Core Insights - The article introduces John F Coughlin as a new contributing analyst for Seeking Alpha, inviting others to share their investment ideas [1] - The author emphasizes a holistic investment approach in healthcare equities, integrating both top-down and bottom-up valuation techniques [2] Company and Industry Analysis - The analysis highlights the importance of understanding minute details of companies, such as capital structure and debt covenants, which significantly impact equity valuation [2]

Group 1 - The core investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [1] - The articles emphasize understanding the long-term earnings power of companies and the competitive dynamics within their industries [1] - The majority of recommendations will be holds, indicating a cautious approach to investment opportunities, with only a small fraction of companies deemed suitable for buying at any given time [1] Group 2 - The hold articles are intended to provide valuable information for future investors and introduce a healthy skepticism in a generally bullish market [1] - There is a clear distinction made between the author's opinions and professional investment advice, highlighting the importance of conducting due diligence [2][3]

FIGS (FIGS) Q4 2024 Earnings Call February 28, 2025 04:27 AM ET Company Participants Tom Shaw - SVP of Investor RelationsTrina Spear - Co-Founder and CEOSarah Oughtred - CFOBrooke Roach - Vice President, Equity ResearchJohn Kernan - Managing DirectorDana Telsey - CEO and Chief Research OfficerLorraine Hutchinson - Managing DirectorAngus Kelleher-Ferguson - Equity Research AssociateNathan Feather - Equity Research Associate Conference Call Participants Brian Nagel - MD & Senior Analyst - Consumer Growth & eC ...

Core Viewpoint - Figs reported a revenue of $151.83 million for Q4 2024, marking a 4.8% year-over-year increase, with an EPS of $0.01, which is a decrease from $0.05 a year ago, and exceeded the Zacks Consensus Estimate for revenue by 9.02% [1] Financial Performance - Revenue of $151.83 million represents a year-over-year increase of 4.8% [1] - EPS for the quarter was $0.01, compared to $0.05 a year ago [1] - The revenue surpassed the Zacks Consensus Estimate of $139.27 million by 9.02% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $0.01 [1] Key Metrics - Active customers totaled 2,670, slightly below the four-analyst average estimate of 2,675 [4] - Average order value was $113, exceeding the four-analyst average estimate of $108.48 [4] - Net revenues per active customer were $208, compared to the $202.63 average estimate [4] - Geographic revenues from the Rest of the World reached $24.33 million, surpassing the $20.82 million average estimate, representing a 45.2% year-over-year increase [4] - Geographic revenues from the United States were $127.50 million, slightly below the two-analyst average estimate of $119.78 million, reflecting a -0.5% year-over-year change [4] - Revenues from Non-Scrubwear were $37.18 million, exceeding the $31.66 million estimated by two analysts, marking a 12.8% year-over-year increase [4] - Revenues from Scrubwear were $114.65 million, compared to the $108.88 million average estimate, representing a 2.4% year-over-year increase [4] Stock Performance - Shares of Figs returned +0.5% over the past month, while the Zacks S&P 500 composite experienced a -2.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

FIGS, Inc. (NYSE:FIGS) Q4 2024 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Tom Shaw - Senior Vice President, Investor Relations Trina Spear - Co-Founder & Chief Executive Officer Sarah Oughtred - Chief Financial Officer Conference Call Participants Brooke Roach - Goldman Sachs Brian Nagel - Oppenheimer John Kernan - TD Cowen Dana Telsey - Telsey Group Lorraine Hutchinson - Bank of America Matt Koranda - ROTH Capital Ashley Owens - KeyBanc Capital Markets Nathan Feather - Morga ...

Figs (FIGS) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this health care apparel company would post a loss of $0.02 per share when it actually produced a loss of $0.01, delivering a surprise of 50%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Figs, which belongs to the ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________ FORM 10-K _________________________________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Numb ...

FIGS Releases Fourth Quarter and Full Year 2024 Financial Results 2024 Results Exceed Expectations with Net Revenues Growth of 1.8% YoY, Net Income Margin of 0.5%, and Adjusted EBITDA Margin of 9.3% Increases Share Repurchase Authorization by $50 Million SANTA MONICA, Calif., February 27, 2025 — FIGS, Inc. (NYSE: FIGS) (the "Company"), the global leading healthcare apparel brand dedicated to improving the lives of healthcare professionals, today released its fourth quarter and full year 2024 financial resul ...

In its upcoming report, Figs (FIGS) is predicted by Wall Street analysts to post quarterly earnings of $0.01 per share, reflecting a decline of 80% compared to the same period last year. Revenues are forecasted to be $139.27 million, representing a year-over-year decrease of 3.9%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company announce ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Previously owned a position in FIGS, which was closed the day the LBO interest by Story3 Capital was ...