NYSE$FIGS

FIGS Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

FIGS reported mixed financial results for the fourth quarter and full year 2024, with Q4 revenues exceeding expectations but overall 2024 results being mixed.

FIGS, Inc. announced its fourth quarter and full year 2024 financial results, with Q4 net revenues increasing by 4.8% year over year to $151.8 million, primarily driven by increased orders from existing customers. Net income for Q4 was $1.9 million, or $0.01 diluted earnings per share. For the full year 2024, net revenues grew by 1.8% to $555.6 million, and net income was $2.7 million, or $0.02 diluted earnings per share.

  • Q4 2024 net revenues increased by 4.8% year over year to $151.8 million, exceeding expectations.
  • Full year 2024 net revenues grew by 1.8% to $555.6 million.
  • Q4 2024 diluted EPS was $0.01, a decrease from $0.05 in the prior year period.
  • The company increased its share repurchase authorization by $50 million.

Headline financials

Total Revenue

$152M

Previous: $145M+4.8%
EPS (adj)

$0.01

Previous: $0.05-80.0%
Active Customers

2.7M

Previous: 2.6M+3.0%
Net Revenues per Active Customer

$208.00

Previous: $210.00-1.0%
Average Order Value

$113.00

Previous: $115.00-1.7%
Net Income Margin

1.2%

Previous: 6.9%-82.6%
Adjusted EBITDA

$21.1M

Previous: $26.6M-20.8%
Adjusted EBITDA Margin

13.9%

Previous: 18.4%-24.5%
Net Income

$1.89M

Previous: $10M-81.2%
Operating Income

$8.9M

Previous: $14.2M-37.4%
Gross Profit

$102M

Previous: $97.9M+4.4%

Revenue & EPS history

FIGS · Revenue · Quarterly

$152M

Q4 2024+4.8%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

For the full year 2025, FIGS expects net revenues growth to be down low-single-digits compared to 2024, and adjusted EBITDA margin to be between 9.0% and 9.5%. The company plans to invest in emerging channels, brand and marketing, and reduce reliance on promotions.

Tailwinds

  • Investing with conviction and speed into emerging channels to accelerate long-term growth.
  • Opportunities across brand and marketing to reinvigorate the customer funnel.
  • Strong balance sheet and cash flow supporting efforts to return value to shareholders.
  • Announced a $50 million increase in share repurchase program.
  • Confidence in brand positioning, strategic focus, and long-term structural strength of the healthcare industry.

Headwinds

  • Planned reduction in promotions expected to negatively impact near-term top-line performance.
  • Overall 2024 financial results were mixed.
  • Industry and Company normalization coming out of the COVID overhang.
  • Net revenues growth vs. 2024 is projected to be down low-single-digits.
  • Adjusted EBITDA Margin is projected to be 9.0% to 9.5%, lower than 2024's 9.3%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.0%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+0.7%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+28.7%

Q3 2023

Best reaction

-25.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.0%-20.7%-18.1%
Q4 2025+23.5%+36.1%+17.9%
Q3 2025+14.1%+33.2%+52.0%
Q1 2025-1.7%-13.5%-12.2%
Q4 2024-18.1%-13.3%-15.8%
Q3 2024-25.4%-26.5%-20.6%
Q2 2024-11.0%-12.1%+4.3%
Q1 2024+4.7%+16.5%+6.2%
Q4 2023-12.2%-7.2%-16.4%
Q3 2023+28.7%+21.4%+41.8%
Q2 2023+1.3%-2.9%-11.0%
Q1 2023+7.2%+10.2%+18.1%
Q4 2022-25.1%-25.7%-32.8%
Q3 2022+15.6%+10.7%+23.7%
Q2 2022+3.4%+3.3%+0.6%
Q1 2022-21.8%-17.4%-37.1%
Q4 2021+27.5%+22.0%+64.5%
Q3 2020-15.1%-16.1%-38.7%
Q3 2021-15.1%-16.1%-38.7%
Q2 2020+3.6%+1.5%+6.8%
Q1 2021+3.6%+1.5%+6.8%
Q2 2021+3.6%+1.5%+6.8%
Q4 2020+3.6%+1.5%+6.8%
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro