Dec 31, 2021

FIGS Q4 2021 Earnings Report

FIGS experienced revenue growth and maintained strong gross margins in Q4 2021.

Key Takeaways

FIGS reported a 42.7% increase in net revenues to $128.7 million and a gross margin of 69.9% for the fourth quarter of 2021. Net income was $12.6 million, with diluted earnings per share of $0.06. The company's full-year net revenues reached $420 million, a 60% increase year-over-year.

Net revenues increased by 42.7% year over year to $128.7 million.

Gross margin was 69.9%, a decrease of 110 basis points year over year.

Net income was $12.6 million and diluted earnings per share was $0.06.

Adjusted EBITDA was $31.9 million, an increase of $10.5 million year over year.

Total Revenue
$129M
Previous year: $90.2M
+42.7%
EPS
$0.09
Previous year: -$0.214
-142.0%
Active Customers
1.9M
Net Revenues Per Active Customer
$224
Average Order Value
$113
Gross Profit
$90.1M
Previous year: $64.1M
+40.6%
Cash and Equivalents
$195M
Previous year: $58.1M
+236.1%
Free Cash Flow
$13.2M
Previous year: -$3.5M
-477.5%
Total Assets
$312M
Previous year: $134M
+132.9%

FIGS

FIGS

Forward Guidance

FIGS expects net revenues between $550 million and $560 million, a gross margin of 70%+, and an adjusted EBITDA margin of 20%+ for the full year 2022.

Positive Outlook

  • Net Revenues $550 Million - $560 Million
  • Gross Margin 70%+
  • Adjusted EBITDA Margin 20%+
  • Company expects continued growth
  • Company expects to maintain strong gross margins

Challenges Ahead

  • Impact of COVID-19 on the Company’s operations
  • Company’s ability to maintain its recent rapid growth
  • Company’s ability to maintain profitability
  • Company’s ability to maintain the value and reputation of its brand
  • The competitiveness of the market for healthcare apparel