Damaged, lost, or delayed goods can trigger refunds, replacement costs, and reputational damage.

    KohdistuuOutbound shippingCustomer satisfaction
Kysy Clarifolta: FIGS, Inc.

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition at shipment

Revenue is recorded when control transfers, so shipping cutoffs and order timing affect quarterly comparability.

Vaikutus: Net revenue and quarterly trend analysis

Return reserve and discount estimates

Net revenue is reported net of estimated returns and discounts, requiring judgment based on historical patterns.

Vaikutus: Revenue, gross margin, and liabilities

Inventory valuation and write-offs

The company sells fashion-sensitive apparel with color/style releases, so excess or obsolete inventory can require write-downs.

Vaikutus: Cost of goods sold and gross profit

Lease accounting

The fulfillment center and other facilities create operating lease obligations that affect balance sheet leverage and fixed commitments.

Vaikutus: Liabilities, cash flow, and fixed-cost profile

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

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Figma, Inc.

FIG · Services-Prepackaged Software

Superior Group of Companies, Inc

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Stitch Fix, Inc.

SFIX · Retail-Catalog & Mail-Order Houses

First Choice Healthcare Solutions, Inc.

FCHS · Services-Medical Laboratories

Päivitetty: 24.9.2026

FIGS, Inc. (FIGS) liikevaihto, tulos ja tunnusluvut 2025 – Clarifo