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Dec 31, 2024

FIGS Q4 2024 Earnings Report

Expected Revenue:$119M
+1.3% YoY
Expected EPS:$0.01
50.0% YoY

Key Takeaways

FIGS, Inc. reported a 4.8% year-over-year increase in net revenues for the fourth quarter of 2024, driven by increased orders from existing customers. The company's financial results exceeded expectations, with a focus on product innovation, community connection, and meeting healthcare professionals' needs.

Net revenues increased by 4.8% year-over-year, reaching $151.8 million.

International net revenues saw a significant increase of 45.2% year-over-year.

Gross margin was 67.3%, a slight decrease of 20 basis points year-over-year.

Net income was $1.9 million, with diluted earnings per share of $0.01.

Active Customers
2.67M
Net Revenues Per Active Customer
$208
Average Order Value
$113
Gross Profit
$102M
Previous year: $97.9M
+4.4%
Cash and Equivalents
$85.6M
Previous year: $144M
-40.6%
Free Cash Flow
$64.1M
Previous year: $13.7M
+369.8%
Total Assets
$510M
Previous year: $473M
+7.7%

FIGS

FIGS

FIGS Revenue by Segment

FIGS Revenue by Geographic Location

Forward Guidance

FIGS anticipates net revenues growth to be down low-single-digits compared to 2024, with an adjusted EBITDA margin between 9.0% and 9.5%.

Positive Outlook

  • Investing with conviction and speed into emerging channels.
  • Accelerating growth over the long term.
  • Opportunities across brand and marketing to reinvigorate customer funnel.
  • Strong balance sheet and cash flow.
  • Returning value to shareholders through share repurchase program.

Challenges Ahead

  • Reduction in reliance on promotions.
  • Expected negative impact on near-term top-line performance.
  • Normalization coming out of the COVID overhang.
  • Higher operational costs at our new fulfillment center.
  • Higher shipping costs.