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Sep 30, 2023

FIGS Q3 2023 Earnings Report

Reported a revenue increase driven by new and existing customers and an increase in average order value, and raised full year guidance.

Key Takeaways

FIGS, Inc. reported a 10.7% year-over-year increase in net revenues to $142.4 million for Q3 2023. Net income was $6.1 million, with a net income margin of 4.2%. The company also raised its full-year guidance.

Net revenues increased by 10.7% year-over-year to $142.4 million.

Gross margin was 68.4%, a decrease of 220 basis points year over year.

Net income was $6.1 million, with a net income margin of 4.2%.

Adjusted EBITDA margin was 17.2%, compared to 16.4% in the same period last year.

Total Revenue
$142M
Previous year: $129M
+10.7%
EPS
$0.03
Previous year: $0.02
+50.0%
Active Customers
2.6M
Previous year: 2.15M
+20.7%
Net Revenues Per Active Customer
$212
Previous year: $227
-6.6%
Average Order Value
$114
Previous year: $112
+1.8%
Gross Profit
$97.4M
Previous year: $90.8M
+7.2%
Cash and Equivalents
$183M
Previous year: $156M
+17.6%
Free Cash Flow
$70.9M
Previous year: -$15.9M
-546.7%
Total Assets
$442M
Previous year: $386M
+14.6%

FIGS

FIGS

Forward Guidance

FIGS raises full-year 2023 outlook for net revenues growth to approximately 8.5% and adjusted EBITDA margin to approximately 14%.

Positive Outlook

  • Strong execution of strategic priorities
  • Healthy balance sheet with ample cash and no debt
  • Strong cash flow generation
  • Early stages of growth with intentions to make investments
  • Drive accelerated growth as we move past near term macro challenges